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December 1, 2025
Social Commerce Could Wind Up Getting Surpassed by AI-Influenced Ecommerce
Note
Social commerce sales include products or services ordered by buying directly on the social platform or by clicking links on the social network, excluding Twitch and YouTube, that lead to the retailer's product page with an immediate purchase option (Facebook Shop, WeChat Mini Programs, etc.), ... regardless of the method of payment or fulfillment. 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). They exclude cash transactions, travel and event tickets, tips, subscriptions, payments such as bill pay, taxes, or money transfers, food services and drinking place sales, gambling and other vice goods sales. AI platform-driven retail ecommerce sales include products or services ordered directly within a general-purpose AI platform or off-site in the same session via an attributable link. They include retailer apps within AI platforms, AI-powered browsers, and Google’s AI Mode, and exclude retailer-native AI assistants, specialized third-party AI shopping assistants, and AI-powered search summaries. 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 Could Wind Up Getting Surpassed by AI-Influenced EcommercePublication Date
December 1, 2025