Coca-Cola Says Context Will Shape Agentic Shopping
Marketing leaders argue that brands will need richer context, new technical capabilities and different measurement practices as AI agents mediate more shopping decisions.
5 min read • Oct 12, 2026
Opinions & Analysis
Expert perspectives and thought leadership on the transformation of commerce
Mastercard Expects Consumers to Expand AI Buying Authority Gradually
Mastercard’s chief digital officer argues that shoppers will delegate more purchasing authority as agents prove reliable, while merchants must expose current product, price and inventory data.
5 min read • Oct 08, 2026 • PYMNTS.com
Stripe President Predicts Checkout Pages Will Disappear
Stripe president Will Gaybrick argues that even conservative scenarios for agentic commerce replace conventional checkout pages with machine-mediated payment flows.
5 min read • Sep 17, 2026 • Business Insider
Why Trust Will Determine the Pace of Agentic Commerce
Commerce leaders examine how consumer control, merchant incentives, payment protection, and ownership of the customer relationship will shape the adoption of AI-led shopping.
6 min read • Sep 15, 2026 • Mastercard
Research Finds AI Shopping Agents Make Inconsistent Choices
New research shows that small changes in prompts, models, source order, and prior context can materially change shopping-agent recommendations, limiting merchants’ control over visibility.
6 min read • Aug 31, 2026 • Forbes
Appeals Court Lifts Injunction Against Perplexity’s Amazon Shopping Agent
Legal analysis of the Ninth Circuit ruling explains why the decision strengthens AI agents’ claim to access marketplaces while leaving broader platform-control questions unresolved.
5 min read • Aug 31, 2026 • Pearl Cohen
How Agentic Commerce Could Strengthen Shopify’s Competitive Moat
Rosenblatt’s analysis reframes Shopify’s merchant network, product data, and checkout infrastructure as strategic advantages as shopping shifts toward AI agents.
5 min read • Aug 22, 2026 • Rosenblatt Securities
Agentic Payments Are Advancing Faster Than Liability Rules
Payment rails for AI agents are taking shape, but unresolved questions over authorization, fraud and responsibility remain a barrier to autonomous checkout.
5 min read • Aug 19, 2026 • Innovation & Tech Today
HBR: Companies Must Prepare for AI as the Customer
Harvard Business Review argues that companies should assess strategy, structured product data, commercial capabilities, talent and governance as shopping agents increasingly evaluate and buy products.
5 min read • Aug 07, 2026 • Harvard Business Review
AI Shopping’s Attribution Problem: When Agents Claim Credit for Sales They Did Not Create
AI agents can influence a purchase without a click—or claim a sale through a click the shopper never made. Merchants need to separate recommendation, referral, execution, and incrementality.
14 min read • Jul 29, 2026 • Ali Reyes, Staff Writer
Agentic commerce could repeat ecommerce's costly early mistakes
A strategic commentary considers whether merchants are moving too quickly on agentic AI without resolving the lessons ecommerce left around control, trust, and customer relationships.
5 min read • Jul 16, 2026 • TechRadar
Stifel sees Shopify benefiting from the growth of agentic commerce
Stifel argues Shopify is positioned to benefit as agentic AI expands, highlighting the commerce platform’s strategic exposure to AI-driven shopping.
5 min read • Jul 10, 2026 • CNBC