Key Market Trends and Insights
- North America dominated the market in 2025 with a share of approximately 37.4% and is projected to maintain its leading position over the 2025 to 2035 forecast period, driven by early adoption of AI shopping assistants, significant investment by technology giants, and high e-commerce penetration rates.
- By Application, the Customer Engagement and Marketing Agents segment held the largest share of 37.5% in 2025 and is projected to grow strongly, driven by retailers' focus on revenue-generating touchpoints through conversational AI agents handling product discovery, upselling, and personalised service resolution.
- By Retail Format, the Omnichannel Retailers segment captured 41.0% share in 2025 and is expected to remain dominant as retailers leverage unified data across web, app, and physical stores to power AI agents that synchronise inventory, pricing, and fulfilment across all channels.
Market Size & Forecast
- Market Size in 2025: USD 46.74 Billion
- Projected Market Size in 2035: USD 282.15 Billion
- CAGR from 2026-2035: 29.3%
- Fastest-Growing Regional Market: Asia Pacific
The market's rapid expansion is driven by retailers facing unrelenting cost pressure and thin margins, prompting swift adoption of autonomous agents that reduce labour hours while preserving service quality. Online traffic from AI assistants grew 119% year-over-year in the first half of 2025, according to Salesforce data, with AI agents projected to influence approximately 22% of global Cyber Week orders. Major technology companies including Google, OpenAI, Amazon, and Salesforce are embedding agentic capabilities into their commerce platforms, while specialised providers such as Klarna, Gorgias, and commercetools are developing purpose-built agentic commerce solutions. The convergence of large language model sophistication, standardised commerce protocols, and growing consumer comfort with AI-mediated purchasing is accelerating the transition from search-based shopping to agent-orchestrated commerce.
Key Takeaways
Key Takeaway 1: Salesforce launched Agentforce Commerce in November 2025 following a 119% surge in AI assistant-driven online traffic, with AI agents projected to handle 22% of global Cyber Week orders.Key Takeaway 2: Bain & Company estimates the U.S. agentic commerce market could reach USD 300 to 500 billion by 2030, representing 15% to 25% of total online retail sales.
Key Takeaway 3: Salesforce, OpenAI, and Stripe partnered in October 2025 to support the Agentic Commerce Protocol, enabling AI-driven product discovery and instant checkout through conversational interfaces like ChatGPT.
Table of Contents
Companies Mentioned
- Google (United States)
- OpenAI (United States)
- Anthropic (United States)
- Klarna (Sweden)
- Amazon (United States)
- Salesforce Agentforce (United States)
- Gorgias (Canada)

