As Agentic Commerce Spreads... Analysts Pick a Beneficiary Stock

As "agentic commerce," in which artificial intelligence (AI) finds and compares products on consumers' behalf, gains traction, demand for data transformation among retailers is expected to grow. As the ability to quickly process product information for AI becomes increasingly important, PLATIER is drawing attention with its solution that processes data within two weeks.

On October 20, Kiwoom Securities cited Gartner's forecast that purchases through agentic commerce will reach $3 trillion to $5 trillion by 2030 in a report covering companies that participated in its Corporate Day. It also forecast an explosive increase in demand for related data transformation next year and described PLATIER as the only company in Korea able to respond quickly to that demand.

In agentic commerce, AI selects products by considering consumers' intended uses, materials, prices, delivery conditions, and other factors. To do this, information scattered across product names and detail pages must be structured so that AI can read and compare it.

PLATIER has developed its own solutions with the capabilities needed for this work. Kiwoom Securities highlighted "genser," which supports data processing, and "gelatto," an agentic commerce service, saying that PLATIER has a solution capable of processing data within two weeks.

Among the genser product lineup, "genser GEO" structures data so that generative AI can understand brand and product information. Together with "genser Search," which supports natural-language searches, and "genser Discovery," which enables conversational product exploration, it forms an integrated system that links data preparation with the deployment of search and discovery services.

Last year, revenue from the AI CX division, which includes genser and gelatto, was approximately 3.16 billion won, up 18.7% from approximately 2.66 billion won in 2024, marking double-digit revenue growth. Revenue in the first half of 2026 was approximately 1.44 billion won, equivalent to 45.4% of the full-year revenue in 2025.

This content was produced with the assistance of AI translation services.