1、October 2025The agentic commerce opportunity:How AI agents are ushering in a new era for consumers and merchantsCopyright 2025 McKinsey&Company.All rights reserved.Cover image Andriy Onufriyenko/Getty Images.Confidential and proprietary.Any use of this material without specific permission of McKinse

2、y&Company is strictly prohibited.Agentic AI promises to radically remake the entire shopping experience.Heres a glimpse into the near futureand what merchants,players,and platforms need to know in order to thrive.by Katharina Schumacher and Roger Roberts with Katharina GiebelContentsAt a glance 2CHA

3、PTER 1 A new kind of shopping experienceseamless,efficient,and mediated by AI agents 3CHAPTER 2 Creating the infrastructure for agentic commerce 7CHAPTER 3 Business model evolution in the era of agentic commerce 12CHAPTER 4 Navigating trust and risk:Why responsible AI is key to agentic commerce adop

4、tion at scale 18CHAPTER 5 The challenges and opportunities of agentic commerce 221The agentic commerce opportunity:How AI agents are ushering in a new era for consumers and merchants Agentic commerceshopping powered by AI agents acting on our behalfrepresents a seismic shift in the marketplace.It mo

5、ves us toward a world in which AI anticipates consumer needs,navigates shopping options,negotiates deals,and executes transactions,all in alignment with human intent yet acting independently via multistep chains of actions enabled by reasoning models.This isnt just an evolution of e-commerce.Its a r

6、ethinking of shopping itself in which the boundaries between platforms,services,and experiences give way to an integrated intent-driven flow,through highly personalized consumer journeys that deliver a fast,frictionless outcome.The stakes are high:By 2030,the US B2C retail market alone could see up