When AI recommends, shoppers respond

GenAI platforms are reshaping product discovery, shifting shopper behaviour from ads to answers. To stay visible and trusted, brands need smarter digital strategies. Euromonitor's E-Commerce data delivers the insights to win in today’s AI-driven commerce landscape.

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The rise of AI as the new search engine

Global AI-driven referrals to retail e-commerce surged 453% in 2025 - FMCG alone grew 302%, while all other referral sources for these products rose by only 23%.

03 Global Leading FMCG Segments

 

Is AI-powered search becoming the new beauty counter?

Beauty and personal care products are leading in AI-powered product discovery, representing more than 40% of all generative AI–driven searches.

E-commerce rank doesn’t equal AI visibility

As AI-powered discovery accelerates, AI visibility is disrupting brand rankings - diverging from traditional category leaders.

09 E Commerce And Chat Checkout

 

AI commerce: A $600bn opportunity

Passport E-Commerce data forecasts AI-driven e-commerce to hit $600bn by 2028, with chat checkout set to accelerate adoption.

 

Win in the new era of commerce

As shoppers increasingly turn to AI-powered search platforms for product discovery and purchasing decisions, traditional advertising models are being disrupted. Brands that maintain a clear, strategic view of the GenAI platform landscape - and understand its influence on market dynamics, competitive positioning and growth opportunities are best positioned to win in this new era of commerce.