The AI platform shift and the opportunity ahead for retail

At NRF’26, Google introduced UCP for agentic commerce while Walmart unveiled agent-led shopping in Gemini. Discover what Sundar Pichai (Google, CEO) and John Furner (Walmart, President & CEO) say about what it changes for discovery, loyalty, and conversion.
Retail has lived through plenty of “next eras.” The web. Mobile. Marketplaces. Social commerce.
Each wave promised a new kind of growth, and each quietly reset customer expectations.