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UBS analysts say AI shopping agents could shift retail profits by helping shoppers compare prices and bypass sponsored listings. Their near-term view is more measured: sales may hold up, while retailers could feel greater pressure on higher-margin advertising and promotions.
Why it mattersThe analysts see grocery shopping as a natural fit for automated baskets and repeat orders, but say adoption remains uncertain because of privacy, safety and trust concerns. For retailers, the question may be not whether people keep buying, but who gets to guide what they buy.
Discuss: If an AI agent finds you a cheaper product but skips a retailer’s sponsored listings, should the retailer be paid for that sale anyway?
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