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December 1, 2025
Social Commerce's Fivefold Lead Over AI Platform-Driven Commerce Will Nearly Vanish by 2029
Note
Social commerce sales include products or services ordered by buying directly on the social platform or by clicking links on the social network that lead to the retailer's product page with an immediate purchase option (Facebook Shop, WeChat Mini Programs, etc.). They also include transactions that ... were agreed upon on social platforms initially but payment took place elsewhere, such as PayPal (e.g., consumer-to-consumer transactions on Facebook Marketplace). General-purpose AI platforms can be used for various tasks, including shopping, where the assistant can influence, guide, and/or execute part or all of a transaction. Examples of general-purpose AI platforms include ChatGPT, Google Gemini, and Perplexity. Retailer-native AI assistants (e.g., Amazon’s Alexa for Shopping, Walmart’s Sparky) and specialized third-party AI shopping assistants (e.g., BuyScout, Daydream) are not counted as general-purpose AI platforms. Retail ecommerce sales include products or services ordered using the internet, regardless of the method of payment or fulfillment. Travel and event tickets, payments such as bill pay, taxes, or money transfers, restaurant sales, food services and drinking place sales, and gambling and other vice goods sales are excluded.Methodology
Estimates are based on the analysis of data from other research firms, including traffic data to US retail sites, session behavior, reported and estimated revenues of major online retailers, consumer online buying trends, and macro-level economic conditions.Featured In
The Next Era of Social CommerceSources
Chart Title
Social Commerce's Fivefold Lead Over AI Platform-Driven Commerce Will Nearly Vanish by 2029Publication Date
December 1, 2025