Criteo S.A.(US:CRTO) Sou Hu Cai Jing·2025-10-28 10:25Core Insights - Criteo has introduced its Agentic Commerce strategy in China, leveraging extensive commercial data and AI technology to support Chinese companies in achieving global growth [1][6] Group 1: AI Evolution and Consumer Behavior - The rise of generative AI has significantly influenced consumer shopping journeys, with nearly 25% of search requests driven by AI, marking a new shopping channel [3] - Criteo's CTO highlighted the evolution of AI technology from machine learning to AI agents capable of planning and executing tasks autonomously [3] - Research indicates that 85% of surveyed users in the US and UK utilize AI tools during shopping, with 94% using AI in product discovery and 67% relying on it for final purchase decisions [3][4] Group 2: Impact of Agentic Commerce - Current applications of Agentic Commerce are primarily in product discovery and price comparison, with further development needed in the final decision-making phase [3] - Criteo's AI solutions have demonstrated effectiveness for various Chinese brands, with notable sales increases and return on ad spend (ROAS) improvements, such as a 500% ROAS for Jackery [3][4] Group 3: Criteo's Market Position and Strategy - Criteo's AI advertising platform has generated over $1 trillion in sales annually, supported by first-party data from 17,000 advertisers and over 720 million active users [6] - The company aims to deepen its engagement in the Chinese market, recognizing its significance in the Asia-Pacific region and the rapid evolution of the retail and e-commerce ecosystem [6][7]