AI platforms could drive up to 13.7% of US retail ecommerce sales in 2029, per EMARKETER’s forecast under an accelerated-adoption scenario. That represents a $225.21 billion opportunity, fueled by consumers who already lean on Amazon’s Rufus, Walmart’s Sparky, ChatGPT, Perplexity, and Google AI Mode to research, compare, and narrow their choices.
Download our new report to look at where that leaves the shopper’s journey, from the scale of AI shoppers and where AI plays the biggest role to which agent capabilities appeal most and what could drive AI usage most. | 
