""What we're seeing now is a signal that AI-driven shopping has moved from experimentation to serious investment," said Sue Azari, eCommerce industry lead at mobile measurement and analytics company AppsFlyer. "Retailers wouldn't be leaning in this hard if the consumer behavior wasn't there. Walmart recently said that one-third of its referral traffic now comes from ChatGPT. That kind of momentum makes it impossible for brands to sit on the sidelines.""
""We're in a state where users are growing rapidly on AI platforms," said Alex Yip, director of product strategy at AppsFlyer. "Customers are doing a lot of their discovering and research on these platforms, and a lot of it is circumventing the retailer. They're having to go from a blog or review, to making a purchase, and LLMs [large language models, a type of artifical intelligence] are kind of curating and providing all those insights.""
JD Sports will enable U.S. customers to shop using AI agents that can search for and purchase products. A global agreement with Commercetools will allow one-click purchases across AI platforms such as Copilot, Gemini and ChatGPT. Retailers are shifting from testing to serious investment in agentic commerce as consumer behavior on AI platforms grows. Walmart reports one-third of its referral traffic now comes from ChatGPT, and Walmart and Target are partnering with Google on a Universal Commerce Protocol to enable seamless AI-powered shopping and Native Checkout. Large language models are increasingly handling discovery, research and purchase facilitation.
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