The agentic consumer, chapter 1
What people already hand to AI agents, and how consumer brands are responding.
Get the free report
Chapter 1 of 5 · 39 pagesWhat you walk away with
- Who shops with AI agents, and how fast it grows
- Eight services in use, and five brand moves
- What to test in the next 6 weeks
By Thomas Van Halewyck, CEO and Leyash Pillay, Head of Marketing
Why this report exists
People already hand their shopping to AI agents
An agentic consumer lets an AI agent do part or all of the shopping. They set the goal and the limits. The agent finds the options, and more and more often it pays too.
102 agents launched in the last 12 months, a new one every three to four days. (Bundl agentic commerce radar, 22 October 2026, updated 4 November 2026)
What changes
Four steps, from asking to forgetting
People hand over a little more at each step, and see less of the brand.
The four steps
- 1AskThe brand is one of three on a shortlist.
- 2ApproveThe brand is a tap to confirm.
- 3DelegateThe brand is a line in a standing order.
- 4ForgetOne agent picks the brand from another.
Inside the report
The numbers behind the shift
102agents launched in 12 months, nearly twice all the years beforeBundl agentic commerce radar, 22 October 2026, updated 4 November 2026
$262Bof 2025 holiday sales influenced by AISalesforce, January 2026
74%trust an agent more than their best friend to buy for themAccenture Consumer Pulse 2026, n=25,590
37%of loyal customers would let an agent switch brandsAccenture Consumer Pulse 2026, n=25,590
Pages from the report
Who it is for
For the people who decide what a brand sells next
Head of Growth or New BusinessWhere the next revenue comes from.
Brand or Marketing DirectorStaying on the shortlist.
Head of E-commerce or DigitalThe channels agents now shop in.
Innovation LeadNew offers to test now.
Executive SponsorThe mandate and the budget.
FAQ
Frequently asked questions
Agentic commerce is shopping where an AI agent finds, compares, or buys. The agentic consumer is the person who sets the goal and the limits.
Some already do. 11% of US adults let an agent decide what to buy (NMI, August 2026).
ChatGPT, Gemini, Google AI Mode, and Copilot. Walmart, Target, and Nike already sell inside them.
Less by habit. 37% of loyal customers would let an agent switch brands (Accenture Consumer Pulse 2026).
One category and one offer, sold to real buyers in 6 weeks.
Coming next
2The new offerWhat to make and sell when an agent does the buyingComing soon
3Who holds the powerPlatforms, retailers and brandsComing soon
4Step zeroWhat a brand can test in the next 90 daysComing soon
5Running itWho runs the test, and how it is paid forComing soon
Get the report.
All 39 pages, free, in your inbox in a minute.
How will agents change your category?Talk to Thomas
