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Lead-EntwicklungFACT · 4/5•23 Sept '26•Via onlinemarketing.de

AI Overviews Impact on German E-Commerce SEO Revealed

A study by LEAP and SISTRIX analyzing 2,496 top German online shops reveals that organic visibility in e-commerce has declined for the first time in years, with a median drop of 16.7%. The share of searches with AI Overviews tripled from 4.3% to 14.2% in a year. AI Overviews appear in 69.7% of informational searches but only 0.2% of transactional ones, indicating the disruption is currently at the research stage, not purchase. However, this may change as Google tests AI Mode and the Universal Commerce Protocol. Top organic shops capture 72% of AI citations, and only 9.3% of informational AIO cases include the shop. The decline in organic traffic share (from 42.5% to 33.3%) translates to an estimated €7.5 billion in lost reach.

•Organic visibility in German e-commerce declined by 16.7% year-over-year.
•AI Overviews now appear in 14.2% of search queries, up from 4.3%.
•AI Overviews are present in 69.7% of informational searches but only 0.2% of transactional searches.

Akteure:Google

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FACT · 4/514 Sept '26· Via techcrunch

Daydream launches AI shopping features using Apple Intelligence

AI-powered fashion discovery app Daydream launched two new features on Monday that leverage Apple's iOS 27 developer tools to let iPhone users shop for outfits from saved photos and search for clothing through Siri. The first feature uses Apple's image-context capabilities to analyze photos in the user's camera roll, identify individual clothing pieces, and surface shoppable matches from its catalog of approximately 3 million products from over 325 retailers. The second feature enables natural-language searches via Siri, allowing users to make voice or text requests without opening the app. Daydream's CEO Julie Bornstein positions these features as a step towards a broader 'shopping agent' vision. The app has over 1.5 million shoppers and includes brands like Anthropologie, Gucci, and Nordstrom.

•Daydream launched two new AI-powered features using Apple's iOS 27 developer tools.
•The first feature allows users to shop from photos saved in their camera roll by identifying clothing pieces and matching them to products.
•Daydream's catalog includes approximately 3 million products from over 325 retailers.

Amazon Apple Google

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FACT · 4/510 Sept '26· Via Retail Dive

E-commerce to Outpace Holiday Retail Sales Growth with AI

A Deloitte forecast predicts e-commerce sales will outpace overall retail growth during the 2026 holiday season (Nov 2026 – Jan 2027). Total holiday retail sales are expected to grow 4-4.8% year-over-year to $1.7-$1.71 trillion, while e-commerce is projected to grow 7.5-8.4% to $316.1-$318.9 billion, aided by consumers' growing use of AI tools for shopping research. A Bain & Company report found that 24% of holiday shoppers plan to start product discovery using AI tools like Google Gemini, ChatGPT, and Claude, up 17% from 2025. Increased disposable personal income, projected to grow 4.5-5.2%, is also a factor. Retailers who stocked up early in anticipation of tariff changes may benefit from a strong season.

•Deloitte forecasts total holiday retail sales to grow 4-4.8% year-over-year to $1.7-$1.71 trillion.
•E-commerce sales are forecast to grow 7.5-8.4% to $316.1-$318.9 billion in the 2026 holiday season.
•Bain & Company reports 24% of holiday shoppers plan to use AI tools for product discovery, up 17% from 2025.

Bain & Company Deloitte

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FACT · 4/527 Aug '26· Via Retail Dive

Bath & Body Works' E‑commerce Returns to Growth

Bath & Body Works reported that its digital channel returned to growth in Q2 2026 after several years of stagnation, with executives citing improved conversion rates and ongoing investments in tech and customer engagement. The company saw roughly a 10% improvement in conversion among new shoppers in Q1 and a four‑percentage‑point improvement in digital performance in Q2 versus the prior quarter. Net sales for Q2 were $1.5 billion, down 2.3% year‑over‑year; management expects e‑commerce growth in the back half of 2026 and through 2027. Comments were made on an earnings call by CEO Daniel Heaf and interim CFO Tom Javitch.

•Bath & Body Works' digital business returned to growth in the second quarter of 2026.
•The company reported Q2 net sales of $1.5 billion, down 2.3% year over year.
•Management reported about a 10% improvement in conversion rates among new shoppers in Q1 and a four percentage point improvement in digital from Q1 to Q2.

Walmart Informa TechTarget

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FACT · 4/520 Aug '26· Via Retail Dive

Walmart stores evolve as e‑commerce grows

Walmart reported stronger e-commerce growth and rising transactions in its U.S. business during fiscal Q2, with e-commerce sales up 24% and now accounting for over 23% of Walmart U.S. mix, CFO John David Rainey said on the earnings call. Walmart U.S. comparable sales grew 2.6% (3.4% excluding health and wellness), while Walmart Inc. revenue rose 5.9% year-over-year to $187.9 billion and operating income increased 28.8% to $9.4 billion. The company said tariff refunds (about $2.9 billion expected) and drug pricing regulation affected results, and raised fiscal 2027 net sales guidance to a 4%–5% range.

•Walmart U.S. e-commerce sales grew 24% year-over-year and now represent over 23% of Walmart U.S. mix.
•Walmart U.S. transactions and average ticket grew over 1% year-over-year in Q2.
•Walmart U.S. comparable sales (comps) grew 2.6% in Q2; excluding health and wellness comps grew 3.4%.

Walmart Informa TechTarget Jefferies

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FACT · 4/510 Aug '26· Via https://marketingtechnews.net/feed/

Retailers Integrate AI Shopping with Own Data and Checkout

Retailers and major AI companies are integrating AI-driven discovery with merchant product data and checkout systems to keep transactions and customer data within retailer ecosystems. Adobe reports substantial increases in AI-referred traffic and conversion rates in 2026, while Google launched Universal Cart and a Universal Commerce Protocol (UCP) to enable checkout features across Search and Gemini. OpenAI’s Agentic Commerce Protocol and structured product feeds let merchants supply product and checkout data to AI shopping services while remaining merchant of record. Retailers including Walmart, Ulta Beauty, Wayfair, Nike, Sephora and Target are working with AI services to enable shoppable experiences and retain first‑party customer insights. New measurement tools from Google and Adobe help merchants assess AI visibility and identify missing product attributes.

•Adobe Digital Insights found AI-driven traffic to US retail websites increased 138% year over year in May 2026.
•In May 2026 AI-referred shoppers generated 53% more revenue per visit and converted at a 54% higher rate than non-AI sources, per Adobe.
•Google introduced Universal Cart in May, enabling shoppers to add products across services including Search and Gemini and complete purchases via Google Pay or transfer to retailer sites.

Walmart Wayfair Ulta Beauty Target Thomson Reuters Sephora Adobe Sam's Club OpenAI Nike Google Reuters

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FACT · 4/55 Aug '26· Via techcrunch

Shopify: AI Search Boosts Traffic and Sales, Not Replacing Google

Shopify said AI-driven search is acting as a complement to traditional search and has materially increased traffic and orders for merchants. On its Q2 earnings call, President Harley Finkelstein said AI-referred traffic and orders to Shopify stores tripled year-over-year, and that traditional search remains a large and growing source of buyer traffic. Shopify reported Q2 revenue up 36% year-over-year to $3.6 billion and gross operating profit up 31% to $1.71 billion, beating analyst expectations. The company noted half of AI-referred sessions land directly on product pages (2.5x traditional search) and that 75% of AI-attributed purchases occurred outside its top 100 categories. Shopify also built connectors to multiple AI tools and agents to support merchant integrations.

•Shopify reported Q2 revenue of $3.6 billion, up 36% year-over-year.
•Gross operating profit rose 31% to $1.71 billion in Q2.
•Shopify said AI-driven traffic and orders to its stores tripled year-over-year in Q2.

Replit Anthropic Lovable Perplexity Shopify Vercel OpenAI Manus AI Google

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FACT · 4/53 Aug '26· Via t3n

AI Labels Hurt E‑commerce Product Perception, Study Finds

An experimental study by Hochschule Hannover finds that labeling product photos as "AI-generated" reduces product attitudes and purchase intent, even when images are real. The experiment of 163 participants showed no intrinsic disadvantage for AI-generated visuals themselves and in some cases a slight advantage in purchase intent, but the presence of a generic "AI-generated" label lowered both product evaluation and conversion likelihood regardless of actual image origin. The findings arrive amid new transparency obligations under Article 50 of the EU AI Act (effective 2026-08-02) and growing industry use of generative AI — exemplified by About You’s July 2026 launch of Scayle Studios. The article recommends hybrid photo strategies, clearer context-specific labels, and systematic A/B testing of label variants to balance efficiency gains and customer trust.

•About You introduced an AI-based photo studio called Scayle Studios in July 2026 and reported per-item production costs falling from €70–80 to about €1 (company claim).
•About You reported a 9.2% higher gross merchandise value and a 5.1% higher add-to-basket rate for AI-produced images compared with classic photos (company claim).
•Article 50 of the EU AI Act introduced transparency and labeling obligations for certain AI-generated or AI-manipulated content; the regulation took effect on 2026-08-02.

TargetVideo ABOUT YOU Podigee TikTok

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