Agentic AI In Retail And ECommerce Market Size and Share - Growth Analysis Report and Forecast Trends (2026-2035)
Description
Market Overview
The Agentic AI In Retail And ECommerce Market attained a value of USD 46.74 Billion in 2025 and is projected to expand at a CAGR of around 29.3% through 2033. With the rapid adoption of autonomous AI shopping agents by major e-commerce platforms, the emergence of agentic commerce protocols enabling AI-driven transactions, growing retailer investment in conversational shopping experiences, and expanding deployment of AI-powered supply chain and inventory optimisation solutions, the market is set to achieve USD 282.15 Billion by 2033.
Key Market Trends and Insights
North America dominated the market in 2025 with a share of approximately 37.4% and is projected to maintain its leading position over the 2025 to 2033 forecast period, driven by early adoption of AI shopping assistants, significant investment by technology giants, and high e-commerce penetration rates.
By Application, the Customer Engagement and Marketing Agents segment held the largest share of 37.5% in 2025 and is projected to grow strongly, driven by retailers' focus on revenue-generating touchpoints through conversational AI agents handling product discovery, upselling, and personalised service resolution.
By Retail Format, the Omnichannel Retailers segment captured 41.0% share in 2025 and is expected to remain dominant as retailers leverage unified data across web, app, and physical stores to power AI agents that synchronise inventory, pricing, and fulfilment across all channels.
Market Size & Forecast
Market Size in 2025: USD 46.74 Billion
Projected Market Size in 2033: USD 282.15 Billion
CAGR from 2025-2033: 29.3%
Fastest-Growing Regional Market: Asia Pacific
The global Agentic AI In Retail And ECommerce Market, valued at approximately USD 46.74 Billion in 2025, is witnessing explosive growth as the retail industry undergoes a fundamental shift from static, rules-based software toward autonomous AI agents capable of handling complex tasks including dynamic pricing, supply chain orchestration, fraud detection, and hyper-personalised customer engagement without human supervision. Morgan Stanley Research estimates that agentic shoppers could represent USD 190 billion to USD 385 billion in U.S. e-commerce spending alone by 2030, capturing 10% to 20% of market share. Approximately 30% to 45% of U.S. consumers are already using generative AI for product research and comparison.
The market's rapid expansion is driven by retailers facing unrelenting cost pressure and thin margins, prompting swift adoption of autonomous agents that reduce labour hours while preserving service quality. Online traffic from AI assistants grew 119% year-over-year in the first half of 2025, according to Salesforce data, with AI agents projected to influence approximately 22% of global Cyber Week orders. Major technology companies including Google, OpenAI, Amazon, and Salesforce are embedding agentic capabilities into their commerce platforms, while specialised providers such as Klarna, Gorgias, and commercetools are developing purpose-built agentic commerce solutions. The convergence of large language model sophistication, standardised commerce protocols, and growing consumer comfort with AI-mediated purchasing is accelerating the transition from search-based shopping to agent-orchestrated commerce.
Key Takeaways
Key Takeaway 1: Salesforce launched Agentforce Commerce in November 2025 following a 119% surge in AI assistant-driven online traffic, with AI agents projected to handle 22% of global Cyber Week orders.
Key Takeaway 2: Bain & Company estimates the U.S. agentic commerce market could reach USD 300 to 500 billion by 2030, representing 15% to 25% of total online retail sales.
Key Takeaway 3: Salesforce, OpenAI, and Stripe partnered in October 2025 to support the Agentic Commerce Protocol, enabling AI-driven product discovery and instant checkout through conversational interfaces like ChatGPT.
Agentic AI In Retail And ECommerce Market Report Summary
Key Trends and Recent Developments
The global agentic AI in retail and ecommerce sector is being reshaped by the emergence of autonomous shopping agents, standardised commerce protocols, generative dialogue interfaces, and the convergence of AI platforms with payment and fulfilment infrastructure.
Key Trends Heading 1: Agentic Commerce Protocols Enabling AI-Driven Transactions at Scale – October 2025
The development of standardised agentic commerce protocols represents a foundational infrastructure shift enabling autonomous AI agents to discover products, negotiate prices, and execute transactions on behalf of consumers. In October 2025, Salesforce, OpenAI, and Stripe partnered to support the Agentic Commerce Protocol, delivering instant checkout through conversational AI on Agentforce Commerce. In November 2025, commercetools launched Agentic Jumpstart, an enterprise solution that exposes product, pricing, and availability data to leading AI platforms through its AI Hub and Agent Gateway. These standardised protocols eliminate the need for retailers to build custom integrations with each agentic platform individually. The Agentic AI In Retail And ECommerce Market market growth is fundamentally underpinned by this infrastructure maturation as it enables scalable deployment of autonomous shopping agents across the retail ecosystem.
Key Trends Heading 2: Conversational Shopping Replacing Search-Based Product Discovery – March 2025
Consumer shopping behaviour is shifting from keyword-based search toward AI-guided conversational discovery, where consumers ask AI assistants what to buy rather than browsing product listings. Approximately 30% to 45% of U.S. consumers are already using generative AI for product research and price comparison, and roughly 23% of Americans made purchases using AI in the past month, according to Morgan Stanley Research. ChatGPT fields approximately 2.5 billion prompts daily, with an estimated 53 million shopping-related queries per day. This behavioural shift is pushing retailers to make their product data accessible to AI agents through structured formats, as companies that fail to optimise for agentic visibility risk algorithmic invisibility in agent-driven discovery environments.
Key Trends Heading 3: AI Agents Transforming Supply Chain and Inventory Management – January 2025
Beyond customer-facing applications, agentic AI is revolutionising retail supply chain operations through autonomous demand forecasting, inventory optimisation, and logistics coordination. AI agents analyse real-time sales data, weather patterns, social media trends, and macroeconomic indicators to dynamically adjust inventory positions across distribution networks. Fashion retailer Zara applies generative AI algorithms to process real-time information about sales, customer feedback, and market trends to adjust production and stock volumes, reducing holding costs while maintaining product availability. Autonomous supply chain agents can coordinate with multiple suppliers, logistics providers, and warehouse management systems simultaneously, executing multi-step procurement and fulfilment workflows that previously required extensive human coordination.
Key Trends Heading 4: Fraud Detection and Risk Management Through Autonomous AI Agents – May 2025
The fraud and risk management application segment is posting the fastest growth rate at approximately 34.1% CAGR, driven by escalating e-commerce fraud and loss-prevention urgency. AI agents deployed for fraud detection operate autonomously to analyse transaction patterns, identify anomalies, and make real-time blocking decisions. Veesion's gesture-recognition algorithm, deployed in approximately 5,000 stores, alerts security within seconds of detecting suspicious behaviour with 85% relevance accuracy. Self-checkout shrink is being addressed through AI agents that monitor video feeds and transaction data simultaneously, correlating physical behaviour with point-of-sale activity to identify discrepancies in real time across retail locations globally.
Recent Market Developments
Development Heading 1: Salesforce Launches Agentforce Commerce Platform for AI-Driven Retail
In November 2025, Salesforce introduced Agentforce Commerce, a unified platform enabling retailers to push product catalogues and checkout flows into consumer AI tools such as ChatGPT while powering agent-driven shopping across owned websites, mobile apps, POS systems, and fulfilment operations. The platform includes Guided Shopping for conversational commerce, Order Routing for autonomous fulfilment optimisation, and Merchandising Actions that execute catalogue management through natural language commands. Early adopters including Pandora and Pacsun are leveraging the platform for automated FAQs, enhanced recommendations, and shoppable experiences.
Development Heading 2: Salesforce, OpenAI, and Stripe Partner for Agentic Commerce Protocol
In October 2025, Salesforce announced a collaboration with Stripe and OpenAI to support the Agentic Commerce Protocol and deliver Instant Checkout through conversational AI on Agentforce Commerce. The partnership enables merchants to make products discoverable and capture revenue directly within ChatGPT, creating a new commerce channel where AI agents guide product discovery and execute secure transactions powered by Stripe's payment infrastructure. This collaboration represents one of the most significant commercial implementations of agentic shopping.
Development Heading 3: Amazon Launches Lens Live AI-Powered Visual Search Tool
In September 2025, Amazon launched Lens Live, an AI-powered visual search tool integrated into the Amazon Shopping app. The feature allows users to instantly identify and shop for products they see in the real world by pointing their camera at them, representing a new form of AI-mediated product discovery. The launch demonstrates Amazon's strategy of embedding agentic AI capabilities directly into its mobile shopping experience, enabling autonomous product identification and seamless purchase workflows.
Development Heading 4: commercetools Launches Agentic Jumpstart for Enterprise Retailers
In November 2025, commercetools launched Agentic Jumpstart, an enterprise solution that exposes product, pricing, and availability data to leading AI platforms and enables secure transactions through its AI Hub and Agent Gateway. The solution allows retailers to make their catalogue data accessible to multiple AI agent platforms through a single implementation, rather than building custom integrations for each agentic shopping interface, positioning commercetools as a key infrastructure provider in the emerging agentic commerce ecosystem.
Development Heading 5: Salesforce Acquires Cimulate for AI-Powered Product Discovery in Retail
In early 2026, Salesforce agreed to acquire Cimulate, an AI-powered product discovery platform built for retail. Cimulate's intent-aware engine blends real and simulated shopper journey data to interpret consumer intent across browsing and buying moments, surfacing more relevant results in real time. The acquisition targets Salesforce's Agentforce Commerce roadmap, moving the platform beyond keyword-based search toward genuinely conversational shopping experiences as part of Salesforce's broader strategy to strengthen its agentic retail offerings.
Agentic AI In Retail And ECommerce Industry Segmentation
The EMR's report titled "Agentic AI In Retail And ECommerce Market Report and Forecast 2025-2033" offers a detailed analysis of the market based on the following segments:
Market Breakup by Application
Customer Engagement and Marketing Agents
Supply-Chain and Logistics Agents
Fraud and Risk Management
Inventory Optimization
Others
Key Insight: Customer engagement and marketing agents held the largest share at 37.5% in 2025, reflecting retailers' prioritisation of revenue-generating touchpoints. These agents handle product discovery, personalised recommendations, upselling, and loyalty programme interactions. The fraud and risk management segment is the fastest growing at approximately 34.1% CAGR, driven by escalating e-commerce fraud losses and autonomous detection systems. Supply chain and logistics agents are gaining rapid adoption as retailers automate demand forecasting, inventory positioning, and multi-node fulfilment coordination.
Market Breakup by Retail Format
E-Commerce Pure-Plays
Omnichannel Retailers
Traditional Brick-and-Mortar
Marketplace Platforms
Others
Key Insight: Omnichannel retailers captured the largest share at 41.0% in 2025, leveraging unified data spanning web, app, and physical stores to power AI agents that synchronise inventory and fulfilment across all touchpoints. The grocery and convenience segment is the fastest growing at approximately 32.9% CAGR, driven by high-velocity SKU turnover and perishability challenges. Marketplace platforms are integrating AI agents for seller management, product matching, and buyer assistance at scale.
Market Breakup by Deployment Model
Cloud
On-Premises
Edge Computing
Others
Key Insight: Cloud deployment dominated at 63.0% share in 2025, driven by scalability and cost-efficiency. Edge computing is the fastest-growing segment at approximately 36.0% CAGR, driven by real-time response needs in physical retail environments including unmanned stores and smart checkout systems. On-premises deployment retains relevance for retailers with strict data security requirements and legacy infrastructure integration needs.
Market Breakup by Region
North America
Europe
Asia Pacific
Latin America
Middle East and Africa
Key Insight – North America: North America dominated with 37.4% share in 2025, driven by the world's most advanced e-commerce ecosystem and significant investment by Google, Amazon, OpenAI, and Salesforce. Morgan Stanley estimates agentic shoppers could capture 10% to 20% of U.S. e-commerce sales by 2030.
Key Insight – Asia Pacific: Asia Pacific is the fastest-growing region at approximately 34.9% CAGR, driven by unmanned store proliferation in Japan and South Korea, massive e-commerce scale in China, and growing digital commerce in India and Southeast Asia.
Key Insight – Europe: Europe is a significant market driven by strong GDPR data protection frameworks, advanced omnichannel retail infrastructure, and pioneering agentic commerce companies such as Klarna. The UK, Germany, France, and the Netherlands are the primary growth markets.
Agentic AI In Retail And ECommerce Market Share
The customer engagement and marketing agents application commands the dominant share of the Agentic AI In Retail And ECommerce Market, reflecting retailers' strategic prioritisation of AI-driven revenue generation. Generative dialogue agents, which captured 45.8% of the technology approach share in 2025, enable natural language shopping experiences at digital scale. The integration of these agents with loyalty programmes, promotional engines, and customer data platforms creates a closed-loop system where every interaction refines consumer preference understanding.
The omnichannel retail format drives the largest market share because these retailers possess the most complex operational environments where AI agents deliver the greatest value. Salesforce's Agentforce Commerce platform directly targets this complexity, enabling retailers to manage agent-driven shopping journeys across all touchpoints from a unified platform. The growing importance of agentic commerce protocols is reducing integration complexity and accelerating adoption among omnichannel operators.
The competitive landscape evolves rapidly as technology giants, enterprise software companies, and specialised AI startups compete across different layers. Google and OpenAI provide foundational large language models. Amazon embeds agentic capabilities into its marketplace. Salesforce offers the most comprehensive enterprise platform through Agentforce Commerce. Klarna has pioneered AI-powered payment and shopping assistance. The wave of acquisitions, including Salesforce's purchase of Cimulate and its approximately USD 8 billion Informatica deal, signals intensifying consolidation as platforms race to fill capability gaps.
Competitive Landscape
The global agentic AI in retail and ecommerce market is characterised by intense competition across multiple technology layers. Competition centres on model sophistication, commerce infrastructure integration, data governance capabilities, and measurable ROI through improved conversion rates and operational efficiency.
Google LLC: Based in Mountain View, California, Google provides foundational AI infrastructure through its Gemini large language model family. Google's Agent Payments Protocol (AP2) enables secure agent-led transactions across platforms. Google's Shopping Graph connects billions of product listings, enabling AI agents to access comprehensive product data for discovery and comparison.
OpenAI: Headquartered in San Francisco, OpenAI develops the GPT family of large language models powering conversational shopping. OpenAI partnered with Salesforce and Stripe in October 2025 for product discovery and instant checkout through ChatGPT. ChatGPT processes approximately 2.5 billion prompts daily, with an estimated 53 million shopping-related queries.
Salesforce (Agentforce): Based in San Francisco, Salesforce launched Agentforce Commerce in November 2025 as a unified retail platform. The company acquired Cimulate for AI-powered product discovery and Informatica for approximately USD 8 billion to address enterprise data management. Early adopters include Pandora, Pacsun, and SharkNinja.
Amazon: Headquartered in Seattle, Amazon embeds agentic AI throughout its e-commerce ecosystem, launching Lens Live visual search in September 2025. Amazon's 420-million-SKU catalogue and fulfilment network provide comprehensive infrastructure for AI-mediated shopping.
Other key players in the Agentic AI In Retail And ECommerce Market report include Anthropic, Klarna, Gorgias, commercetools, Microsoft Corporation, IBM Corporation, Shopify, and NVIDIA Corporation.
Key Highlights of the Agentic AI In Retail And ECommerce Market Report
Comprehensive quantitative and qualitative market analysis with 2025–2033 historic and forecast data
In-depth segmentation by application, retail format, deployment model, and regional trends
Competitive landscape profiling AI model providers, enterprise commerce platforms, and specialised retail AI companies
Evaluation of agentic commerce protocols, conversational shopping adoption, and AI-driven supply chain transformation
Insights into consumer behaviour shifts toward AI-mediated purchasing, fraud detection innovations, and unmanned store deployments
Strategic recommendations for retailers and technology providers based on market dynamics and growth opportunities
The Agentic AI In Retail And ECommerce Market attained a value of USD 46.74 Billion in 2025 and is projected to expand at a CAGR of around 29.3% through 2033. With the rapid adoption of autonomous AI shopping agents by major e-commerce platforms, the emergence of agentic commerce protocols enabling AI-driven transactions, growing retailer investment in conversational shopping experiences, and expanding deployment of AI-powered supply chain and inventory optimisation solutions, the market is set to achieve USD 282.15 Billion by 2033.
Key Market Trends and Insights
North America dominated the market in 2025 with a share of approximately 37.4% and is projected to maintain its leading position over the 2025 to 2033 forecast period, driven by early adoption of AI shopping assistants, significant investment by technology giants, and high e-commerce penetration rates.
By Application, the Customer Engagement and Marketing Agents segment held the largest share of 37.5% in 2025 and is projected to grow strongly, driven by retailers' focus on revenue-generating touchpoints through conversational AI agents handling product discovery, upselling, and personalised service resolution.
By Retail Format, the Omnichannel Retailers segment captured 41.0% share in 2025 and is expected to remain dominant as retailers leverage unified data across web, app, and physical stores to power AI agents that synchronise inventory, pricing, and fulfilment across all channels.
Market Size & Forecast
Market Size in 2025: USD 46.74 Billion
Projected Market Size in 2033: USD 282.15 Billion
CAGR from 2025-2033: 29.3%
Fastest-Growing Regional Market: Asia Pacific
The global Agentic AI In Retail And ECommerce Market, valued at approximately USD 46.74 Billion in 2025, is witnessing explosive growth as the retail industry undergoes a fundamental shift from static, rules-based software toward autonomous AI agents capable of handling complex tasks including dynamic pricing, supply chain orchestration, fraud detection, and hyper-personalised customer engagement without human supervision. Morgan Stanley Research estimates that agentic shoppers could represent USD 190 billion to USD 385 billion in U.S. e-commerce spending alone by 2030, capturing 10% to 20% of market share. Approximately 30% to 45% of U.S. consumers are already using generative AI for product research and comparison.
The market's rapid expansion is driven by retailers facing unrelenting cost pressure and thin margins, prompting swift adoption of autonomous agents that reduce labour hours while preserving service quality. Online traffic from AI assistants grew 119% year-over-year in the first half of 2025, according to Salesforce data, with AI agents projected to influence approximately 22% of global Cyber Week orders. Major technology companies including Google, OpenAI, Amazon, and Salesforce are embedding agentic capabilities into their commerce platforms, while specialised providers such as Klarna, Gorgias, and commercetools are developing purpose-built agentic commerce solutions. The convergence of large language model sophistication, standardised commerce protocols, and growing consumer comfort with AI-mediated purchasing is accelerating the transition from search-based shopping to agent-orchestrated commerce.
Key Takeaways
Key Takeaway 1: Salesforce launched Agentforce Commerce in November 2025 following a 119% surge in AI assistant-driven online traffic, with AI agents projected to handle 22% of global Cyber Week orders.
Key Takeaway 2: Bain & Company estimates the U.S. agentic commerce market could reach USD 300 to 500 billion by 2030, representing 15% to 25% of total online retail sales.
Key Takeaway 3: Salesforce, OpenAI, and Stripe partnered in October 2025 to support the Agentic Commerce Protocol, enabling AI-driven product discovery and instant checkout through conversational interfaces like ChatGPT.
Agentic AI In Retail And ECommerce Market Report Summary
Key Trends and Recent Developments
The global agentic AI in retail and ecommerce sector is being reshaped by the emergence of autonomous shopping agents, standardised commerce protocols, generative dialogue interfaces, and the convergence of AI platforms with payment and fulfilment infrastructure.
Key Trends Heading 1: Agentic Commerce Protocols Enabling AI-Driven Transactions at Scale – October 2025
The development of standardised agentic commerce protocols represents a foundational infrastructure shift enabling autonomous AI agents to discover products, negotiate prices, and execute transactions on behalf of consumers. In October 2025, Salesforce, OpenAI, and Stripe partnered to support the Agentic Commerce Protocol, delivering instant checkout through conversational AI on Agentforce Commerce. In November 2025, commercetools launched Agentic Jumpstart, an enterprise solution that exposes product, pricing, and availability data to leading AI platforms through its AI Hub and Agent Gateway. These standardised protocols eliminate the need for retailers to build custom integrations with each agentic platform individually. The Agentic AI In Retail And ECommerce Market market growth is fundamentally underpinned by this infrastructure maturation as it enables scalable deployment of autonomous shopping agents across the retail ecosystem.
Key Trends Heading 2: Conversational Shopping Replacing Search-Based Product Discovery – March 2025
Consumer shopping behaviour is shifting from keyword-based search toward AI-guided conversational discovery, where consumers ask AI assistants what to buy rather than browsing product listings. Approximately 30% to 45% of U.S. consumers are already using generative AI for product research and price comparison, and roughly 23% of Americans made purchases using AI in the past month, according to Morgan Stanley Research. ChatGPT fields approximately 2.5 billion prompts daily, with an estimated 53 million shopping-related queries per day. This behavioural shift is pushing retailers to make their product data accessible to AI agents through structured formats, as companies that fail to optimise for agentic visibility risk algorithmic invisibility in agent-driven discovery environments.
Key Trends Heading 3: AI Agents Transforming Supply Chain and Inventory Management – January 2025
Beyond customer-facing applications, agentic AI is revolutionising retail supply chain operations through autonomous demand forecasting, inventory optimisation, and logistics coordination. AI agents analyse real-time sales data, weather patterns, social media trends, and macroeconomic indicators to dynamically adjust inventory positions across distribution networks. Fashion retailer Zara applies generative AI algorithms to process real-time information about sales, customer feedback, and market trends to adjust production and stock volumes, reducing holding costs while maintaining product availability. Autonomous supply chain agents can coordinate with multiple suppliers, logistics providers, and warehouse management systems simultaneously, executing multi-step procurement and fulfilment workflows that previously required extensive human coordination.
Key Trends Heading 4: Fraud Detection and Risk Management Through Autonomous AI Agents – May 2025
The fraud and risk management application segment is posting the fastest growth rate at approximately 34.1% CAGR, driven by escalating e-commerce fraud and loss-prevention urgency. AI agents deployed for fraud detection operate autonomously to analyse transaction patterns, identify anomalies, and make real-time blocking decisions. Veesion's gesture-recognition algorithm, deployed in approximately 5,000 stores, alerts security within seconds of detecting suspicious behaviour with 85% relevance accuracy. Self-checkout shrink is being addressed through AI agents that monitor video feeds and transaction data simultaneously, correlating physical behaviour with point-of-sale activity to identify discrepancies in real time across retail locations globally.
Recent Market Developments
Development Heading 1: Salesforce Launches Agentforce Commerce Platform for AI-Driven Retail
In November 2025, Salesforce introduced Agentforce Commerce, a unified platform enabling retailers to push product catalogues and checkout flows into consumer AI tools such as ChatGPT while powering agent-driven shopping across owned websites, mobile apps, POS systems, and fulfilment operations. The platform includes Guided Shopping for conversational commerce, Order Routing for autonomous fulfilment optimisation, and Merchandising Actions that execute catalogue management through natural language commands. Early adopters including Pandora and Pacsun are leveraging the platform for automated FAQs, enhanced recommendations, and shoppable experiences.
Development Heading 2: Salesforce, OpenAI, and Stripe Partner for Agentic Commerce Protocol
In October 2025, Salesforce announced a collaboration with Stripe and OpenAI to support the Agentic Commerce Protocol and deliver Instant Checkout through conversational AI on Agentforce Commerce. The partnership enables merchants to make products discoverable and capture revenue directly within ChatGPT, creating a new commerce channel where AI agents guide product discovery and execute secure transactions powered by Stripe's payment infrastructure. This collaboration represents one of the most significant commercial implementations of agentic shopping.
Development Heading 3: Amazon Launches Lens Live AI-Powered Visual Search Tool
In September 2025, Amazon launched Lens Live, an AI-powered visual search tool integrated into the Amazon Shopping app. The feature allows users to instantly identify and shop for products they see in the real world by pointing their camera at them, representing a new form of AI-mediated product discovery. The launch demonstrates Amazon's strategy of embedding agentic AI capabilities directly into its mobile shopping experience, enabling autonomous product identification and seamless purchase workflows.
Development Heading 4: commercetools Launches Agentic Jumpstart for Enterprise Retailers
In November 2025, commercetools launched Agentic Jumpstart, an enterprise solution that exposes product, pricing, and availability data to leading AI platforms and enables secure transactions through its AI Hub and Agent Gateway. The solution allows retailers to make their catalogue data accessible to multiple AI agent platforms through a single implementation, rather than building custom integrations for each agentic shopping interface, positioning commercetools as a key infrastructure provider in the emerging agentic commerce ecosystem.
Development Heading 5: Salesforce Acquires Cimulate for AI-Powered Product Discovery in Retail
In early 2026, Salesforce agreed to acquire Cimulate, an AI-powered product discovery platform built for retail. Cimulate's intent-aware engine blends real and simulated shopper journey data to interpret consumer intent across browsing and buying moments, surfacing more relevant results in real time. The acquisition targets Salesforce's Agentforce Commerce roadmap, moving the platform beyond keyword-based search toward genuinely conversational shopping experiences as part of Salesforce's broader strategy to strengthen its agentic retail offerings.
Agentic AI In Retail And ECommerce Industry Segmentation
The EMR's report titled "Agentic AI In Retail And ECommerce Market Report and Forecast 2025-2033" offers a detailed analysis of the market based on the following segments:
Market Breakup by Application
Customer Engagement and Marketing Agents
Supply-Chain and Logistics Agents
Fraud and Risk Management
Inventory Optimization
Others
Key Insight: Customer engagement and marketing agents held the largest share at 37.5% in 2025, reflecting retailers' prioritisation of revenue-generating touchpoints. These agents handle product discovery, personalised recommendations, upselling, and loyalty programme interactions. The fraud and risk management segment is the fastest growing at approximately 34.1% CAGR, driven by escalating e-commerce fraud losses and autonomous detection systems. Supply chain and logistics agents are gaining rapid adoption as retailers automate demand forecasting, inventory positioning, and multi-node fulfilment coordination.
Market Breakup by Retail Format
E-Commerce Pure-Plays
Omnichannel Retailers
Traditional Brick-and-Mortar
Marketplace Platforms
Others
Key Insight: Omnichannel retailers captured the largest share at 41.0% in 2025, leveraging unified data spanning web, app, and physical stores to power AI agents that synchronise inventory and fulfilment across all touchpoints. The grocery and convenience segment is the fastest growing at approximately 32.9% CAGR, driven by high-velocity SKU turnover and perishability challenges. Marketplace platforms are integrating AI agents for seller management, product matching, and buyer assistance at scale.
Market Breakup by Deployment Model
Cloud
On-Premises
Edge Computing
Others
Key Insight: Cloud deployment dominated at 63.0% share in 2025, driven by scalability and cost-efficiency. Edge computing is the fastest-growing segment at approximately 36.0% CAGR, driven by real-time response needs in physical retail environments including unmanned stores and smart checkout systems. On-premises deployment retains relevance for retailers with strict data security requirements and legacy infrastructure integration needs.
Market Breakup by Region
North America
Europe
Asia Pacific
Latin America
Middle East and Africa
Key Insight – North America: North America dominated with 37.4% share in 2025, driven by the world's most advanced e-commerce ecosystem and significant investment by Google, Amazon, OpenAI, and Salesforce. Morgan Stanley estimates agentic shoppers could capture 10% to 20% of U.S. e-commerce sales by 2030.
Key Insight – Asia Pacific: Asia Pacific is the fastest-growing region at approximately 34.9% CAGR, driven by unmanned store proliferation in Japan and South Korea, massive e-commerce scale in China, and growing digital commerce in India and Southeast Asia.
Key Insight – Europe: Europe is a significant market driven by strong GDPR data protection frameworks, advanced omnichannel retail infrastructure, and pioneering agentic commerce companies such as Klarna. The UK, Germany, France, and the Netherlands are the primary growth markets.
Agentic AI In Retail And ECommerce Market Share
The customer engagement and marketing agents application commands the dominant share of the Agentic AI In Retail And ECommerce Market, reflecting retailers' strategic prioritisation of AI-driven revenue generation. Generative dialogue agents, which captured 45.8% of the technology approach share in 2025, enable natural language shopping experiences at digital scale. The integration of these agents with loyalty programmes, promotional engines, and customer data platforms creates a closed-loop system where every interaction refines consumer preference understanding.
The omnichannel retail format drives the largest market share because these retailers possess the most complex operational environments where AI agents deliver the greatest value. Salesforce's Agentforce Commerce platform directly targets this complexity, enabling retailers to manage agent-driven shopping journeys across all touchpoints from a unified platform. The growing importance of agentic commerce protocols is reducing integration complexity and accelerating adoption among omnichannel operators.
The competitive landscape evolves rapidly as technology giants, enterprise software companies, and specialised AI startups compete across different layers. Google and OpenAI provide foundational large language models. Amazon embeds agentic capabilities into its marketplace. Salesforce offers the most comprehensive enterprise platform through Agentforce Commerce. Klarna has pioneered AI-powered payment and shopping assistance. The wave of acquisitions, including Salesforce's purchase of Cimulate and its approximately USD 8 billion Informatica deal, signals intensifying consolidation as platforms race to fill capability gaps.
Competitive Landscape
The global agentic AI in retail and ecommerce market is characterised by intense competition across multiple technology layers. Competition centres on model sophistication, commerce infrastructure integration, data governance capabilities, and measurable ROI through improved conversion rates and operational efficiency.
Google LLC: Based in Mountain View, California, Google provides foundational AI infrastructure through its Gemini large language model family. Google's Agent Payments Protocol (AP2) enables secure agent-led transactions across platforms. Google's Shopping Graph connects billions of product listings, enabling AI agents to access comprehensive product data for discovery and comparison.
OpenAI: Headquartered in San Francisco, OpenAI develops the GPT family of large language models powering conversational shopping. OpenAI partnered with Salesforce and Stripe in October 2025 for product discovery and instant checkout through ChatGPT. ChatGPT processes approximately 2.5 billion prompts daily, with an estimated 53 million shopping-related queries.
Salesforce (Agentforce): Based in San Francisco, Salesforce launched Agentforce Commerce in November 2025 as a unified retail platform. The company acquired Cimulate for AI-powered product discovery and Informatica for approximately USD 8 billion to address enterprise data management. Early adopters include Pandora, Pacsun, and SharkNinja.
Amazon: Headquartered in Seattle, Amazon embeds agentic AI throughout its e-commerce ecosystem, launching Lens Live visual search in September 2025. Amazon's 420-million-SKU catalogue and fulfilment network provide comprehensive infrastructure for AI-mediated shopping.
Other key players in the Agentic AI In Retail And ECommerce Market report include Anthropic, Klarna, Gorgias, commercetools, Microsoft Corporation, IBM Corporation, Shopify, and NVIDIA Corporation.
Key Highlights of the Agentic AI In Retail And ECommerce Market Report
Comprehensive quantitative and qualitative market analysis with 2025–2033 historic and forecast data
In-depth segmentation by application, retail format, deployment model, and regional trends
Competitive landscape profiling AI model providers, enterprise commerce platforms, and specialised retail AI companies
Evaluation of agentic commerce protocols, conversational shopping adoption, and AI-driven supply chain transformation
Insights into consumer behaviour shifts toward AI-mediated purchasing, fraud detection innovations, and unmanned store deployments
Strategic recommendations for retailers and technology providers based on market dynamics and growth opportunities
Table of Contents
- Agentic AI In Retail And ECommerce Market
- Executive Summary
- Market Size 2025-2026
- Market Growth 2026(F)-2033(F)
- Key Demand Drivers
- Key Players and Competitive Structure
- Industry Best Practices
- Recent Trends and Developments
- Industry Outlook
- Market Overview and Stakeholder Insights
- Market Trends
- Key Verticals
- Key Regions
- Supplier Power
- Buyer Power
- Key Market Opportunities and Risks
- Key Initiatives by Stakeholders
- Economic Summary
- GDP Outlook
- GDP Per Capita Growth
- Inflation Trends
- Democracy Index
- Gross Public Debt Ratios
- Balance of Payment (BoP) Position
- Population Outlook
- Urbanisation Trends
- Country Risk Profiles
- Country Risk
- Business Climate
- Agentic AI In Retail And ECommerce Market Market Analysis
- Key Industry Highlights
- Agentic AI In Retail And ECommerce Market Historical Market (2018-2025)
- Agentic AI In Retail And ECommerce Market Market Forecast (2026-2033)
- Agentic AI In Retail And ECommerce Market Market by Application
- Customer Engagement and Marketing Agents
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Supply-Chain and Logistics Agents
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Fraud and Risk Management
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Inventory Optimization
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Others
- Agentic AI In Retail And ECommerce Market Market by Retail Format
- E-Commerce Pure-Plays
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Omnichannel Retailers
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Traditional Brick-and-Mortar
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Marketplace Platforms
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Others
- Agentic AI In Retail And ECommerce Market Market by Deployment Model
- Cloud
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- On-Premises
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Edge Computing
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Others
- Agentic AI In Retail And ECommerce Market Market by Region
- North America
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Europe
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Asia Pacific
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Latin America
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Middle East and Africa
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- North America Agentic AI In Retail And ECommerce Market Market Analysis
- United States of America
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Canada
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Europe Agentic AI In Retail And ECommerce Market Market Analysis
- United Kingdom
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Germany
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- France
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Italy
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Netherlands
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Others
- Asia Pacific Agentic AI In Retail And ECommerce Market Market Analysis
- China
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Japan
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- India
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- ASEAN
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Australia
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Others
- Latin America Agentic AI In Retail And ECommerce Market Market Analysis
- Brazil
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Argentina
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Mexico
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Others
- Middle East and Africa Agentic AI In Retail And ECommerce Market Market Analysis
- Saudi Arabia
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- United Arab Emirates
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Nigeria
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- South Africa
- Historical Trend (2018-2025)
- Forecast Trend (2026-2033)
- Others
- Market Dynamics
- SWOT Analysis
- Strengths
- Weaknesses
- Opportunities
- Threats
- Porter’s Five Forces Analysis
- Supplier’s Power
- Buyer’s Power
- Threat of New Entrants
- Degree of Rivalry
- Threat of Substitutes
- Key Indicators of Demand
- Key Indicators of Price
- Competitive Landscape
- Supplier Selection
- Key Global Players
- Key Regional Players
- Key Player Strategies
- Company Profile
- Google (United States)
- Source: Market Name found | https://www.google.com (Verified)
- Company Overview
- Product Portfolio
- Demographic Reach and Achievements
- Certifications
- OpenAI (United States)
- Source: Market Name found | https://www.openai.com (Verified)
- Company Overview
- Product Portfolio
- Demographic Reach and Achievements
- Certifications
- Anthropic (United States)
- Source: Market Name found | https://www.anthropic.com (Verified)
- Company Overview
- Product Portfolio
- Demographic Reach and Achievements
- Certifications
- Klarna (Sweden)
- Source: Market Name found | https://www.klarna.com (Verified)
- Company Overview
- Product Portfolio
- Demographic Reach and Achievements
- Certifications
- Amazon (United States)
- Source: Market Name found | https://www.amazon.com (Verified)
- Company Overview
- Product Portfolio
- Demographic Reach and Achievements
- Certifications
- Salesforce Agentforce (United States)
- Source: Market Name found | https://www.salesforce.com (Verified)
- Company Overview
- Product Portfolio
- Demographic Reach and Achievements
- Certifications
- Gorgias (Canada)
- Source: Market Name found | https://www.gorgias.com (Verified)
- Company Overview
- Product Portfolio
- Demographic Reach and Achievements
- Certifications
- Others
- List of Key Figures and Tables
- Global Agentic AI In Retail And ECommerce: Key Industry Highlights, 2018 and 2033
- Global Agentic AI In Retail And ECommerce Historical Market: Breakup by Application (USD USD Billion), 2018-2025
- Global Agentic AI In Retail And ECommerce Market Forecast: Breakup by Application (USD USD Billion), 2026-2033
- Global Agentic AI In Retail And ECommerce Historical Market: Breakup by Retail Format (USD USD Billion), 2018-2025
- Global Agentic AI In Retail And ECommerce Market Forecast: Breakup by Retail Format (USD USD Billion), 2026-2033
- Global Agentic AI In Retail And ECommerce Historical Market: Breakup by Deployment Model (USD USD Billion), 2018-2025
- Global Agentic AI In Retail And ECommerce Market Forecast: Breakup by Deployment Model (USD USD Billion), 2026-2033
- Global Agentic AI In Retail And ECommerce Historical Market: Breakup by Region (USD USD Billion), 2018-2025
- Global Agentic AI In Retail And ECommerce Market Forecast: Breakup by Region (USD USD Billion), 2026-2033
- North America Agentic AI In Retail And ECommerce Historical Market: Breakup by Country (USD USD Billion), 2018-2025
- North America Agentic AI In Retail And ECommerce Market Forecast: Breakup by Country (USD USD Billion), 2026-2033
- Europe Agentic AI In Retail And ECommerce Historical Market: Breakup by Country (USD USD Billion), 2018-2025
- Europe Agentic AI In Retail And ECommerce Market Forecast: Breakup by Country (USD USD Billion), 2026-2033
- Asia Pacific Agentic AI In Retail And ECommerce Historical Market: Breakup by Country (USD USD Billion), 2018-2025
- Asia Pacific Agentic AI In Retail And ECommerce Market Forecast: Breakup by Country (USD USD Billion), 2026-2033
- Latin America Agentic AI In Retail And ECommerce Historical Market: Breakup by Country (USD USD Billion), 2018-2025
- Latin America Agentic AI In Retail And ECommerce Market Forecast: Breakup by Country (USD USD Billion), 2026-2033
- Middle East and Africa Agentic AI In Retail And ECommerce Historical Market: Breakup by Country (USD USD Billion), 2018-2025
- Middle East and Africa Agentic AI In Retail And ECommerce Market Forecast: Breakup by Country (USD USD Billion), 2026-2033
- Global Agentic AI In Retail And ECommerce Market Supplier Selection
- Global Agentic AI In Retail And ECommerce Market Supplier Strategies
Pricing
Currency Rates
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