Commerce.com, Inc. (NASDAQ:CMRC) announced a strategic operating plan aimed at generating $60 million to $80 million in annualised cost savings and achieving a non-GAAP operating margin of at least 20% beginning in 2027.
The projected savings are equivalent to $0.73 to $0.97 per diluted share based on the company’s share count as of June 30, 2026. Commerce expects to realise approximately $3 million, or about 4% of the projected savings, during 2026, with the full annualised benefit expected in 2027.
Cost reductions are expected to come primarily from staffing, professional services, facilities, software and infrastructure. The company also expects efficiencies from increased internal use of artificial intelligence.
Most actions under the plan are expected to be implemented by the end of the fourth quarter of 2026, with the programme substantially completed by the second quarter of 2027.
Commerce.com Raises 2026 Operating Income Guidance
Commerce expects restructuring and other one-time expenses of $4.2 million to $8.8 million in the third quarter ending September 30, 2026, followed by restructuring expenses of $4.3 million to $17.5 million in the fourth quarter.
The company maintained its full-year 2026 revenue guidance of $336.5 million to $344.5 million while raising its non-GAAP operating income forecast by $3 million to between $31.0 million and $37.0 million.
Third-quarter guidance was unchanged, with revenue expected at $82.5 million to $85.5 million and non-GAAP operating income forecast at $3.3 million to $5.3 million.
Commerce.com’s board also authorised the repurchase of up to $50 million of common stock between September 10, 2026 and September 10, 2028. The authorisation does not require the company to purchase a specific amount and may be changed or discontinued.
As of June 30, Commerce.com had approximately $353 million of net operating loss carryforwards and other tax attributes, which the company expects to reduce cash taxes on incremental earnings.