After years of growth through acquisitions, VTEX is changing its plan. The company is slowing down its merger activity to focus on its core business. In a recent Geraldo Thomaz VTEX interview, the co-founder explained that buying new companies right now would cause a "lack of focus."
Instead, the company wants to use 2026 to reinvent itself through artificial intelligence. Thomaz believes that AI is the biggest opportunity today. By focusing on internal tech rather than new purchases, the company hopes to move faster than its rivals.
A New Strategy for 2026
The VTEX co-founder business strategy is simple: transform the platform for the AI age. At a recent event, the company showed new tools for commerce, customer experience, and ads. All these tools now have AI at their core to help businesses run more smoothly.
This shift is a major trend for many digital companies looking to stay ahead. By using AI agents, VTEX aims to boost productivity and create new ways to make money. The latest IT news suggests that more enterprise platforms are now choosing tech upgrades over high-priced buyouts.
Growth and Market Results
Even with a cautious VTEX M&A outlook 2026, the company’s finances remain strong. At the end of 2025, its total revenue hit $68 million. Most of this money comes from subscription fees paid by large global brands.
Co-founder Mariano Gomide de Faria noted that while AI makes it easier for anyone to build software, large retailers still need a secure and stable platform. VTEX intends to remain that essential layer that connects brands to their customers across all channels.
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