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Competition-Aware CPC Forecasting with Near-Market Coverage

We forecast cost-per-click in paid search by approximating latent competition through semantic, behavioral, and geographic signals derived from Google Ads auction logs.

Mar 13, 2026

The Ripple Effects of Tariffs on Digital Advertising: Evidence from the 2025 U.S. Trade Policy Changes

We study how the 2025 U.S. tariff changes affected digital advertising markets, using difference-in-differences designs to show how trade policy shocks propagate into firms' advertising expenditures.

Mar 1, 2026

When Search Stops Sending Traffic: AI Overviews and the Quantity-Quality Trade-Off in E-Commerce

We examine Google's AI Overviews rollout as a staggered platform shock, finding that it reduces organic e-commerce traffic while only partially improving conversion quality of surviving visits.

Mar 1, 2026

Prompt to Purchase: ChatGPT Referrals, Basket Structure, and Category Concentration in E-Commerce

We analyze how ChatGPT referrals shape basket structure and category concentration in e-commerce, finding that generative AI functions as a distinct form of shopping intermediation.

Mar 1, 2026

Neural Product Embeddings for (New) Product Sales Prediction

We develop neural product embeddings to predict sales of new products, addressing the challenge of forecasting with limited historical data.

Aug 1, 2025

Conversion Rates in E-Commerce

We analyze conversion rates in e-commerce, examining factors that influence customer purchase decisions in online retail.

May 1, 2025

Do LLMs Cannibalize Search?: Evidence from Italy’s ChatGPT Ban

We analyze how ChatGPT is disrupting traditional search behavior and its implications for Google's market dominance.

Jan 1, 2025