CommerceIQ delivers its biggest quarter ever: Powering the future of agentic commerce

Record-breaking Q4 2025 results signal a new era of AI-powered retail execution

CommerceIQ closed Q4 2025 with the strongest quarter in company history, achieving 268% Q/Q net ARR growth—marking the third consecutive quarter of significant expansion. This unprecedented momentum was fueled by rapid new customer acquisition and accelerating adoption of AI across leading global CPG brands.

This growth reflects a fundamental shift in how brands operate in digital commerce: moving beyond data and insights to AI-powered execution and measurable business outcomes. At the center of this transformation is CommerceIQ's Ally^AI—a family of intelligent agents purpose-built to drive outcomes across retail media, digital shelf and sales.

Pioneering Agentic AI in retail

In today's algorithm-driven retail environment, competition is intense and performance signals shift constantly. Dashboards and reports are no longer enough. Companies need a retail AI partner that unifies data, accelerates decision-making and automates execution at the shelf.

CommerceIQ is defining a new category—Agentic AI for Retail—where intelligent agents don't just analyze data, but actively recommend, execute and learn in partnership with human experts.

"We're pioneering Agentic AI in retail by building AI agents that are relentlessly focused on business outcomes—not just insights," said Guru Hariharan, CEO of CommerceIQ. "The Ally family of AI agents combined with our human experts help brands optimize media, win on the digital shelf and close sales gaps faster and more efficiently than ever before. This powerful combination of AI agents and human expertise is enabling our customers to grow profitably at scale."

How Ally^AI is transforming ecommerce operations

At the core of the CommerceIQ platform is Ally^AI, an ecommerce team's suite of retail AI agents. Ally^AI continuously analyzes hundreds of digital signals to deliver instant answers, provide recommendations to close performance gaps and deliver prioritized actions. It automates digital shelf reporting, triggers content workflows and optimizes share of search. Built on deep retail, category and brand expertise, Ally^AI helps teams move from reactive reporting to precision execution across sales, supply and media.

With a global retail network of over 1,450 partners and a customer base exceeding 2,200 brands, CommerceIQ's platform is trusted to turn data into business outcomes.

What powered record ARR growth

CommerceIQ's net ARR growth was driven by two key factors:

1. Rapid new customer adoption & global expansion

CommerceIQ recorded several enterprise contracts, with over half of ARR growth coming from expansions as brands deepened their subscription with the CommerceIQ AI Platform. New contracts spanned 13 industries with several accounts in Grocery, Electronics, Health & Household, Beauty & Personal Care and Alcohol.

2. Widespread adoption of Ally^AI agents

Ally^AI is now in use by over 76% of CommerceIQ accounts, providing significant impact to their bottom line.

Optimizing media spend with AI-powered incrementality

Brands like Pilgrim's Pride use Ally^AI to make more efficient media spending decisions using a proprietary neural network model that identifies the optimal bid curve by analyzing 50+ media signals.

"CommerceIQ's AI Goal Optimizer exceeded our expectations in making significant improvements in iROAS and sales while driving cost per click rates down—a perfect combination," said Aaron Conkey, senior digital marketing manager at Pilgrim's Pride.

Scaling digital shelf insights at unprecedented speed

One of the largest beverage manufacturers in the world wanted to improve their digital shelf score globally, but faced challenges getting data into the hands of local markets at the speed of business. 

Before Ally^AI, they worked with an internal agency to deliver insight reports to a few geographies every six weeks.

With Ally^AI, they can generate hundreds of insight packs in minutes, distributing insights and recommended actions at the local level on a monthly basis. These insights are richer, with SKU-level recommendations on the top changes that have increased conversion by 34%.

The future of commerce is agentic

Our record Q4 results demonstrate that brands are ready to embrace a new way of working, where AI agents handle the repetitive, time-consuming tasks and surface the insights that matter most, allowing human experts to focus on strategy and growth.

As we move into 2026, we're committed to continuing our innovation in Agentic AI for Retail, helping more brands unlock profitable growth across the digital shelf.

Ready to see how Ally^AI can transform your ecommerce operations? Request a demo today.