Analyst CornerAnalyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research December 14, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team shares insights on recent or upcoming research and their perspectives on the most compelling trends shaping retail. This week, Charlie Poon, Analyst at Coresight Research, explores the true pace of agentic commerce—AI-driven shopping powered by intelligent agents—and presents three key consumer gauges that will determine how quickly this transformation takes hold. We also spotlight our latest research from the past week. For a deeper dive, premium subscribers should read our full report series on agentic commerce, including guidance for how retailers can make their products visible and shoppable in AI-driven ecosystems. Other relevant research: Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users Agentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent Agentic Commerce: How Should Retailers Leverage GEO to Maximize AI-Engine Visibility? Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context2026 Sector Outlook: US Apparel and Footwear Retailing—Moderate Growth in a Stabilizing Macro EnvironmentHigh Income Consumers’ Sentiment Improves; Government Shutdown Impacting Shoppers: US Consumer Survey InsightsEconomic Sentiment Turns Negative This Week: Weekly US Consumer Sentiment, Week 37, 2025—Infographic
