Growing Ecommerce – The Retail Growth Podcast

Google’s UCP Explained: Will "Agentic Commerce" Replace Search in 2026?


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UCP (Universal Context Protocol) is a new infrastructure layer aiming to standardize “agentic commerce.” It breaks ecommerce into modular capabilities (“Lego bricks”) so AI agents can negotiate tasks like product discovery, checkout, and payments across platforms.

This has become an infrastructure war: Google is pushing UCP as an open-source standard versus OpenAI’s ACP (Agentic Commerce Protocol) and Anthropic’s MCP (Model Context Protocol). Big retailers such as Walmart and Zalando are already experimenting with UCP right now.

In this episode of Growing Ecommerce, Mike Ryan and Christian Scharmüller unpack what “Agentic Commerce” means as AI shifts from generating text to taking actions in online shops—and what that implies for your data feed strategy.

In this episode, we cover:

• The Rise of UCP: how agents “negotiate” capabilities like discovery and checkout—similar to early standards wars (e.g., electricity).

• Adoption Reality Check: will consumers let AI buy their sneakers? Mike forecasts ~10% of UCP-based transactions within 2 years; Chris estimates ~5%.

• The Protocol War: how partnerships with giants (Walmart, Zalando) help Google try to win the standard.

• New Merchant Responsibilities: to reduce hallucinations, Google plans 10–12 new feeds/attributes, pushing more structured-data work back to retailers.

About the hosts:

Mike Ryan (Austria; originally Boston) is Head of Ecommerce Insights at Smarter Ecommerce (smec), with 10+ years in retail and PPC.

Christian Scharmüller is CCO & Managing Director at smec, a long-time PPC/ecommerce leader and frequent speaker (e.g., SMX, OMR).

Smarter Ecommerce (smec) helps e-commerce brands optimize PPC with AI-driven automation focused on profit and business outcomes, leveraging first-party data like margins and LTV.

Follow smec for more performance marketing insights:

LinkedIn: https://linkedin.com/company/smarter-ecommerce-gmbh

Subscribe for more actionable eCommerce insights!

#eCommerce #GoogleAds #UCP #AgenticCommerce #AI #DigitalMarketing #RetailTrends #GoogleMerchantCenter

smec is a Google Premier Partner and three-time Microsoft Retail Partner of the Year, managing €500M+ in ad spend and driving €5B+ in annual e-commerce revenue across 350+ global retail clients (incl. THG, Snipes, REWE, Intersport).

More:

Website: https://www.smarter-ecommerce.com

Newsletter: https://smarter-ecommerce.com/en/newsletter/

Instagram: https://www.instagram.com/smarterecommerce/

Why it matters: if agents become the new storefront, whoever sets the protocol shapes access to customers, data standards, and product visibility—so feed quality and structured attributes really matter.

About smec (Smarter Ecommerce):

At smec - Smarter Ecommerce, we specialize in transforming business goals into optimized ad campaigns. With over 16 years of experience in Google & Microsoft Ads, our intelligent software and expert services help retailers achieve superior results.

We're committed to giving you the tools and insights needed to stay ahead in the ever-evolving world of digital advertising.

Make sure to follow smec - Smarter Ecommerce for more performance marketing insights:

  • smec - Smarter Ecommerce: https://www.smarter-ecommerce.com
  • LinkedIn: https://linkedin.com/company/smarter-ecommerce-gmbh
  • Newsletter: https://smarter-ecommerce.com/en/newsletter/
  • Instagram: https://www.instagram.com/smarterecommerce/
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