🔴 Commerce.com is trading 9.3% down today after Q2 revenue miss and lower 2026 guidance

Commerce.com is trading 9.3% down at $2.10 after second-quarter revenue missed consensus and 2026 guidance was cut.

• Selling continued following the August 6, 2026 earnings release; second-quarter revenue was $84.51 million.
• Management cited softer B2C replatforming and lower partner revenue, reducing 2026 revenue guidance to $336.5 million-$344.5 million despite adjusted EPS beating expectations.
• Broader markets and consumer discretionary stocks are higher, indicating company-specific pressure dominates.