Hey there, good morning. Shop Pay just walked into Meta's Muse agent party, merchants are still arguing about subscription apps and POS Plus fees, and Analytics finally stopped lying about duties. Coffee first, then the receipts.

In today’s newsletter, we’ll get into:

• Shop Pay lands in Meta's Muse agent checkout, with PayPal already circling the same party.
• Merchants are rethinking subscription apps and whether POS Plus still earns its keep after Stocky.
• Analytics shipping/duty data got sharper, and Shop Pay Installments now covers multiple business entities.

SELL & CONVERT

🛒 Shop Pay is now a wallet inside Meta Muse agent checkout. Shopify says Shop Pay is available as a wallet in Meta's Muse AI shopping agent, another push to keep merchant checkout inside the Shop Pay rail when chat starts buying for shoppers.

🛒 Shopify explains why Shop Pay showed up in Muse. Shopify's Rohit Mishra walked through the Muse integration: agentic shopping only works for merchants if checkout still converts, so Shop Pay is the wallet bet inside Meta's agent.

🛒 Weird abandoned-checkout loops are spooking merchants again. Operators are seeing dozens of abandoned checkouts from the same email to the same made-up address. If your funnel suddenly looks busy but never pays, treat it as bot or fraud noise before you torch ad spend.

🛒 Checkout marketing text still will not let some merchants edit the checkbox. A merchant trying to rewrite the default "Email me with news and offers" checkout marketing line cannot find a Submit/Confirm control. If you customize that opt-in copy, double-check the editor still saves.

🏪 Is Shopify POS Plus still worth it after Stocky left? Retailers who mainly bought Plus for Stocky are doing the math again: roughly $800/year for POS Plus plus a Stocky replacement. If inventory planning was your killer feature, re-price the bundle before renewal.

🛒 PayPal joins Muse checkout two weeks after Shop Pay and Stripe Link. PayPal is partnering with Meta so Muse can check out at merchants that accept PayPal - US-only for now. Agentic checkout just became a three-wallet race: Shop Pay, Link, and PayPal.

🛒 How do you track member logins when there is no active checkout? A membership site on Shopify wants login events for a members-only dashboard with no products in play. Customer accounts alone will not give you a clean analytics event - plan for a pixel, app, or customer event.

MONEY & OPS

🛒 Which Shopify subscription app are merchants actually keeping? A long-running Recharge merchant is shopping again: unified checkout is better now, but fees still sting. If you are comparing Recharge, Skio, Seal, or native subscriptions, price the take-rate against churn tools.

📦 Analytics shipping and duty data finally lines up with profit. Shopify Analytics now folds duties and other shipping costs into profitability more completely, including multi-currency orders. Expect some historical profit views to shift when those costs start landing.

📦 Size and fit returns are climbing - fix photos or accept the tax? Apparel sellers are debating whether fit returns are a size-chart/photo problem or just the cost of clothing. Before you tighten policies, stress-test size guides and on-model shots against the SKUs driving refunds.

STORE & TOOLS

🤖 How do you dismiss the Work with Sidekick popup in the new admin? Merchants on the redesigned desktop admin say a banner-sized Work with Sidekick prompt keeps eating the bottom of the screen. If you have found a durable dismiss or account setting, the thread wants it.

🏪 Three stores, shared inventory, one POS: what would you change first? A sporting-goods operator is splitting into three niche Shopify stores with shared inventory and one POS. Before locking locations and transfers, pressure-test inventory sync, tax, and which store owns the POS hardware.

SHIPPED

🛒 Shop Pay Installments can now cover multiple business entities. US, Canada, and UK merchants that run more than one legal entity can enable Shop Pay Installments across those entities. Useful if BNPL was stuck on the parent while a second brand carried the traffic.

🎨 Rollouts gets clearer launch, event, and test controls. Shopify redesigned Rollouts setup so you pick timing and traffic percentage that match a launch, temporary event, or test. Handy when you want a scheduled theme/experiment push without guessing the old toggles.

ON THE CALENDAR

📣 Shopify Editions stays on the calendar. Shopify's twice-a-year Editions dump is still the place merchants watch for bundled product drops. Park it on the radar if you plan roadmap around major platform releases.

The Shopifist · Draft