Co-op Compass analysed 1.57B+ convenience baskets and found that mission, time, age, and membership explain the channel better than the old category-first view.
Agentic luxury is not automation. It is controlled interpretation.
McKinsey's luxury research shows shoppers already use AI for discovery, but the category's real test is whether brands can encode taste, trust, and human judgment before agents flatten the sale.
April 2026 revenue recovered, but the real story is the split between steady demand, broad market growth, routine-category strength, and uneven infrastructure maturity.