Consumer search behavior is shifting from browsers to AI assistants. E-commerce brands must adapt by treating agents like ChatGPT as new traffic sources. This requires making product data discoverable via APIs to enable seamless research and purchasing directly within conversational AI platforms.

As users delegate purchasing and research to AI agents, brands will lose control over the buyer's journey. Websites must be optimized for agent-to-agent communication, not just human interaction, as AI assistants will find, compare, and even purchase products autonomously.

Forward-thinking companies like Shark Ninja are not waiting for AI-driven "agentic commerce" to mature. They are actively optimizing their direct-to-consumer websites for Large Language Models (LLMs) like ChatGPT, anticipating that what drives conversion today may not rank well in future AI-powered searches.

Google is evolving from its traditional ad model of sending users to external sites towards an integrated AI checkout experience within Gemini. This is a defensive move to protect its core business from AI search erosion and directly competes for control over the customer relationship, posing a threat to D2C brands.

While AI shopping agents promise to protect consumer privacy by abstracting away direct retailer relationships, this is a false dawn. Power will likely centralize with the major tech companies providing these agents, not empower individual users with decentralized control. The battle for "owning the customer" simply moves to a new layer.

As consumers use AI assistants (e.g., Alexa) to find services, the platform will choose the provider. If customers don't ask for your business by name, you become a commodity. Building a strong brand is the only way to ensure customers request you directly.

OpenAI's partnership with Stripe to enable in-app purchases transforms ChatGPT from an information tool into a transactional platform. This creates a frictionless sales channel for e-commerce brands, directly challenging Google's established search-to-purchase business model.

AI will fragment the customer journey across countless platforms, moving purchases away from brand-owned websites. Retailers must build systems to manage inventory and product information across this decentralized landscape, not just focus on perfecting their own site experience.

In AI-driven commerce, brands win by being selected by an agent, not by ranking on a search page. This shift favors brands with trustworthy, structured, and verifiable data over those with the largest advertising budgets, leveling the playing field for smaller, agile companies.