Deep DiveAgentic Commerce—The Impact on Retail Media and How Retailers Should Respond Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 6, 2026 Reasons to ReadUncover how agentic commerce is reshaping the retail media landscape and why retailers must adapt to AI-driven shopping experiences. This report will provide answers to the following questions: How is the rise of agentic commerce transforming the traditional retail media model, and what are the key disruptions? What strategies can retailers adopt to balance human-targeted advertising with AI-driven agentic commerce? How are major players like Amazon and Walmart positioning themselves with their own AI shopping agents, and what impact does this have on data ownership? What are the new ad formats emerging in AI shopping environments, and how can retailers leverage them for more dynamic consumer engagement? How will partnerships with third-party AI engines affect the future of retail media networks, and what new business models will emerge? Data in this research report include: Growth trends in AI shopping, consumer adoption of AI shopping agents, Amazon’s AI initiatives. Companies mentioned in this report include: Amazon, Walmart, Etsy, Shopify, OpenAI, Microsoft, Salesforce. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Analyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikGroceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious EraThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationUS Tariffs on Canada and Mexico: What US Consumers Think
