Agentic Commerce Statistics 2026: Every Number You Need to Know

Last updated: March 2026

Agentic commerce – the model in which AI agents shop, negotiate, and transact on behalf of consumers – is rewriting the economics of retail. This reference compiles every major statistic from McKinsey, IBM, BCG, Gartner, Morgan Stanley, Bain, Adobe, Salesforce, Forrester, and other primary sources. Each number is individually sourced for citation.

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1. Market Size and Projections

Global Agentic Commerce

• Global agentic commerce opportunity by 2030: $3 trillion to $5 trillion – McKinsey (Oct 2025)
• US B2C retail revenue orchestrated by AI agents by 2030: $900 billion to $1 trillion – McKinsey (Oct 2025)
• US e-commerce spending driven by agentic shoppers by 2030: $190 billion to $385 billion (10-20% of online retail) – Morgan Stanley (Dec 2025)
• US agentic commerce market by 2030: $300 billion to $500 billion (15-25% of e-commerce) – Bain & Company (Dec 2025)
• B2B spending through AI agent exchanges by 2028: $15 trillion – Gartner (Nov 2025)
• Agentic AI commerce annual volume (current): $180 billion+ – Digital Commerce 360
• AI-driven retail spending in 2026: $20.9 billion (nearly 4x 2025 levels) – eMarketer (Dec 2025)
• Agentic payment market by 2032: $7 billion to $93 billion (13x expansion) – Galileo

AI in Retail (Broader Market)

Metric	Value	Source
AI in retail/e-commerce market (2026)	$46.74B – $60.43B	Wipro / Mordor Intelligence
Projected AI in retail by 2030	$175B at 30.2% CAGR	Wipro
Projected AI in retail by 2031	$218B at 29.3% CAGR	Mordor Intelligence
Global AI agents market (2026)	$7.92B	Precedence Research
Global AI agents market by 2034	$236B at 45.8% CAGR	Precedence Research

Conversational Commerce

• Global conversational commerce market (2025): $8.8 billion – Future Market Insights
• Projected by 2035: $32.7 billion – Future Market Insights
• Global conversational commerce spending (2025): $290 billion (up from $41B in 2021) – Industry data
• Commercial messaging market by 2026: $28 billion globally – Industry reports
• WhatsApp Business economy (2026): $45 billion – UseInvent

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2. Consumer Adoption and Behavior

Overall AI Shopping Adoption

• Consumers using AI somewhere in their buying journey: 73% – IBM-NRF (Jan 2026, 18,000+ respondents, 23 countries)
• Consumers using AI for at least part of the buying process: 45% – IBM-NRF (Jan 2026)
• Americans using generative AI tools for shopping: 59% – PR Newswire / Capital One Shopping
• Americans who made AI-assisted purchases in the past month: 23% – Morgan Stanley
• Consumers who plan to use AI chatbots for shopping in 2026: 64% – Industry surveys
• AI application usage surge over two years: 62% – IBM-NRF (Jan 2026)
• Consumers using AI for internet search: 50% – McKinsey (Oct 2025)
• US GenAI users who also shop with it: 53% – McKinsey (Oct 2025)
• Users preferring AI over traditional search: 44% – McKinsey (Oct 2025)
• Consumers saying AI replaces search engines for product recommendations: 58% – Industry surveys
• 1 in 4 consumers say ChatGPT product recommendations are better than Google’s – PR Newswire

How Consumers Use AI for Shopping

Use Case	Adoption Rate	Source
Comparing prices / finding deals	56%	Capital One Shopping
Getting product ideas / recommendations	45%	IBM-NRF / Capital One
Summarizing reviews	37%-47%	Multiple sources
Generating shopping lists	33%	Capital One Shopping
Hunting for deals	31%	IBM-NRF
Gift inspiration (desired feature)	44%	Chain Store Age
Real-time Q&A (desired feature)	41%	Chain Store Age

The Research-to-Purchase Gap

• Used AI to research products: 58% – ChannelEngine (4,500 shoppers, 5 countries)
• Started a purchase journey through AI assistant: 37% – ChannelEngine
• Completed a purchase after AI referral: 13% – ChannelEngine
• Comfortable completing a purchase entirely through AI: 17% – ChannelEngine
• Comfortable with AI purchasing without final review: 4% – Consumer surveys

Satisfaction and Decision Speed

• Consumers reporting satisfaction with AI-assisted purchases: 94% – Capital One Shopping
• AI-using consumers who say it helps them make faster decisions: 77% – Capital One Shopping
• Two-thirds say AI helped find deals they would not have found otherwise – Capital One Shopping

GenAI Shopping Usage by Country (BCG, 9,000+ consumers, 9 countries)

Country	GenAI Shopping Usage
Brazil	63%
India	62%
Japan	48%
US	42%

• GenAI usage for shopping grew 35% in 9 months (Feb-Nov 2025) – BCG
• Shoppers planning to use GenAI during year-end sales: 48% (up 9 percentage points from 2024) – BCG

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3. Conversion and Performance Metrics

Conversion Rates

Metric	Value	Source
AI-engaged shoppers conversion rate	12.3%	Industry data
Non-AI shoppers conversion rate	3.1%	Industry data
Conversion lift factor (AI vs. non-AI)	~4x	Multiple sources
AI-generated recommendations vs. traditional search	4.4x higher conversion	McKinsey
AI-powered site search vs. keyword search	8-12% vs. 2-3%	Retainful (2026)
Conversational commerce conversion improvement	20-35% over baseline	Industry data
AI shoppers purchase completion likelihood	+25% more likely	Case study data
AI shoppers click-through likelihood	+40% more likely	Case study data
AI personalization conversion boost	Up to 23%	Industry data
Average conversion increase from AI implementation	26%	Industry composite

Revenue Impact

• Retailers reporting AI-traceable revenue increases: 69% – Industry surveys
• Retailers experiencing cost reductions from AI: 72% – Industry surveys
• Revenue increase from AI personalization: up to 40% – Multiple sources
• Personalization leaders: faster annual revenue growth by ~10 percentage points – McKinsey
• Marketing efficiency improvement from AI: 30% – Industry data
• Customer lifetime value increase: 33% – Industry data
• Companies implementing AI reporting positive ROI: 89% – Industry surveys
• Early adopters achieving positive ROI: 88% – Google Cloud
• Executives achieving ROI within the first year: 74% – Case study data
• Average payback period for AI commerce investment: 9 months – Industry data

Cart Recovery

• AI cart recovery rate: 35% of abandoned carts – Rep AI (1M+ conversations analyzed)
• Traditional recovery methods (popups, retargeting): 5-15% – Industry benchmark

Extreme ROI Examples

• Global retailer headless commerce personalization: 702% ROI – Case study data
• Sportswear brand personalized omnichannel messaging: 49x ROI, 700% increase in customer acquisition – Case study data

Multi-Agent System Performance

• 60% fewer errors vs. single-agent systems – Case study data
• 40% faster execution – Case study data
• 25% lower operating costs – Case study data

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4. Traffic and Discovery

AI Traffic Growth

• AI traffic to US retail sites YoY growth (Black Friday 2025): 805% – Adobe
• GenAI traffic to retail sites YoY growth: 4,700% – Adobe / BCG
• AI traffic on Cyber Monday YoY growth: 670% – Adobe
• Traffic from AI sources overall: 1,200% surge, while traditional search traffic declined 10% YoY – Case study data
• Orders originating from AI searches (Jan 2025 to Jan 2026): 15x increase – Shopify data
• AI-driven traffic to Shopify merchant stores: 8x YoY growth – Shopify

Visitor Engagement (AI-Referred)

• Additional time on site: 32% more – BCG
• Additional pages browsed: 10% more – BCG
• Lower bounce rate: 27% lower – BCG

AI-Referred Revenue

• AI-driven revenue-per-visit growth (Jan-Jul 2025): 84% – Adobe
• Shoppers from AI chatbots: 38% more likely to purchase – Shopify

Shopping-Related AI Queries

• Shopping is the 3rd most common GenAI use case globally – McKinsey / BCG
• Shopping-related GenAI queries growth (2024-2025): 4,700% – Adobe / BCG
• ChatGPT daily shopping queries: 53 million – Digital Commerce 360

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5. Platform-Specific Numbers

ChatGPT / OpenAI

• Weekly active users: 800 million (Sep 2025) – OpenAI
• Daily shopping queries: 53 million – Digital Commerce 360
• Referral conversion rate to US retail: 11.4% – Industry data
• ChatGPT referral traffic as share of Walmart visits: 20% – Digital Commerce 360
• ChatGPT referral traffic as share of Target visits: ~15% – McKinsey
• ChatGPT referral traffic as share of eBay visits: ~10% – McKinsey
• Shopify merchants opted into OpenAI commerce: 1 million+ – Shopify / OpenAI
• ChatGPT sessions as share of total e-commerce sessions: <0.2% – Kaiser & Schulze
• ChatGPT referrals convert vs. affiliate links: 86% worse – Kaiser & Schulze
• ChatGPT as primary AI shopping tool among GenAI users: 65% – PR Newswire

Google

• Google AI Overviews monthly reach: 1.5 billion users – McKinsey / Google
• Google AI Shopping Mode: 50 billion product listings – Google
• Agent Payments Protocol (AP2) partners: 60+ organizations – CB Insights / Google
• Universal Commerce Protocol (UCP) endorsers: 20+ retailers and platforms (including Adyen, American Express, Best Buy, Flipkart, Macy’s, Mastercard, Stripe, The Home Depot, Visa, Zalando) – Google / Shopify

Amazon Rufus

• Users reached: 250 million – Amazon
• Purchase conversion vs. non-AI sessions: 60% higher – Amazon
• Usage growth (Jul-Nov 2025): 127% – Amazon
• Incremental annualized sales pace: $10 billion+ – Amazon
• Black Friday sessions vs. trailing average: >2x – Amazon

Salesforce Cyber Week 2025

• Global Cyber Week spend: $336.6 billion (record) – Salesforce
• AI agent-influenced sales: $67 billion – Salesforce
• Orders influenced by AI agents: 20% of all purchases – Salesforce
• US agentic AI-driven orders: 17% ($13.5 billion) – Salesforce
• Retailers with branded agents, sales increase: 32% faster – Salesforce
• Agent task completion growth: 70% – Salesforce

Perplexity

• Launched AI shopping agent for US subscribers: November 2024
• Partnered with PayPal for in-app checkout: May 2025
• Company revenue target: $656 million by end of 2026 – Perplexity

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6. Enterprise and Retailer Adoption

Current Adoption Rates

Metric	Value	Source
Enterprises expanding AI agent use	96%	Market.us
Executives viewing AI as essential for competitiveness	83%	Market.us
Enterprises with agents in production (2025)	52%	Google Cloud
Fortune 500 piloting agentic systems	45%	Market.us
Organizations planning eventual agentic AI deployment	99%	KPMG
Retailers exploring or implementing AI agents	96%	BCG
Retailers using AI in some form	84%	McKinsey
Retailers piloting agentic AI specifically	43%	Salesforce
Retailers planning to increase AI spending next FY	97%	NVIDIA
Retailers reporting positive AI revenue impact	87%	Industry surveys
Retailers seeing AI reduce operating costs	94%	Industry surveys

Growth Differential

• Retailers using AI/ML: sales growth of 14.2% (2023-2024) – McKinsey
• Retailers NOT using AI: sales growth of 6.9% (2023-2024) – McKinsey
• Fast-growing companies derive 40% more revenue from personalization than slower-growing peers – McKinsey

Implementation Challenges

• Brand executives with persistent cross-channel data challenges: 54% – IBM-NRF (Jan 2026)
• Executives citing limited AI expertise: 51% – IBM-NRF (Jan 2026)
• Organizations experimenting with AI agents: 62% – IBM-NRF (Jan 2026)
• Organizations scaling agentic AI in any function: 23% – IBM-NRF (Jan 2026)
• Annual revenue lost per business from poor data quality: $15 million – Mirakl

Data Readiness Benchmarks

• Merchants with 95%+ data fill rates on core attributes saw dramatically better agent discovery – Case study data
• Below 80% fill rate: products routinely skipped by AI agents – Case study data
• Customer purchase abandonment from poor product info: 42% – Mirakl

Analyst Predictions

Prediction	Timeframe	Source
90% of B2B buying AI-agent intermediated ($15T+)	By 2028	Gartner
60% of brands using agentic AI for 1:1 interactions	By 2028	Gartner
40% of enterprise apps include task-specific AI agents	By end 2026	Gartner
33% of enterprise apps feature agentic AI (up from <1% in 2024)	By 2028	Gartner
20% of B2B sellers in agent-led quote negotiations	2026	Forrester
25% of shoppers using specialty retail chatbots	2026	Forrester
5 major US/EU brands unifying agentic commerce experiences	2026	Forrester
20% of digital storefront interactions handled by machine customers	By 2028	Kantar
Laggards risk 30% traffic loss	By 2028	Case study data

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7. Payment and Transaction Data

Payment Infrastructure

• Visa Intelligent Commerce AI platform: 8+ partners (Anthropic, IBM, Microsoft, Mistral AI, OpenAI, Perplexity, Samsung, Stripe) – Visa
• Google Agent Payments Protocol (AP2): 60+ partner organizations – Google
• OpenAI + Stripe: Agentic Commerce Protocol (ACP) launched – OpenAI / Stripe
• Annual non-cash transactions globally: 3.4 trillion transactions – McKinsey
• Total global transaction value: $1.8 quadrillion – McKinsey

Investment

• Investment in agentic AI startups since 2023: $9.7 billion – Market.us
• Project Stargate planned investment: $500 billion – Market.us
• Surge in agentic framework usage (2023-2025): 920% – Market.us
• Agent orchestration platform headcount growth: 87% – CB Insights

Consumer Payment Attitudes

• Willing to use AI for repetitive purchases: 47% – Checkout.com (Dec 2025)
• Trust AI to place orders autonomously: 14% – Clutch (Jan 2026)
• Trust AI to compare prices: 65% – Clutch (Jan 2026)
• Top concern is payment security: ~33% – Multiple surveys
• Won’t share payment information with chatbots: 60% – Consumer surveys

Fraud Concerns

• Financial institutions expecting fraud from AI agents: 78% – Salesforce
• Current fraud systems misidentify legitimate AI agents as bots, blocking purchases – Case study data
• Mastercard actively developing standards for secure agent-to-agent commerce – Mastercard

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8. Regional Data

Brazil and Latin America

• WhatsApp users in Brazil: 165 million+ – Industry data
• WhatsApp penetration in Brazil: 92% – Aurora Inbox
• Businesses on WhatsApp Business in Brazil: ~10 million – Aurora Inbox
• Brazil share of LatAm conversational commerce: 43% – Industry data
• Brazilian businesses making sales via WhatsApp: 78% – Industry data
• Companies using Meta WhatsApp tools in Brazil reporting increased revenue: 93% – Aurora Inbox
• Of those, revenue growth exceeding 25%: 73% – Aurora Inbox
• LatAm conversational commerce annual growth: 31% – Industry data
• WhatsApp transactions AI-managed by 2027 (LatAm): 65% – Industry projections
• WhatsApp Pay expansion target by end 2026: 6+ LatAm countries – Meta
• GenAI usage for shopping in Brazil: 63% (highest of 9 countries surveyed) – BCG
• AI commerce agents on WhatsApp: 340% increase in customer service capacity – Case study data
• AI agents on WhatsApp: 67% increase in sales – Case study data
• Automated WhatsApp campaigns: up to 60% more sales – Case study data
• WhatsApp AI response times: under 30 seconds – Case study data

United States

• US GenAI shopping usage: 42% – BCG
• Americans who purchased via AI (past month): 23% – Morgan Stanley
• Americans who trust AI in retail: 26% – YouGov
• US agentic AI-driven orders during Cyber Week: 17% ($13.5 billion) – Salesforce
• US e-commerce agentic spending projected by 2030: $190B-$385B – Morgan Stanley

Europe

• EU consumers (France, Germany, UK) using AI daily: 84% – McKinsey
• GenAI usage in Japan: 48% – BCG
• GenAI usage in India: 62% – BCG

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9. Industry Vertical Data

Grocery and CPG

• Grocery and CPG expected to be the largest agentic commerce growth driver: 19% of 2030 agentic spend – Morgan Stanley
• Albertsons AI assistant reduced average shopping time: from 46 minutes to 4 minutes – Case study data
• Household essentials and consumables are natural candidates for highest AI delegation – McKinsey

Fashion and Apparel

• Michael Kors early AI adoption: 15-20% conversion rate improvement vs. traditional keyword search – Case study data
• Clothing and accessories: 20% of consumers considering AI assistance – Capital One Shopping
• Identity-oriented categories (luxury, apparel): delegation stalls at assist and assemble levels – McKinsey

Consumer Electronics

• Consumer electronics: 21% of consumers considering AI assistance (top category) – Capital One Shopping
• Detail-heavy categories where comparison shopping is complex show strongest AI performance – Consumer research

Travel

• Travel planning: 18% of consumers considering AI assistance – Capital One Shopping
• Complex purchases (travel, electronics): selective and situational delegation – McKinsey

B2B

• B2B spending through AI agent exchanges by 2028: $15 trillion – Gartner
• 90% of B2B buying will be AI-agent intermediated by 2028 – Gartner
• 20% of B2B sellers will engage in agent-led quote negotiations in 2026 – Forrester

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10. Trust and Security

Trust Levels by Task

Task	Consumer Comfort Level	Source
Compare prices via AI	65%	Clutch (Jan 2026)
Research products via AI	58%	ChannelEngine
AI influencing purchase decisions	36%	Consumer surveys
AI completing a purchase	17%	ChannelEngine
AI placing orders autonomously	14%	Clutch (Jan 2026)
AI purchasing without final review	4%	Consumer surveys

Trust Drivers

• Accuracy is the most important quality: 79% (far outweighing speed at 36% or transparency at 35%) – Consumer surveys
• Trust accounts for up to 60% of the explained variance in AI-assisted purchase intention – RealityMine / BCG
• Consumers who engage more when AI is embedded into the brand experience: 43% – Consumer surveys
• Consumers who want generative AI integrated into shopping: 71% – Capgemini
• Two-thirds of US/UK consumers ready to use AI agents for online shopping – Retail Technology Review

Trust Destroyers

• Irrelevant recommendations cause immediate abandonment: 69% – Consumer surveys
• Data opacity concerns: 76% worried about how chatbots use their data – Consumer surveys
• Upselling suspicion: 30% worry AI pushes unnecessary products – Consumer surveys
• Payment insecurity: 60% don’t trust chatbots with payment information – Consumer surveys
• AI fatigue: 85% report lingering concerns over privacy, personalization, and overall fatigue – Consumer surveys
• Would stop using AI if it decides without their input: 21% – Consumer surveys

The Privacy Paradox

• Comfortable sharing data with AI agents: 52% – IBM-NRF (Jan 2026)
• Express privacy and data concerns: 83% – IBM-NRF (Jan 2026)

The Trust-Adoption Gap

• 58% research with AI, only 17% complete a purchase through AI – ChannelEngine
• 70% say they are at least somewhat comfortable with AI agents making purchases, but only 4% trust AI to buy without final review – Consumer surveys

Generational Trust

Generation	Trusts AI More Than People for Recommendations
Gen Z	23%
Millennials	27%

• Gen Z and Millennials adopt AI shopping tools at 2x the rate of Gen X and 11x the rate of Boomers – BigCommerce / Future Commerce
• 7 out of 10 Gen Z shoppers use AI to buy online – IESE
• Gen X AI adoption increase over two years: 82% – IBM-NRF
• Boomer AI adoption increase over two years: 92% – IBM-NRF

Generational Usage for Product Search (Past Month)

Generation	Used ChatGPT for Product Search	Source
Gen Z	35%	Forrester (Dec 2025)
Millennials	32%	Forrester (Dec 2025)
Gen X	23%	Forrester (Dec 2025)

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Methodology Notes

Statistics in this compilation are drawn from primary research reports published between October 2025 and March 2026. Major sources include:

• IBM-NRF Study (Jan 2026): 18,000+ consumers across 23 countries
• BCG Consumer AI Survey (2025-2026): 9,000+ consumers across 9 countries
• ChannelEngine Study (2026): 4,500 shoppers across 5 countries
• McKinsey Agentic Commerce Report (Oct 2025) and companion research (Jan 2026)
• Morgan Stanley (Dec 2025), Bain & Company (Dec 2025), Gartner (Nov 2025)
• Adobe Black Friday / Cyber Week analytics (Nov-Dec 2025)
• Salesforce Cyber Week commerce data (Dec 2025)
• Forrester 2026 Predictions (Dec 2025)

Where multiple sources report different figures for the same metric, the range or most recent figure is used. “Industry data” and “Industry surveys” denote statistics cited across multiple analyst reports without a single originating source.

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This is a living reference. For corrections or additions, contact the research team.