AI Shopping Traffic Grew 693% in One Year. Most Brands Did Not Notice.
AI shopping traffic grew 693% year-over-year during the 2025 holiday season, and revenue per AI-driven visit jumped 254%. Capgemini’s research, corroborated by Adobe’s report of a 269% surge in AI traffic to US retail in March 2026, confirms what GEO practitioners have been saying since early 2025: AI is no longer a discovery channel. It is a purchase channel. And most brands are completely invisible in it. This is not a prediction. This is transaction data from the largest retailers on earth. The question is not whether AI drives commerce. The question is whether AI drives commerce to you. ...