E-Commerce — AI Agents Shift Focus as Major Retailers Undergo Leadership Changes

E-Commerce · 2026-04-24

TODAY'S SIGNAL — The e-commerce landscape is undergoing a structural shift on multiple fronts this week. AI-powered commerce is maturing from a traffic novelty into a measurable conversion channel, with Adobe data showing improving conversion metrics for AI-driven discovery — a critical threshold that separates hype from revenue impact. Google's partnership with Macy's on an AI shopping agent and…