Nathan Feather
U.S. Small and Mid-Cap Internet Analyst at Morgan Stanley who discusses agentic commerce, e-commerce dynamics, and implications for retailers and platforms.
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Feb 17, 2026 • 11min
A Novel Way to Shop Online
Nathan Feather, U.S. Small and Mid-Cap Internet Analyst at Morgan Stanley, explains agentic commerce and AI shopping assistants. He covers why groceries and household essentials are prime targets. He discusses the gap between AI research use and actual purchases. He outlines how agents could reshape platforms, retail media, and retailer strategies.
