One quick example: In fashion, Inditex and Shein have about the same revenue (€39.9bn and $41.8bn in 2025), but Inditex is more than three times as profitable. I don't see how there is a demand for agentic commerce that would remove even more control from the customer when shopping. Part of why we shop is for the experience. For B2B producurement platforms like Alibaba I can see the appeal though.