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: Retail 2025: US Macro, Consumer and Retail Outlook6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey InsightsMarch 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsAmazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data Insights