What data shows about AI shopping traffic

ChatGPT e-commerce referrals is still small. Let’s get that out of the way. Google, ads, and marketplaces are still doing most of the heavy lifting. But something interesting is happening at the edges.
Early data and hands-on testing suggest that conversational AI may be concentrating shopping traffic around the same platforms that already dominate online retail.
According to recent reporting, referrals from ChatGPT to retail apps jumped 28% year over year during Black Friday. That doesn’t mean AI is taking over e-commerce. However, it does show people are starting to ask AI where to buy things. And once people start asking, defaults matter.