Shopify reports that AI-driven search is adding to, rather than replacing, traffic and sales for its merchants. According to the company, AI-driven traffic and orders to Shopify stores tripled year over year in the second quarter. This experience differs from that of publishers, for whom AI has reportedly cannibalized search traffic.
Why it matters
The report suggests that the effect of AI search on web traffic may vary by sector. For e-commerce on Shopify’s platform, the company frames AI as a driver of additional visits and orders rather than a substitute for existing search-based traffic.
Who should care
Retailers and merchants using Shopify, as well as those tracking how AI search tools affect referral traffic and online sales, will find these figures relevant.