402. How agentic AI is redefining the future of retail

Live from NRF 2026: Retail’s Big Show in New York City, Ali Furman, partner and U.S. consumer markets industry leader at PwC, and Barbara O’Beirne, head of global enterprise business development at Stripe, both join Retail Gets Real for a wide-ranging conversation on how AI is rapidly moving from experimentation to execution — and what that means for retailers right now.

Near the Expo floor buzzing with robots, AI demos and next-generation technology, Furman and O’Beirne unpack why agentic AI represents a structural change rather than a passing trend. Unlike earlier generations of AI that primarily assisted with search and discovery, agentic AI is designed to act. It can evaluate options, make decisions and increasingly transact on behalf of consumers. They say this evolution is reshaping the very top of the shopping funnel and redefining how consumers decide what to buy.

(00:00:00) Why agentic AI was everywhere at NRF 2026

(00:04:49) How commerce is moving inside AI conversations

(00:07:29) Why agentic commerce is a structural shift, not a trend

(00:10:21) How will agentic AI impact bricks-and-mortar retail?

(00:12:45) How PwC and Stripe are helping retailers move from pilots to reality

(00:18:31) Where retail leaders should start with AI right now

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Related:

• 395: Adapting to the rise of AI shoppers

• 390: The role of AI in shaping cybersecurity and fraud prevention