Observed Signal · Oct 1, 2026 · Research Release · Source: https://martechseries.com/feed/ · Impact: 3/5 · Sentiment: Positive
Jellyfish Research: AI Shopping Reshapes Brand Competition
New research from Jellyfish, a global digital marketing company within The Brandtech Group, reveals that AI shopping assistants are dramatically reshaping competitive dynamics. The Share of Model™ tool analyzed AI recommendations across eight categories in the US, UK, Australia, and Singapore, spanning ChatGPT, Google AI Mode, and Amazon Alexa. Key findings show there is no single 'AI shelf'—different assistants recommend vastly different brands and products for the same query. AI can erase brand leadership, as seen in US fashion where the top brand held only 7% of the shelf across 120 brands. AI also ignores traditional price positioning, with men's suits in the UK ranging from £27 to £3,295 in one response. The company launched Shopping Optimization, a new capability within Share of Model, enabling marketers to analyze AI recommendations at the SKU level and optimize for agentic commerce.
This research provides critical insights into how AI shopping assistants are impacting brand visibility and competition, relevant to marketers and AdTech. It introduces a new tool for measuring AI recommendations, which is essential for brands to adapt to agentic commerce.
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Key Takeaways & Evidence Grounding
- Jellyfish research analyzed AI shopping recommendations across eight categories in the US, UK, Australia, and Singapore.
- ChatGPT accounted for roughly 80% of AI product recommendations, Google's AI Mode around 20%.
- In US fashion, recommendations spanned 120 brands, with the top brand holding just 7% of the shelf.
- Men's suits in the UK ranged from £27 to £3,295 in one AI response.
- Jellyfish launched Shopping Optimization, a new capability within its Share of Model tool.
- The research covered ChatGPT, Google AI Mode, and Amazon's Alexa for Shopping.
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Ontology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Brands Face New AI Shopping Gatekeepers
AI assistants are emerging as new gatekeepers between brands and consumers, with product recommendations influenced by the assistant used. Jellyfish's analysis found Alexa for Shopping recommends nearly all toys from Amazon's own store, while ChatGPT and Google's AI Mode recommend more diverse retailers. Microsoft's Copilot cites retailers most often, according to Tinuiti, with the top 100 retailers comprising 34% of citations. Marketers are responding: Dentsu Creative's survey shows 59% of CMOs optimize for AI-enabled search. Adobe reports AI-referred shoppers generate 53% more revenue per visit, a reversal from a year earlier when non-AI visits were worth more. HUMAN Security highlights Meta's Muse as a rapidly growing AI agent for shopping, accounting for 72% of daily AI-agent requests and showing high checkout intent.
AI Becomes Our Shopping Adviser
The article examines how generative AI and chat assistants have shifted product discovery from a menu of options to a single recommended answer, changing who does the deliberation work in shopping. Surveys cited (Clutch, Klaviyo, Riskified) show widespread consumer use of AI for product research and notable shares acting on recommendations. Major platforms and retailers are moving toward "agentic" commerce: OpenAI experimented with checkout and began showing labelled sponsored messages in early 2026; Amazon’s assistant narrows choices and can now buy under set rules; Google announced a commerce standard at NRF with retailers and payment firms. The piece highlights emerging practices such as Generative Engine Optimization (GEO) / Answer Engine Optimization (AEO), growing sponsored placements inside chat replies, trust issues (automation bias, mixed survey trust), and broader market effects including concentration of spend around the names AI surfaces.
Jellyfish Launches AI Ads Optimisation in Share of Model
Jellyfish, a global digital marketing company within The Brandtech Group, announced AI Ads Optimisation — an expansion of paid-media optimisation inside its Share of Model™ platform. The update extends beyond existing Google Ads / Performance Max integration to produce AI-driven media optimisation and insights for ChatGPT-driven experiences and major channels including TikTok, DV360, YouTube and Reddit (the latter via pilots). The release also adds an always-on strategy assistant that continuously surfaces recommendations across SEO, brand, PR, paid media and ecommerce teams. Share of Model, launched in 2024 to track brand visibility in LLMs, has been cited by Harvard Business Review and MIT Technology Review. Google PMax, YouTube, DV360, ChatGPT and TikTok support are available globally today.
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