Aug. 1 at 5:23 PM
$SHOP $ORCL $WIX $BIGC →
$CMRC wasn’t just branding. It was a defensive narrative reset:
The planned re-branding initiative accelerated once 'Tutes & SHAREHOLDERS' critiques made their old ticker toxic:
No amount of re-branding shell games or logo polishing can reverse enterprise attrition:
No ticker can erase ARPA forced-upgrades or the optics of American Partner Network economic exclusion and overseas deal-flow funneling.
They swapped tickers to dodge the heat — and APES and HEDGIES on the street turned up the temperature.
“Commerce” is a terrible name from a brand recall and searchability perspective. This rebrand is dilutive, confusing, and soft, especially when compared to Shopify, Squarespace, etc.
Untold MILLIONS were WASTED in rebranding, yet the stock performance shows nothing to justify it. First Day on
$CMRC and already feeling… déjà vu.
Different letters, same problems. High churn, weak top line growth, zero brand equity. And where are the bulls who were screaming “BigCommerce is the next Shopify”?
$CMRC ticker change was meant to distract — but nothing changed underneath.”
Travis still selling assets. Still enterprise attrition. Still South American funnel dependencies.
Rebrand ≠ redemption. Now it’s just “COMMERCE” 🥱
$ORCL $SQSP #marketing #branding #needanewCMO #BigCommerce #CommerceFail #TickerReset #NarrativeControl
