Trump's New Import Regulations Prompt Korea to Halt All US-Bound Mail and Packages, Sparking Similar Actions from Other Countries
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 22 2025
0mins
Should l Buy CMRC?
Source: Benzinga
Impact of Trump's Executive Order: President Trump's executive order ending duty-free de-minimis exemptions for imports has led to South Korea's Korea Post halting all air parcels bound for the U.S. starting August 25, due to new customs policies.
Changes in Customs Policy: The U.S. Customs policy changes, effective August 29, will require mandatory declarations and customs duties on all items, causing difficulties in processing shipments for postal services.
eCommerce Companies Prepare for Challenges: Major eCommerce companies like Amazon, Alibaba, and Shopify are preparing for significant challenges due to the new tariff regulations, which may affect their operations and customer uncertainty.
Other Postal Services Respond: Various postal services from countries including Sweden, the Czech Republic, and Austria have also announced temporary pauses in shipments to the U.S. to comply with the new rules, while the UK's Royal Mail plans a brief halt during system transitions.
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Analyst Views on CMRC
Wall Street analysts forecast CMRC stock price to rise
4 Analyst Rating
2 Buy
0 Hold
2 Sell
Hold
Current: 2.460
Low
3.00
Averages
5.42
High
10.00
Current: 2.460
Low
3.00
Averages
5.42
High
10.00
About CMRC
Commerce.com, Inc., formerly BigCommerce Holdings, Inc., is a provider of an intelligent, composable ecommerce infrastructure that empowers businesses to innovate and grow in the era of artificial intelligent (AI)-driven, agentic commerce. The Company’s software-as-a-service platform serves as the connection for modern digital commerce, enabling merchants to orchestrate personalized shopping experiences across both owned and third-party channels. Its unified platform is anchored by three core products: BigCommerce, flexible and open commerce engine; Feedonomics, AI-powered product data optimization and syndication platform; and Makeswift, next-generation visual editor for storefront and content experiences. These products enable merchants to centralize product data, power dynamic shopping experiences, and optimize visibility across discovery and buying channels, including emerging agentic surfaces.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
COMMERCE.COM INC: UBS Lowers Price Target from $6 to $3
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- Market Impact: This adjustment may reflect changes in market conditions or company performance.
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- ARR Performance: The company ended the year with $359 million in Annual Recurring Revenue (ARR), showcasing strong growth in its B2B segment, particularly with nearly 20% ARR growth from BigCommerce B2B Edition customers, laying a solid foundation for future revenue increases.
- Product Innovation: The launch of the Surface self-service version resulted in merchants using the product experiencing an average GMV growth of 24 percentage points higher than non-users, demonstrating the company's success in product innovation that attracts more customers and enhances market competitiveness.
- Future Outlook: The company anticipates Q1 2026 revenue between $82.5 million and $83.5 million, with full-year revenue expected between $347.5 million and $369.5 million, reflecting management's confidence in future growth, although improvements in net revenue retention are necessary to achieve GAAP profitability.
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- Decline in Adjusted EBITDA: The adjusted EBITDA was $8.3 million, down from $11.0 million in the same quarter of 2024, reflecting challenges in cost control and profitability that could impact investor confidence moving forward.
- Annual Revenue Growth: As of December 31, 2025, the annual revenue run-rate was $359.1 million, up 3%, with ARR from enterprise accounts at $287.2 million, representing 80% of total ARR, highlighting the stability and significance of enterprise clients.
- Future Outlook: For Q1 2026, total revenue is expected to be between $82.5 million and $83.5 million, below the consensus of $86.02 million, suggesting potential risks of slowing growth in the near term.
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- Revenue Expectations: The consensus revenue estimate stands at $90.22 million, representing a modest year-over-year growth of 3.7%, which, while limited, suggests some resilience in the company's market position and may lay the groundwork for future growth.
- Historical Performance: Over the past two years, Commerce.com has exceeded EPS estimates 100% of the time and revenue estimates 75% of the time, indicating a degree of reliability in financial performance that could bolster investor confidence.
- Market Focus: Despite the attention surrounding the earnings report, there is cautious sentiment regarding the company's AI business prospects, particularly in light of customer attrition, which may impact future growth potential.
See More
Commerce.com (CMRC) to Report Q4 and FY 2025 Financial Results on February 12, 2026
- Earnings Release Schedule: Commerce.com will report its financial results for the quarter and full year ended December 31, 2025, before market open on February 12, 2026, followed by a conference call to discuss business highlights and financial performance.
- Financial Outlook Reaffirmed: The company reaffirmed its financial outlook for the period, expecting significant improvements in non-GAAP operating income and cash flow, driven by ongoing revenue growth and recent operational and organizational changes.
- AI-Driven Efficiency Gains: By expanding the use of artificial intelligence and automation, Commerce.com aims to simplify operational complexity and management layers, with most benefits expected to materialize in fiscal year 2026 and full impact anticipated in fiscal year 2027.
- Executive Appointment: The company appointed CFO Daniel Lentz as COO to enhance operational execution and alignment, thereby improving overall business efficiency.
See More
COMMERCE.COM INC: UBS Lowers Price Target from $6 to $3
- Target Price Adjustment: The target price for the stock has been reduced from $6 to $3.
- Market Impact: This adjustment may reflect changes in market conditions or company performance.
See More
Commerce.com, Inc. Reports Q4 2025 Earnings Highlights
- Revenue Growth: Commerce.com reported $342 million in revenue for 2025, reflecting a 3% year-over-year increase, indicating the company's resilience and potential for sustained growth despite macroeconomic challenges.
- ARR Performance: The company ended the year with $359 million in Annual Recurring Revenue (ARR), showcasing strong growth in its B2B segment, particularly with nearly 20% ARR growth from BigCommerce B2B Edition customers, laying a solid foundation for future revenue increases.
- Product Innovation: The launch of the Surface self-service version resulted in merchants using the product experiencing an average GMV growth of 24 percentage points higher than non-users, demonstrating the company's success in product innovation that attracts more customers and enhances market competitiveness.
- Future Outlook: The company anticipates Q1 2026 revenue between $82.5 million and $83.5 million, with full-year revenue expected between $347.5 million and $369.5 million, reflecting management's confidence in future growth, although improvements in net revenue retention are necessary to achieve GAAP profitability.
See More
Commerce.com (CMRC) Q4 2025 Earnings Transcript
See More
Commerce.com, Inc. Q4 Earnings Analysis
- Earnings Overview: Commerce.com, Inc. reported a Q4 non-GAAP EPS of $0.07, meeting expectations, but its revenue of $89.5 million, which grew 2.9% year-over-year, fell short by $0.72 million, indicating pressure on revenue growth.
- Decline in Adjusted EBITDA: The adjusted EBITDA was $8.3 million, down from $11.0 million in the same quarter of 2024, reflecting challenges in cost control and profitability that could impact investor confidence moving forward.
- Annual Revenue Growth: As of December 31, 2025, the annual revenue run-rate was $359.1 million, up 3%, with ARR from enterprise accounts at $287.2 million, representing 80% of total ARR, highlighting the stability and significance of enterprise clients.
- Future Outlook: For Q1 2026, total revenue is expected to be between $82.5 million and $83.5 million, below the consensus of $86.02 million, suggesting potential risks of slowing growth in the near term.
See More
Commerce.com, Inc. to Announce Q4 Earnings on February 12
- Earnings Announcement Schedule: Commerce.com, Inc. is set to release its Q4 earnings on February 12 before market open, with a consensus EPS estimate of $0.07, reflecting a significant year-over-year decline of 36.4%, indicating potential profitability challenges.
- Revenue Expectations: The consensus revenue estimate stands at $90.22 million, representing a modest year-over-year growth of 3.7%, which, while limited, suggests some resilience in the company's market position and may lay the groundwork for future growth.
- Historical Performance: Over the past two years, Commerce.com has exceeded EPS estimates 100% of the time and revenue estimates 75% of the time, indicating a degree of reliability in financial performance that could bolster investor confidence.
- Market Focus: Despite the attention surrounding the earnings report, there is cautious sentiment regarding the company's AI business prospects, particularly in light of customer attrition, which may impact future growth potential.
See More
Commerce.com (CMRC) to Report Q4 and FY 2025 Financial Results on February 12, 2026
- Earnings Release Schedule: Commerce.com will report its financial results for the quarter and full year ended December 31, 2025, before market open on February 12, 2026, followed by a conference call to discuss business highlights and financial performance.
- Financial Outlook Reaffirmed: The company reaffirmed its financial outlook for the period, expecting significant improvements in non-GAAP operating income and cash flow, driven by ongoing revenue growth and recent operational and organizational changes.
- AI-Driven Efficiency Gains: By expanding the use of artificial intelligence and automation, Commerce.com aims to simplify operational complexity and management layers, with most benefits expected to materialize in fiscal year 2026 and full impact anticipated in fiscal year 2027.
- Executive Appointment: The company appointed CFO Daniel Lentz as COO to enhance operational execution and alignment, thereby improving overall business efficiency.
See More
