EP337 - Agentic Commerce at Citi's Global Consumer & Retail Conference

The panel explores the evolving landscape of e-commerce, focusing on the impact of agentic commerce and AI-driven technologies. It highlights the shift from traditional search engines and social media to LLMs for product discovery, with consumers increasingly using AI for research and personalized shopping experiences. A key point of discussion is whether this shift represents an evolutionary or revolutionary change in consumer behavior. The conversation touches on the potential disruption of advertising models, as AI-driven agents gain influence over consumer choices. The panel also examines the strategic positioning of major players like Amazon, Walmart, and Google, considering their strengths, weaknesses, and potential for dominance in the agentic commerce era.