Published by SM Digital Partners | Digital Marketing Insights for the Modern Business
Picture this: a potential customer decides they need a new product or service in your category. They don’t open Google. They don’t scroll through Instagram. They don’t ask a friend. They open ChatGPT, describe what they’re looking for, and let it do the legwork. Within seconds, the AI returns a shortlist of recommendations — brands it trusts, products it can verify, options it believes best match the request. Your company may or may not be on that list.
That scenario is no longer hypothetical. According to Kantar’s 2026 Marketing Trends report — one of the most comprehensive analyses of global consumer behavior available — 24% of AI users already leverage an AI-powered shopping assistant to help inform what they buy. As Kantar frames it: people are increasingly briefing agents to sound out products and influence their purchases, and brands will need to actively serve these non-human consumers while continuing to persuade and entertain humans through traditional channels.
Read that again. Non-human consumers. This is not a metaphor. It is a description of how a significant and growing portion of purchase decisions are now being shaped.
The Scale of What’s Already Happening

The Kantar data point is striking on its own, but it sits within a broader wave of consumer behavior shifts that are converging in 2026 to fundamentally alter the path to purchase.
A global study from the IBM Institute for Business Value, conducted with the National Retail Federation and surveying over 18,000 consumers across 23 countries, found that nearly half of all shoppers — 45% — already turn to AI for help during their buying journeys. They use AI to research products (41%), interpret reviews (33%), and hunt for deals (31%). Meanwhile, Salesforce’s State of Commerce report found that 73% of consumers report using AI agents or AI-powered assistants at some point in their purchase journey. During Cyber Week 2025, AI-influenced purchases drove $67 billion in online spending.
The trajectory is steep. In late 2024, only 11% of Americans used generative AI for holiday shopping. By November 2025, AI referral traffic to e-commerce brands had spiked 752% year-over-year. Grocery brands alone saw a 900% increase in AI Overview presence as shoppers turned to AI for recipe planning and everyday essentials. By the end of 2026, estimates suggest that 25 to 30% of all online purchases in the United States will involve an AI agent at some point in the decision process.
The buyer’s journey has a new first stop — and for a rapidly growing share of consumers, your brand either shows up there or it doesn’t enter the conversation at all.
What an AI Shopping Assistant Actually Does
To understand the stakes, it helps to understand how these assistants work — because they do not behave like human shoppers, and optimizing for them requires thinking about your brand in an entirely new way.
When a consumer submits a purchase request to an AI assistant — “Find me running shoes under $120, size 10, that ship before Thursday, from a brand with a flexible returns policy” — several things happen simultaneously and almost invisibly. The AI parses natural language into structured intent: budget, category, size, delivery constraint, returns preference. It then queries product databases, review platforms, brand pages, and structured data feeds. It evaluates options programmatically — comparing specifications, pricing, availability, ratings, and shipping terms. It synthesizes all of this into a shortlist, or in some implementations, completes the purchase directly.
At no point in this process does the AI “browse” in any way that resembles human shopping. It does not respond to compelling photography, emotional copy, or clever brand storytelling on your website. It reads structured data. It cross-references third-party signals. It prioritizes products whose attributes it can confidently verify. It passes over products whose data is incomplete, inconsistent, or difficult to interpret.
As one analysis puts it plainly: AI agents cannot recommend what they cannot interpret. Your product content is no longer just marketing — in an agentic commerce world, it is operational infrastructure.
The New Front Door — And Who’s Being Left Outside

For decades, the front door of commerce was predictable: impression, click, browse, evaluate, purchase. Brands competed for visibility at every stage. The tools were familiar — search rankings, paid ads, social media, influencer partnerships, strong websites. All of it directed human attention, and human attention directed human purchases.
Agentic commerce compresses that entire funnel into a single AI interaction. Discovery, evaluation, and selection happen simultaneously, inside a conversation, before a consumer ever visits your site — if they visit it at all. McKinsey estimates this shift could drive between $3 trillion and $5 trillion in commerce value by 2030. Consumer-facing autonomous agents are already expected to handle $150 billion in transactions by the end of 2026.
The implications for brand visibility are profound and unevenly distributed. Brands with rich, structured, machine-readable product data get discovered. Brands whose product information is embedded in marketing prose, inconsistent across platforms, or missing key technical attributes get passed over — not penalized, just excluded. The AI does not know what it cannot find, and it does not guess.
A striking detail from Fortune’s analysis of early agentic commerce data: AI agents driving revenue for leading brands show that only 12% of URLs cited by AI tools overlap with Google’s top 10 results, and 90% of sources ChatGPT cites are not even on Google’s first 20 pages. Traditional SEO visibility and AI agent visibility are not the same thing. Winning one does not guarantee winning the other.
The Brand Problem Beneath the Technology Shift
There is a deeper issue here that goes beyond structured data and technical optimization — one that strikes at the heart of how brands have traditionally built relationships with consumers.
When a human shopper browses your website, they experience your brand. They feel the aesthetic, absorb the tone, respond to the story, and build an impression that may be as influential as the product specifications themselves. Brand loyalty, emotional connection, and preference are built in these moments of direct human engagement.
When an AI agent makes a decision on that shopper’s behalf, none of that happens. The agent doesn’t feel brand affinity. It doesn’t respond to a compelling about page or get inspired by a founder’s story. It evaluates parameters, and the brand that wins is the brand whose parameters best match the consumer’s stated intent.
Kantar’s 2026 report captures this tension precisely: if the model doesn’t know you, it won’t choose you. The CMO’s job in 2026 is to make sure their brand is present in the content AI models learn from — so that when people ask for a recommendation, the right brand appears. This is not a replacement for building a brand that humans love. It is an additional imperative, running in parallel, requiring its own strategy.
The good news is that brand reputation still matters enormously in this ecosystem — it just needs to be expressed differently. AI agents weight reviews, ratings, third-party mentions, and social proof heavily when evaluating options. A brand with a strong reputation, consistently expressed across review platforms, forums, media coverage, and community discussions, will be surfaced more reliably than a technically equivalent brand with thin third-party validation. AI models tend to favor brands with more structured data, more third-party mentions, and more web consensus — which means your off-site reputation strategy is now a direct input into your AI discoverability.
The Generational Divide Marketers Cannot Ignore
The rise of AI shopping assistants is not a monolithic shift affecting all consumers equally. Research from 2026 reveals a generational divide that marketers must account for explicitly.
Nearly half of consumers under 45 welcome virtual shopping assistants that proactively add items to their carts based on past preferences and style history. Among Gen Z specifically, 31% most often use AI platforms or chatbots to find information online, reflecting a comfort with AI-mediated discovery that older demographics don’t yet share. Among frequent online shoppers — those who purchase more than once a week — 66% report regularly using AI assistants like ChatGPT to guide their purchase decisions.
Older consumers, by contrast, are notably more cautious. They are less likely to provide payment information to AI systems and show more reserved adoption patterns around AI-mediated commerce. They tend to prefer human customer service, detailed product information, and direct purchasing experiences.
This means the right strategy is not a single AI optimization play. It is the design of parallel customer journeys: an AI-native path for younger consumers who expect conversational commerce, and a traditional path for older consumers who value human interaction. Forcing older consumers into AI-mediated experiences will drive abandonment. Failing to offer AI-ready experiences to younger consumers will make a brand seem outdated. The brands that build both and connect them seamlessly will hold the widest competitive ground.
What Marketers Must Do Now
The strategic response to this shift has several distinct dimensions — each representing a real area of investment and operational change.
Make your product data machine-readable. This is the foundational requirement that nothing else works without. AI agents rely on structured data to discover, evaluate, and recommend products. That means comprehensive Schema.org product markup on every product page — including name, description, SKU, brand, pricing, availability, reviews, images, materials, and use cases. It means complete, frequently updated product feeds in Google Merchant Center and other data sources AI platforms draw from. It means removing reliance on marketing language embedded in prose and replacing it with factual, specific, structured attributes. A product described as “Adventure Day Pack, Green” is invisible to an AI agent looking for “40L waterproof hiking backpack with laptop compartment.” Specificity is discoverability.
Build your off-site reputation with the same intentionality as your on-site presence. AI platforms weight third-party signals — reviews on Google, Reddit, niche forums, and trusted publications — more heavily than owned content. AI systems rely on authentic reviews as essential content assets that simultaneously drive initial discovery and trust. Your review acquisition strategy, community presence, and digital PR investment are now directly connected to your AI visibility. The McKinsey data reinforces this: a brand’s own website accounts for only 5 to 10% of what AI platforms reference. The other 90% comes from the broader ecosystem.
Ensure consistency across every platform where your brand appears. AI agents cross-reference multiple sources before recommending. If your product pricing, description, or availability data conflicts across your website, Amazon listing, Google Merchant feed, and social commerce profile, the agent treats your offer as higher risk and defaults to competitors with cleaner data. Consistency is not just good housekeeping — it is a selection signal.
Optimize for GEO alongside traditional SEO. Kantar specifically identifies Generative Engine Optimization as a requirement for brands in 2026: the strongest brands will be those that shape the story AI is telling. That means creating content that AI systems can cite authoritatively — question-based formats, clear factual answers, structured FAQs, and regular updates that keep content fresh and citable.
Design for the purchase categories where AI agents are most active. AI-mediated decisions are currently concentrated in routine and specification-driven purchases: groceries, household essentials, basic electronics, product replenishment, and commodity categories where convenience outweighs the need for personal selection. High-consideration purchases — major appliances, luxury goods, significant financial decisions — are more likely to retain human involvement for longer. Understanding which of your product categories fall into which zone helps prioritize where AI optimization delivers the most immediate return.
What This Means for Your Marketing Strategy — Not Just Your Product Data
It would be easy to read the above as a purely technical challenge — a checklist of schema markup and feed optimization. That would be a mistake.
The deeper implication of the AI shopping assistant shift is that the entire philosophy of how brands communicate value must evolve. Persuasion, storytelling, emotional resonance, and aesthetic appeal remain essential — for the human audience that still makes many purchase decisions, and for the cultural presence that shapes how AI models perceive and describe your brand. But alongside those human-facing investments, every brand now needs a machine-facing strategy: a deliberate, maintained, structured expression of what you are, what you offer, what you cost, and why you can be trusted — in formats that AI agents can read, verify, and act on.
At SM Digital Partners, we see this as an extension of the core principle that guides our work: AI-powered solutions with human oversight. The shift to agentic commerce does not eliminate the need for human marketing intelligence — it amplifies it. Someone has to decide what story the structured data should tell. Someone has to ensure the reviews reflect genuine customer experience. Someone has to build the third-party presence that gives AI models the signal they need to make your brand a confident recommendation.
Technology executes. Strategy directs. The brands that treat AI agents as a new audience to serve — with as much intentionality as they bring to human audiences — will be the ones showing up on the shortlist when the next customer’s AI assistant goes looking.
The Bottom Line
The consumer journey has a new gatekeeper, and it is not a search engine, a social media algorithm, or a retail shelf. It is an AI assistant operating on behalf of a human who has already decided to trust its recommendations. That assistant is shopping for your potential customers right now — filtering options, comparing attributes, and surfacing brands it can confidently verify.
The question is not whether this shift is coming. It is already here. The question is whether your brand is visible, legible, and trustworthy to the machine making the recommendation — or whether it is being passed over for a competitor whose data is cleaner, whose reviews are stronger, and whose presence in the AI’s knowledge base is deeper.
Invest in being found by the machine, and you invest in being chosen by the human it serves.






