TD Cowen Insights
TD Cowen Insights
TD Securities, TD Cowen
Daydream's CEO On The Agentic A.I. Chat-To-Style Revolution
44 minutes Posted Dec 9, 2025 at 5:46 pm.
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Recorded on 10/27/25
Conversational Experiential Retail, Powered By AI But Grounded in Human Taste. We host Daydream's CEO and Founder Julie Bornstein on how Daydream replaces traditional fashion search with conversational, image-driven A.I., reshaping the path to purchase and enabling frictionless consumer journeys. We unpack why vertical A.I., human-in-the-loop styling, and deep brand partnerships (vs. broad-based, horizontal platforms) will define the next era of fashion commerce. In TD Cowen's view, AI is moving from predictive to prescriptive, and although conversational commerce is currently a modest mix of retailer's digital traffic, we estimate it will grow rapidly at ~30-40% every month.