Consumer SpendingHigh interest rates, persistent inflation, and expensive mortgage costs are preventing disposable income relief, affecting consumer spending and impacting Global-E Online Ltd.'s performance.
Partnership ChangesThe updated Shopify partnership loses some prior exclusivity, which could shrink the Shopify opportunity.
Trade EnvironmentSoft consumer demand and global trade environment challenges are creating economic uncertainty, impacting Global-E Online Ltd.'s earnings forecasts and price target.