The Next Era of Retail

AI-Assisted Consumers and Agents Will Reshape the Path to Purchase

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About This Report
AI is reshaping how people discover, evaluate, and buy products. As assistants and emerging agents take on more of the shopping journey, retailers must rethink how they surface products and compete for influence in the purchase journey.
Table of Contents

Retail’s next era will be shaped by slower growth and AI-driven shopping. Retailers must serve three consumer types—human shoppers, AI-assisted shoppers, and autonomous AI agents—while building experiences and data foundations that influence both people and machines.

Key Question: How should retailers and brands develop commerce strategies to gain preference from human consumers, AI-assisted shoppers, and autonomous agents?

Key Stat: AI platforms could drive up to 13.7% of retail ecommerce sales in 2029, worth $225.21 billion, if consumers move more quickly into AI-assisted shopping.

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Contributors

Suzy Davidkhanian
VP, Content
Eleni Digalaki
Vladimir Hanzlik
Executive Editor and SVP, Content
Madan Kumar
Copy Editor
Cindy Liu
Senior Forecasting Analyst
Wendy Malloy
Director, Reports Editor
Emma Noyes
Senior Graphic Designer, Data Visualization
Amy Rotondo
Director, US Research
Heather Sprung
Senior Editor
Matt Torpey
Senior Data Visualization Editor
Emman Velasco
Data Visualization Editor
Jherr Daven Velasco
Data Visualization Editor
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