Agentic commerce Trends & Statistics

EMARKETER offers market research, trends and statistics for a variety of topics and industries. Here you will find a collection of reports, articles and other resources for Agentic commerce

Commerce media lessons from Sallie’s new education network

Article
Mar 09, 2026

Education solutions company Sallie has launched Backpack Media, an education media network that offers marketers access to Gen Z and Gen Alpha students and the families influencing their purchasing decisions across Sallie’s owned properties, the open web, and CTV.

How payment providers should react to OpenAI’s Instant Checkout walkback

How payment providers should react to OpenAI’s Instant Checkout walkback

Article
Mar 06, 2026

Consumer interest in chatbot-based checkout isn’t quite there, but AI-based discovery is on the rise.

OpenAI’s agentic commerce ambitions get a reality check

Article
Mar 05, 2026

The company is shifting tactics as users prefer to purchase on retail sites rather than in chatbots.

Latin America Digital Shopping Habits 2026

Latin America Digital Shopping Habits 2026

Report
Mar 04, 2026

Our exclusive survey data examines the path to purchase across six markets in Latin America as digital marketplaces, social commerce, and AI reshape shopping behavior.

Santander, Mastercard complete first AI-executed commerce payment

Article
Mar 04, 2026

A Santander-Mastercard pilot shows AI can transact—forcing brands to rethink the funnel.

Klarna and Affirm adopt Stripe’s agentic payment tokens

Article
Mar 03, 2026

Payment players can only get rewarded in agentic commerce if they’re visible to agents.

FAQ on retail technology: AI's role in reshaping commerce operations and customer experience

Article
Mar 02, 2026

While categories like payments, back-end infrastructure, and in-store systems remain relevant, AI has emerged as a defining force in retail tech for 2026.

Stablecoin Explainer 2026

Stablecoin Explainer 2026

Report
Mar 02, 2026

Stablecoins are moving from crypto rails to mainstream payments infrastructure. Regulatory support and institutional investment are accelerating adoption, but consumer trust gaps, fragmentation, and liquidity risks pose near-term hurdles for digital payments.

PayPal is reportedly readying defense against takeover

PayPal is reportedly readying defense against takeover

Article
Feb 27, 2026

The fintech and Stripe aren’t currently in talks, but a takeover is still possible.

Sezzle clocks impressive growth, bets on phone offers for super app strategy

Article
Feb 26, 2026

To maintain growth, Sezzle looks to phone plan, subscriptions for stickiness.

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PayPal attracts takeover interest from Stripe after ‘transition year’ flop

PayPal attracts takeover interest from Stripe after ‘transition year’ flop

Article
Feb 24, 2026

As PayPal’s stock tumbles, Stripe is reportedly interested in buying some or all of the company.

Shopify brings ChatGPT ads into its merchant ecosystem

Shopify brings ChatGPT ads into its merchant ecosystem

Article
Feb 24, 2026

The platform is introducing ChatGPT ads for merchants as it looks to become the go-to partner for agentic commerce.

Stripe appraises agentic commerce landscape in 2025 annual letter

Stripe appraises agentic commerce landscape in 2025 annual letter

Article
Feb 24, 2026

The fintech tempers its expectation for AI in payments in the short term.

Where discovery meets commerce: The rise of experiential in-store media

Article
Feb 17, 2026

Despite the noise around agentic commerce, discovery isn’t fully automated. Consumers may encounter products through digital platforms, but they aren’t yet handing over curiosity or preference-setting to AI.

eBay’s agent ban signals the next battle in agentic commerce

Article
Feb 11, 2026

On February 20, eBay’s updated user agreement goes into effect, banning third-party AI agents that autonomously buy for consumers, targeting the emerging “buy-for-me” tools designed to handle discovery, decisioning, and checkout.

Klarna deeps agentic ties with Google, adopts Universal Commerce Protocol

Article
Feb 03, 2026

It’s betting that Google’s protocols will funnel agentic payment volume to its BNPL platform.

Mastercard fails to capture full Capital One credit card renewal in otherwise solid Q4 2025 earnings

Article
Jan 29, 2026

Consumer spending remained strong, but the network is losing its hold on Capital One’s credit program.

Mastercard debuts Agent Suite, deepening AI offerings

Mastercard debuts Agent Suite, deepening AI offerings

Article
Jan 27, 2026

Mastercard bets AI recommendations are the clearest near-term use case for banking clients.

AI Commerce 2026

AI Commerce 2026

Report
Jan 26, 2026

Growing consumer adoption of AI tools is positioning AI platforms as an alternative shopping channel—but most AI-driven transactions are still completed on retailer websites.

PayPal to acquire Cymbio, deepening AI platform ties

PayPal to acquire Cymbio, deepening AI platform ties

Article
Jan 22, 2026

The deal expands PayPal merchants’ reach across agentic platforms, tightening its grip on AI-driven discovery and checkout.

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