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AI Commerce Dashboard
AI-referred traffic is up 13× to 22× in 20 months, it now converts better than other traffic, and the agentic‑payment infrastructure took shape in 14 months — AI is becoming the fastest-growing revenue channel.
cumulative growth since Oct 2024
AI-referred over non-AI traffic
through a link provided by AI
influenced by AI in 2025 (20% of total)
AI traffic went from converting 38% worse to 54% better in 14 months
Conversion rate of AI-referred vs. non-AI retail traffic · Adobe Digital Insights
Retail and travel are the two fastest-growing sectors
YoY growth in AI-referred traffic, 2025 holiday season · Adobe (published 2026-01)
The market open to AI shopping is 2–3× today's users
Every shopping task has more would-be users than current ones
Dark = already use, light = would consider · Ipsos Market Essentials, 15 countries, n=8,500, 2026-02 to 2026-04
Travelers already use AI across the whole trip decision
Adobe (n=5,000+, 2026-03) and Expedia Group (n=5,700+, 2026-04)
AI-referred visits spend 70% longer on page than non-AI visits, the highest of three sectors measured — travelers use AI for in-depth planning, not a quick look. (Adobe, 2026-05)
AI adoption is highest among younger shoppers
Share of consumers who shop with AI · Ipsos, 15 countries, n=8,500, 2026
Demand is here; the supply AI can see is not
The pages themselves are ready
AI readability score by page type · Adobe Digital Insights, 2026-05
Hotel product pages score 73, the highest of any page type measured — technically AI can already read the product, but readable ≠ transactable.
But merchants are not
2026 holiday season · Narvar, “Delivering the 2026 Holiday Shopping Season”
65% of consumers plan to use AI at some point in their holiday shopping, but only 8% of retailers are “very confident” in using AI to improve the experience: an 8× gap. The same survey shows two more gaps in the same direction: 51% of consumers value hassle-free returns, but only 24% of retailers are investing in them; 58% of consumers plan to start shopping early, but 77% of retailers have not responded.
AI already recommends brands by name, but the slots are concentrated
Top 10 domains by GPT-5.2 citation rate · AI Hotel Landscape 2026 (2,500 prompts × 6 models = 19,579 runs across 25 destinations)
AI search is travel’s new front door, but only 6% of hotels get through it
Skift, “Skift Data + AI Summit 2026: 10 Insights From Travel’s AI Frontlines,” 2026-07-01 (Curacity × Skift)
Skift describes AI search as hotels’ new “front door” and a new distribution channel, and notes that it is collapsing marketing, revenue management, distribution and PR into a single discipline.
The market is still expanding, and budgets are shifting from traditional channels to AI
Global e-commerce is projected to reach $7T in five years
Global e-commerce base market (US$ trillion) · Morgan Stanley estimate
Agentic commerce could expand total e-commerce by about 6% and materially affect about 20% of global e-commerce volume, lifting annual growth from about 7% to 9%. Paraphrased Original report not located.
ChatGPT’s share is falling as Gemini and Claude gain
Share of global generative-AI web traffic · Similarweb
AI visibility is becoming a standard brand metric
Budgets are shifting from traditional channels and programs to AI · Vogue Business, “Meet Fashion’s Newest Engagement Metric: AI Visibility,” Amy O’Brien, 2026-09-09