Commerce Announces Integration of PayPal’s Store Sync to Enable AI-Powered Discovery and Checkout for BigCommerce Merchants

Rhea-AI Summary

Commerce (Nasdaq: CMRC) integrated PayPal’s Store Sync into the BigCommerce App Marketplace and Channel Manager, enabling merchants to connect catalogs, inventory, and orders to AI shopping surfaces.

Products become discoverable and purchasable across AI platforms including Microsoft Copilot, Meta, and Perplexity; the app is available now for eligible US BigCommerce merchants using PayPal.

News Market Reaction – CMRC

-4.78%

1 alert

-4.78% News Effect

+7.5% Peak Tracked

-$12M Valuation Impact

$229.66M Market Cap

0.4x Rel. Volume

On the day this news was published, CMRC declined 4.78%, reflecting a moderate negative market reaction. Argus tracked a peak move of +7.5% during that session. This price movement removed approximately $12M from the company's valuation, bringing the market cap to $229.66M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

2025 Revenue: $342.3 million 2025 ARR: $359.1 million 2025 Adjusted EBITDA: $31.7 million +5 more

8 metrics

2025 Revenue $342.3 million Full-year 2025 revenue from DEF 14A

2025 ARR $359.1 million Annual Recurring Revenue disclosed in DEF 14A

2025 Adjusted EBITDA $31.7 million Adjusted EBITDA highlighted in DEF 14A

Say-on-pay support 52.8% 2025 say-on-pay vote support in proxy

Rights plan exercise price $13.00 Exercise price per right in stockholder rights plan

Rezolve Ai reference price $2.88 Rezolve Ai closing price used to value exchange offer

Offer discount 47% Discount of Rezolve Ai exchange offer vs Commerce.com share price

AI retail sales growth 700% Year-over-year increase in AI-driven retail sales during latest holiday season

Market Reality Check

Price: $3.13 Vol: Volume 309,384 is 0.52x t...

low vol

$3.13 Last Close

Volume Volume 309,384 is 0.52x the 20-day average of 596,252, indicating subdued pre-news activity. low

Technical Shares at $2.91 trade below the 200-day MA $3.95, sitting 47.52% below the 52-week high and 20.75% above the 52-week low.

Peers on Argus

CMRC was down 0.34% pre-announcement while key peers like BIGC (-7.72%), LAW (-1...

CMRC was down 0.34% pre-announcement while key peers like BIGC (-7.72%), LAW (-1.11%), API (-2%), and OOMA (-1.87%) also traded lower, but no coordinated sector momentum appeared in the scanner.

Previous AI Reports

4 past events · Latest: Jan 11 (Positive)

Same Type Pattern 4 events

Date	Event	Sentiment	Move	Catalyst
Jan 11	AI surfaces support	Positive	+2.0%	Backed Google’s UCP and planned buying across Google AI surfaces.
Oct 29	Agentic checkout launch	Positive	-2.9%	Integrated with PayPal to enable agentic checkout via AI discovery channels.
Sep 23	AI ISO certification	Positive	-3.1%	Secured ISO 9001 and tested against ISO/IEC 42001 for AI management.
Sep 15	AI shopping survey	Positive	+2.8%	Survey showed strong Gen Z and Millennial preference for AI shopping advice.

Pattern Detected

AI-related announcements have produced mixed single-day reactions, with two positive and two negative moves and an average move of -0.28%, suggesting news is important but not consistently rewarded.

Recent Company History

Recent AI-focused updates show Commerce steadily embedding its merchants into emerging AI commerce channels. In Sep 2025, the company highlighted ISO 9001 quality certification and testing against ISO/IEC 42001 for AI governance. Subsequent releases in Sep 2025, Oct 2025, and Jan 2026 detailed agentic checkout with PayPal and support for Google’s Universal Commerce Protocol. Price reactions have been mixed around these AI milestones, indicating investor responses are nuanced despite a clear strategic push.

Historical Comparison

-0.3% avg move · Past AI-tagged releases for CMRC led to modest, mixed reactions, averaging a -0.28% move, suggesting...

AI

-0.3%

Average Historical Move AI

Past AI-tagged releases for CMRC led to modest, mixed reactions, averaging a -0.28% move, suggesting investors view such announcements as strategically important but not immediate game-changers.

AI-tagged history shows progression from documenting AI-driven consumer behavior, to strengthening governance via ISO frameworks, to enabling agentic checkout and protocol-level integrations that deepen Commerce’s role in AI shopping flows.

Market Pulse Summary

This announcement deepens Commerce’s role in AI-driven shopping by linking BigCommerce merchants to ...

Analysis

This announcement deepens Commerce’s role in AI-driven shopping by linking BigCommerce merchants to PayPal’s Store Sync across Microsoft Copilot, Meta and Perplexity. It complements earlier AI initiatives and governance milestones while AI-driven retail sales reportedly grew 700% year-over-year in the latest holiday season. Investors may watch for merchant adoption, transaction volumes through these AI surfaces, and disclosures in upcoming financial results to gauge business impact.

Key Terms

merchant of record, stockholder rights plan, schedule 13g/a, say-on-pay, +4 more

8 terms

merchant of record financial

"while merchants remain merchant of record"

A merchant of record is the legal entity shown on a customer’s receipt that is responsible for processing payments, collecting sales taxes, issuing refunds, and handling chargebacks — in effect the ‘store’ that legally sells the product. For investors this matters because it determines who recognizes revenue, bears payment and compliance risk, and pays transaction fees; like seeing a name on a receipt, it shows who carries the financial and legal responsibility for a sale.

stockholder rights plan regulatory

"adopted a limited duration stockholder rights plan effective April 14, 2026"

A stockholder rights plan is a strategy used by a company to protect itself from unwanted takeovers by making it more difficult or expensive for an outside party to acquire a large ownership stake without approval. It often involves granting existing shareholders special rights that activate if someone attempts to buy a significant portion of the company, helping to safeguard the company's interests and giving investors confidence that decisions are made with stability in mind.

schedule 13g/a regulatory

"files an Amendment No. 5 to Schedule 13G/A reporting zero beneficial ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

say-on-pay regulatory

"and approve an advisory say-on-pay resolution"

A say-on-pay is a shareholder vote that gives investors a chance to approve or disapprove a company’s executive compensation packages, typically held at annual meetings. It matters because the vote signals investor satisfaction with how leaders are paid—like customers rating how well managers are rewarded—and can push boards to change pay plans, reducing governance risk and affecting investor confidence and stock value even though the vote is usually advisory rather than legally binding.

adjusted ebitda financial

"highlights 2025 results such as $342.3 million in revenue... and $31.7 million in Adjusted EBITDA"

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

iso 9001 technical

"obtaining ISO 9001 certification for Quality Management"

ISO 9001 is an international standard for a company’s quality management system that sets out how the organization documents and controls its processes to deliver consistent products or services. For investors, certification is like a stamp saying the company follows repeatable, audited procedures—this can lower operational risk, improve efficiency and customer trust, and make performance more predictable over time.

iso/iec 42001 technical

"testing against ISO/IEC 42001 for Artificial Intelligence Management"

ISO/IEC 42001 is an international standard that sets out requirements for an organization’s management system for artificial intelligence, like a safety and quality manual for how AI is developed, deployed and overseen. For investors it matters because certification or alignment with the standard signals that a company has processes to reduce legal, ethical and operational risks from AI—similar to a vehicle’s inspection showing it’s roadworthy—helping protect value and reputation.

universal commerce protocol technical

"endorsed Google’s open-source Universal Commerce Protocol (UCP)"

A universal commerce protocol is a common technical and business rule set that lets different online stores, payment systems, marketplaces and apps talk to each other and complete transactions the same way. Think of it like a universal charger plug for buying and selling: it reduces friction, lowers costs and speeds up adoption by allowing merchants and platforms to connect without custom engineering. Investors watch it because broad adoption can create network effects, capture transaction volume, and change competitive dynamics and revenue streams.

AI-generated analysis. Not financial advice.

New integration powered by PayPal connects merchant catalogs to AI-driven discovery and checkout experiences across Microsoft Copilot, Meta and Perplexity

AUSTIN, Texas, April 29, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), the parent company of leading ecommerce platform BigCommerce today announced the integration of PayPal’s Store Sync offering in the BigCommerce App Marketplace and Channel Manager, enabling BigCommerce merchants to seamlessly connect their product catalogs, inventory, and order management to AI surfaces. As a result, Commerce merchants benefit from their products becoming discoverable and purchasable across a growing network of AI-powered shopping surfaces, including Microsoft Copilot, Meta and Perplexity.

The launch marks a significant milestone in the companies' decade-long partnership and positions BigCommerce merchants at the forefront of agentic commerce, a rapidly growing category in which AI agents discover, recommend and facilitate purchases on behalf of consumers.

PayPal Store Sync is a catalog and order management solution that connects merchant storefronts with emerging AI shopping channels. Through a single integration enabled by PayPal, product data such as pricing, images, descriptions, reviews and inventory become instantly accessible to AI platforms where consumers increasingly begin their shopping journeys.

PayPal’s Store Sync offering enables products to be discovered and purchased on AI-powered surfaces including Microsoft Copilot, Meta and Perplexity. When a consumer finds a product through one of these surfaces, PayPal facilitates a seamless checkout experience without requiring the merchant to perform any additional technical work.

“AI is fundamentally changing how people discover and buy products. Merchants need to meet shoppers in those moments and make it easy to move from discovery to purchase or risk being left out of the journey,” said Sharon Gee, senior vice president of product for AI at Commerce. “With PayPal Store Sync, merchants can instantly connect their catalog to AI-powered shopping experiences and the PayPal consumer network, ensuring they’re not just present, but positioned to convert in the environments where commerce is evolving.”

PayPal’s Store Sync enables BigCommerce merchants to:

• Instant AI Discoverability: Make products searchable and purchasable across AI-powered experiences without custom development.
• Broad Reach: A single connection to access multiple platforms, including Perplexity, Meta, Microsoft Copilot and forthcoming surfaces.
• Trusted Checkout: PayPal handles payments, fraud detection, identity verification, buyer protection, and dispute resolution.
• Merchant Control Preserved: Merchants remain the merchant of record and retain brand identity, customer relationships and fulfillment.
• Simple Setup: The app is available directly through the BigCommerce App Marketplace with guided onboarding and no additional technical lift.
  
  

The launch comes as AI-driven shopping accelerates across the retail industry. AI-driven retail sales increased nearly 700% year-over-year in the most recent holiday season, according to Adobe Analytics, signaling a massive shift in how consumers discover and purchase products.

The PayPal Store Sync app is available now on the BigCommerce App Marketplace for US-based BigCommerce merchants using PayPal for payment processing. Eligible merchants can install the app today to begin connecting their catalogs to AI-powered shopping experiences.

To learn more about the app or, if you own or operate a BigCommerce store and want to get started, visit the BigCommerce App Marketplace for PayPal Store Sync.

About Commerce
Commerce (Nasdaq: CMRC) empowers businesses to innovate, grow, and thrive by providing an open, AI-driven commerce ecosystem. As the parent company of BigCommerce, Feedonomics, and Makeswift, Commerce connects the tools and systems that power growth, enabling businesses to unlock the full potential of their data, deliver seamless and personalized experiences across every channel, and adapt swiftly to an ever-changing market. Trusted by leading businesses like Coldwater Creek, Cole Haan, Dell, Harvey Nichols, King Arthur Baking Co., Mizuno, Pacsun, Perry Ellis, Skechers, SportsShoes and Uplift Desk, Commerce delivers the storefront control, optimized data, and AI-ready tools businesses need to grow, serve diverse buyers, and operate with confidence in an increasingly intelligent, multi-surface world. For more information, visit commerce.com or follow us on X and LinkedIn.

About PayPal
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure. PayPal empowers consumers and businesses in approximately 200 markets across 14,000 banks globally to join and thrive in the global economy. For more information, visit https://www.paypal.com, https://about.pypl.com, and https://investor.pypl.com.

BigCommerce®, the Commerce logo, and other brands are the trademarks or registered trademarks of BigCommerce Pty. Ltd. Third-party trademarks and service marks are the property of their respective owner.

Media Contact:
Brad Hem
pr@commerce.com

FAQ

What does Commerce (CMRC) integration with PayPal Store Sync do for BigCommerce merchants?

It connects merchant catalogs to AI shopping platforms so products become searchable and purchasable. According to Commerce, the integration syncs pricing, images, descriptions, reviews, inventory and orders to AI surfaces for discovery and checkout.

Which AI platforms will BigCommerce products appear on after the CMRC PayPal Store Sync integration?

Products become discoverable on Microsoft Copilot, Meta and Perplexity and other forthcoming surfaces. According to Commerce, a single integration makes product data accessible across multiple AI-powered shopping channels.

Who is eligible to install the PayPal Store Sync app on BigCommerce (CMRC)?

US-based BigCommerce merchants using PayPal for payment processing are eligible to install the app now. According to Commerce, eligible merchants can add the app from the BigCommerce App Marketplace and follow guided onboarding.

How does checkout work when a customer buys through an AI surface with PayPal Store Sync?

PayPal facilitates a seamless checkout, handling payments, fraud detection, identity verification, buyer protection and dispute resolution. According to Commerce, merchants do not need extra technical work to enable the checkout flow.

Does the PayPal Store Sync integration change merchant control or branding on BigCommerce (CMRC)?

No — merchants remain the merchant of record and retain brand identity, customer relationships and fulfillment control. According to Commerce, the integration preserves merchant control while enabling AI discoverability and trusted checkout via PayPal.