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The note frame positions Apple as a stand-out beneficiary in the agentic-AI shift, which could support longer-term demand for Apple's services and ecosystem, potentially driving multiple expansion if AI-enabled retail engagement strengthens revenue cross-sell (Services) and device usage.
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JPMorgan argues agentic AI will reshape the retail landscape by strengthening retailers' control over checkout, fulfillment, and customer data, not erase them. Grocery faces the most disruption due to automated replenishment and price discovery, while categories with browsing (beauty, home, pet) are relatively insulated. The note highlights Walmart's Sparky AI and positions Apple and Nike as likely beneficiaries due to stronger customer relationships.
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