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How Much Is Generative AI Driving E‑Commerce Traffic?

New data reveals an unprecedented surge in traffic to U.S. e‑commerce sites driven by generative AI, forcing retailers to rethink search, discovery and conversion strategies.

Recent analytics from Adobe show that traffic from generative‑AI sources to U.S. retail websites grew 4,700% year‑over‑year in July 2025.

This massive growth follows earlier spikes during the 2024 holiday season, when traffic was up 1,300% year‑over‑year and jumped 1,950% on Cyber Monday.

Shoppers are increasingly starting their journeys via AI tools—such as chatbots and conversational browsers—rather than traditional search engines. Adobe’s survey of 5,000 U.S. consumers found that 38% reported using generative AI for online shopping, and 52% plan to do so this year.

Traffic arriving from AI sources shows higher engagement: visits last 32% longer, users view 10% more pages, and bounce rates are 27% lower compared to non‑AI traffic sources.

However, while conversion rates remain lower than traditional channels, the gap is shrinking: In July 2025, traffic from generative‑AI sources was 23% less likely to convert than non‑AI traffic, down from 49% in January.

Revenue‑per‑visit from AI‑driven traffic increased by 84% from January to July 2025—bringing the value of such visits much closer to those from other channels.

What It Means for Omnichannel Retail

  • Discovery is changing: Retailers must optimize for AI‑driven referral paths, not just SEO and paid search.
  • Content matters more: Rich product data, structured metadata and compelling content help AI tools recommend your offerings.
  • Customer journey shifts: AI is playing a larger role in research and consideration—brands need to design for post‑AI referral interactions.
  • Operational adjustments: Mobile‑friendly experiences matter—26% of generative‑AI traffic came from mobile in July 2025 (up from 18% in January).

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