NIQ Research Reveals New Rules of Commerce: AI Is Beginning to Decide What Consumers Buy

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NIQ’s latest global report—The Commerce Revolution: Where East Meets West—examines how commerce intelligence is helping brands, retailers, and platforms navigate a rapidly converging global landscape

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AI is rapidly becoming the buyer, not just the tool—reshaping how products are discovered, chosen, and purchased

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The next wave of retail growth isn’t coming from traditional e‑commerce, but from live, social, quick, and AI‑driven commerce models scaling from East to West

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CHICAGO — NielsenIQ (NYSE: NIQ) has announced the release of its new global report, The Commerce Revolution: Where East Meets West, which examines how Eastern-led commerce innovation and Western retail media monetization are colliding to reshape global consumer commerce.

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The report finds live, social, and quick commerce—long scaled across Asia—now drive most incremental digital growth worldwide, while Western markets accelerate adoption as these formats localize. At the same time, retail media networks (RMNs) have become one of the fastest‑growing advertising channels globally, with US retail media ad spend projected to reach $107.6 billion (USD) in 2026.

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Beyond this, the report finds that previously siloed operational functions of sellers are beginning to blur boundaries. Payment platforms and rapid fulfillment models from the East are converging with the monetization models born in the West, setting the stage for a singular global commerce model that unifies digital channels, consumer markets and operational functions.

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Key findings from the report include:

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  • Emerging channels are scaling fast. Live, social, and quick commerce now drive most incremental digital growth globally. In the US, social commerce (+62.9%) and quick commerce (+62.2%) are outpacing traditional e‑commerce growth.
  • Discovery‑led commerce is going mainstream. In APAC, nearly 60% of consumers shop via social and quick commerce. In Western markets, discovery is accelerating, with nearly one‑third of consumers purchasing after discovering products on social platforms.
  • Quick commerce is resetting fulfillment expectations. In India, quick commerce now represents about 80% of FMCG sales, while China’s network of roughly 10,000 dark stores enables 30-minutes-or-less delivery at a national scale.
  • Retail media is scaling globally. Retail media reached $184 billion in global spend in 2025, with more than 270 networks worldwide.
  • Super‑apps point to what’s next. APAC accounts for nearly 55% of global e‑commerce, driven by integrated platforms that unify content, commerce, payments, logistics, and AI—models increasingly influencing Western markets.
  • Agentic commerce is collapsing the traditional funnel. AI agents are beginning to autonomously discover, evaluate, and purchase products on consumers’ behalf, accelerating the shift toward AI‑driven decisioning and fundamentally changing how brands compete for visibility, relevance, and growth.

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“The convergence of Eastern formats with Western monetization models isn’t a future scenario—it’s already reshaping the marketplace in real time,” said Marta Cyhan-Bowles, Chief Communications Officer & Head of Global Marketing COE at NIQ. “Global commerce is accelerating faster than at any point in retail history. The future won’t belong to a single region, channel, or model, but to the brands and retailers who can best understand and act on consumer demand across platforms. In this new era, commerce intelligence, connecting brands, consumers and platforms through a unified, data-rich view of the ecosystem, will define the next phase of growth for our clients.”

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Underscoring how essential it is to understand how commerce is evolving, NIQ recently announced the launch of its Commerce Lab, a new initiative focused on solving the data and measurement challenges shaping the next generation of commerce. This builds on NIQ’s broader strategy to redefine how commerce is measured, validated, and scaled in an increasingly automated world.

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This shift underpins The Commerce Revolution, emphasizing that this new landscape requires brands and retailers to operate more like technology, media and data companies. Brands must unify their data, content, and measurement capabilities across channels to capture value in a highly interconnected, omnichannel world.

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As global commerce shifts from fragmented channels to connected systems, understanding where growth is coming from—and how value is being created—has become essential. To learn more, visit niq.com/commerce-revolution.

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About NIQ

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NielsenIQ (NYSE: NIQ) is a leading consumer intelligence company, delivering the most complete and trusted understanding of consumer buying behavior and revealing new pathways to growth. By combining an unmatched global data footprint and granular consumer and retail measurement with decades of AI modeling expertise, NIQ builds decision systems that help companies turn complex data into confident action.

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With operations in more than 90 countries, NIQ covers approximately 82% of the world’s population and more than $7.4 trillion in global consumer spend. Through cloud-based platforms, advanced analytics and AI-driven insights, NIQ delivers The Full View™—helping brands and retailers understand what consumers buy, why they buy it, and what to do next.

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