Agentic commerce—shopping in which AI agents research, compare, and buy products on a shopper's behalf—is accelerating rapidly. The US market is forecast to be worth $300–500 billion by 2030 and account for 15–25% of total eCommerce sales (commercetools Blog). Global agentic commerce transaction value is expected to reach $8 billion in 2026, growing to $3.5 trillion by 2031 (commercetools Blog). By 2030, 20% of digital commerce transactions will be executed through AI platforms, either via on-platform checkout or AI agents (commercetools Blog).
Consumer adoption is already underway. Nearly 50% of online shoppers are expected to use AI agents, accounting for approximately 25% of their spending and adding $115 billion to the US eCommerce sector (commercetools Blog). In the short term, 73% of consumers are familiar with AI tools and 60% expect to use AI agents for shopping within the next 12 months (commercetools Blog). AI-driven visits to US retail sites grew 693% year-over-year during the 2025 holiday season, with Q1 2026 showing +393% YoY growth in AI-referred retail traffic (commercetools Blog). During Black Friday 2025, AI-driven traffic influenced $14.2 billion in global online sales, including about $3 billion in the US (commercetools Blog).
For commerce practitioners, success in agentic commerce depends on infrastructure readiness and data quality. AI agents rely on structured, consistent, and complete product data to make decisions; 71% of pages cited by ChatGPT and 65% by Google AI Mode include structured data (commercetools Blog). However, 45% of retailers report they "sometimes" face data quality issues affecting business decisions, and 36% report it happens "often" (commercetools Blog). AI agents are less forgiving than humans and will skip products with incomplete attributes or outdated inventory information, making data quality a competitive necessity.