07 - Market Context5 min read

Market Snapshot

Deep dive into market size, growth dynamics, and timing considerations

Total Addressable Market
$4B

Growing at 22% CAGR

$4B
TAM
$800M
SAM
$50M
SOM

Market Growth

22%

Mobile commerce is overtaking desktop.

GROWTH TRAJECTORY

Why Now?

Window of Opportunity
  • *CAC rising on Facebook/Instagram pushing brands to owned channels

Strategic Headwinds

  • Shopify natively building more features

  • Apple limiting tracking