AI Shopping Agents Are Choosing Winners Right Now - Is Your Store One of Them?

In January 2026, JD Sports launched one-click purchasing inside ChatGPT, Microsoft Copilot, and Google Gemini. Walmart partnered with Google for instant checkout within Gemini. Stripe released its Agentic Commerce Suite - and URBN, Etsy, Coach, and Kate Spade went live the same week. This is not a pilot program. This is a new sales channel, and it is open for business.

Welcome to agentic commerce - the moment AI stops helping people shop and starts shopping for them. Agents that compare products across dozens of retailers, weigh quality signals, check real-time availability, and complete purchases. All in seconds, with no human browsing involved.

McKinsey projects agentic commerce will drive $1 trillion in US B2C retail revenue by 2030. Morgan Stanley estimates $190 to $385 billion in US eCommerce spending by AI-powered shoppers within four years. This is not a prediction about some distant future. The infrastructure is live. The transactions are happening. The only question is whether your products are in the mix.

A New Kind of Buyer - With Zero Brand Loyalty

Picture this: a consumer asks their AI assistant to "find running shoes under $150 with good arch support." The agent does not open a browser. It does not scroll through product pages or get drawn in by a beautiful hero banner. It queries product data across every retailer it can access, compares dozens of attributes, cross-references reviews, checks stock levels - and returns a shortlist. In seconds.

If your products are not in that data set, you are not in the conversation. Not because your products are bad, but because the agent never saw them. That is the difference between this channel and every channel that came before it. With Google Ads, you can buy visibility. With social, you can build awareness. With AI agents, you either qualify or you do not.

What qualifies you? Complete, structured, up-to-date product information. The kind that machines can read, compare, and trust. Not marketing copy. Not lifestyle imagery. Data.

The 1,200% Traffic Shift Nobody Talks About

While most eCommerce teams are still optimizing for traditional search, a massive shift is happening underneath. Traffic from AI sources surged 1,200% for retailers in the past year. Meanwhile, traditional search traffic declined 10% year over year. NRF 2026 identified data quality and catalog visibility as one of the eight defining competitive advantages for retail this year.

The brands that invested in making their product catalogs machine-readable are capturing an outsized share of this new traffic. The ones that did not? Their products simply do not appear.

And here is the part that should keep you up at night: this creates a compounding advantage. AI agents learn from every interaction. A store that consistently delivers accurate data builds trust with the agent over time. A store whose data causes errors - wrong price at checkout, out-of-stock after recommendation - gets progressively deprioritized. The gap widens with every transaction cycle, and it gets harder to close.

What AI Agents Actually Care About

Forget everything you know about SEO rankings and paid media. AI shopping agents have their own criteria - and they are brutally simple:

Most Brands Have No Idea Where They Stand

Here is the uncomfortable truth: most eCommerce teams cannot answer a basic question - "If an AI shopping agent evaluated our store right now, would it recommend us?"

They might have great products. Competitive prices. Beautiful branding. But none of that matters if their product data is incomplete, their catalog is not machine-readable, or their site inadvertently blocks AI crawlers. They are invisible to the fastest-growing shopping channel in retail and they do not even know it.

That is exactly why we built the Agent Readiness Score.

Introducing the Agent Readiness Score

The Agent Readiness Score is a single number - 0 to 100 - that tells you exactly how ready your store is for AI-driven commerce. It measures what AI agents actually evaluate when deciding whether to recommend a retailer, across five key dimensions:

• Structured Data - Can agents read and understand your product catalog?
• Technical Access - Have you opened the door for AI crawlers, or accidentally locked them out?
• Content Completeness - Is your product information rich enough to compete?
• Trust Signals - Does your store project the reliability that agents look for?
• AI Optimization - Are you actively positioned for agent commerce, or passively waiting?

The score maps to a simple tier system - from Tier S (fully optimized, consistently recommended by agents) down to Tier F (effectively invisible). It recalculates weekly, so you can track your progress and see the impact of every improvement you make. Explore the Agent Readiness feature to see how it works in practice.

Your Competitors Are Already Moving

This is not theoretical. The moves are happening right now, and they are visible if you know where to look:

• Catalog enrichment is accelerating - brands investing heavily in richer, more complete product data across their entire catalog
• Machine-readability is becoming a priority - product information restructured for AI consumption, not just human browsing
• Platform integrations are going live - Stripe's Agentic Commerce Suite, Google Merchant, commercetools "Agentic Jumpstart" - the ecosystem is forming fast
• Real-time data feeds - pricing and inventory accessible to AI agents at query time, not stale hourly or daily snapshots

JD Sports is already processing purchases through ChatGPT. The first wave is not closing - it is closed. The question is whether you catch the second wave or watch it pass.

Competitive Intelligence Changes When Agents Decide

Here is what changes for competitive intelligence teams: when AI agents pick the winners, knowing your competitor's price is not enough anymore. You need to know how complete their product data is, how quickly their feeds update, whether they have opened access to AI crawlers, and if they have integrated with agentic commerce platforms.

The Agent Readiness Score does not just measure your store - it measures every competitor you track. You can compare readiness side by side, see exactly where competitors are investing, and spot strategic moves before they become advantages. When a competitor jumps from Tier C to Tier B, that is a signal. When they start optimizing for AI-specific signals, that is a strategic decision you need to know about.

Where to Start This Week

1. Find out where you stand - Most brands are shocked when they see their actual readiness score. Get the number first, then prioritize.
2. Check your product data completeness - Pick your top 50 products. How many key attributes are filled in? How does that compare to your top competitor?
3. Make sure AI agents can find you - You might be unintentionally blocking the biggest new traffic source in eCommerce. One configuration setting could be making you invisible.
4. Look at what competitors are doing - The brands moving early are building a compounding advantage. Knowing who is moving - and how - is the first step to keeping up.
5. Talk to your team about data freshness - If your pricing and inventory data updates daily, agents are seeing outdated information for most of each day. That costs trust you cannot buy back.