The Motley Fool's analysis highlights that Shopify's revenue growth has seen a slight acceleration over the past year, benefiting from the expanding $6 trillion global e-commerce market and increased AI-driven shopping activity. In contrast, Chewy, operating in the $150 billion pet industry, exhibits steady but slower revenue growth. For the quarter ended June 30, 2026, Shopify reported an operating margin of approximately 17%, while Chewy's operating margin was about 4.2% for the quarter ended May 3, 2026. The analysis suggests Shopify is racing ahead, while Chewy is investing in pet health and vet care to sustain growth.