Key Takeaways
- Amazon, Meta, Microsoft, Salesforce and Stripe joined Google's Universal Commerce Protocol (UCP) Tech Council, doubling membership to 10 organizations and intensifying the standards race against OpenAI's ACP
- Riskified's Q1 2026 Agentic Commerce Pulse shows 61.5% use AI for product discovery yet 55% are uncomfortable with AI agents making purchases, a sharp reversal from Q4 2025 — exposing a widening trust gap as the wallet-handover question becomes the next bottleneck
- Tiger Research's "Payments 3.0" report dissects the agent-payment protocol war among Google, OpenAI, Visa, Mastercard, Stripe, Coinbase and Circle, while Adyen unveils its first-ever acquisition of Talon.One for €750m, Naver purges zombie listings, and Korea's FTC orders seven major platforms to revise unfair user terms
Today's Top Stories
Amazon, Meta, Microsoft, Salesforce and Stripe Join UCP Tech Council, Doubling It to 10
Amazon, Meta and Microsoft join Universal Commerce Protocol council as AI shopping standard draws major backing from retailers and payments groups.
ecommercenews.com.auFive tech giants — Amazon, Meta, Microsoft, Salesforce and Stripe — joined the Technical Council of the Universal Commerce Protocol (UCP), the open-source standard Google unveiled at NRF earlier this year. Combined with founding members Google, Shopify, Etsy, Target and Wayfair, the council now spans 10 organizations and covers the full transaction lifecycle: product search, cart construction, checkout and post-purchase support.
The council reviews technical proposals and steers the open-source codebase. Microsoft has already made UCP feeds generally available in Merchant Center, surfacing products through Copilot. Meanwhile, OpenAI's competing Agentic Commerce Protocol (ACP), also backed by Shopify and Etsy, just scaled back ChatGPT's Instant Checkout — making it unclear where agentic commerce standards will converge. The simultaneous arrival of Amazon, Meta and Microsoft signals that "neutral standards" are now the battleground for platform supremacy. EC operators should plan for multi-protocol support (UCP, ACP, PSP-specific) rather than betting on a single winner.
Riskified Q1 2026 Pulse: 61.5% Use AI to Shop, but 55% Reject Agent-Led Purchases
Riskified's Q1 2026 Agentic Commerce Pulse finds 61.5% of consumers use AI for product discovery but 55% are not comfortable with AI agents making purchases on their behalf.
www.digitaltransactions.netFraud-prevention specialist Riskified (NYSE: RSKD) released its Q1 2026 "Agentic Commerce Pulse," surveying 2,000 consumers in the US and UK. While 61.5% use AI for product discovery and recommendations, 55% are uncomfortable with AI agents making purchases on their behalf — a sharp reversal from Q4 2025 when 70% reported being at least somewhat comfortable. Additionally, 46.5% don't trust any company to manage purchases for them, and 53.9% believe AI raises fraud risk.
Critically, 73.9% expect strong safeguards like biometric or one-time-password authentication, and 50.8% say AI platforms should be liable for unauthorized purchases. The findings mark a transition: agentic commerce is no longer "convenient enough to spread on its own," but is now gated by liability and authentication design. AmEx's recent SDK and purchase-protection program for agent transactions, plus JPMorgan Payments' Mirakl partnership for secure agent commerce, are direct responses to this trust frontier.
Detailed article: Riskified's Q1 2026 Agentic Commerce Pulse Reveals the Trust Cliff — How to Bridge the Delegation Gap When 61.5% Shop With AI but 55% Refuse Agent-Led Purchases
Agentic Commerce
Tiger Research's "Payments 3.0" Maps the AI Agent Payment Standards War
The agent payment standards war has begun. Google, OpenAI, Visa, Mastercard, Stripe, Coinbase, and Circle have each rolled out their own protocols.
reports.tiger-research.comKorean research house Tiger Research released "Payments 3.0," a comprehensive analysis of AI agent payment markets. The report covers Google (AP2), OpenAI (ACP), Visa (Intelligent Commerce), Mastercard (Agent Pay), Stripe (Agent Toolkit), Coinbase (x402/Agentic.Market), and Circle (USDC Agent Payments), structuring them across two markets: agentic commerce and pay-per-call (machine-to-machine API billing).
The competitive picture: card networks defend their incumbency through tokenization rails and credit infrastructure; Stripe and PSPs compete on developer experience and integration speed; and crypto rails (Coinbase, Circle) differentiate on micropayments and programmable money. Tiger Research projects market segmentation rather than a single winner, meaning EC operators should select PSPs that already operate as multi-protocol adapters.
Detailed article: Tiger Research's "Payments 3.0" — Reading the AI Agent Payment Standards War Across Two Markets: Agentic Commerce and Pay-Per-Call
Naver Purges "Zombie Listings" to Boost AI Commerce Quality, Cuts Seller Limits Up to 90%
Naver will overhaul its Smart Store policy in June, cutting seller product registration limits by up to 90% to filter low-quality data and boost AI-powered recommendation accuracy.
en.sedaily.comSouth Korean tech leader Naver announced a June overhaul of its Smart Store policy, cutting seller product-registration limits by up to 90%. The aim is to remove dormant "zombie listings" that degrade AI recommendation and search accuracy — a clear signal that catalog data quality is becoming a competitive variable in agentic commerce.
For agents to "understand" products, attributes, inventory, prices and reviews must be structured high-quality data. Naver's move, alongside the Shopify "myshopify.com" subdomain bot-flood issue covered yesterday, points to a new "data cleanliness" race among platforms. Rakuten, Yahoo Japan and Amazon Japan should expect similar pressure as catalog quality becomes a differentiator in the AI shopping era.
Feedonomics Launches "Agentic Commerce Engine" for Catalog Optimization
Feedonomics releases agentic-ready catalog exports to power product discovery across AI shopping agents.
www.commerce.comFeedonomics (BigCommerce-owned) unveiled the "Agentic Commerce Engine," which restructures product attributes into agent-readable formats and exports to multiple standards (UCP, ACP, etc.) in parallel. Catalog optimization defined the SEO era through "Google Shopping feeds"; in the agent era, attribute granularity, real-time inventory, price-update frequency, and related-product graphs become the new ranking factors.
Feedonomics' move signals the formal launch of "Agentic SEO" as a category, with more SaaS players likely to follow.
Optable × Goodway Group Bring Agentic AI Targeting to Connected Commerce
Optable, the Agentic Audience Platform, today announced a partnership with Goodway Group to bring agentic advertising capabilities to the connected commerce ecosystem.
www.businesswire.comData-clean-room and audience platform Optable partnered with independent agency Goodway Group to deliver "agentic AI targeting" to retail media and connected commerce. Optable's "Agentic Audience Platform" enables AI agents to generate optimal segments contextually as discovery happens.
The 2026 retail-media themes are now (1) precision recovery in a cookieless world and (2) attribution measurement for agent-driven discovery. Following Topsort's "Sponsored Prompts" launch on April 22, retail-media providers are racing to build agentic-commerce capabilities.
PayPal Ads ID Launches a Commerce-Grade Identity Layer for Advertisers
PayPal Ads ID launches to match online users with PayPal customers based on commerce-grade identity signals.
newsroom.paypal-corp.comPayPal launched "PayPal Ads ID," using its 430M+ user base of real purchase signals to provide identity matching for advertisers — a direct response to cookie deprecation and Apple ATT-era targeting decay.
In the agentic commerce era, where agent-mediated purchases break the traditional "ad → click → purchase" chain, PayPal Ads ID anchors measurement on the downstream signal of payment. It joins Visa Intelligent Commerce and Mastercard Agent Pay as evidence that payments players are moving aggressively to own identity and attribution.
Corporate Moves
Adyen Acquires Talon.One for €750m — Its First-Ever M&A Unifies Payments and Loyalty
Adyen plans to acquire Talon.One, a platform for loyalty and incentives that serves more than 300 global merchants.
www.pymnts.comDutch global PSP Adyen announced the acquisition of loyalty and promotions engine Talon.One for €750 million (~$810m), marking Adyen's first acquisition since 2006. Berlin-based Talon.One serves 300+ global EC and retail brands, including H&M, Sephora, Vodafone and Adidas.
Post-integration, payments and loyalty/promotion sit on a single platform, allowing AI/agent-driven personalized offers to be wired directly into payment-authorization flows. As agentic commerce empowers AI to reason about price and promotions during purchase, Adyen's "payments + loyalty" stack becomes a competitive asset against Stripe and Klarna — a strategic move to redefine PSP differentiation.
Global EC Trends
Amazon Now to Expand to 100 Indian Cities, Doubling Down on Quick Commerce
Amazon will expand its 'Amazon Now' rapid-delivery service to 100 Indian cities, backed by 1,000+ micro-fulfillment centers, intensifying competition with Zepto, Blinkit and Swiggy Instamart.
www.outlookbusiness.comAmazon India announced an expansion of "Amazon Now" rapid-delivery service to 100 cities within the year, escalating competition with Zepto, Blinkit and Swiggy Instamart in India's quick-commerce market. Amazon is ramping up logistics, dark stores and cloud-kitchen infrastructure, targeting under-10-minute intra-city delivery in select areas.
Combined with JioMart's push to convert Reliance's 18,000+ physical stores into quick-commerce ammunition, India is entering an "all-out delivery war" among Amazon, Reliance, Flipkart, Zepto and Swiggy. CAIT's call yesterday for a "national e-commerce policy" makes this a rare market where regulation and competition are co-evolving.
JioMart Turns Reliance's 18,000 Physical Stores into Quick Commerce Hubs
JioMart leverages Reliance's vast physical retail network as last-mile inventory nodes, claiming contribution-margin positive operations and challenging Blinkit, Zepto and Instamart.
inc42.comJioMart (Reliance Retail) plans to use its parent's 18,000+ physical store network as micro-fulfillment centers for quick commerce. While Zepto, Blinkit and Swiggy Instamart have grown via newly built dark stores, Reliance leverages existing assets to minimize dark-store CapEx — a uniquely Indian strategy.
The thesis isn't omnichannel "store integration" but rather converting stores themselves into 10-minute delivery fulfillment hubs. Think of it as the Indian-scale version of Walmart and Target's "store fulfillment" approach in the US, but with far more locations.
South Korea's FTC Orders Seven E-Commerce Platforms to Revise Unfair User Terms
South Korea's antitrust regulator on Monday ordered seven major e-commerce platforms to revise unfair user terms, citing consumer protection concerns.
en.yna.co.krSouth Korea's Fair Trade Commission (KFTC) ordered seven major platforms — Coupang, Naver, 11st, Gmarket, Auction, Kakao and Wadiz — to revise consumer-unfriendly terms. Targets include refund condition restrictions, unilateral platform-side terms changes, and opaque account suspension procedures.
With one of the world's highest EC penetration rates (~30%) and Coupang's listing-related US trade tensions surfacing the same day, regulatory pressure is mounting. As agentic commerce spreads, expect liability rules for AI-mediated purchases, cancellations and returns to begin appearing in platform terms across multiple jurisdictions.
Mercado Libre Rolls Out AI-Personalized Outdoor Ads Across LATAM
GUT Buenos Aires and Mercado Libre roll out AI-powered 'Custom Billboards' that personalize outdoor advertising for local consumers across Latin America.
lbbonline.comLatin America's largest EC platform Mercado Libre partnered with Buenos Aires agency GUT to roll out "Custom Billboards" — AI-generated outdoor advertising that adapts creative based on location, time of day and demographic data. This brings dynamic optimization to OOH (out-of-home) advertising.
Retail media has been web- and app-centric, but Mercado Libre reinvents OOH as pre-purchase context advertising. As agentic commerce accelerates "in-home buying," outdoor touchpoints are being redefined for "interest generation and brand recall."
Closing Thoughts
April 28 was the day agentic commerce's "standards race" and "trust wall" were both made visible. Five tech giants joined Google's UCP, instantly doubling membership to 10. OpenAI's ACP retains Shopify and Etsy. Visa, Mastercard, Stripe, Coinbase and Circle each have their own payment protocols. Per Tiger Research, the keyword for 2026 isn't "single winner" — it's "multi-rail readiness."
At the same time, Riskified's data — 55% rejecting AI-led purchases and 46.5% trusting no company with their wallet — exposes a reality where infrastructure is racing ahead of consumer trust. AmEx's protection programs, JPMorgan Mirakl's secure agent rails, and PayPal Ads ID all signal that payment networks are positioning themselves as the layer that closes this gap.
Watch tomorrow for: (1) Adyen's post-acquisition "payments + loyalty" playbook, (2) how Shopify and Etsy (OpenAI's ACP camp) respond to the UCP push, and (3) whether Naver's zombie-listing purge triggers data-quality competition across Korean EC.
