Deep DiveAgentic Commerce—Google’s Universal Commerce Protocol Invokes “Multiplayer Mode” Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 2, 2026 Reasons to ReadThis report explores the game-changing impact of Google’s Universal Commerce Protocol (UCP), an open standard designed to transform the shopping journey by enabling multi-agent commerce. UCP unifies various shopping experiences across discovery, negotiation, purchase and post-purchase processes, empowering retailers to seamlessly integrate with AI agents across multiple platforms. Read this report to discover answers to these and other questions: How does UCP compare to OpenAI’s Agentic Commerce Protocol (ACP) and what does it mean for the future of agentic commerce? What role will Google’s UCP play in reshaping the retail experience from product discovery to post-purchase support? How can retailers integrate with UCP and gain visibility within Google Search and the Gemini app? What are the key benefits of UCP for retailers, including better consumer engagement, reduced cart abandonment and smoother transactions? How are major retailers like Walmart preparing for the multi-agent commerce revolution and what steps are they taking to stay competitive? Data in this research report include/are: UCP integration steps, retailer participation details, market growth projections for agentic commerce and the future role of AI in retail transactions. Companies mentioned in this report include/are: Google, Walmart, Best Buy, Target, PayPal, Shopify, Adyen and others. Other relevant research: Bullet point list of linked reports, databanks, landing pages (see below) More reports in our Agentic Commerce series 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: Sustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey InsightsShoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of Retail4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores