“Agentic commerce” has driven retail industry discourse over the past year, but within the past six months, the drumbeat of new launches, partnerships, and integrations has intensified. The pace really picked up when Shopify staked its claim in the “agentic era,” partnering with OpenAI to enable checkout within ChatGPT for its community of sellers, which range from Glossier to David’s Bridal and, most recently, Estée Lauder; not to mention the vast community of small businesses that rely on the platform to power their commerce businesses. Industry giants like Walmart and Target soon followed, announcing plans to integrate their product feeds and unique services into the platform.
In this Member Brief, we analyze:
