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Global-E Online (GLBE) investor relations material

Global-E Online Piper Sandler 4th Annual Growth Frontiers Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Piper Sandler 4th Annual Growth Frontiers Conference summary10 Sep, 2025

Policy and tariff impact

  • Recent tariff enforcement has had minimal impact on cross-border e-commerce trading patterns, especially into the U.S., due to diversified brand portfolios and limited price sensitivity among luxury and celebrity brands.

  • Brands with significant U.S. exposure either raised prices globally by a small percentage or, if necessary, increased U.S. prices, resulting in lower quantities sold but higher prices, with little effect on overall GMV.

  • The removal of the de minimis exemption for goods from China, Hong Kong, and Macau affected only about 3-4% of the market, with only a few brands severely impacted due to high concentration of Chinese manufacturing.

  • The broader removal of de minimis is expected to have limited impact, as similar low-value goods taxes exist in other countries, and current trading patterns remain stable post-change.

Growth drivers and 3B2C offering

  • The 3B2C model allows brands to set up a U.S. entity, reducing duties by paying on wholesale rather than retail value, providing a middle ground between cross-border and full local inventory models.

  • Brands can switch to the 3B2C model quickly, often within days, with high interest and adoption among both existing and new brands seeking to manage duties more efficiently.

  • The new model is opening doors for additional business, with some brands now handing over their U.S. operations due to increased complexity from tariffs and duties.

  • Trading patterns and brand onboarding remain strong, with positive growth and a diversified pipeline of new brands, providing good visibility for the remainder of the year.

AI and technology strategy

  • AI is viewed as a significant opportunity, not a threat, due to the company's combination of proprietary data, service layers, and complex third-party orchestration that cannot be easily replicated.

  • AI tools are used internally to automate customer service, duty classification, and to drive efficiencies, with over 50% of customer service already handled by bots.

  • Proprietary data and know-how are leveraged to improve conversion rates and provide differentiated value to merchants, beyond what generic AI solutions can offer.

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Frequently asked questions

Global-E Online Ltd. provides a platform to enable and accelerate direct to consumer cross-border e-commerce, operating as a technology and service provider which enables international transactions for online retailers and brands. We ensure that international shoppers experience a local online checkout in their local currency including all payment methods, across every continent, in multiple languages and reduced shipping costs while remaining compliant with local regulations. The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.

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