AI commerce intelligence and route optimization

AI recommends your brand.But can shoppers actually buy it?

We follow the AI answer to the publisher, the link, the retailer and the cart — and show you where the sale leaks.

Whether a person clicks or an AI agent checks out.

The mention-to-buy gap

Per 100 times ChatGPT names a beauty brand, only 46 send shoppers somewhere they can buy it.

168 non-branded U.S. beauty prompts × 5 captures, 19–24 Sep 2026. Per-run average. Observed, not modelled.

Download the free PDFs

The AI shelf has a leak

Briefing · 10 pages

From chat to cart, in five charts

Five charts · 7 pages

The Commerce Graph

Where the route to purchase breaks.

The Commerce Graph maps the route from an AI recommendation, through publishers, affiliate links, retailers, marketplaces, sellers, and carts. At each hop, attribution, demand, control or revenue can leak. We measure where.

What changed

Search sent shoppers to a page. AI sends them down a route.

Search, before AI

  1. 01Shopper searches
  2. 02Clicks a result
  3. 03Lands on the brand or retailer page
  4. 04The source is visible in analytics

One click, one destination, attribution intact.

AI shopping today (Beauty, observed)

  1. 01

    ChatGPT answer

    ~100% of links in the answer carry a ChatGPT tag (4,082 of 4,084)

  2. 02

    Cited publisher page

    75% of shopping links run through an affiliate network

  3. 03

    Retailer

    ~3% still show an AI origin (2–4% by capture). Sephora, Ulta and Nordstrom: zero.

  4. 04

    Checkout credit

    7 in 10 shopping links credit the publisher, not the AI

  5. 05

    Amazon Buy button

    Of Amazon links with a seller result, 39% go to a reseller or a listing no one can buy from

ChatGPT, U.S., 168 non-branded beauty prompts × 5 captures, 19–24 Sep 2026. Links followed by script to the final page; no live clicks or purchases. Link shares are observed; nothing here is a revenue estimate.

The leak, measured

Even when they buy, you can't see it came from AI.

ChatGPT tags nearly every link it sends. By the time the shopper reaches the retailer, almost none of that signal survives.

Share of links carrying an AI-origin signal at each stage. Link shares are observed; nothing here is a revenue estimate.The 75% diverted stream uses shopping links as its base, not AI-origin signal survival.

Who gets the credit?

70%Publisher gets credit

30%Not credited to publisher

7 in 10 shopping links credit the publisher, not the AI.

Who holds the Amazon Buy button?

61%Other seller results

39%Reseller or unbuyable listing

Of Amazon links with a seller result, 39% go to a reseller or a listing no one can buy from.
Prestige 38%
Mass 23%

On Amazon, prestige leaks more than mass.

What the data supports

Five headlines the industry hasn't priced in.

  1. 01

    AI is sending beauty shoppers to buy. The brands can't see it.

    ~3 in 100 links still show an AI origin at the retailer.

  2. 02

    ChatGPT recommends. Allure gets the credit.

    7 in 10 shopping links credit the publisher, not the AI.

  3. 03

    54 of 100 AI brand mentions send shoppers nowhere they can buy.

    Only 46% of brand mentions end in a shopping link to that brand.

  4. 04

    4 in 10 Amazon links from AI-cited pages leak.

    Of Amazon links with a seller result, 39% go to a reseller or a listing no one can buy from.

  5. 05

    Prestige beauty's AI blind spot is Amazon.

    On Amazon, prestige leaks more than mass: 38% vs 23%.

The method

Observed, not modelled.

Every figure is a per-run average of five captures, with the range across captures. Link shares are observed by script — no panels, no revenue estimates, no live clicks. Aqxle maps the Commerce Graph: the route from an AI recommendation, through the publisher and the retailer, to the cart.

How we measure

One email a week. The leak, measured.

Weekly analysis at the intersection of AI search and commerce, plus the monthly deep dive before anyone else sees it. Written for the people who own the number.

Readers are affiliated with 225+ U.S. organizations across brands, retail, media, ad tech, measurement, agencies and investment, including Amazon, Google, PepsiCo, Procter & Gamble, Best Buy, JPMorganChase, Bloomberg, The New York Times, Netflix, Meta, The Trade Desk, Nielsen, Adobe, Microsoft, WPP Media, Accenture Song and the IAB.

Reader affiliations are shown for context and do not imply endorsement, sponsorship or affiliation with Aqxle.