"Traffic from various AI sources to ecommerce shops leapt significantly during the 2025 Christmas season, yet still accounted for a tiny share of actual, direct visits. Nonetheless, AI's ecommerce-related growth is still worth watching. Adobe reported a record $257.8 billion in U.S. 2025 online sales from November 1 through December 31, up 6.8% from 2024. The report included many other holiday highlights. In 2025 mobile commerce drove more than 50% of online sales during the peak Christmas season for the first time."
"Adobe reported a striking 693% increase in AI-driven holiday traffic to ecommerce sites in 2025. But the report does not provide the baseline volume, AI's share of total referrals, or AI's share of total revenue. That omission matters. Growth off a small baseline can produce dramatic percentages. Adobe itself reported a much larger jump - roughly 1,300% - for AI traffic during the 2024 holiday season."
"Adobe's annual recap, I should add, reflects U.S. merchants on the Adobe Analytics platform and notably excludes Amazon and most smaller sellers. Yet given the overall holiday sales performance, why focus on AI at all? Because AI's likely impact will be massive. Salesforce, for example, reported that AI influenced 20% of U.S. Christmas retail sales in 2025. Adobe's Vivek Pandya stated, "This 2025 holiday season, consumers embraced generative AI more than ever as a shopping assistant in their purchasing decisions.""
Traffic from various AI sources to ecommerce shops rose sharply during the 2025 Christmas season but still constituted a small share of direct visits. Adobe reported $257.8 billion in U.S. online sales from November 1 through December 31, a 6.8% increase from 2024, with mobile commerce exceeding 50% of online sales during the peak season and buy-now-pay-later hitting $20 billion. Salesforce estimated AI influenced 20% of U.S. Christmas retail sales. Adobe also reported a 693% increase in AI-driven traffic but omitted baseline and revenue shares, so percentage growth may reflect a small starting point. AI-related shopping is rising rapidly and warrants monitoring.
Read at Practical Ecommerce
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