Commerce.com Plans $50M Buyback, Cost Cuts Aimed at 20% Non-GAAP Margins by 2027

Commerce.com, Inc., a NASDAQ-listed e-commerce platform based in Austin, Texas, has outlined a cost-cutting strategy and a $50 million share repurchase program to improve financial performance. The company aims to achieve non-GAAP operating margins of at least 20% starting in 2027, following a restructuring plan expected to generate annualized savings of $60 million to $80 million. These savings will translate to per-share benefits of $0.73 to $0.97, based on June 30, 2026 share counts. Initial savings of about $3 million, or 4%, are projected for 2026, with full benefits realized in 2027. The company will focus restructuring efforts on staffing, professional services, facilities, software, and infrastructure, while maintaining investments in B2B commerce, payments, product intelligence, and agentic commerce platforms.