Shopify's fulfillment challenges have analysts anxious about the future of the e-commerce giant's competition with Amazon
that year it would invest $1 billion over the following five years to build it out.
Analysts and other industry insiders are now speculating that Shopify may be moving away from its initial"asset-light" approach and making more aggressive moves in fulfillment soon, whether that means acquiring third-party logistics companies, moving to operate warehouses on its own, or operating some kind of hybrid model. A Shopify spokesperson said the company would share more details on its plans for the network during its fourth-quarter earnings call next month.
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