AI shopping agents

UBS analysts published research arguing that AI shopping agents could significantly reshape hardline, broadline and food retail. The report examines how automated assistants that search, compare and purchase on behalf of consumers may alter how customers find products, shift pricing power and change the role of retailers' websites and brands in the buying process.

Amazon has blocked Meta's Muse AI shopping agent from accessing its storefront, cutting off the assistant's ability to browse and shop on Amazon on users' behalf. The move highlights growing friction between major tech companies over who controls the customer relationship as AI agents that shop autonomously become more common. Observers are debating whether this is a routine defence of platform control or an early skirmish in a broader war over agentic commerce.