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Tru Commerce — A genuinely scarce asset: first-party measurement of AI-driven commerce REVENUE, not just visibility. Three linked sources maintained through H1 2026. First, a DACT panel - server-side attribution layers installed on roughly 30 brands that measure AI-driven revenue per agent surface with confidence scores, isolating what the firm calls Dark Agentic Commerce Traffic, i.e. AI-attributable revenue that GA4, Adobe and Mixpanel misclassify as Direct. Second, a labeled query dataset of 2,412 shopping queries submitted monthly to all six major agent surfaces - ChatGPT, Gemini, Perplex…
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A genuinely scarce asset: first-party measurement of AI-driven commerce REVENUE, not just visibility. Three linked sources maintained through H1 2026. First, a DACT panel - server-side attribution layers installed on roughly 30 brands that measure AI-driven revenue per agent surface with confidence scores, isolating what the firm calls Dark Agentic Commerce Traffic, i.e. AI-attributable revenue that GA4, Adobe and Mixpanel misclassify as Direct. Second, a labeled query dataset of 2,412 shopping queries submitted monthly to all six major agent surfaces - ChatGPT, Gemini, Perplexity, Rufus, Copilot and Claude - with ranked responses logged and scored. Third, a cross-brand cohort of 85 brands across six direct-to-consumer categories (home, beauty, food and beverage, electronics, fashion, baby) continuously measuring Citation Rank and Share of Voice. Derived outputs include per-surface multipliers against GA4 (median 6.4x cross-surface, Gemini at 11.4x, ChatGPT 6.2x, Copilot 5.6x, Perplexity 4.8x, Claude 3.9x) with ranges and half-over-half trend, ranking-signal weights per surface, cross-agent competition patterns, and agentic revenue share by surface.
Scale The labeled query set alone yields roughly 14Coverage Consumer Discretionary · Information TechnologyAsset class Equities
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Tru Commerce — A genuinely scarce asset: first-party measurement of AI-driven commerce REVENUE, not just visibility. Three linked sources maintained through H1 2026. First, a DACT panel - server-side attribution layers installed on roughly 30 brands that measure AI-driven revenue per agent surface with confidence scores, isolating what the firm calls Dark Agentic Commerce Traffic, i.e. AI-attributable revenue that GA4, Adobe and Mixpanel misclassify as Direct. Second, a labeled query dataset of 2,412 shopping queries submitted monthly to all six major agent surfaces - ChatGPT, Gemini, Perplex…
Tru Commerce offers (Alternative, Sentiment, Fundamental) — The labeled query set alone yields roughly 14,500 scored query-response pairs a month (2,412 queries x 6 surfaces) and about 87,000 across H1 2026, growing monthly. Layered on that: continuous server-side revenue attribution across roughly 30 brands and citation-rank plus share-of-voice tracking on 85 brands across six categories. Modest in raw record count but exceptional in label value, since each attribution record carries a dollar amount and a confidence score..
Consumer-demand alt-data: which AI surfaces actually convert to completed purchases, in dollars, by category - directly useful for equity analysts covering retail and for retailers allocating marketing budget, since the report's central finding is that GA4-only sizing underinvests by four to eight times; ground truth for training and evaluating shopping and recommendation agents, because the scored query-response set is labelled by real revenue rather than by human preference judgements; retrieval and ranking evaluation for shopping queries; preference or reinforcement data anchored on purchase outcomes rather than clicks; measurement of attribution-protocol changes over time as platforms add or remove referrer signalling; and validation data for anyone modelling AI-influenced consumer behaviour.
Coverage spans US, APAC; Broadline Retail, Application Software; alternative, sentiment, fundamental; equities.
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