The Voice of Retail

Inside Canada’s First AI-Powered Holiday Season with Eric Morris, Managing Director of Retail at Google Canada

Episode Summary

In this must-listen episode, Eric Morris, Managing Director of Retail at Google Canada, returns for his annual visit with fresh insights from Google’s 2025 Holiday Retail Report. Eric breaks down how AI is reshaping search, discovery, and consumer behaviour, and why this year represents Canada’s first true AI-powered holiday season. He and Michael explore Gen Z’s complex decision journeys, rising visual and conversational search trends, and the strategic moves retailers must make now to win in 2025 and 2026.

Episode Notes

In this highly anticipated annual episode of The Voice of Retail, host Michael LeBlanc welcomes back Eric Morris, Managing Director of Retail at Google Canada, to unpack Google’s 2025 Holiday Retail Insights Report—a tradition that has become a favourite among Canadian retailers. Eric brings more than two decades of experience helping brands leverage Google Search, YouTube, and AI-driven technologies to drive omnichannel performance, and this year’s conversation reveals the most transformative shift yet: Canada’s first AI-powered holiday shopping season.

Eric begins by exploring the deep behavioural changes driving consumer decision-making. According to the report, 73% of holiday purchases were researched in advance, and nearly half occurred more than a week after initial contemplation—a sign that today’s shoppers are more choiceful, deliberate, and digitally engaged than ever. He explains that Canadians have long punched above their weight in digital savviness, consistently searching, streaming, and banking online more than global counterparts. But this year stands apart as AI tools—both visible and invisible—reshape the search experience.

With AI Overviews, conversational AI mode, and rapidly improving multimodal search, Canadians are now issuing longer, richer, more specific queries. Whether a shopper types, speaks, or snaps a photo to find an item, retailers must be prepared to surface high-quality, AI-ready content. Eric stresses that this shift mirrors prior digital “moments” such as mobile and the pandemic-driven eCommerce surge—but AI is scaling even faster. Nearly half of Canadians plan to use AI tools during holiday shopping, and the true number is likely higher because many encounter AI without realizing it.

The conversation also examines the rising influence of Gen Z, the most search-intensive generation. Gen Z shoppers use 10 or more sources when researching purchases and increasingly rely on tools like Circle to Search and YouTube reviews, unboxings, and creator-led content. Their behaviour underscores the need for retailers to deliver richer product information—from enhanced descriptions to 3D imagery to short-form video.

Looking toward 2026, Eric outlines the timeless fundamentals retailers must prioritize—being discoverable early, winning peak holiday moments, and understanding omnichannel impact rather than measuring digital purely through eCommerce. But he also emphasizes new imperatives: generating AI-optimized product content at scale, enriching feeds and attributes, and preparing for agentic shopping journeys where AI assists (or even automates) research and selection.

Check out Google's Holiday Research 2025 Here.