GOOGL · News · 20261105N

Agentic Commerce Product Expansion

Alphabet Inc. · 2026-11-05 · Importance 51 · Surprise 74

Google opened Universal Cart in the U.S. in Search and the Gemini app on October 15. The shopping feature draws on more than 60 billion continually refreshed product listings and offers checkout through the Universal Commerce Protocol. Adobe forecast that AI traffic to U.S. retail sites would rise 130% year over year during the holiday season, with a 159% increase expected on Thanksgiving.

Key facts

• Google opened Universal Cart in the U.S. in Search and the Gemini app on October 15, built on more than 60 billion continually refreshed product listings and offering checkout through the Universal Commerce Protocol. source