Consumers willing to delegate at least 1 purchase category to AI (any mode: recommend → autopilot)
61%
+8pp vs modeled 2025 baseline (53%)vs benchmark
Consumers willing to let AI auto-buy (no approval) in at least 1 category
21%
+6pp vs modeled 2025 baseline (15%)vs benchmark
Median monthly spend cap consumers set for AI autopilot purchases
$75
+$15 vs modeled 2025 baseline ($60)vs benchmark
Would delegate telecom plan management (switch/renew/optimize) to AI in full-auto mode
34%
+11pp vs modeled 2025 baseline (23%)vs benchmark
Hard-no boundary: refuse AI delegation for health/finance decisions even with controls
60%
+9pp vs modeled 2025 baseline (51%)vs benchmark
Modeled market-wide ARPU for paid shopping agents (blended across payers + non-payers)
$3.40
+$0.60 vs modeled 2025 baseline ($2.80)vs benchmark

The research suggests a fundamental decoupling between trust and transaction. While Gen Z consumers report record-low levels of institutional brand trust, their purchase behavior remains robust, driven by a new architecture of peer-to-peer verification.

"I don’t need it to be smarter—I need to be able to undo it instantly."
"If it can negotiate my phone plan without me calling anyone, I’m in."
"For gifts, I’ll take ideas—but I’m not letting it buy something that represents me."
"Show me the math. Total price after fees, not a ‘deal’ banner."
"If it switches my brand without asking, it’s dead to me."
"Health stuff isn’t ‘shopping.’ It needs receipts, sources, and guardrails."
"I’ll try it if I can pause everything and delete the data whenever I want."
Section 02

Analytical Exhibits

10 data-driven deep dives into signal architecture.

EX1

Delegation-ready categories (full-auto): the surprising winners

Share of consumers who would let AI auto-buy with a spend cap and post-purchase recourse.

Takeaway

"Delegation is not just “restock my pantry”—it expands fastest in low-identity but high-hassle categories like telecom and subscription management."

Any delegation (recommend → autopilot) in ≄1 category
61%
Full-auto delegation in ≄1 category
21%
Median autopilot spend cap (monthly)
$75
Telecom plan management delegated in full-auto mode
34%

Full-auto delegation willingness by category (next 12 months)

Household essentials (restock basics)
46%
Subscriptions (renew/cancel/optimize)
40%
Phone/Internet plan management
34%
Travel disruption fixes (rebook/refund)
32%
Gifts (low-stakes occasions)
30%
Personal care basics (deodorant, shampoo)
28%
Pet supplies (food/litter replenishment)
26%

Raw Data Matrix

CategoryFull-auto willingnessModeled reason
Household essentials46%Low identity + frequent replenishment
Subscriptions40%Cognitive load + price drift
Telecom plan management34%High hassle + clear optimization rules
Travel disruption fixes32%Time pressure + reversible outcomes
Analyst Note

Modeled full-auto assumes: spend cap enabled, returns/refunds supported, and a visible activity log.

EX2

The hard-no boundary: where AI still can’t shop

Share who refuse delegation even if AI offers transparency, caps, and instant refunds.

Takeaway

"Consumers draw a bright line around identity, bodily risk, and long-horizon financial outcomes—controls help, but don’t erase perceived accountability."

Hard-no boundary across health + finance (combined)
60%
Skincare/makeup refusal (identity-fit category)
49%
Refusal uplift for skincare among women 18–44 (vs total)
+11pp
Luxury refusal uplift among $150k+ HHI (vs total)
+9pp

Categories consumers will not delegate (even with controls)

Prescription/medical products
63%
Retirement/investments
58%
Skincare/makeup (personal fit)
49%
Luxury items ($500+)
45%
Baby/child nutrition
41%
Major electronics ($800+)
39%

Raw Data Matrix

CategoryRefusal rateDominant blocker
Prescription/medical63%Irreversible downside + trust burden
Investments58%Long-term accountability
Skincare/makeup49%Identity + perceived taste mismatch
Luxury ($500+)45%Status signaling + counterfeits
Analyst Note

“Refuse” reflects an explicit unwillingness to delegate at any level beyond recommendations.

EX3

Trust signals that move the line (and by how much)

Baseline vs willingness when a specific control is present.

Takeaway

"Returns, spend caps, and clear rationales do more to unlock delegation than “better personalization” alone—mechanisms beat magic."

Largest uplift from instant returns/refunds
+24pp
Uplift from hard spend cap + alerts
+22pp
Uplift from transparent rationale
+20pp
Ceiling reached with human escalation (with signal enabled)
44%

Willingness to allow AI auto-buy (baseline vs with trust signal)

Baseline (no guarantee)
With signal enabled
Instant returns/refunds (1-tap undo)
Hard spend cap + real-time alerts
Transparent rationale (“why this item”)
3rd-party reviews + fraud screening
Escalate edge cases to a human
Locked preferences (brand/ingredient rules)

Raw Data Matrix

SignalUplift
Instant returns/refunds+24pp
Hard spend cap + alerts+22pp
Transparent rationale+20pp
3rd-party reviews + fraud screening+18pp
Analyst Note

Baseline reflects modeled auto-buy acceptance without explicit controls; “with signal” assumes a clearly surfaced setting and audit trail.

EX4

Consumers don’t want ‘autopilot’—they want dashboards

Control features most demanded before delegation.

Takeaway

"Delegation is a product design problem: people will outsource execution only if they can audit, constrain, and pause it without friction."

Require approvals for new brands/items
55%
Demand hard spend caps
49%
Need a kill switch to feel safe
36%
Increase in bank-feed sharing when privacy mode is offered (31% → 38%)
+7pp

Most requested AI shopping controls

Approval required for new brands/items
55%
Price-change alert threshold (e.g., +10%)
52%
Hard spend cap (monthly or per order)
49%
Explainability (“why this pick” in plain language)
46%
Substitution rules (size/flavor acceptable)
41%
Privacy mode (no cross-app tracking)
38%
Kill switch / pause-all button
36%

Raw Data Matrix

ControlDemandImplementation note
Approval for new items55%Default for identity categories
Price-change threshold52%Prevents “silent inflation” churn
Hard spend cap49%Core safety primitive
Kill switch36%Reduces fear; increases trial
Analyst Note

Controls are modeled as discrete UX toggles. Demand indicates “must-have to adopt,” not “nice-to-have.”

EX5

Gifts are the stealth delegation pocket

Delegation differs sharply by relationship stakes.

Takeaway

"AI can buy gifts when social risk is low; for high-stakes relationships, AI is welcomed as a curator—but humans keep final control."

Any AI help for gifts (ideas, shortlist, or purchase)
71%
Auto-buy acceptance for low-stakes gifts
28%
Auto-buy acceptance for close-partner gifts
12%
Modeled conversion lift when AI provides 3-option gift shortlist vs search-only
1.6x

Preferred AI role by shopping mission

AI shortlist (human decides)
AI auto-buy
Pantry restock
Work travel booking
Gift for acquaintance / coworker
Outfit basics (socks, tees)
Home decor (taste-heavy)
Gift for close partner

Raw Data Matrix

MissionAuto-buy preferencePrimary constraint
Gift for acquaintance28%Low social risk; time-saving
Gift for partner12%Meaning signaling + fear of mismatch
Pantry restock42%Routine + low identity
Home decor16%Taste uncertainty
Analyst Note

“Any AI help for gifts” includes idea generation and shortlist creation, not only purchasing.

EX6

Trust vs usage: who gets to be the agent?

Consumers trust embedded commerce agents more than general assistants—yet usage gaps remain.

Takeaway

"Retailers win on proximity to inventory and fulfillment; banks win on trust but lag in usage—an opening for co-branded agent experiences."

Highest trust: retailer embedded agents
60/100
Bank AI trust-usage gap (55 trust vs 29 usage)
26
Lowest trust: social shopping AI
34/100
Largest gap: independent agents (47 trust vs 18 usage)
29

Trust and usage of AI shopping agents by platform/operator

Raw Data Matrix

OperatorTrustUsageGap
Bank/card AI552926
Retailer app agent604812
Independent agent471829
Social shopping AI342212
Analyst Note

Usage indicates “used an AI agent for shopping-related tasks in the last 30 days,” not general AI usage.

EX7

Optimization mismatch: what consumers want AI to optimize vs what they believe it optimizes

Perceived misalignment is a major delegation blocker.

Takeaway

"Consumers want continuity, quality, and health guardrails; they believe AI is optimizing speed and cheapness—creating suspicion in identity categories."

Brand continuity gap (64 desired vs 40 perceived)
+24
Speed is perceived over-optimized (74 perceived vs 51 desired)
-23
Health quality under-optimized (58 desired vs 33 perceived)
+25
Sustainability under-optimized (41 desired vs 18 perceived)
+23

Desired vs perceived AI optimization priorities (index, 0–100)

What I want AI to optimize
What I think AI optimizes today
Total price after fees
Fastest delivery
Same brands I already buy
Health/ingredient quality
Sustainability impact
Local availability / pickup convenience

Raw Data Matrix

PriorityGap
Same brands I already buy+24
Health/ingredient quality+25
Fastest delivery-23
Sustainability impact+23
Analyst Note

Index values represent relative priority strength; not all priorities can be simultaneously maximized without trade-offs.

EX8

Delegation Index by segment: who actually hands over the cart?

Modeled composite (0–100) based on willingness, frequency, and spend-cap tolerance.

Takeaway

"Two segments (Auto-Delegators + Deal-Optimizers) represent 34% of consumers but drive 53% of expected delegated spend due to higher frequency and broader category coverage."

Average Delegation Index across total population
56
Share of delegated spend driven by top 34% of consumers
53%
Privacy Defenders Delegation Index
31
Correlation (r) between subscription load and delegation readiness
0.42

Delegation Index (0–100) by segment

Auto-Delegators (18%)
78%
Deal-Optimizers (16%)
72%
Budget-Constrained Pragmatists (13%)
66%
Brand-Loyal Delegators (14%)
61%
Taste Curators (9%)
54%
Health Gatekeepers (12%)
49%
Research-Heavy Skeptics (10%)
38%
Privacy Defenders (8%)
31%

Raw Data Matrix

Segment clusterPopulationExpected share of delegated spend
Auto-Delegators + Deal-Optimizers34%53%
Brand-Loyal Delegators + Budget Pragmatists27%26%
Remaining segments39%21%
Analyst Note

Delegation Index weights: breadth of categories (35%), full-auto acceptance (35%), repeat frequency (20%), and cap tolerance (10%).

EX9

What breaks delegation: the first wrong purchase

Behavior after an AI mistake determines whether delegation scales or stalls.

Takeaway

"Most consumers don’t quit—they narrow scope. Fast remediation (refund/replace within 48 hours) is the strongest trust-repair lever."

Reduce scope or cap (vs quitting entirely)
54%
Churn autopilot entirely after one mistake
21%
Weeks to recover trust if refund <48 hours
2.4
Churn multiplier: wrong-size apparel vs grocery error
1.9x

After a wrong AI purchase, what consumers do first

Return + reduce delegation for that category
33%
Turn off autopilot entirely
21%
Keep using but lower the spend cap
19%
Complain/seek refund and retry delegation
17%
No change if fixed quickly
10%

Raw Data Matrix

ConditionOutcome
Refund/replace <48 hours2.4 weeks to return to prior delegation level
Refund/replace 3–7 days5.1 weeks to return to prior delegation level
Wrong-size apparel error1.9x higher full churn vs grocery error
Transparent rationale shown pre-purchase-6pp churn after error (vs no rationale)
Analyst Note

Modeled outcomes assume one “noticeable” mistake (wrong item/size/brand), not fraud.

EX10

Monetization: what consumers will pay for a premium shopping agent

Willingness to pay is real—but bundled/free remains the mass-market default.

Takeaway

"Paid tiers can work if they credibly deliver savings, fewer mistakes, and better control—otherwise consumers expect shopping agents to be bundled into retailers, cards, or OS layers."

Consumers willing to pay ≄$4.99/month
43%
Modeled blended ARPU across total market
$3.40
Need it free/bundled or will not pay (38% free + 19% reject)
57%
Delegated spend per user: paid tier vs free tier
2.2x

Monthly willingness to pay for a premium AI shopping agent

$0 (bundled/free)
38%
Would not use even if free
19%
$4.99/month
18%
$9.99/month
14%
$19.99/month
8%
$29.99/month
3%

Raw Data Matrix

MetricValue
Paying share (≄$4.99/mo)43%
Blended ARPU (total market)$3.40/mo
Expected delegated spend multiplier (paid vs free)2.2x
Top acceptable value proofGuaranteed savings + mistake coverage
Analyst Note

Paid-tier multiplier assumes premium features: cross-retailer optimization, stronger fraud coverage, and stricter controls.

Section 03

Cross-Tabulation Intelligence

Behavioral drivers by segment (index 5–95)

Autopilot comfortNeed for controlPrice sensitivityBrand stickinessPrivacy concernRisk aversion
Auto-Delegators (18%%)85
38
62
45
34
42
Deal-Optimizers (16%%)78
52
88
39
41
48
Brand-Loyal Delegators (14%%)64
61
46
82
44
55
Budget-Constrained Pragmatists (13%%)70
58
91
51
46
57
Health Gatekeepers (12%%)52
72
49
57
53
81
Research-Heavy Skeptics (10%%)41
83
44
60
56
74
Taste Curators (9%%)58
69
36
66
47
63
Privacy Defenders (8%%)25
79
40
54
92
68
Section 04

Trust Architecture Funnel

Trust architecture funnel: from awareness to autopilot

Awareness (82%)Knows AI can recommend or shop across at least one retailer/app
Retailer appssocial videosearchOS prompts
1–2 weeks
-24% dropoff
Consideration (58%)Explores features/settings; compares at least 2 agent sources (retailer vs assistant vs card)
In-app demoscreator walkthroughscomparison articles
3–10 days
-10% dropoff
Setup (48%)Connects at least 1 account (retailer/loyalty/payment) and sets a cap or preference rule
Retailer onboardingOS integrationscard app prompts
15–30 minutes
-15% dropoff
First delegated action (33%)Uses agent for a real task (shortlist, reorder, cancel, rebook, or purchase)
Triggered moments: low stockprice spiketravel disruption
1–3 days
-11% dropoff
Repeat delegation (22%)Delegates at least monthly (any mode); begins trusting default decisions
Notificationssubscription optimizationreorder cycles
4–8 weeks
-11% dropoff
Autopilot across multiple categories (11%)Allows auto-buy in 3+ categories with minimal review
Rules engine + audit log + fast remediation
3–6 months
Section 05

Demographic Variance Analysis

Variance Explorer: Demographic Stress Test

Income
Geography
Synthesized Impact for: <$50K ‱ Urban
Adjusted Metric

"Brand Distrust 73% → 78% â–Č (High reliance on peer verification in lower income brackets)"

Analyst Interpretation

Under $50K HHI: delegation interest is high for *deal + bill relief*, but full-auto is gated by fear of overdraft/hidden fees; hard caps and alerts are mandatory. ~$150K: highest ‘time is money’ delegation, especially telecom/subscriptions/travel. $300K+: paradox: they outsource more *services* but refuse automation in luxury/identity categories because taste-signaling is the point. This demographic slice exhibits high sensitivity to Generation (as a proxy for default algorithm comfort) — but it’s moderated heavily by category identity salience.. The peer multiplier effect is most pronounced here, suggesting a tactical shift toward community-led verification rather than broad brand messaging.

Section 06

Segment Profiles

Auto-Delegators

18% of population
Receptivity78/100
Research Hrs1.4 hrs/purchase
ThresholdAuto-buy under $100 without approval
Top ChannelRetailer app agent
RiskOver-delegation leads to unnoticed brand/price drift
Top Trust SignalInstant returns/refunds (1-tap undo)

Deal-Optimizers

16% of population
Receptivity72/100
Research Hrs2.3 hrs/purchase
ThresholdAuto-buy only if savings ≄10% vs last order
Top ChannelBank/card AI + retailer agent combo
RiskChurns if incentives feel pay-to-play or biased
Top Trust SignalHard spend cap + real-time alerts

Brand-Loyal Delegators

14% of population
Receptivity61/100
Research Hrs1.9 hrs/purchase
ThresholdAuto-buy only known brands; approvals for substitutions
Top ChannelBrand-owned agent + retailer app
RiskRefuses if agent pushes new brands (perceived betrayal)
Top Trust SignalLocked preferences (brand/ingredient rules)

Budget-Constrained Pragmatists

13% of population
Receptivity66/100
Research Hrs2.1 hrs/purchase
ThresholdAuto-buy under $50; must show unit price and alternatives
Top ChannelRetailer app agent
RiskHigh sensitivity to hidden fees and subscription creep
Top Trust SignalPrice-change alert threshold

Health Gatekeepers

12% of population
Receptivity49/100
Research Hrs3.4 hrs/purchase
ThresholdShortlist mode only for ingestibles; auto-buy allowed for household non-ingestibles
Top ChannelHealthcare-adjacent sources + retailer
RiskHigh reputational risk for brands if agent makes unsafe recommendation
Top Trust SignalHuman escalation for edge cases

Privacy Defenders

8% of population
Receptivity31/100
Research Hrs2.7 hrs/purchase
ThresholdRecommend-only; no connected payment by default
Top ChannelPhone OS assistant (privacy positioning)
RiskPublic backlash / complaints if data practices feel opaque
Top Trust SignalPrivacy mode (no cross-app tracking) + local processing
Section 07

Persona Theater

MAYA, 29 — “DELEGATION AS SELF-CARE”

Age 29‱Auto-Delegators‱Receptivity: 81/100
Description

"High workload, low tolerance for routine shopping. Delegates household and subscriptions to free up time; accepts mistakes if fixes are instant."

Top Insight

"Refund speed is her true trust metric: sub-48h resolution keeps her on autopilot."

Recommended Action

"Sell the remediation promise: “Undo anytime” + visible audit log + one-tap returns."

DARIUS, 37 — “PROVE THE SAVINGS OR DON’T TOUCH MY CART”

Age 37‱Deal-Optimizers‱Receptivity: 74/100
Description

"Treats the agent as a negotiator. Will delegate if it shows unit-price math and compares across retailers transparently."

Top Insight

"He will pay for premium if savings are measurable (≄$15/month)."

Recommended Action

"Lead with savings dashboards and “best price after fees” proof blocks."

ELENA, 42 — “BRAND IS THE BOUNDARY”

Age 42‱Brand-Loyal Delegators‱Receptivity: 63/100
Description

"Open to autopilot for replenishment but only within a narrow set of trusted brands; hates forced discovery."

Top Insight

"A single unwanted substitution triggers a rule-lockdown reaction (tightened approvals, not churn)."

Recommended Action

"Default to “brand lock” modes and ask permission before introducing new brands."

KEN, 51 — “I’LL DELEGATE IF IT RESPECTS MY BUDGET REALITY”

Age 51‱Budget-Constrained Pragmatists‱Receptivity: 65/100
Description

"Delegation is attractive when it prevents price drift and wasted trips. Wants caps, alerts, and no surprise fees."

Top Insight

"He is less concerned about ‘AI’ and more about being overspent by silent changes."

Recommended Action

"Ship price drift alerts (+10% threshold default) and fee transparency pre-checkout."

PRIYA, 34 — “HEALTH IS NOT A RECOMMENDATION ENGINE”

Age 34‱Health Gatekeepers‱Receptivity: 48/100
Description

"Will use AI for logistics and household needs, but treats ingestibles and supplements as high-risk."

Top Insight

"Trust rises when the agent cites sources and flags interactions—even if it slows the experience."

Recommended Action

"Add “evidence cards” and an ingredient/interaction rules layer; keep ingestibles in shortlist mode."

NOAH, 26 — “LET IT BUY THE GIFT, BUT DON’T MAKE IT WEIRD”

Age 26‱Taste Curators‱Receptivity: 55/100
Description

"Uses AI for idea generation and low-stakes gifting, but wants final control on anything that signals taste."

Top Insight

"He trusts AI more when it explains *why it matches the recipient*, not why it’s popular."

Recommended Action

"Build recipient-context prompts and “meaning” framing (interests, moments, inside jokes)."

SANDRA, 61 — “I’M NOT LINKING MY LIFE TO AN AGENT”

Age 61‱Privacy Defenders‱Receptivity: 29/100
Description

"Skeptical of connected accounts and tracking. Will accept recommend-only experiences without data sharing."

Top Insight

"Data deletion and local-only modes are prerequisites—without them she opts out entirely."

Recommended Action

"Offer privacy-first onboarding: no-login mode, on-device preferences, and one-click data purge."

Section 08

Strategic Recommendations

#1

Design delegation as a controls-first product (not an AI-first feature)

"Ship a standardized delegation dashboard: spend caps, new-item approvals, substitution rules, price-drift alerts, and a kill switch—before pushing full-auto prompts."

Effort
Medium
Impact
High
Timeline6–10 weeks for MVP controls layer
Key MetricAuto-buy enablement rate (target: +9pp) and churn after first mistake (target: -5pp)
Segments Affected
Auto-DelegatorsDeal-OptimizersBudget-Constrained PragmatistsBrand-Loyal Delegators
#2

Win the surprising categories with ‘hassle relief’ journeys (telecom, subscriptions, travel disruption)

"Create agent workflows for (a) plan optimization, (b) subscription cancellation/renewal management, (c) disruption rebooking with clear policy constraints. These categories have higher delegation than many identity categories and generate repeated trust moments."

Effort
High
Impact
High
Timeline10–16 weeks per workflow (staggered launches)
Key MetricDelegated task completion rate (target: 85%) and repeat delegation within 30 days (target: 1.4x)
Segments Affected
Auto-DelegatorsDeal-OptimizersBudget-Constrained Pragmatists
#3

Close the optimization-mismatch gap with “incentive transparency” blocks

"Expose what the agent optimized (price-after-fees, brand continuity, quality constraints) and disclose when a recommendation is sponsored or margin-biased. Add a “show alternatives” toggle by default."

Effort
Medium
Impact
High
Timeline8–12 weeks
Key MetricPerceived alignment score (target: +12 points) and refusal rate in identity categories (target: -6pp)
Segments Affected
Research-Heavy SkepticsTaste CuratorsBrand-Loyal DelegatorsDeal-Optimizers
#4

Treat error recovery as a growth loop: guarantee remediation under 48 hours

"Implement ‘agent mistake coverage’: instant credit or replacement, streamlined return labels, and proactive notifications. Make refund speed a headline promise."

Effort
High
Impact
High
Timeline12–20 weeks (ops + policy + UX)
Key MetricRefund/replace within 48h (target: 70%+) and autopilot churn after mistake (target: -7pp)
Segments Affected
Auto-DelegatorsBudget-Constrained PragmatistsBrand-Loyal Delegators
#5

Monetize with a “Savings + Safety” premium tier (not ‘smarter AI’)

"Price at $4.99–$9.99 with tangible value: cross-retailer price-after-fees comparison, fee protection, mistake coverage, and priority customer support. Avoid $19.99+ as the default mass tier."

Effort
Medium
Impact
Medium
Timeline8–14 weeks
Key MetricPaid conversion (target: 8–12% of total users) and delegated spend per paid user (target: 2.0x free)
Segments Affected
Deal-OptimizersAuto-DelegatorsBrand-Loyal Delegators
#6

Segment-specific guardrails for high-risk categories (health, finance, luxury)

"Keep high-risk categories in shortlist mode by default, add evidence cards (sources, ingredient checks), and require explicit user confirmation for ingestibles and financial actions. Use progressive permissioning for data access."

Effort
Medium
Impact
Medium
Timeline6–12 weeks
Key MetricAdoption in Health Gatekeepers (target: +6pp in shortlist use) and privacy opt-out reduction (target: -4pp)
Segments Affected
Health GatekeepersPrivacy DefendersResearch-Heavy Skeptics
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