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July 1, 2026
AI Platforms and Assistants Will Directly Influence A Rapidly Growing Share of US Ecommerce, (US AI-driven retail ecommerce sales in billions and % of retail ecommerce sales, 2026-2030 (redacted))
Note
Examples of general-purpose AI platforms include ChatGPT, Google Gemini, and Perplexity, as well as AI-powered browsers and conversational search interfaces such as Google’s AI Mode. Examples of retailer-native AI assistants include Amazon’s Alexa for Shopping and Walmart’s Sparky. 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.
AI Platforms and Assistants Will Directly Influence A Rapidly Growing Share of US Ecommerce, (US AI-driven retail ecommerce sales in billions and % of retail ecommerce sales, 2026-2030 (redacted))