Criteo Introduces Agentic Commerce Recommendation Service to Power AI Shopping Assistants

Rhea-AI Summary

Criteo (NASDAQ: CRTO) launched its Agentic Commerce Recommendation Service on February 5, 2026 to power AI shopping assistants with commerce-grade product recommendations.

According to the company, internal January 2026 testing showed up to a 60% improvement in recommendation relevancy, leveraging Criteo's scale: 720 million daily shoppers, $1T annual transactions, and 4.5 billion product SKUs. The service connects via Criteo's Model Context Protocol (MCP) to translate shopper queries into curated, transaction-ready product shortlists that support add-to-cart or checkout flows.

Positive

• Recommendation relevancy improved by up to 60%
• Access to 720M daily shoppers and $1T annual transactions
• Supports transaction-ready recommendations and add-to-cart/checkout

Negative

• Performance claim based on internal testing (January 2026)
• Testing currently limited to select LLM platforms and partners

News Market Reaction – CRTO

+2.00%

3 alerts

+2.00% News Effect

+$19M Valuation Impact

$987M Market Cap

0.5x Rel. Volume

On the day this news was published, CRTO gained 2.00%, reflecting a moderate positive market reaction. Our momentum scanner triggered 3 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $19M to the company's valuation, bringing the market cap to $987M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Relevancy improvement: up to 60% Daily shoppers: 720 million Annual transactions: $1T +5 more

8 metrics

Relevancy improvement up to 60% Improvement in recommendation relevancy vs third-party approaches

Daily shoppers 720 million Scale of shoppers powering Criteo commerce intelligence

Annual transactions $1T Annual transaction value used in Criteo commerce data

Product SKUs 4.5 billion Number of product SKUs in Criteo’s data set

Price vs 52-week high -60.87% Distance of current price from 52-week high before this news

Price vs 52-week low 3.73% Distance of current price from 52-week low before this news

1-day move 1.59% Price change in the 24h window before publication

Market cap $932,498,517 Equity value prior to the AI service announcement

Market Reality Check

Price: $17.00 Vol: Volume 546,969 is 3% belo...

normal vol

$17.00 Last Close

Volume Volume 546,969 is 3% below the 20-day average of 565,043 (rel. volume 0.97). normal

Technical Price 18.50 is trading ~20% below the 200-day MA at 23.16 and 60.87% below the 52-week high.

Peers on Argus

CRTO gained 1.59% while peers were mixed: IAS +0.78%, QNST +0.87%, EEX +1.47%, Z...

CRTO gained 1.59% while peers were mixed: IAS +0.78%, QNST +0.87%, EEX +1.47%, ZD -2.62%, STGW -3.73%, suggesting a stock-specific response to the AI product news.

Historical Context

5 past events · Latest: Jan 21 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 21	Earnings date notice	Neutral	-3.0%	Announced timing of Q4 and FY 2025 financial results and conference call.
Jan 07	Redomiciliation update	Neutral	+1.6%	Provided details on proposed move of legal domicile to Luxembourg and ADS changes.
Nov 03	Platform integration	Neutral	-2.4%	Announced Xnurta integration using Criteo Retail Media API for omnichannel ad management.
Oct 29	Executive appointment	Neutral	+6.2%	Named Edouard Dinichert Chief Customer Officer to lead global Performance Media sales.
Oct 29	Redomicile intention	Neutral	+6.2%	Announced intention to redomicile to Luxembourg and list ordinary shares on Nasdaq.

Pattern Detected

Recent corporate and strategic announcements have produced mixed single-day reactions, with some structurally positive news followed by modest gains and others seeing declines.

Recent Company History

Over the past few months, Criteo has focused on structural and strategic changes. On Oct 29, 2025, news of a planned redomiciliation to Luxembourg and a new Chief Customer Officer coincided with a 6.18% move. A November 2025 integration with Xnurta was followed by a -2.36% reaction. Updates on redomiciliation in Jan 2026 led to a 1.62% move, while the earnings-date announcement on Jan 21, 2026 saw a -2.97% change. Today’s AI-focused service launch fits the broader pivot toward Agentic AI commerce solutions.

Market Pulse Summary

This announcement highlights Criteo’s attempt to anchor AI shopping assistants on proprietary commer...

Analysis

This announcement highlights Criteo’s attempt to anchor AI shopping assistants on proprietary commerce data, citing up to a 60% gain in recommendation relevancy powered by 720 million daily shoppers, $1T in annual transactions, and 4.5 billion SKUs. It connects to earlier Agentic AI communications and ongoing platform integrations. Investors may track adoption by LLM platforms and retailers, alongside upcoming earnings on February 11, 2026, to gauge how effectively this service translates into commercial traction.

Key Terms

agentic commerce, llm platforms, model context protocol (mcp)

3 terms

agentic commerce technical

"This approach builds on Criteo's previously published agentic commerce vision."

Agentic commerce is buying and selling driven by autonomous digital agents — such as smart apps, bots, or AI assistants — that act on a person’s or business’s behalf to find, compare, negotiate and execute transactions. Investors should care because these agents can change who controls customer relationships, cut costs and speed up sales like a personal shopper that never sleeps, but they also shift competitive dynamics, data value and regulatory risk for platforms and retailers.

llm platforms technical

"LLM platforms are rapidly evolving into AI shopping assistants, while retailers..."

LLM platforms are software services that host and provide access to large language models — advanced AI systems that generate, summarize or analyze text on demand. Think of them as a utility that companies can plug into, like renting a powerful engine for writing, customer chat, or data review. Investors care because these platforms can drive recurring revenue, scale effects and competitive advantage, but also carry costs, data-privacy and regulation risks that affect profitability and growth.

model context protocol (mcp) technical

"The service is available through Criteo's Model Context Protocol (MCP) and..."

The Model Context Protocol (MCP) is a system that helps financial models understand and share information about market conditions and data. It’s like a common language that ensures different tools and models work together smoothly, making predictions and decisions more accurate and consistent.

AI-generated analysis. Not financial advice.

 New service demonstrates commerce-grade product recommendations for AI assistants, improving relevancy by up to 60%

NEW YORK, Feb. 5, 2026 /PRNewswire/ -- Criteo (NASDAQ: CRTO), the global platform connecting the commerce ecosystem, today introduced its Agentic Commerce Recommendation Service, designed to power AI shopping assistants with accurate, relevant product recommendations built on Criteo's commerce intelligence.

LLM platforms are rapidly evolving into AI shopping assistants, while retailers develop their own AI chatbots, influencing how consumers discover, compare, and purchase products online. As these AI-driven shopping experiences scale, AI assistants need a commerce-grade recommendation infrastructure that drives outcome-based relevancy by accessing real shopping behavior, not just publicly available product descriptions, to deliver the trusted and personalized results that consumers expect. This approach builds on Criteo's previously published agentic commerce vision.

Built on Criteo's commerce intelligence, its Agentic Commerce Recommendation Service delivered up to a 60% improvement in recommendation relevancy compared to third-party approaches based only on product descriptions in Criteo's testing ¹. This performance is enabled by the company's unmatched scale of 720 million daily shoppers, $1T in annual transactions, and 4.5 billion product SKUs.

The service is available through Criteo's Model Context Protocol (MCP) and directly connects AI-powered shopping assistants with merchant inventory, translating consumer shopping queries into curated, transaction-ready product recommendations. It enables AI assistants to surface the most relevant products for each individual consumer by applying real-world shopping and purchase signals that cannot be accessed through traditional crawling tactics.

How it Works: The Agentic Commerce Recommendation Service in Action

• A shopping request: A consumer asks an AI shopping assistant for a product that matches their needs, preferences, and budget.
• AI assistant query: The AI assistant queries Criteo's Agentic Commerce Recommendation Service to identify relevant products.
• Commerce intelligence-powered filtering: Criteo applies real-world shopping and purchase signals to filter and rank products based on what is most relevant for that individual consumer, considering nuances such as product popularity, availability, and user intent.
• Curated results: Criteo returns a curated shortlist of product recommendations, rather than raw catalog data.
• Personalized, easy consumer experience: The AI assistant reviews Criteo's recommendations, presents the results, compares options, and can support add-to-cart or checkout within the agentic experience.

The Agentic Commerce Recommendation Service understands broad shopper intent and supports both exploratory and product-specific queries, delivering relevant product recommendations and expanding them with complementary items when appropriate.

"The real competitive advantage in agentic commerce will come from access to high-quality commerce data at scale," said Michael Komasinski, Chief Executive Officer of Criteo. "This service brings that intelligence into AI-driven shopping experiences in a way that works for the entire ecosystem, delivering relevancy for consumers while respecting retailer data, brand integrity, and platform trust."

Criteo continues to test with a major LLM platform that began in 2025, while also expanding testing to additional LLM platforms, retailers, and brands. To learn more about how the Agentic Commerce Recommendation Service is powering the future of AI-assisted shopping, click here.

1 Based on internal testing of transactional data in January 2026, Criteo's Agentic Commerce Recommendation Service demonstrated up to a 60% improvement in recommendation relevancy compared to third-party approaches based solely on product descriptions. Criteo defines relevancy as "the degree to which a product matches a shopper's current intent, needs, and preferences, and therefore helps them progress toward a purchase."

Contacts  

Criteo Public Relations 
Jessica Meyers, j.meyers@criteo.com   

Criteo Investor Relations 
Melanie Dambre, m.dambre@criteo.com  

About Criteo 

Criteo (NASDAQ: CRTO) is the global platform connecting the commerce ecosystem for brands, agencies, retailers, and media owners. Its AI-powered advertising platform has unique access to more than $1 trillion in annual commerce sales—powering connections with shoppers, inspiring discovery, and enabling highly personalized experiences. With thousands of clients and partnerships spanning global retail to digital commerce, Criteo delivers the technology, tools, and insights businesses need to drive performance and growth. For more information, please visit criteo.com.

Forward Looking Statements Disclosure

This press release contains forward-looking statements, including our expectations regarding our market opportunity and future growth prospects and other statements that are not historical facts and involve risks and uncertainties that could cause actual results to differ materially. Factors that might cause or contribute to such differences include, but are not limited to: failure related to our technology and our ability to innovate and respond to changes in technology, uncertainty regarding our ability to access a consistent supply of internet display advertising inventory and expand access to such inventory, disruption of current plans and operations by our planned transfer of the company's legal domicile from France to Luxembourg via a cross-border conversion (the "Conversion"), failure to satisfy any of the conditions to and complete the Conversion, investments in new business opportunities and the timing of these investments, whether the projected benefits of acquisitions or strategic transactions, including the Conversion, materialize as expected, uncertainty regarding international operations and expansion, including related to changes in a specific country's or region's political or economic conditions (such as changes in or new tariffs), the impact of competition or client in-housing, uncertainty regarding legislative, regulatory or self-regulatory developments regarding data privacy matters and the impact of efforts by other participants in our industry to comply therewith, the impact of consumer resistance to the collection and sharing of data, our ability to access data through third parties, failure to enhance our brand cost-effectively, recent growth rates not being indicative of future growth, client flexibility to increase or decrease spend, our ability to manage growth, potential fluctuations in operating results, our ability to grow our base of clients, and the financial impact of maximizing Contribution ex-TAC, as well as risks related to future opportunities and plans, including the uncertainty of expected future financial performance and results, changes in general political, economic and competitive conditions and specific market conditions; adverse changes to the marketing industry, changes in applicable laws or accounting practices, and those risks detailed from time-to-time under the caption "Risk Factors" and elsewhere in the Company's SEC filings and reports, including the Company's Annual Report on Form 10-K filed with the SEC on February 28, 2025, subsequent Quarterly Reports on Form 10-Q, and in the proxy statement/prospectus filed with the SEC under Rule 424(b)(3) on January 22, 2026 in connection with the Conversion, as well as future filings and reports by the Company. Importantly, at this time, macro-economic conditions including inflation and fluctuating interest rates in the U.S. have impacted and may continue to impact Criteo's business, financial condition, cash flow and results of operations. Accordingly, a forward-looking statement is neither a prediction nor a guarantee of future events or circumstances and those future events or circumstances may not occur. You should not place undue reliance on the forward-looking statements, which speak only as of the date of this release.

Except as required by law, the Company undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, changes in expectations or otherwise.

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SOURCE Criteo

FAQ

What is Criteo's Agentic Commerce Recommendation Service (CRTO) introduced on Feb 5, 2026?

It is a commerce-grade recommendation API for AI shopping assistants built to return curated, transaction-ready product shortlists. According to the company, it connects via the Model Context Protocol (MCP) and applies real shopping signals to prioritize relevance and support add-to-cart or checkout.

How much did CRTO claim the recommendation relevancy improved in January 2026 testing?

Criteo reported up to a 60% improvement in recommendation relevancy in January 2026 internal tests. According to the company, this compares the service to third-party approaches relying solely on product descriptions, using relevancy defined by shopper intent and purchase progression.

What scale metrics did Criteo cite for CRTO's Agentic Commerce Recommendation Service?

Criteo cited 720 million daily shoppers, $1 trillion in annual transactions, and 4.5 billion product SKUs. According to the company, these data scale signals power filtering and ranking for personalized product recommendations.

How does the CRTO service integrate with AI shopping assistants and platforms?

The service integrates via Criteo's Model Context Protocol (MCP) so assistants can query merchant inventory for curated results. According to the company, it translates shopper queries into ranked product shortlists that reflect availability, popularity, and user intent.

Which partners and platforms is Criteo testing the Agentic Commerce Recommendation Service with?

Criteo is testing with a major LLM platform that began in 2025 and is expanding tests to additional LLM platforms, retailers, and brands. According to the company, testing remains in progress with selected partners while broader rollouts continue.

Does the CRTO announcement disclose commercial terms, pricing, or revenue guidance for the new service?

No commercial terms, pricing, or revenue guidance were disclosed in the announcement. According to the company, the release focuses on product capabilities, testing results, and platform integration rather than contractual or financial specifics.