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ONS puts UK retail AI adoption at 17%. India, Singapore and China sit at 50–59% on the equivalent IBM measure. The headline gap is real, and the story underneath it is more interesting than the headline.
LLMs are genuinely changing how recommendation engines work. UK shoppers are using AI tools in growing numbers. Most of them can't name a single experience that impressed them. That gap is the story.
After years of underwhelming chatbot experiences, AI-powered conversational commerce is finally delivering on its promise. Here's what's changed, and what the numbers actually say.
AI-powered loyalty programmes in 2026 can predict churn 60 days out, personalise incentives at the individual level, and adjust offers in real-time based on behavioural signals. Marks & Spencer, Tesco and Boots are already doing versions of this. The results are meaningful. The questions about data and consent are overdue.
eMarketer flagged in early 2026 that retailer pushback could cloud the year's AI progress. The pushback is real, but the reasons behind it are more specific than AI fatigue. Three structural concerns, from retailers who understand the technology well enough to see the problem.
Adobe's March 2026 data shows AI-referred traffic converting 42% better than non-AI channels. That's a record, and a number that needs careful interpretation: selection effects, early adopter behaviour, and the specific nature of AI-mediated discovery all shape what it means for your planning.
TikTok Shop's 2025 full-year US GMV came in at $15.82 billion — up 108% year-on-year. The global figure was $64.3 billion. The AI recommendation engine driving that growth isn't a feature; it's the entire product. Brands that still haven't engaged with social commerce are running out of comfortable reasons not to.
Only 39% of Americans trust AI agents to make everyday purchases on their behalf. That sounds like a problem for agentic commerce. Look more closely and it's more interesting than that: trust is real, category-dependent, and building along a predictable path.
Adobe Analytics recorded $257.8 billion in US online spending across the full 2025 holiday season. UK shoppers spent a record £26.9 billion. AI-referred traffic converted 54% better on Thanksgiving. Those are the headline numbers. The less-headline numbers are, as usual, the more interesting ones.
Salesforce says AI influenced $67 billion in Cyber Week sales. Adobe tracked a 693% surge in AI traffic to retail sites. The numbers are real. What they mean takes a little more work.
TikTok Shop now accounts for nearly 20% of US social commerce. Among under-35s in the UK, 89% say they'd consider buying through it. The algorithm is doing most of the selling work. That's worth understanding.
In May 2025, Klarna's CEO admitted they'd pushed AI-driven job cuts too far and began rehiring human agents. The story got covered as a cautionary tale. It's more useful than that — and more instructive about what actually went wrong.
UK online spend on Black Friday 2024 hit £1.12 billion — a 7.2% year-on-year increase and the strongest Black Friday since 2021. The AI traffic story was early but present. The mobile payment story was significant. And BNPL hit £117 million in a single day.
Two 2024 incidents exposed the real fault line in algorithmic pricing. It's not whether prices change — it's whether consumers know they might, and whether they're already committed when they do.
Amazon's new AI shopping assistant is imperfect and occasionally baffling. It's also probably the most commercially significant thing to happen to product discovery in years. Not because of what it does now, but because of what it implies about product content strategy.