Welcome to Retailistic, the official podcast of Coresight Research. In this episode, Coresight Research CEO Deborah Weinswig breaks down two massive megatrends reshaping the global retail landscape through 2030: Agentic Commerce and the market implications of GLP-1 medications. Discover why the U.S. agentic commerce market is on track to eclipse $1 trillion by 2030, significantly outperforming early industry expectations. We also explore the friction points, trust hurdles, and massive opportunities for retail executives looking to leverage AI operating engines. 📘 Access the full research report here: https://coresight.com
📌 Key Topics Covered in This Episode:
• The rise of agentic commerce and AI-driven autonomous transactions.
• How GLP-1 medications impact apparel sizing profiles and consumer grocery spending.
• New Coresight Research data showing 60% of consumers want to use GenAI for shopping.
• Overcoming the three main challenges of AI in retail: trust, checkout friction, and user inertia.
#RetailTrends #AgenticCommerce #AIinRetail #Retailistic #CoresightResearch #RetailTech
0:00 - Weekly Research Highlights & Reports
0:53 - Introduction by Deborah Weinswig
1:10 - Defining Agentic Commerce Strategy & Architecture
2:24 - Projecting the $1 Trillion Agentic Commerce Market Size by 2030
3:10 - Use Cases: Demand Forecasting & Inventory Allocation
3:23 - The Retail Impact of GLP-1 Weight Loss Medications
4:00 - Solving Apparel Sizing vs. Non-Apparel Dietary Shifts
4:44 - Consumer Insights: GenAI Shopping Survey Results
6:06 - 3 Major Challenges Facing Autonomous AI Commerce
7:12 - Looking Ahead: The Future of Retail Tech
7:30 - Conclusion & Coresight Research Services
Philip Moore (00:00)
Welcome to Retaili$tic, the official podcast of Coresight Research for June 3, 2026. This week, Coresight Research CEO Deborah Weinswig discusses two of the megatrends impacting retail today and their implications for the industry through 2030.
But before we hear about Agentic Commerce and GLP1s from Deborah, here are a few highlights of the exciting research publishing this week on Coresight.com.
We have a report on the impact of growing demand for vintage and luxury clothing on the fashion resale market, a preview of planned consumer spending surrounding the upcoming FIFA World Cup matches, a trend report on e-commerce and beauty, an AI playbook for retail executives, and a free report on the growth and size of the agentic commerce market.
With more on that, here's Deborah.
Deborah Weinswig (00:53)
Hello and welcome to another episode of Retali$tic. I wanted to take this opportunity to highlight a recent report that we wrote that may or may not be available by the time this posts because it's let's just say getting prettied up. So the idea was to look at agentic commerce really from a strategy perspective and how to in the thought process around scaling. So where is the industry? What are the kind of different arrows that I can put into the the quiver, if you will? And then what does the the bullseye ultimately look like?
And I think the timing was incredibly interesting with some of what Jensen just spoke about from NVIDIA. And this idea that almost the the chip companies ended up being kind of the the AI factory, and which is something I've always thought you would need ultimately. And I like to think about it in that way. And then having the large language models is kind of the the reasoning engines, right? They're they're kind of doing all the the throughput.
And then companies like Rezolve will be the commerce operating engines or platforms or systems, however you want to look at it. And so it it really helped kind of frame up a lot of what we went through in report, which is incredibly dense. So I'm gonna try and just tackle one piece of it. And ⁓ you know, with a little bit of background to to make this worth your time. So
The one of the biggest challenges we face as an organization was thinking about true kind of longer term commerce market size. So we had sized it up in like 26, but looking ahead of 2030, I would say that a lot of what we're seeing is progressing faster than what Corsite had expected. And a result, right, this number is probably a little over a trillion.
versus some numbers in the market that are as low as like 300 or 400, you know, and we're just talking US domestically. And so that's a that's a big number. And I think that when you start to look at what can enable that and why, that really starts to help us think differently. And so some of our conversations and some of our consulting projects recently of focused on
demand forecasting, inventory allocation, right, pricing, promotion. And I I think that you've got, least in our world, I mean, there's always a lot of change, but with with GLP one as an overlay and right, the number of people who've been on, you know, a let's say a prescription or a compound and and what that curve is, you know, kind of continuing to grow. So you're talking about twenty percent of the US population. And we're seeing a huge
change in right sizing profiles, right? I mean, there there have been a lot of conversations about right the money that airlines have saved because people weigh less and all kinds of other conversations around this topic. But when we think about it for footwear accessories, FMCG, food, drug, masks, they are different problems to solve. So in
apparel footwear accessories, it's size. For the most part, size and maybe even fabrication. And then for let's call it non-apparel or non-discretionary, the challenge is people are just eating really differently. And not it's not just a quantity, right? There's a huge focus on protein and, you know, many, many other aspects of of the diet and calcium and whatnot. So I I think that this like the whole kind of agentic commerce
kind of operating systems combined with this significant change in the consumer preferences, desires, you know, that that kind of in lockstep is leading to I think more companies thinking about their commerce journey in a new way. And we we had this great chart, ⁓ kind of consumers are embracing Gen AI for shopping.
And when we surveyed people, sixty percent of consumers would like to or have already used Gen AI to shop. And so if you think about it, right, if you're using an agent on a website, right, you're like, is this periwinkle or lavender, right? What it what's the color? What's the fabrication? And, you know, if it's let's call it if it's if it's ninety nylon and ten elastate, right? Like these kinds of questions around the garment itself will help you, the consumer, make a better
Decision and ultimately lead, that's not ultimately like immediately lead to lower returns. The other interesting, there are many interesting stats in this report, but 29% of consumers are more likely to shop on a website with an AI chatbot. Once again, I personally I find that I'm just getting used to having an easier journey, less friction, however you want to kind of think about that.
Four percent though, people have actually completed a purchase inside of like a large language model, which considering the amount of work we've done in l in live streaming, live shopping, live commerce, and where where that market has kind of progressed too, I think it's it's it's evolving quickly. But the idea that it's four percent makes makes complete sense to me for for better or worse. And I do think that there are
Three three challenges that we face. So trust and control, right? Consumers worry about wrong purchases, privacy, fraud, and loss of control when agents transact autonomously. I mean, who wouldn't be? That's common sense that you'd be worried about that. Number two, I think from both the retailer and the consumer perspective, the integration and friction in checkout. So, we saw
Some of the LMs scale back on instant checkout, indicating friction was higher than expected. we've tested the function in which a number of use cases required human intervention or just didn't work. And, true inertia. So users still need time to get used to transactions with AI engines. And, you some of the questions that we're getting is just kind of like, how does this play out over time? I mean, I think we we continue to see this.
get easier. We continue to see more adoption. And that's why I think we're comfortable with this AI inspired, agentic, you know, inspired, mediated, orchestrated to be kind of over a trillion dollars by the time we get to twenty thirty, which is not that far away at the end of the day. So please read the report. It is a good one. And we hope to see you all very soon.
please reach out with any questions and of course any topics that you would like us to cover. Thanks. And we'll try and do more of these kind of quick updates just to make sure that our thoughts are in your hands. Thank you.
Philip Moore (07:30)
Thanks, Deborah, and thank you for joining us this week. Coresight Research serves the retail community with timely research on consumer shopping behavior, trends across every retail vertical, financial outlooks for industry leaders, and the latest breakthroughs in retail technology. We also develop and maintain proprietary data resources, conduct technology assessments, provide strategic consulting, facilitate leadership communities,
and conduct seminars and conferences. Visit us at Coresight.com to learn about all the ways we can support your success. Have a wonderful week.