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AI is now a primary commerce channel, not a novelty. In 2025, DTC brands saw 15x revenue growth from AI-referred traffic, Shopify reported a 15x increase in orders from AI search, and Walmart found that AI-influenced shopping sessions produce 35% higher AOV. Merchants who measure and optimize for AI traffic now will have a structural advantage in 2026.

Growth Channel for DTC BrandsDTC

Agentic Commerce Baseline 2025

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