Sorry Shopify, I think I buy MailChimp's side of the story more. I wonder what percentage of Shopify stores are just drop shipping fronts. I can see that hurting MailChimp's deliverability.
There are a bunch of Shopify plugins that just let people sell Alibaba express items with no intermediate work. These kinds of drop shippers engage in shadier marketing campaigns. If email coming from MailChimp starts getting reported for spam, other legitimate mail coming from their ips will see delivery suffer.