Acquirers Should Act Now to Position as Agentic Commerce Native
With AI-driven traffic to US retail sites surging 4,700% just over the last year, the Agentic Commerce opportunity is certainly coming to fruition. EDC forecast that Agentic Commerce will reach $2.9 trillion in retail transaction flows alone by 2030, comprising 29% of total e-Commerce and growing at a 185% CAGR (2026-2030). While this new commerce channel primarily impacts discovery, rather than core payment flows, acquirers cannot afford to be slow to adapt. As adoption progresses, we expect to see a widening bifurcation between acquirers that are ready for Agentic Commerce and those that are not, driven primarily by their readiness to assist and enable their underlying merchants.
by Davide Villa | Apr 01, 2026
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