New

Shopify launched Agentic Storefronts. We make AI agents recommend you - not just list you.

See the Shopify integration

Sign in Start free

Pricing Start free →

INSIGHTS

Notes from the agentic commerce frontline.

Weekly. Numbers-first. The deals, the protocol shifts, the brand moves we think you should know about.

weekly·numbers-first·no fluff

All (190)ChatGPT Ads (43)AI Search Visibility (39)AI Agent Storefronts (37)Citation Rank & Share of Voice (20)Checkout & Protocols (14)ChatGPT Apps & MCP (13)Vertical Playbooks (10)Agentic Commerce Fundamentals (9)Dark Agentic Commerce Traffic (DACT) (3)

Latest · Vertical Playbooks · Sep 12, 2026

The Broken Carousel — AI Shopping Is Half-Built in Beauty, and That's the Opening

In a young AI-shopping category, the shelf itself is broken before ranking ever matters. In April, 97.9% of sunscreen cards in our locked panel had no working buy-link, and the links that did resolve pointed at obscure cross-border dropshippers, not the largest marketplace. By July the shelf had healed to 2.7% broken and the marketplace rode 69% of cards. The first battle in an emerging category is not citation or ranking — it is the data integrity of the carousel, and it is winnable right now.

Read the latest →

Vertical Playbooks · Jul 14, 2026

Albertsons Post-Kroger: The Case for Independent-and-Scaled Agentic Grocery in the US

Albertsons Companies runs 2,270 stores across Albertsons, Safeway, Vons, Jewel-Osco, Shaw's, Pavilions, Randall's, Tom Thumb, Star Market, and Acme - the second-largest US grocery chain by store

Vertical Playbooks · Jul 14, 2026

Beauty & Personal Care DTC: The Agentic Commerce Playbook

Beauty is the highest-volume vertical in ChatGPT General Vertical Search - face care alone runs 40,000-58,000 shopper queries per week and climbing. Sun care, scalp treatments, and

Vertical Playbooks · Jul 14, 2026

Consumer Electronics DTC: The Agentic Commerce Playbook

Smartphones alone run 30,000-40,000 weekly ChatGPT General Vertical Search queries. Laptops, headphones, and cases add another 30,000-50,000 combined. Every one of those queries is a

Vertical Playbooks · Jul 14, 2026

Food & Beverage DTC: The Agentic Commerce Playbook

The DACT multiplier in food and beverage runs 6.4× - meaningfully hidden but not the worst. What matters more is the vertical's ranking dynamics: recipe-adjacent queries dominate; brand

Vertical Playbooks · Jul 14, 2026

How AI Shopping Assistants Are Changing Grocery Basket Size

Albertsons reported a 10% basket-size increase from its AI-powered "Ask AI" search. AWG's SmartMeals assistant is showing a 22% lift. Shoppers using smart carts spend 32% more, per Bayes

Vertical Playbooks · Jul 14, 2026

How Rufus Actually Ranks Products: A Complete Optimization Playbook for Amazon Sellers

Every Amazon seller wants to know which lever moves Rufus the most. We ran ~2,400 labeled queries across ~85 brands and six categories to find out. The customer Q&A section is 3.2× more powerful

Vertical Playbooks · Jul 14, 2026

Instacart as the UCP Wrapper: The Analysis of How the 1,500-Retailer Platform Could Become US Grocery's Agentic Commerce Layer

Instacart's platform includes 1,500+ retailer partnerships and delivery infrastructure spanning 85%+ of US grocery. UCP is the Google + Shopify + retailer-consortium agentic commerce protocol

Vertical Playbooks · Jul 14, 2026

Retinol vs. Bakuchiol: How to Win the AI Comparison Query

"Retinol vs. bakuchiol" is exactly the kind of head-to-head query AI shopping assistants get asked constantly - and exactly the kind most beauty brands have no structured content answering

Vertical Playbooks · Jul 14, 2026

Rufus vs. ChatGPT: When Amazon Wins and When It Doesn't

A brand ranks well on Rufus. A different brand ranks well on ChatGPT. Sometimes it's the same brand and sometimes it's not - and the pattern of when the two agents diverge is the load-bearing

Subscribe

Get the issue Monday morning.