Executive Summary
Morgan Stanley's retail analysts have uncovered a critical inflection point in AI-driven commerce that the market is missing. While investors focus on mega-cap AI infrastructure plays, the real alpha lies in companies preparing for 'agentic commerce'—AI agents making purchasing decisions for consumers. SharkNinja's CEO revealed they're actively optimizing their direct-to-consumer website for LLMs like ChatGPT and Gemini, expecting meaningful commerce via AI platforms by Christmas 2026. This repr...
Key Investment Opportunity
The LLM-First Commerce Pioneer
SharkNinja represents the rare combination of proven execution in traditional retail with forward-thinking AI commerce strategy. The CEO's explicit focus on optimizing for LLM search engines like ChatGPT and Gemini positions the company ahead of the agentic commerce curve. With OpenAI already experi...
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