{ "version": 1, "generated_at": "2026-07-03T08:02:33.580Z", "source": "competitor-tracker-api", "licence": { "id": "CC-BY-4.0", "url": "https://creativecommons.org/licenses/by/4.0/", "attribution": "Competitor Tracker & Co. — https://competitortracker.io" }, "canonical": "https://competitortracker.io/industries/ecommerce-platform-software/2026-q2/", "self": "https://competitortracker.io/data/industries/ecommerce-platform-software/2026-q2.json", "industry": { "slug": "ecommerce-platform-software", "name": "Ecommerce Platform Software", "label_id": "019f13ee-adc3-7010-909b-a95ee69a4324", "url": "https://competitortracker.io/industries/ecommerce-platform-software/2026-q2/", "data_url": "https://competitortracker.io/data/industries/ecommerce-platform-software.json" }, "window": { "quarter": "2026-Q2", "quarter_slug": "2026-q2", "since": "2026-04-01T00:00:00.000Z", "until": "2026-06-30T23:59:59.999Z", "published_at": "2026-06-30T23:59:59.999Z" }, "summary": { "changes_total": 99, "by_priority": { "high": 51, "medium": 38, "low": 10 }, "by_category": { "corporate_changes": 7, "geo_changes": 4, "messaging_changes": 36, "pricing_changes": 5, "product_changes": 47 } }, "companies": [ { "id": "019f13ef-4c7e-7012-8f46-0c48ce4931f7", "name": "Bigcommerce", "domain": "bigcommerce.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PP", "category": "Pricing and packaging", "description": "Bigcommerce reduced free-plan emphasis and pushed demo bookings and workflow-fit language, shifting conversion toward sales-led evaluation.", "source_url": "https://www.bigcommerce.com" }, { "code": "PP", "category": "Pricing and packaging", "description": "BigCommerce moved acquisition toward self-serve with a no-credit-card trial and refreshed homepage proof points, reducing initial buyer friction versus demo-only evaluation.", "source_url": "https://www.bigcommerce.com" }, { "code": "PF", "category": "Product and capability", "description": "Bigcommerce added Staging Pro developer environment and expanded inventory, shipping, and promotions management tools.", "source_url": "https://www.bigcommerce.com" } ], "movement": { "quadrant": "making_moves", "novelty": 83, "shipping_volume": 86, "raw_change_count": 9 } }, { "id": "019f13f1-b3cd-7015-8214-a12f382bf001", "name": "Adobe Commerce", "domain": "business.adobe.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PF", "category": "Product and capability", "description": "Adobe Commerce shifted to AI-led journeys, adding intelligent agents, Brand Concierge, Catalog Agent, semantic search, Firefly, developer agents and agentic commerce protocols.", "source_url": "https://business.adobe.com/products/commerce.html" } ], "movement": { "quadrant": "slow_burn", "novelty": 72, "shipping_volume": 39, "raw_change_count": 2 } }, { "id": "019f13f2-de17-7023-9c13-1b0e46b878e2", "name": "Optimizely Commerce", "domain": "optimizely.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PF", "category": "Product and capability", "description": "Optimizely added pre-built AI agents, Agentic CMS, Agentic Experimentation and an Agent Platform to orchestrate commerce optimization workflows.", "source_url": "https://www.optimizely.com/products/commerce" }, { "code": "MP", "category": "Messaging and positioning", "description": "Optimizely repositioned Commerce from configurable B2B tooling to a unified revenue engine spanning content, commerce and experimentation across B2B and B2C.", "source_url": "https://www.optimizely.com/products/commerce" } ], "movement": { "quadrant": "shipping_steadily", "novelty": 46, "shipping_volume": 59, "raw_change_count": 4 } }, { "id": "019f13f2-83f0-7039-8cf1-e5f27bedee51", "name": "SAP Commerce Cloud", "domain": "sap.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "MP", "category": "Messaging and positioning", "description": "SAP Commerce Cloud rewrote its page around agentic commerce, native SAP connectivity, AI assistants and out-of-box customization for enterprise commerce teams.", "source_url": "https://www.sap.com/products/crm/commerce-cloud.html" } ], "movement": { "quadrant": "lying_low", "novelty": 14, "shipping_volume": 46, "raw_change_count": 3 } }, { "id": "019f13f3-0de0-7033-be29-b14ef4c27b8d", "name": "Commerce Layer", "domain": "commercelayer.io", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PF", "category": "Product and capability", "description": "Commerce Layer repositioned from API platform to product suite, packaging checkout, distributed OMS, promotions and POS as standalone modules.", "source_url": "https://commercelayer.io" } ], "movement": { "quadrant": "making_moves", "novelty": 61, "shipping_volume": 50, "raw_change_count": 3 } }, { "id": "019f13ef-653d-7007-9d1f-0d15afb1ab9d", "name": "Commercetools", "domain": "commercetools.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PF", "category": "Product and capability", "description": "commercetools relaunched around Autonomous Commerce, adding Sphere, MosAIc, AgenticLift and Builders while retiring earlier agentic assistant and gateway labels.", "source_url": "https://commercetools.com" } ], "movement": { "quadrant": "slow_burn", "novelty": 77, "shipping_volume": 39, "raw_change_count": 2 } }, { "id": "019f13f2-4de6-7019-8429-432261fd514f", "name": "Webflow Ecommerce", "domain": "webflow.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PF", "category": "Product and capability", "description": "Webflow Ecommerce added Code Generation feature under the Extend category.", "source_url": "https://webflow.com/ecommerce" }, { "code": "PF", "category": "Product and capability", "description": "Webflow Ecommerce added AEO (Answer Engine Optimization) capability under the Optimize feature set.", "source_url": "https://webflow.com/ecommerce" }, { "code": "PF", "category": "Product and capability", "description": "Webflow Ecommerce removed Webflow Cloud from the Extend features list and main navigation.", "source_url": "https://webflow.com/ecommerce" } ], "movement": { "quadrant": "shipping_steadily", "novelty": 30, "shipping_volume": 79, "raw_change_count": 8 } }, { "id": "019f13f1-df55-7023-a046-716c36d3cde7", "name": "Squarespace Ecommerce", "domain": "squarespace.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "ME", "category": "Market and language support", "description": "Squarespace added Korean as a supported language option, modestly broadening localization coverage for ecommerce website buyers, sellers and creators.", "source_url": "https://www.squarespace.com/ecommerce-website" } ], "movement": { "quadrant": "lying_low", "novelty": 25, "shipping_volume": 10, "raw_change_count": 1 } }, { "id": "019f13f2-9be5-7008-ace9-db936301b80d", "name": "Elastic Path", "domain": "elasticpath.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PF", "category": "Product and capability", "description": "Elastic Path added Search and CMS capabilities, including catalog indexing, personalized results, visual builder and dynamic content for richer composable storefronts.", "source_url": "https://www.elasticpath.com" } ], "movement": { "quadrant": "lying_low", "novelty": 30, "shipping_volume": 15, "raw_change_count": 1 } }, { "id": "019f13f2-b07d-7029-a959-2bf095f690b8", "name": "Fabric", "domain": "fabric.inc", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "IA", "category": "Integrations and APIs", "description": "fabric added ChatGPT ACP, Universal Commerce Protocol, CSV and product-feed integrations, aligning catalog activation with AI and feed channels.", "source_url": "https://fabric.inc" }, { "code": "IA", "category": "Integrations and APIs", "description": "Fabric added ChatGPT integrations, clarifying ecosystem fit for buyers evaluating workflow coverage.", "source_url": "https://fabric.inc" }, { "code": "PF", "category": "Product and capability", "description": "fabric pivoted from agentic-commerce messaging to AI-search catalog optimization, launching NEON Monitor and Activate while classifying older OMS, catalog, offers and dropship as legacy.", "source_url": "https://fabric.inc" } ], "movement": { "quadrant": "shipping_steadily", "novelty": 43, "shipping_volume": 59, "raw_change_count": 4 } }, { "id": "019f13ef-c663-701d-9432-df9028ff0e95", "name": "Medusa", "domain": "medusajs.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PP", "category": "Pricing and packaging", "description": "Medusa published cloud pricing starting at $29 with cancel-anytime terms, making hosted adoption more self-serve and budget-clear.", "source_url": "https://medusajs.com" }, { "code": "PF", "category": "Product and capability", "description": "Medusa repositioned as an open-source commerce platform for agents and developers and added MCP server, Development Agent, Cloud CLI and preview environments.", "source_url": "https://medusajs.com" } ], "movement": { "quadrant": "making_moves", "novelty": 88, "shipping_volume": 54, "raw_change_count": 3 } }, { "id": "019f13f2-3569-7018-a388-3bf7cb3133c1", "name": "Store By Godaddy", "domain": "godaddy.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PP", "category": "Pricing and packaging", "description": "GoDaddy cut its Ecommerce plan price from $24.99 to $20.99 and rewrote messaging around faster income from physical-product selling.", "source_url": "https://www.godaddy.com/websites/online-store" }, { "code": "PF", "category": "Product and capability", "description": "GoDaddy added Airo AI Builder, extending automated site creation into the online-store purchase path for small-business buyers.", "source_url": "https://www.godaddy.com/websites/online-store" }, { "code": "PF", "category": "Product and capability", "description": "Store By Godaddy added LLC Registration.", "source_url": "https://www.godaddy.com/websites/online-store" } ], "movement": { "quadrant": "making_moves", "novelty": 68, "shipping_volume": 83, "raw_change_count": 8 } }, { "id": "019f13f3-b9ba-703c-86ce-bb1ca2bf7e69", "name": "Orocommerce", "domain": "oroinc.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "IA", "category": "Integrations and APIs", "description": "OroCommerce added OroPay, native Salesforce integration and ERP connectors for Epicor P21, SAP B1, NetSuite and Microsoft Dynamics.", "source_url": "https://oroinc.com/orocommerce" }, { "code": "PP", "category": "Pricing and packaging", "description": "OroCommerce clarified pricing around deployment, GMV and admin users while excluding charges for API calls, sales channels and transactions.", "source_url": "https://oroinc.com/orocommerce" }, { "code": "PF", "category": "Product and capability", "description": "OroCommerce positioned 7.0 as lower-TCO enterprise AI B2B commerce while adding CPQ, RFQ, PIM, merchandising, buyer portals and SOC II-compliant SaaS.", "source_url": "https://oroinc.com/orocommerce" } ], "movement": { "quadrant": "making_moves", "novelty": 88, "shipping_volume": 68, "raw_change_count": 5 } }, { "id": "019f13ef-f7f4-7022-a11b-f4951f856bd6", "name": "Prestashop", "domain": "prestashop.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PP", "category": "Pricing and packaging", "description": "PrestaShop removed its Enterprise plan from available offers, materially changing visible packaging for larger merchants evaluating the platform.", "source_url": "https://www.prestashop.com" } ], "movement": { "quadrant": "slow_burn", "novelty": 65, "shipping_volume": 30, "raw_change_count": 2 } }, { "id": "019f13ef-337a-7013-b0d2-92fa63060d14", "name": "Saleor", "domain": "saleor.io", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PP", "category": "Pricing and packaging", "description": "Saleor added Paper Storefront demo.", "source_url": "https://saleor.io" }, { "code": "PF", "category": "Product and capability", "description": "Saleor added Saleor 3.23.12 and updated patches for 3.22 and 3.21.", "source_url": "https://saleor.io" }, { "code": "MP", "category": "Messaging and positioning", "description": "Saleor sharpened made-to-measure infrastructure messaging with a 30-day go-live offer and rebated engineering fees to reduce implementation anxiety.", "source_url": "https://saleor.io" } ], "movement": { "quadrant": "shipping_steadily", "novelty": 35, "shipping_volume": 72, "raw_change_count": 7 } }, { "id": "019f13f3-a247-7002-860f-f6e68e30572e", "name": "Sana Commerce", "domain": "sana-commerce.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "MP", "category": "Messaging and positioning", "description": "Sana Commerce narrowed its homepage at SAP and Microsoft Dynamics manufacturers, emphasizing live ERP pricing, stock, contract terms and industry-specific value propositions.", "source_url": "https://www.sana-commerce.com" } ], "movement": { "quadrant": "lying_low", "novelty": 10, "shipping_volume": 25, "raw_change_count": 2 } }, { "id": "019f13f3-3e71-703a-b2a7-9931bd3a4c29", "name": "Scayle", "domain": "scayle.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PF", "category": "Product and capability", "description": "SCAYLE launched TAYLA AI Fashion Photo Studio and a Retail AI hub, extending its proposition into creative automation for fashion retail.", "source_url": "https://www.scayle.com" }, { "code": "MP", "category": "Messaging and positioning", "description": "SCAYLE redesigned homepage messaging around Retail DNA, Old Way versus SCAYLE Way and buyer-journey stages to sharpen category differentiation.", "source_url": "https://www.scayle.com" } ], "movement": { "quadrant": "slow_burn", "novelty": 77, "shipping_volume": 39, "raw_change_count": 2 } }, { "id": "019f13f1-05a6-702d-925a-31036e4e5c53", "name": "Shopify", "domain": "shopify.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PF", "category": "Product and capability", "description": "Shopify reframed the homepage around AI and launched Sidekick, agentic storefronts, Campaign Autopilot, AI Toolkit and Universal Commerce Protocol.", "source_url": "https://www.shopify.com" }, { "code": "PF", "category": "Product and capability", "description": "Shopify expanded to Croatia, Slovakia, Slovenia, and Vietnam; added Bahasa Melayu language option for Malaysia.", "source_url": "https://www.shopify.com" }, { "code": "PF", "category": "Product and capability", "description": "Shopify Raised Shopify Capital maximum merchant loan size from $2M to $5M US.", "source_url": "https://www.shopify.com" } ], "movement": { "quadrant": "making_moves", "novelty": 50, "shipping_volume": 75, "raw_change_count": 7 } }, { "id": "019f13f1-3f19-7039-813d-45839c68ba8f", "name": "Shoplazza", "domain": "shoplazza.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "IA", "category": "Integrations and APIs", "description": "Shoplazza added Fulfillment by Shoplazza (3PL) with native dropshipping supplier integrations and automated inventory syncing.", "source_url": "https://www.shoplazza.com" }, { "code": "PF", "category": "Product and capability", "description": "Shoplazza shifted its homepage to AI-led store creation, adding AI Store Builder, AI dropshipping and Athena automation for products, discounts and orders.", "source_url": "https://www.shoplazza.com" } ], "movement": { "quadrant": "making_moves", "novelty": 54, "shipping_volume": 65, "raw_change_count": 5 } }, { "id": "019f13f1-17da-7038-99f4-ff5b3ece2893", "name": "Shopware", "domain": "shopware.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "SC", "category": "Security, compliance and access", "description": "Shopware surfaced SOC 2, ISO 27001, GDPR and AES-256 controls, strengthening enterprise trust signals for regulated or security-conscious buyers.", "source_url": "https://www.shopware.com" }, { "code": "PF", "category": "Product and capability", "description": "Shopware made AI the primary product narrative, elevating Intelligence, Copilot, Nexus and Agentic Commerce as visible commerce automation pillars.", "source_url": "https://www.shopware.com" }, { "code": "PF", "category": "Product and capability", "description": "Shopware Split Shopware Cloud into separate Shopware SaaS and Shopware PaaS deployment options.", "source_url": "https://www.shopware.com" } ], "movement": { "quadrant": "shipping_steadily", "novelty": 39, "shipping_volume": 90, "raw_change_count": 10 } }, { "id": "019f13f2-014f-7020-85e8-fff8f8204277", "name": "Square", "domain": "squareup.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "PF", "category": "Product and capability", "description": "Square added Mexico (+52) to the phone country dropdown in the sign-up modal.", "source_url": "https://squareup.com/us/en/online-store" }, { "code": "MP", "category": "Messaging and positioning", "description": "Square added Drive-thru and Pizzeria business types, sharpening onboarding segmentation and vertical messaging for food-and-beverage sellers using online stores.", "source_url": "https://squareup.com/us/en/online-store" } ], "movement": { "quadrant": "lying_low", "novelty": 21, "shipping_volume": 21, "raw_change_count": 2 } }, { "id": "019f13f1-9e2d-7012-884a-f698a06eb4b8", "name": "Vtex", "domain": "vtex.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "MP", "category": "Messaging and positioning", "description": "VTEX shifted from AI-first to AI-Native messaging and renamed CX and ads platform labels, tightening its AI platform narrative.", "source_url": "https://vtex.com" }, { "code": "PF", "category": "Product and capability", "description": "Vtex renamed VTEX Agentic CX Platform to VTEX CX Platform and VTEX Retail Media Platform to VTEX Ads Platform.", "source_url": "https://vtex.com" } ], "movement": { "quadrant": "slow_burn", "novelty": 57, "shipping_volume": 30, "raw_change_count": 2 } }, { "id": "019f13f1-c8b4-701c-8549-f1f4f7175c29", "name": "Woocommerce", "domain": "woocommerce.com", "slug": null, "url": null, "data_url": null, "changes": [ { "code": "MP", "category": "Messaging and positioning", "description": "WooCommerce rewrote its hero around flexibility, open-source control and avoiding cookie-cutter ecommerce, reinforcing differentiation versus hosted platforms.", "source_url": "https://woocommerce.com" } ], "movement": { "quadrant": "lying_low", "novelty": 17, "shipping_volume": 15, "raw_change_count": 1 } } ], "quiet_companies": [ { "id": "019f13f2-6878-702f-9eaa-0c3436f52a06", "name": "Bigcartel", "domain": "bigcartel.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13f1-6f76-703b-a54d-958b884872c3", "name": "Commerce Cloud By Salesforce", "domain": "salesforce.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13f3-2975-700a-9348-acf2d4577799", "name": "Ecommerce By Oracle", "domain": "oracle.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13ef-89f2-703d-9d40-03cc5ad4d119", "name": "Ecwid", "domain": "ecwid.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13f2-f3cd-7035-bb93-dabac400614a", "name": "Intershop", "domain": "intershop.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13f2-c7ac-703d-af0d-946b3be1f8f8", "name": "Kibocommerce", "domain": "kibocommerce.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13f2-1ab3-703c-bcd0-ae16caf58b9f", "name": "Lightspeed", "domain": "lightspeedhq.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13f0-98a7-7000-a2e3-5b9d228598a8", "name": "Nopcommerce", "domain": "nopcommerce.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13ef-daca-703a-a169-46f4b53775ce", "name": "Opencart", "domain": "opencart.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13f0-f2b5-7015-b20c-2174873aed7f", "name": "Shift4shop", "domain": "shift4shop.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13f1-289e-700a-ae6c-54c0b3533398", "name": "Spryker", "domain": "spryker.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13f0-1959-701d-a17e-57b99a0eeed9", "name": "Swell", "domain": "swell.is", "slug": null, "url": null, "data_url": null }, { "id": "019f13f3-71e3-7025-8229-6f83bfc02f33", "name": "Sylius", "domain": "sylius.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13f3-55cd-7028-bee9-a9110679ba30", "name": "Vendure", "domain": "vendure.io", "slug": null, "url": null, "data_url": null }, { "id": "019f13f3-8c81-701d-b960-a2e678445b46", "name": "Virtocommerce", "domain": "virtocommerce.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13f1-852b-7000-ba67-26d9d9d84d4e", "name": "Volusion", "domain": "volusion.com", "slug": null, "url": null, "data_url": null }, { "id": "019f13ef-a224-702d-9cda-07642dde6ac3", "name": "Website By Wix", "domain": "wix.com", "slug": null, "url": null, "data_url": null } ], "scoring": { "version": "v3-independent-novelty-density", "quadrants": { "top_left": "Shipping steadily", "top_right": "Making moves", "bottom_left": "Lying low", "bottom_right": "Slow burn" }, "notes": "Scores are deterministic rank-normalized coordinates from quarter-window API changes. Shipping volume measures activity volume, source diversity, signal diversity, and materiality. Novelty is intentionally independent from volume: strategic/newness signal density, launch language, high-novelty signal mix, and materiality are dampened by raw change volume so routine high-volume movers can land in Shipping Steadily and selective strategic launches can land in Slow Burn. LLMs do not choose coordinates. V2 renders points in density-aware, spatially balanced highlight batches capped at 20 companies every three seconds; dense maps split into smaller batches when needed for readability." } }