Costco CFO on AI search volume and intent: "Traffic to our site from AI search grew triple digits for the second consecutive quarter and continues to show the highest conversion rate of all site traffic"

Sep 29, 2026 · 8:07 PM UTC

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Replying to @tanayj
Was there a share of total site visits in there anywhere? Triple digits two quarters running sounds huge until you know the base.
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wasn't disclosed, base is still small i guess
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Replying to @tanayj
This corresponds with data from our latest State of Ecommerce report, which shows that AI referrals to online shopping websites grew by 203% over the past year, with 23% of those sessions converting. Feel free to check out the report: similarweb.com/corp/reports/…

2026 State of Ecommerce Report | Similarweb & Statista

The definitive eCommerce report reveals how AI is reshaping shopper journeys, which industries are growing the fastest , and what’s next for ecommerce.

similarweb.com
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Replying to @tanayj
This is what we’re seeing with apps using our agent detection model. 60-70% of traffic on sites is now agents.
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Replying to @tanayj
INTERESTING!!!
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Replying to @tanayj
makes sense, by the time someone clicks thru from an AI answer the comparison already happened inside the chat. Search Engine Land ran ChatGPT 100 times and it named brands in its fan-out queries before any results came back, so the shortlist is set before the visit ever shows up in analytics
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Replying to @tanayj
Amazing.
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