1102 ET - OpenAI's expanded agentic commerce protocol to help ChatGPT users discover and compare products is clunky and needs some work, and there are likely many iterations to follow, according to Mizuho in a note. Nonetheless, "discovery is getting better. There's more integration with retailers. It's becoming more seamless and native," analyst David Bellinger says. "As we see it, we're getting just a taste of what's to come over the next several years." OpenAI has integrated retailers including Target, Lowe's, Home Depot, Wayfair, Best Buy, and Walmart to the platform, with Walmart working on a more deeply integrated app experience embedded within ChatGPT. Once fulfillment and logistics capabilities catch up, Bellinger says, "agentic should be a force." News Corp, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI.(elias.schisgall@wsj.com)

(END) Dow Jones Newswires

March 25, 2026 11:02 ET (15:02 GMT)

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