UBS Payments Innovation Event Series: Global-e (GLBE) and Cross-Border eCommerce from a Merchant‘s Perspective, featuring Flywheel Strategy

Research evidence excerpt

UBS Payments Innovation Event Series: Global-e (GLBE) and Cross-Border eCommerce from a Merchant‘s Perspective, featuring Flywheel Strategy

Analyst

services, Flywheel Strategy drives high impact results for companies transitioning to kyle.crews@ubs.com

fully-scaled business enterprises, working as extensions of the team. Flywheel Strategy's +1-212-882-0088

team applies decades of expertise in digital, technology, marketing, brand, data and Ella Zimmermann

business operations strategies to the people, processes, and best practices companies Associate Analyst

leverage to drive scalable, profitable and consistent growth and efficiency. ella.zimmermann@ubs.com

+1-212-713 5000

Broader industry context: This discussion is relevant for investors seeking to better Siddhanth Soni

understand Global-e's competitive positioning from the merchants' perspective, Associate Analyst

particularly across global cross-border eCommerce use cases, merchant-of-record (MoR) siddhanth.soni@ubs.com

offerings, duties, taxes, and last-mile delivery, and more. This discussion also helps +1-212-649 8010

investors understand cross-border eCommerce, especially options to Shopify merchants

when it comes to selling internationally.

Merchants’ needs in cross-border D2C eCommerce: Our guest emphasized that

international expansion is often perceived as simpler than it ultimately proves to be.

While many brands view cross-border commerce as a natural extension of domestic

success, our guest sees execution typically requiring coordination across marketing,

technology, operations, and leadership teams. Additionally, our guest noted Shopify's

own international sales tools (previously branded as "Shopify Markets") and similar

tools enable merchants to address foundational needs such as currency conversion and