The news: Stripe launched its Agentic Commerce Suite, enabling affiliated merchants to service agentic checkout, per a press release.

Merchants will be able to upload their inventories to databases that are scannable by AI agents without updating their own tech stack. They can also select which AI platforms they want their products to surface on. And Stripe’s updated fraud protocols can help filter genuine robo-transactions from fraud. 

Why this matters: The scale of Stripe’s rollout stands to seamlessly open merchants of all sizes to new agentic properties, including players like Etsy, URBN, Wayfair, and retailers that use Squarespace. This gives more opportunities to trial AI payments and build new consumer behaviors—as well as more chances to score volume from AI-enabled purchases.

Why this could work: Consumers are warming to AI technology. More than half of shoppers use AI to conduct research for purchases, per Adobe Digital Insights. And recent Checkout.com research suggests they’re already ready to let it transact on their behalf: 47% of shoppers said they would consider using agents for “boring” or repetitive shopping, jumping to two thirds of consumers between the ages of 25 and 44.

Our take: Gen Z and millennials shoppers are becoming more comfortable using AI agents to shop for discretionary and essential shopping hauls. 

Merchants that make it easy for consumers to transfer repeat purchases to programmable agentic purchases stand to score great volume opportunities as shoppers look for a low-touch restock experience.