Agentic Commerce Statistics (2026): Adoption, Traffic, Market Size

The numbers that matter: AI platforms are forecast to drive $20.57 billion of US retail ecommerce in 2026 (1.5% of the total, nearly 4x 2025, per EMARKETER). Generative AI traffic to US retail sites grew 4,700% year over year in July 2025 (Adobe). 20% of global Cyber Week 2025 orders were influenced by AI (Salesforce, via EMARKETER). McKinsey sizes the global opportunity at $3 to $5 trillion by 2030, and Bain projects agentic shopping could reach 10 to 25 percent of US e-commerce by 2030. For the network and platform moves behind these numbers, see our June 2026 agentic commerce roundup. Every figure below is sourced, dated and linked; second-hand figures are labeled.

Consumer adoption

Figure	What it measures	Source	Published
38%	US consumers who have used generative AI for online shopping (52% planned to in 2025)	Adobe survey, 5,000 US respondents	2025-08-21
85%	AI-shopping users who say it improved their shopping experience	Adobe survey	2025-08-21
73%	AI-shopping users citing AI as their primary source of product research	Adobe survey	2025-08-21
83%	AI-shopping users more likely to use AI for larger or more complex purchases	Adobe survey	2025-08-21
58%	Gen Z and millennials who trust an AI agent to compare prices and recommend options	SAP, as reported by EMARKETER	2026-04-07
48%	Consumers who planned to use or had used AI for 2025 holiday shopping	Adobe, as reported by EMARKETER	2026-04-07

Traffic and conversion economics

Figure	What it measures	Source	Published
+1,300%	YoY growth of generative AI traffic to US retail sites, Nov 1 to Dec 31, 2024 (+1,950% on Cyber Monday)	Adobe Digital Insights	2025-08-21
+670%	YoY growth of AI chatbot traffic to US retail sites during the 2025 holiday season	Adobe, as reported by EMARKETER	2026-04-07
+32%	Longer visits from AI-referred shoppers vs non-AI sources (+10% pages per visit, 27% lower bounce rate)	Adobe Digital Insights	2025-08-21
-23%	Conversion gap of AI-referred traffic vs non-AI in July 2025, narrowing from -49% in January 2025	Adobe Digital Insights	2025-08-21
-27%	Revenue-per-visit gap of an AI-driven visit vs non-AI in July 2025, improved from -97% in July 2024	Adobe Digital Insights	2025-08-21
26%	Share of generative AI retail traffic coming from mobile in July 2025, up from 18% in January 2025	Adobe Digital Insights	2025-08-21

Market size and forecasts

Figure	What it measures	Source	Published
$71.98B	US retail media ad spending forecast for 2026 (+18.7% vs 2025), the market agentic commerce disrupts	EMARKETER forecast (Mar 2026)	2026-04-07
14.2%	Sales growth (2023-2024) for retailers that deployed AI capabilities, vs 6.9% without	Capital One Shopping, as reported by EMARKETER	2026-04-07
11%	Retailers who say they are ready to scale AI across their businesses	Amperity 2025 State of AI in Retail, as reported by EMARKETER	2026-04-07
10-25%	Share of US e-commerce that agentic shopping could reach by 2030	Bain, cited by Google Open Source Blog	2026-06-01

Standards ecosystem

Figure	What it measures	Source	Published
10,000+	Published MCP servers when Anthropic donated MCP to the Linux Foundation (Dec 2025)	Linux Foundation announcement	2025-12-09
60+	Organizations that developed AP2 with Google at launch	Google Cloud announcement	2025-09-16
20+	Organizations endorsing UCP at launch, beyond the 6 co-developers (Google, Shopify, Etsy, Wayfair, Target, Walmart)	Google announcement	2026-01-11
50+	Technology partners supporting A2A at its announcement by Google	Google Developers Blog	2025-04-09
5	ACP specification versions released between 29 Sep 2025 and 17 Apr 2026	ACP GitHub repository	2026-06-10
2.6k / 1.4k	GitHub stars of the UCP and ACP specification repositories (retrieved 10 Jun 2026)	GitHub	2026-06-10
100M+	Transactions generated by wallets interacting with Coinbase x402 on the Base network by June 2026	Chainalysis	2026-06-03
30+	Industry partners at the launch of Mastercard Agent Pay for Machines (AP4M)	Mastercard	2026-06-10
~25%	Share of the internet (AWS CloudFront and WAF) now able to charge AI agents via x402, per AWS	Coinbase and AWS, as reported by The Block	2026-06-16

Cite this page

You are welcome to reuse these figures with attribution. Suggested citation: "Agentic Commerce Statistics", Agentic Commerce Protocol Info, 2026-06-18, agenticcommerceprotocol.info/stats. Always credit the original source named on each row as well. This page is re-verified on a monthly cadence; figures carry their publication date.

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Frequently asked questions

How big is agentic commerce in 2026?

EMARKETER forecasts that AI platforms will account for 1.5% of US retail ecommerce sales in 2026, or $20.57 billion, nearly four times 2025. McKinsey projects a global agentic commerce opportunity of $3 to $5 trillion by 2030 (as reported by EMARKETER), and Bain projects agentic shopping could reach 10 to 25 percent of US e-commerce by 2030 (cited by Google).

How fast is AI shopping traffic growing?

Adobe measured generative AI traffic to US retail sites up 4,700% year over year in July 2025, and AI chatbot traffic up 670% year over year during the 2025 holiday season (as reported by EMARKETER).

Do AI-referred shoppers actually buy?

Per Adobe, AI-referred visitors are more engaged (32% longer visits, 27% lower bounce rate) but still converted 23% less than non-AI traffic in July 2025. The gap is narrowing fast: it was 49% in January 2025.

Where do these numbers come from?

Every figure on this page is copied from a named source (Adobe Digital Insights, EMARKETER, Google, Linux Foundation, GitHub), with its date and a direct link. Figures reported second-hand are labeled as such. Nothing is estimated by us.

Agentic commerce statistics