The AI-powered shopping carts market is being driven by new transaction channels, labor efficiency and data-led personalization. Valued at USD 120.0 million in 2025, the market is projected to reach USD 166.23 million in 2026 and USD 2,316.94 million by 2034, growing at a CAGR of 39.0% during the forecast period 2026–2034. Key players include Amazon, Instacart, Caper Inc., Shopic, Cust2Mate, Tracxpoint, Focal Systems, Retail AI, SuperHii and Imagr.

Zero-Click Journeys and Conversational Buying in the AI-powered Shopping Carts Market

The rise of zero-click journeys and agentic commerce is fueling the market. Smart assistants are increasingly used by consumers to anticipate purchasing needs, compare products and execute purchase decisions with very little manual input, reducing friction and raising engagement and conversion efficiency. Traditional carts are evolving into autonomous decision layers that optimize product discovery and transaction execution.

New channels reinforce this shift, including generative engine optimization (GEO) and instant checkout ecosystems. In September 2025, Stripe helped OpenAI launch instant checkout in ChatGPT, allowing U.S. users to buy directly from Etsy sellers, with Shopify merchants such as Glossier and SKIMS coming soon. The feature is powered by the agentic commerce protocol, an open standard co-developed by Stripe and OpenAI.

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Workforce Efficiency and Reallocation

Retailers across e-grocery, grocery, wholesale and manufacturing are pursuing labor cost optimization and better allocation of labor resources. By using computer vision and intelligent systems, they reduce reliance on manual scanning, payment processing and checkout. Employees can be redirected to higher-value activities such as helping customers, merchandising and managing stores. This helps address current and future workforce shortages and variable labor availability while maintaining service levels.

Data-Driven Advertising and Personalization

Data-driven retail media significantly influences adoption. AI-powered carts can deliver customized recommendations and promotional offers by assessing real-time data on how customers select items and navigate stores, turning the cart into a dynamic retail media platform that shows relevant advertisements and offers during the customer journey. As retail media networks evolve into a high-margin revenue source, carts become key enablers of data monetization and precision-targeted marketing.

In March 2025, Instacart launched Smart Shop, which uses generative AI and machine learning to deliver personalized shopping experiences by analyzing past behavior, such as purchase frequency, and dietary restrictions, such as gluten-free. Predictive analytics can also lift average basket size and conversion rates, while aligning recommendations with individual needs builds loyalty and satisfaction. Expansion of AI-driven, personalized shopping experiences in store is highlighted as a key opportunity.

Competitive Developments

The competitive landscape spans integrated hardware, retrofit modules and software-only platforms. Amazon is an integrated smart cart manufacturer in the US with its Dash Cart, and Caper Inc., recently acquired by Instacart, provides AI-powered smart carts to regional grocers through strategic partnerships. Imagr uses AI within its cart and kiosk offerings, while Retail AI and SuperHii have historically focused on self-service or assisted checkout. In September 2025, Instacart collaborated with Morrisons to bring Caper Carts to the UK; these AI-powered smart trolleys feature interactive screens, built-in scales and sensors for scanning items, tracking totals and weighing produce. In October 2025, Amazon introduced its Help Me Decide feature, which analyzes browsing history and preferences to make personalized recommendations. In January 2026, Kroger expanded its relationship with Google Cloud, deploying Gemini Enterprise for CX nationwide with integrated Meal and Shopping assistants.

Outlook for B2B Stakeholders

High initial deployment and infrastructure costs remain a barrier. North America led the market with a 49.80% revenue share in 2025, while Asia Pacific is projected to grow fastest at a CAGR of 39.4%. Even so, labor cost optimization, retail media monetization, agentic commerce integration and personalized shopping experiences collectively position the AI-powered shopping carts market for sustained expansion. Retailers and technology providers that connect instant checkout capabilities with in-store data are best placed to capture demand at the point of inspiration.

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