Deep DiveAgentic Commerce: Long-Term Impacts of Four Scenarios Under the IMPACT Framework Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 8, 2026 Reasons to ReadAgentic commerce is transforming how consumers shop, how retailers engage with customers, and how workforces will evolve in the age of artificial intelligence. This report outlines the four key stages of agentic commerce, from AI-assisted discovery to autonomous agent-to-agent retail, and explores the profound implications for retailers, consumers, and society. Artificial intelligence is driving this transformation at a rapid pace, and understanding these shifts is crucial for all stakeholders in the retail and consumer industries. Our analysis leverages the IMPACT framework to bring structure to these changes, breaking the evolution of agentic commerce into key pillars: Investment and Infrastructure, Models, Policies and Regulations, Applications, Consumers and Retail Markets, and Transformations. Read this report to discover answers to these and other questions: How will AI-powered shopper agents impact traditional consumer purchasing behaviors? What are the long-term opportunities and challenges for retailers in adapting to AI-driven discovery and in-engine transactions? How will agent-to-agent communication in retail evolve, and what does this mean for competition and market power? What will happen to the workforce as AI replaces routine jobs and creates new roles in governance, model training, and ethical AI? Data in this research report include: Market projections for agentic commerce, AI-driven product discovery trends, evolving consumer expectations, autonomous agent adoption, and shifts in the workforce due to AI automation. Companies mentioned in this report include: Amazon, Google, Walmart. 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: Economic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data GraphicUS CPG Sales Tracker: E-Commerce and In-Store Growth Rebound Amid Geopolitical UncertaintyAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John Harmon4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged