Home » Agentic Commerce: when ChatGPT disintermediates retail Agentic Commerce: when ChatGPT disintermediates retail Already launched at Etsy, BigBasket and soon Walmart and Glossier, AI agents allow purchasing a product or service directly within artificial intelligence engines, without leaving the conversation. A strategy explored in France by Carrefour and Groupama, mind Retail learned. Analysis of a shift that raises questions about the role of e-commerce sites, control of transactional data and future dependence on AI platforms. Through Sophie Baqué, Morgane Monteiro. Published on 20 October 2025 à 9h58 - Update on 20 October 2025 à 10h01 Resources Since September, a new sales channel has emerged, disintermediating online retailers and transforming the customer experience. Instant purchasing within AI search engines is advancing rapidly. In the U.S.A., more and more retailers are interfacing with the Instant Checkout agent, which allows users to buy products directly in ChatGPT (free or pro version). On October 14, Walmart announced the upcoming integration of this service. “For many years, online shopping has been limited to a search bar and a long list of results”, said Doug McMillon, C.E.O of Walmart. “This is about to change. A native experience based on multimedia AI, personalised and contextual, is emerging”. This instant purchase feature is already active for sellers on the Etsy platform and will soon be enabled for US e-commerce sites using Shopify such as Glossier, Vuori, Spanx and Skims. Instacart makes the catalogue searchable in ChatGPT via open APIs. This agent acts like a personal shopper.… Sophie Baqué, Morgane Monteiro
