Paul Appelhof
Senior E-commerce Consultant at VML
The latest findings from VML's Tomorrow's Commerce research confirm what many suspected: AI-powered shopping isn't a distant prospect—it's arriving faster than most brands are prepared for.
Consider the numbers: 68% of consumers have already tried AI tools like ChatGPT for shopping-related tasks. Meanwhile, 48% are actively excited about AI agents acting on their behalf, and 52% specifically want their own AI to hunt down the best prices.
The market opportunity matches the enthusiasm. McKinsey estimates Agentic Commerce will grow to between €2.5 and €4.2 trillion globally by 2030—a market of astronomical proportions.
This isn't speculative demand—it's latent intent waiting for infrastructure to catch up.
The purchase journey is compressing. What once took 15-45 minutes across seven platforms is collapsing into a single autonomous action. Inspiration, consideration, and transaction merge into one seamless flow. And here's the uncomfortable truth: when that happens, brands that aren't machine-readable simply won't exist in the agent's consideration set.
This is where traditional marketing thinking breaks down. Brand-building has long relied on emotional persuasion—compelling stories, beautiful imagery, carefully cultivated affinity. It still works for humans, but AI agents don't respond to any of that.
As Tomorrow's Commerce puts it: "You're not dealing with human customers who can be won over with a good brand story or the right appeal to sentiment. Agentic commerce is dispassionate and data-driven."
"Think of it this way," says Paul Appelhof, Agentic Commerce consultant at VML. "An AI agent evaluating your product doesn't care about your heritage, your campaign, or your brand ambassador. It cares about whether your data is complete, your reviews are verifiable, and your checkout is frictionless. In three seconds, it's made its decision—and moved on."
The implications are significant:
But agent-readiness is just the starting point. The logical endpoint of agentic commerce is predictive fulfilment—where your customer's AI knows they're low on coffee, that their running shoes have hit their mileage limit, that rain is forecast for their commute. It doesn't wait for them to remember: it orders, optimizes delivery, and puts replenishment on autopilot.
Convenience becomes invisible. Shopping fades into the background of life.
For brands, this means designing towards autonomous transactions: APIs that allow agents to negotiate, subscribe, and auto-replenish. The winners will capture loyalty at the algorithm level.
Yet Tomorrow's Commerce reveals a counterintuitive insight: as AI proliferates, human curation becomes more valuable, not less.
When every feed is saturated with infinite options and AI-generated content, the differentiator becomes a human lens—taste, empathy, lived experience layered over machine scale. "Human-reviewed" labels, expert-curated bundles, and human arbitration for sensitive moments are emerging as powerful trust signals.
"The brands that will thrive aren't choosing between AI efficiency and human connection," notes Appelhof. "They're finding the moments where each adds the most value."
Agentic commerce represents something rare: a genuinely open market where the rules are still being written. Early movers who invest in AI-friendly infrastructure have, as Tomorrow's Commerce notes, "a free hit at capturing loyalty at the algorithm level."
The question isn't whether AI agents will reshape commerce. It's whether your brand will be positioned to win when they do.
Ready to assess your agent-readiness?