Note: includes products or services ordered using the internet, regardless of the method of payment or fulfillment; excludes travel and event tickets, payments such as bill pay, taxes, or money transfers, food services and drinking place sales, gambling and other vice goods sales; apparel, footwear, & accessories includes menswear, womenswear, kidswear, footwear, and accessories such as jewelry, sunglasses, and belts; auto and parts includes vehicles and aftermarket products such as auto accessories, replacement parts, auto equipment, and tools; computer and consumer electronics includes computers, consumer electronics and large appliances; food and beverage includes packaged foods, fresh foods, and beverages; furniture and home furnishings includes furniture, housewares, and small appliances; home improvement & garden includes building materials, flooring, paint, hardware, fixtures, lighting, and lawn and gardening equipment; household and personal consumables includes health products like over-the-counter medicines, vitamins and supplements, personal care or hygiene products, beauty products, and other household products like toiletries, baby products, and pet products; toy & hobby includes sporting goods, toys, musical instruments and other hobbies; the “other” product category includes automotive fuel and other items such as flowers, cards, photos, luggage, and cigarettes
Additional Note: In an "end-to-end agentic commerce" scenario, AI agents execute the full purchase journey—from need detection and product selection to payment, fulfillment, and post-purchase service—reducing friction and increasing replenishment-driven ecommerce spend. Unlike the baseline, where purchasing remains user-directed and autonomy is constrained by trust and standards, this scenario assumes those barriers ease, driving the largest uplift in high-frequency, low-involvement categories such as food & beverage and household & personal consumables.
Methodology: Estimates are based on the analysis of data from other research firms and government agencies, historical trends, reported and estimated revenues of major online retailers, consumer online buying trends, and macro-level economic conditions.