AI agents acting as gatekeepers will make direct product discovery harder for consumers. This forces new and existing brands to rely more heavily on large-reach social and video platforms for initial awareness, ultimately increasing the value and ad spend on those platforms.
The tedious, repetitive, and time-consuming nature of online grocery shopping makes it the ideal beachhead for AI agents to demonstrate their value. By solving this complex task, agents can build consumer trust and habits, which will then accelerate the adoption of agentic commerce across all other categories.
The primary financial risk of agentic commerce to e-commerce companies is not the transaction fee but the potential loss of high-margin retail media advertising revenue. Since many retailers derive most or all of their profit from on-site ads, agents threaten their core business model.
As AI agents shift e-commerce from high-margin cost-per-click models to lower-margin commissions, search platforms will likely retaliate. They will make free, direct, and unpaid traffic more difficult to acquire, forcing a higher volume of transactions into their paid ecosystem to compensate for the lower per-transaction revenue.