In today's episode, John breaks down the biggest signal yet that agentic commerce has arrived: Ulta Beauty's new partnership with Google that makes its entire catalogue shoppable inside Gemini and AI Mode. He explores what this means for how products get discovered, recommended, and purchased when AI agents become the intermediary — and why every merchant's product data strategy just became an AI strategy. The episode also covers Google's expansion of Demand Gen advertising tools, eBay's decisive pivot toward fashion and resale after cutting 800 roles, a surprising reversal from Bed Bath & Beyond on California stores, and a practical framework for diagnosing search growth stalls.

Ulta Beauty and Google launch agentic commerce inside Gemini and AI Mode in search

Why beauty is the ideal testing ground for AI-mediated shopping

Google expands Demand Gen with commerce data and view-through optimisation for YouTube

New customer acquisition vs. retention bidding goals in Google Ads

eBay closes its San Francisco office and goes all-in on fashion resale with its $1.2B Depop acquisition

Bed Bath & Beyond reverses course on California with 12 new combined-format stores

How to diagnose search growth stalls: demand, targeting, conversion, or execution?

New episodes daily. Visit www.ontapgroup.com for more ecommerce insights and to connect with the On Tap team.