Lululemon has one of the best owned-distribution platforms in the world. They have 489 company-owned stores that do extremely well. In 2019, their sales per square foot were $1,657, compared to the retail industry average around $325, giving them the highest sales per square foot in all of apparel.
These are transient opinions about a hurriedly launched product. But what's interesting is to lift the curtains to see how the product could evolve and why the start is important for Shopify. IMO, Shop is the future of Shopify.