Ep 166: 2025 Commerce Tech Winners & Losers, With Luke Hodgson co founder of Commerce Thinking & High Cohesion
OffcutsShow Notes
On this episode, I’m revisiting the big shifts in commerce tech with Luke Hodgson. Who’s winning, who’s losing, and what’s changing under the surface.
We break the conversation down into four key areas: platforms, frontend tools, back office systems, and AI. We look at why Shopify still has the momentum, why BigCommerce’s rebrand hasn’t made much impact, and why platforms like Centra are gaining ground with modern fashion brands. Luke also explains why Magento is fading, and why Salesforce Commerce Cloud rarely comes up in conversation anymore.
We talk about why fragmented tool stacks are falling out of favour, and how consolidation is changing the frontend experience. And we dive into the back office, where the ERP landscape is overdue for disruption, but still proving hard to unseat. Luke shares a strong view on where AI will change everything and where it won’t.
We end with predictions. Luke backs next-gen merchandising tools. I put my money on the Nordics.
If you’re watching the commerce tech landscape and wondering where to place your bets, this one’s for you.
Depict.ai are on a mission to help shoppers discover the products they love - while giving merchandisers total creative control. Turn keyword searches into real conversations. Help customers explore and uncover more of your catalogue. Merchandisers stay in control of the story. Upgrade your storefront at Depict.ai
Checkout Factory here.
Sign up to our newsletter here.
More from Offcuts
On this episode, Offcuts went live again, this time in London, on stage at Forza Wine in Soho in front of a room of commerce and brand leaders.
On this episode I sit down with Alex O'Byrne, an independent writer, builder and investor focused on AI-first companies, and my former co-founder at the Shopify agency we built and sold together. Alex now runs Alpha Factory, an AI investment company, from Miami. This is his fourth time on Offcuts.
On this episode I sit down with Alister Hewitt, Technology and Operations Director at Rat & Boa and co-founder of Prebuy.
On this episode I sit down with Eleanor Warnock, a writer, journalist and communications expert based in London who has worked for The Wall Street Journal, the Financial Times's Sifted, and the Reid Hoffman-backed AI company Every. She's currently an advisor to Bek Ventures, ranked the top-performing VC firm globally since 2010 by HEC-Dow Jones, and holds an MBA from INSEAD.
On this episode I sit down with Olivier Legris, co-founder of Alter, a native macOS AI assistant that refuses to bet on any single model, and founder of Clauders, the global Claude Ambassador community.