We investigate the performance of organic Large Language Model traffic (oLLM) versus traditional digital channels in e-commerce.
Apr 21, 2026
Using the staggered international rollout of Google AI Overviews as a platform-level shock, we find that AI Overviews reduce organic e-commerce sessions while leaving transactions and revenue largely unchanged, raising conversion rate and revenue per session.
Mar 1, 2026
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
We develop a multimodal hierarchical classification framework for cross-platform e-commerce product categorization, combining CLIP embeddings with late-fusion for state-of-the-art accuracy and a self-supervised recategorization pipeline for discovering fine-grained categories.
Dec 8, 2025
We analyze conversion rates in e-commerce, examining factors that influence customer purchase decisions in online retail.
May 1, 2025
We analyze how intermediary online firms sustain trade despite sanctions and stigma, examining their market role and resilience strategies.
Jul 9, 2024

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