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Studies by Boston Consulting Group and NIQ detail artificial Intelligence’s increasing impact.
Published on September 4, 2026 By Shop! Association
* AI is rapidly gaining influence over purchase decisions as consumers rethink which sources they should trust, a new survey-based study by Boston Consulting Group concludes. “AI is already among consumers’ most trusted sources, along with experts and peers, and they expect their trust in it to increase by 15 percentage points by 2030, faster than any other source,” the report notes.
“Many companies are still competing for a consumer who has already moved on,” said Aparna Bharadwaj, a Managing Director and Senior Partner at BCG, and a coauthor of the report. “… Four in ten consumers feel overwhelmed by the volume of information they encounter, and they are increasingly turning to AI as a trusted source to help them cut through that noise. Understanding the implications of that emerging trend is now central to any company’s growth agenda.”
* AI-powered tools are increasingly helping consumers determine where to trade up, where to save and which brands deserve consideration, a new research study by NielsenIQ and World Data Lab concludes. “Consumers are making purchasing decisions earlier and through more channels than ever before,” said Troy Treangen, Chief AI & Product Officer at NIQ. “AI-powered recommendations, retail media, and social commerce are increasingly influencing which products consumers discover, consider and ultimately purchase, creating entirely new opportunities—and challenges—for brands.”
For instance, brands that fail to optimize product content, digital shelf presence and visibility risk becoming less visible as AI agents and recommendation engines play a larger role in shopping journeys, the report notes.
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See below for more from the BCG study, which was based on a survey of more than 13,000 consumers across 12 markets, supplemented by over 100 in-depth consumer interviews and an analysis of more than 1000 brands.
News provided by Boston Consulting Group (BCG) Aug 26, 2026,
AI is rapidly gaining influence over purchase decisions as consumers rethink which sources they should trust. More than half of consumers say they don't fully trust any single source of information, according to new research from Boston Consulting Group (BCG). But AI is already among consumers' most trusted sources, along with experts and peers, and they expect their trust in it to increase by 15 percentage points by 2030, faster than any other source.
These discoveries are presented in Global Consumers Have Moved On. Has Your Growth Strategy Caught Up?, a new report from BCG's Global Advantage practice and Center for Customer Insight. The report is based on a survey of more than 13,000 consumers across 12 markets, supplemented by over 100 in-depth consumer interviews and an analysis of more than 1,000 brands. The research identifies five enduring themes that are reshaping consumer behavior: trust, AI-driven decision making, value over price, longevity and well-being, and solo living.
"Many companies are still competing for a consumer who has already moved on," said Aparna Bharadwaj, a managing director and senior partner at BCG, global leader of BCG's Global Advantage practice, and a coauthor of the report. "Consumer journeys have shifted through the power of AI. This makes key thematic consumer segments such as solo households and longevity seekers feel highly underserved by brands. Four in ten consumers feel overwhelmed by the volume of information they encounter, and they are increasingly turning to AI as a trusted source to help them cut through that noise. Understanding the implications of that emerging trend is now central to any company's growth agenda."
Today, 31% of surveyed consumers use AI at some point in their purchase journey, roughly triple the level that did so just 18 months ago. Some 19% are AI loyalists who rely on it regularly when making purchase decisions, and 70% of these users ultimately buy the products it recommends.
The expanding role of AI poses a new challenge for brands. In more than half of AI-assisted purchase journeys, the technology introduces consumers to brands they would not otherwise have considered. As AI increasingly helps mediate what consumers see, brands may have less visibility into how they are being recommended, ranked, or excluded.
The research identifies several other structural themes that are already reshaping consumer demand:
"Companies that truly understand their consumers and recognize these shifts early will be better positioned to capture the next wave of growth," said Lauren Taylor, a BCG managing director and senior partner, global leader of the Center for Customer Insight, and a coauthor of the report. "Brands need to understand what creates value and build for the needs of emerging growth segments. They must also prepare for a world of AI-native commerce, where a recommendation can threaten an incumbent and create a challenger in the same moment."
