Constructor posts surge on AI retail search momentum

Constructor reported sharp growth in the financial year ending 31 January 2026, including an 82% increase in customers and higher activity on its eCommerce search and product discovery platform.

It also reported 96% gross revenue retention for the year and said revenue in EMEA rose 116% year on year. Headcount increased 45% across North America, EMEA, Latin America and Asia Pacific.

Constructor positions its software as a core layer for how shoppers find products online, spanning on-site search, browsing and conversational experiences. Customers include Sephora, The Very Group, Monica Vinader, Under Armour and Petco.

Platform scale

During FY26, Constructor's systems processed 322 billion product discovery interactions-equivalent to more than 10,000 personalised shopping experiences per second. The company said this was a 266% increase over two years.

Search and product discovery has become a bigger focus for retailers seeking better conversion and merchandising outcomes without replacing broader commerce platforms. Constructor cited Gartner research describing "differentiating" search and product discovery as "a relatively cost-effective way to provide optimal experiences in the path to purchase".

The platform uses behaviour signals from a retailer's site and combines them with anonymised first-party and zero-party data, according to Constructor. It said its approach relies on reinforcement learning and uses the same reasoning engine across search, browse and AI agent conversations.

Agent products

In FY26, Constructor expanded work on "agentic" shopping tools designed around conversational interfaces and intent-based prompts rather than keyword search alone.

Its AI Product Insights Agent sits on product detail pages and answers shopper questions. Constructor said the tool suggests prompts and adapts based on which questions correlate with increased revenue. It reported retailer results including a 52% increase in add-to-cart rate and a 56% increase in purchase rate.

The company also expanded deployments of its AI Shopping Agent, which supports natural-language queries on retail sites, such as asking what to wear for a wedding in the Caribbean. Constructor said the agent returns in-stock results and personalises recommendations.

The AI Shopping Agent is also listed in the AI Agents and Tools category of AWS Marketplace, according to Constructor. The company reported customer results including a 10% increase in website revenue, a 6% increase in search conversions and conversion rates that were twice as high.

Retail media

Constructor launched a Retail Media Suite during the year, applying its ranking technology to sponsored placements on retailers' websites.

It said the suite personalises sponsored listings across search and browse while optimising paid and organic results together. Ads appear only when they outperform the top organic option, based on metrics set by the retailer.

Constructor said customers have reported seven-figure gains in onsite advertising revenue and margins above 90%, without sacrificing organic performance.

Market signals

Constructor said it signed new customers across North America, EMEA, Latin America and Asia Pacific, spanning apparel, grocery, cosmetics, furniture and B2B distribution. It also pointed to 2025 case studies that it said showed a USD $35 million revenue increase for one customer, a 47% rise in revenue per visitor and ROI exceeding 21X.

The company also highlighted external recognition, including a Fast Company ranking as the number 10 most innovative company in the world for retail. It cited the publication's description of Constructor as "pointing shoppers toward what they need".

Constructor also cited analyst coverage, including the 2025 Gartner Magic Quadrant for Search and Product Discovery, Forrester's Commerce Search and Product Discovery Solutions wave, and an IDC MarketScape assessment of retail GenAI-driven product discovery and search tools.

Benchmark work

Constructor published research during FY26, including a State of Ecommerce survey run with Shopify covering more than 1,500 shoppers in the US, UK and Germany. It also released a report analysing 609 million searches that it said were responsible for USD $9.8 billion in revenue.

It also produced seasonal analyses around events such as Prime Day and Black Friday using aggregated platform interaction data. According to Constructor, the reports tracked shifts in demand patterns and deal-seeking behaviour, as well as changes linked to on-site AI agents.

In a statement on the year's results, Constructor linked its performance to changing expectations around eCommerce experiences and the move from AI experiments to wider deployments.

"This past year reflects a broader shift happening across eCommerce," said Eli Finkelshteyn, Chief Executive Officer and Co-Founder, Constructor. "As retailers look to deliver experiences that are truly compelling to each shopper, AI has to do more than demo well - it has to understand intent and drive clear, measurable outcomes. That's where agentic AI is really being proven out now. It's moving from pilots to production, and we're seeing a notable uptick in customers deploying it and realising measurable gains. We're proud of the momentum we've built, and even more excited about what's ahead as we continue helping eCommerce companies create smarter, more valuable shopping experiences."