What it means for leaders

AI assistants have become a fast-growing source of shoppers, though still small next to search and email. Make product pages readable and accurate for AI assistants, and track AI-referred visits and their conversion as a separate channel.

What would change the reading: Growth slowing as the base gets larger, and the conversion of AI-referred visits against other channels.

Every reading

DateValueChangeSource
693.4%—Source

Definition and method

What it measures
Year-over-year growth in visits to US retail websites from shoppers clicking a link in a generative AI tool (chat assistants and AI browsers) during the November–December holiday season, as reported by Adobe.
Population
Visits to US retail websites measured by Adobe Analytics
Updated
Annual (holiday report, January)

Caveats

  • Adobe measures the retail sites that use its analytics; the panel is large but not the whole market.
  • Growth starts from a small base, so large percentages mean modest absolute traffic.

Cite this

Enterprise AI in Numbers, "Growth in AI-referred holiday traffic to US retail sites", https://lucianoayres.com/ai-brief/data/ai-holiday-retail-traffic-growth/, retrieved October 25, 2026. Data: Adobe Digital Insights, holiday shopping season report.

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