Agentic Commerce—The Impact on Retail Media and How Retailers Should Respond
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Agentic Commerce—The Impact on Retail Media and How Retailers Should Respond

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Primary Analyst:
Charlie Poon, Analyst
Contributors
Primary Analyst:
Charlie Poon, Analyst
Sector Lead: John Harmon, CFA, Associate Director of Technology Research
Deep Dive

Reasons to Read

Uncover 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.

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