Latest
Perplexity Shopping adds CPG recommendations to AI answers — 340M queries analyzed Amazon Rufus now surfaces brand attributes agents "rank" over traditional keywords P&G pilots agentic reorder program with select retail partners
Morning Edition
Intelligence for CPG brands navigating agentic commerce
Today's top stories in agentic commerce and CPG brand visibility
Shopper Behavior

One in Three Gen Z Shoppers Now Turns to AI Before a Search Engine

A BigCommerce survey finds 33% of Gen Z consumers prefer AI platforms over traditional search for product research — nearly as often as Google. Among those already using AI shopping tools, 90% say it improves their experience, up from 70% just twelve months ago.

Retail AI

Walmart Partners with OpenAI to Let Shoppers Buy Directly Inside ChatGPT

The retailer has enabled consumers to discover and purchase Walmart products inside ChatGPT via Instant Checkout — turning conversational AI into a direct transactional channel. For CPG suppliers, where product content quality determines placement, the implications are immediate.

Agentic Commerce

OpenAI Killed Its Checkout Feature. Fewer Than 30 Merchants Ever Went Live.

OpenAI and Shopify promised millions of merchants would sell directly inside ChatGPT. The real number was under 30. The collapse of Instant Checkout is a warning to every brand waiting for Big Tech to solve agentic commerce for them.

CPG Strategy

The Five Attributes AI Agents Use to Rank Your Brand — And Why Most CMOs Don't Know Them

Structured data quality, review trust scores, reorder rate, claim accuracy, and allergen clarity are emerging as the real brand equity metrics in an agent-driven world. Traditional brand tracking misses all of them, and legacy brands are already paying the price.

Opinion

Your 10-Year Brand-Building Investment Is Being Decided By a Database Field You've Never Audited

A field called "product_type_taxonomy" is quietly determining whether AI agents consider your brand eligible for recommendation at all. Most companies have no idea what's in it — or that it exists.

By the Numbers
$5T
Projected global retail spend orchestrated by AI agents by 2030 — McKinsey
50M
ChatGPT shopping queries per day — and growing — Pew Research
By the Numbers
The Agentic Commerce Inflection Point Is Here
New research from McKinsey, Pew, and Salesforce reveals an accelerating consolidation of AI agent purchasing behavior — with brand winners being locked in right now.
Read the Full Analysis →
67%
of CPG brands have
never audited their
agentic shelf presence
3.2×
more likely to be
agent-recommended with
structured data complete
$840B
in CPG volume projected
to route through agents
by 2029
SEO
Brand Visibility

Why Your Brand's Top Keywords Mean Nothing to an AI Agent

The two-decade SEO playbook is structurally incompatible with how agents discover and rank products. A new discipline built around structured data, trust signals, and machine-readable brand attributes is now the only game that matters.

Food & Beverage

Death of the Impulse Buy: What Agents Mean for Snack and Beverage Brands

Impulse-driven categories face a structural reckoning: AI agents optimize for household need-states and replenishment logic, not cravings. For brands built on in-store discovery, the question isn't whether to adapt — it's whether there's still time.

MARKET SHARE
CPG Strategy

IPG Study: Legacy Brands Are Already Losing the Agentic Commerce War

Challenger brands are winning in 16 of 18 CPG categories analyzed — not because of better products, but because digitally native brands update product content at high frequency while legacy SKUs sit untouched for months.

GOOGLE OPENAI
Agentic Commerce

The AI Shopping War: Why Google Has the Advantage — For Now

Decades of Shopping Graph data, Personal Intelligence, and a working in-chat checkout via Google Pay have put Gemini ahead of ChatGPT in the race for agentic commerce dominance. But OpenAI isn't out of the fight yet.


▲ Perspective

The Brand Manager's Job Was Already Hard. Agents Just Made It Existential.

The agency relationship, the retail partnership, the promotional calendar — none of it maps to a world where the "shopper" is a model making inferences at 2 a.m. The entire playbook needs rethinking, and most organizations haven't started.

Marcus D. Cole · Former VP Marketing, Kraft Heinz
▲ Perspective

We Need to Stop Calling It "AI Shopping." It's Structural Demand Capture.

The framing of agentic commerce as a consumer convenience story obscures the real competitive implication: whoever controls agent defaults controls category growth for the next decade. The brands that understand this are already acting.

Dr. Priya Nair · Stanford Graduate School of Business
▲ Perspective

The Retailers Who Crack Agent Commerce First Will Set the Rules — for Everyone

Walmart's OpenAI partnership and Google's Universal Commerce Protocol are not product launches. They are infrastructure plays that will determine which brands get seen — and by whom — for a generation of purchasing decisions.

Via Walmart Corporate · Commentary