eCommerce Reaches 25% of Total Retail Sales for the First Time
Reading Time: 1 minuteDigital Commerce 360 reports that eCommerce accounted for 25% of total retail…
eBay is drawing a clear line on agentic shopping for now. In an email to users and an accompanying User Agreement update, eBay says it will prohibit third-party chatbots and AI agents from autonomously placing orders on its platform starting February 20, 2026. The language targets “buy-for-me” agents, LLM-driven bots, or any end-to-end flow that attempts to place orders without human review, unless the tool has prior express permission from eBay.
However, this isn’t anti-AI. It’s about marketplace control and safety. eBay’s auction-driven “deal culture” is highly sensitive to bots that could unfairly snipe bids and erode buyer trust. Autonomous checkouts also increase fraud, mistaken purchases, and disputes. By restricting agents, eBay can potentially protect seller economics, platform stability, and its commission model through controlled, permissioned access.
Amazon has experimented with agentic buying via its “Buy for Me” feature in the Amazon Shopping app (for items not sold on Amazon), signaling a willingness to enable agentic flows—but on Amazon’s terms.
Walmart publicly partnered with OpenAI to enable shopping through ChatGPT, again indicating opt-in, partnered agent commerce rather than unrestricted bots.
Shopify has pushed guardrails that prohibit fully autonomous purchasing flows without a “final human review,” focusing on fraud control and merchant protection.
Key difference: eBay’s stance is more restrictive at checkout today, but it still leaves the door open through prior approval.
Expect marketplaces to move toward “permissioned agent access”: authenticated agents, rate limits, clearer attribution, and possibly new ad/affiliate economics for agent-driven purchases. eBay’s policy looks like an early governance step to avoid chaotic bot activity while it figures out what “approved” agent commerce should look like on its platform.
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