Accenture's best-friend stat will get the headlines. The 74-32-9 gradient underneath should shape strategy: 74% delegate routine tasks, 32% decide within limits, 9% buy without approval. Not one figure but three levels of authority, and the same consumer occupies each for different things.
The agentic commerce conversation conflates two behaviors: using AI to discover and letting AI buy. Discovery is mainstream; delegated transaction is a fraction of it, because trust accrues on a schedule no announcement can rush. Adoption moves category by category, through four delegation postures.
Every agentic commerce protocol was built to reassure merchants: the brand stays the merchant of record. Real protection, and incomplete. The merchant of record is not the merchant of decision, and under agents the two unbundle. The decision is made on the platform before your checkout ever fires.
DuckDuckGo just hit its highest search traffic ever, US iPhone installs up 95% since Google I/O. It is not an anti-AI story. These consumers want the option Google removed: to stay in the selection loop, to browse and decide for themselves. That is the Curator posture, and it is still the majority.
