Not so De Minimis: Tariffs and Cross-Border Trade on Online Marketplaces
We study how the 2025 suspension of the U.S. de minimis exemption affected cross-border trade on Etsy, finding an 18% decline in non-U.S. seller sales and a net contraction in marketplace activity.
Jun 3, 2026
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
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
Product Differentiation through Labels: Evidence from EU Energy Relabeling
We analyze the impact of EU energy efficiency relabeling on consumer purchase decisions using quasi-experimental methods.
Sep 10, 2025
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