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
ChatGPT Referrals to E-Commerce Websites: How Do LLMs Compare Against Traditional Channels?
We investigate the performance of organic Large Language Model traffic (oLLM) versus traditional digital channels in e-commerce.
Sep 10, 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
Sanctions, Sales, and Stigma: Intermediary Online Firms' Market Role in Sustaining Trade
We analyze how intermediary online firms sustain trade despite sanctions and stigma, examining their market role and resilience strategies.
Jul 9, 2024
Evaluating the Impact of Privacy Regulation on E-Commerce Firms: Evidence from Apple's App Tracking Transparency
We provide the first comprehensive evidence of Apple's App Tracking Transparency policy's impact on e-commerce firms, finding substantial revenue declines particularly among smaller firms highly dependent on Meta advertising.
Feb 5, 2024