From valorinternational · · 1m 40s
AI reshapes consumer markets
AI platforms drive $20.57bn U.S. e-commerce sales by Black Friday 2026.
In brief
AI platforms drive $20.57bn U.S. e-commerce sales by Black Friday 2026. AI assistants now influence $20.57bn in U.S. e-commerce sales during Black Friday 2026, with brands competing for visibility in AI responses. Originally reported by valorinternational.
AI platforms boost e-commerce sales
AI platforms are expected to influence $20.57 billion in U.S. e-commerce sales during Black Friday 2026, nearly four times the 2025 figure of $5.4 billion.
Brands compete for AI visibility
Ibope CEO Antonio Wanderley says brands need to understand how frequently they appear, their position, and which competitors they share with in AI responses.
Ibope Be.Cited index launched
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Ibope launched the Be.Cited index to measure brand visibility in AI responses by submitting real consumer questions to five AI platforms.
Top marketplaces in AI responses
Mercado Livre appears in 90% of AI responses, followed by Amazon at 86%, Shopee at 69%, Kabum! at 51%, and Casas Bahia at 45%.
AI shows brand differences
Americanas ranks third on Perplexity at 57% but barely appears on Gemini at 3%, while Magalu and Magazine Luiza are treated as separate brands.
AI price comparisons
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52% of respondents recommend price-comparison sites like Zoom and Buscapé, while 23% say no retailer is always the least expensive.
Adobe's brand visibility tool
Adobe launched its Brand Visibility software in Brazil in mid-2026 to help companies understand how their brands are mentioned in AI responses.
Jellyfish's AI visibility method
Jellyfish uses synthetic consumer profiles to measure brand visibility in AI responses, finding product variety and promotions drive positive mentions.
Dolado's AI agent strategy
Dolado partnered with Bodhium Labs to help brands with AI agents that can search, compare, and make purchases on consumers' behalf.
The short version
AI assistants now influence $20.57bn in U.S. e-commerce sales during Black Friday 2026, with brands competing for visibility in AI responses.
