The Jason & Scot Show - E-Commerce And Retail News Jason Goldberg's Full Closing NRF 26 Keynote: "Commerce Disrupted: Rise of the AI Native Consumer"
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Jan 15, 2026 Dive into the latest trends in retail as the keynote addresses the rise of the AI native consumer. Explore the concept of agentic commerce and how it alters consumer behavior. Discover how social platforms have transformed product discovery, shifting away from in-store experiences. Learn about the challenges retailers face during viral trends. With insights into AI's role in shopping, hear how big players are integrating technology to simplify purchases. The future of commerce is here, shaped by technology and changing consumer expectations.
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Agentic Commerce Means New Buyer Behavior
- Agentic commerce equals new consumer behaviors driven by AI, not mere operational efficiencies.
- Measure disruption by how people discover and buy differently, not just by automating tasks.
The Ice Merchant Cautionary Tale
- Frederick Tudor built a global ice business by shipping harvested ice to warm climates and giving free samples.
- He was later destroyed by artificial ice factories that made ice locally, illustrating how incumbents can be blindsided.
Growth Concentrates Among Few Winners
- Aggregate retail growth masks extreme concentration where a few incumbents and fast challengers capture most gains.
- Many NRF members compete for a shrinking middle share and must rethink positioning.