Event CoverageShoptalk Fall 2026: Day 1—Hearing from Amazon, Anthropic and Ulta as Brands Prepare for AI-Led Discovery John Harmon, CFA, Managing Director of Technology ResearchKelly McCluskeyMax Kahn, President Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 29, 2026 Reasons to ReadDiscover how Shoptalk Fall 2026’s Day 1 morning sessions revealed where agentic commerce, creator-led marketing, marketplaces and the evolving store are reshaping retail growth. Read this report to discover answers to these and other questions: How are TikTok Shop and creator-led campaigns driving sales spikes across Ulta, Amazon and retail partners, and what did they mean for Estée Lauder and Favorite Daughter? How quickly can retailers build their own AI shopping agents, and what does Anthropic advise on trust, data and keeping the customer relationship? How are Amazon Prime and B2B marketplaces turning convenience, scale and product content into growth engines? How are brands such as SharkNinja, U.S. Polo Assn., Wayfair and AG Jeans using storytelling, creators, AI and intent-based personalization to adapt to a changing market? Why is Ulta Beauty treating physical stores as experiential hubs for omnichannel growth? Companies mentioned in this report include: The Estée Lauder Companies, Clinique, MAC Cosmetics, Bobbi Brown, The Ordinary, Ulta Beauty, Sephora, Macy’s, Amazon, TikTok Shop, Favorite Daughter, Nordstrom, Netflix, Anthropic, AWS, Shopify, Priceline, Wix, Amazon Business, Grasshopper Mowers, Simpson Strong-Tie, SharkNinja, U.S. Polo Assn., Pattern Brands, Amika, Wayfair, AG Jeans, Constructor, Target, Dolce & Gabbana, Hearst Magazines, DoorDash and Uber Eats. Discover all our coverage of Shoptalk Fall. This document was generated for
