QuantumBlackAI by McKinsey堂The agentic commerceopportunity:HowAlagents are ushering in anew era tor consumersand merchantsOctober2025
AgenticAlpromises toradically remake the entireshopping experience. Heres,a glimpse into the nearfuture-and what merchants.players, and platforms needto know in order to thrive.byKatharina SchumacherandRogerRoberts,withKatharinaGiebelCopyright@2025McKinsay&CompanyCwerinage@AndiyOnatijyenka.SBaty/Inages
ContentsAt a glance 2CHAPTER1Anewkind of shoppina experience-seamlessefficient, and mediated by Al agents 3CHAPTER2Creatingthe infrastructure for agenticcommerce 7CHAPTER3Businessmodelevolutionintheeraofagenticcommerce12CHAPTER4Navigating trustand risk:Why responsible Aliskeyto agentic commerce adoption at scale 18CHAPTER5Thechallengesandopportunitiesofaaenticcommerce22Theagenticcom
At a glanceAgentic commerce-shopping powered by Al agents acting on our behalf-represents ain which Al anticipates consumerneeds, navigates shopping options, negotiates deals, and executes transactions, allinalignment with human intent yet acting independently via multistep chains of actions enabledbyreasoninamodelses between platforms, services, and experiences give way to an integratedflow, through highly personalized consumerjourneysthat deliverafasrehigh:By 2030, the US B2C retall market alonecould see up to S$tillioninorchestrated revenue from agentic commerce, with global projections reaching ashigh as$3 trillion to $5 trillion, according to McKinsey researchnd mobile-commerce revolutions, but iscommececostem.lkinds o busineses-brands, retailand commerceservicesproviders.andpavmentsradigm and successfully navigate the challengesoferhnoand denlorin emergingitegation enablersIAnant-to.Anent(A9A)Protocol.AaentPavmentsal(ACPIthat enable aneweraofinteligent,ent-driveneconomy.Thismeansmarketing and customerengagementliaries in today's shoppingflow, akey choice will be whether to.launch your own agents and when and how to welcome agentic traffic. These could be existentiaAgenticomerereqirs u damentaleth ingo how le iscreated, captured, anddelvered.Companies that adapt quickly wll a only meet evolving consumer expectations butalsoredefinetheirindustries.Thosethat hesitaterisklosinggroundasAlagentsbecometheTheagenticcom
CHAPTER1A new kind of shoppingexperience-seamless. efficientand mediated by Al agents magine that a promising new job opportunity requires you to relocate your family acrossthen temperedbythe nurmerabe hases f moving ouedfo in a comtortablehom wth am an geabl commute, decide whattobring andwhat tosl,andengage atrustworthymoving companyto dediver everything ontime. Then heres the sue of fnding new doctors, veterinarians for the pets,agym,andafter-schoolprogramsforthe kis It'sovervhelmina,Nowimagine that youhad an autonomous Alagentto handle these tasks for you. Withadeepences, kids'hobbiles, and even your petsdsandhousinaoptions.it synthesizesser,orshould yousell itfortions?Yousnapphotosofleonvariousplatforms.andsthatfityourstyleandbudget,esignsuggestions,and thenor...
