Shopify: AI referrals up 197%, but organic search still leads traffic

Aug 14, 2026 12:56 AM - 2 hours ago 1

AI-referred sessions to merchant storefronts grew 197% twelvemonth complete twelvemonth successful the 2nd quarter, Shopify said. Organic hunt postulation besides accrued 12%, according to caller commerce information the institution released this week.

The institution recovered that AI and integrated hunt service different shopping behaviors. AI-referred shoppers converted astatine astir doubly the complaint of integrated visitors successful research-intensive merchandise categories. But integrated hunt remained the largest root of referral postulation for Shopify merchants.

Organic hunt kept growing. AI-referred sessions and orders some astir tripled from a twelvemonth earlier crossed astir each merchandise class Shopify tracks. But integrated hunt still sent much postulation to Shopify merchants than each tracked AI platforms combined. Shopify said the information suggests shoppers proceed utilizing accepted hunt moreover arsenic AI take accelerates.

AI performed champion connected research-heavy purchases. The biggest conversion gains came successful categories wherever shoppers comparison specifications, compatibility, reviews, and different buying criteria earlier making a purchase.

  • In those specification-heavy categories, AI-referred shoppers converted astatine astir doubly the complaint of integrated visitors. In broader, taste-driven categories, integrated hunt remained the larger find channel. AI, however, brought successful astir 1.3 times much first-time customers.

Structured merchandise information improved conversion. Shopify besides recovered that AI-referred shoppers converted astatine doubly the complaint erstwhile AI systems utilized system Shopify Catalog information alternatively of scraped aliases third-party merchandise feeds.

  • The institution said this supports Google’s guidance that AI Overviews and AI Mode usage the aforesaid halfway ranking systems arsenic Google Search. That intends the aforesaid system merchandise information tin amended visibility successful some AI and accepted search.

What they’re saying. Shopify CTO Mikhail Parakhin said connected X the results situation the thought that AI hunt is replacing integrated search.

  • “Everyone (myself included) assumes AI is swallowing Search and sidesplitting integrated discovery. Surprisingly, Shopify’s numbers opportunity otherwise: AI-referred sessions are up 3x YoY, but integrated still grew 12% connected a overmuch bigger base. The pastry itself sewage bigger.”

Why we care. AI hunt is increasing quickly, but Shopify’s information shows integrated hunt still drives the largest stock of traffic. The aforesaid activity that improves system merchandise information for AI platforms besides supports visibility successful accepted search. That intends you can’t optimize for 1 without the other.

About the data. Shopify analyzed second-quarter commerce information from merchant storefronts. It compared AI-referred and integrated hunt postulation utilizing sessions, orders, and conversion rates crossed merchandise categories. The institution didn’t disclose really galore merchants aliases transactions were included successful the analysis.

The report. AI and integrated hunt are doing different jobs: What Shopify’s information shows

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About the Author

Danny GoodwinDanny Goodwin

Danny Goodwin

Danny Goodwin is Editorial Director of MCP & Search Marketing Expo - SMX. He joined MCP successful 2022 arsenic Senior Editor. In summation to reporting connected the latest hunt trading news, he manages MCP’s SME (Subject Matter Expert) program. He besides helps programme U.S. SMX events.

Goodwin has been editing and penning astir the latest developments and trends successful hunt and integer trading since 2007. He antecedently was Executive Editor of MCP (from 2017 to 2022), managing editor of Momentology (from 2014-2016) and editor of MCP (from 2007 to 2014). He has spoken astatine galore awesome hunt conferences and virtual events, and has been originated for his expertise by a wide scope of publications and podcasts.
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