Hua Er Jie Jian Wen·2025-12-03 01:09Core Insights - The emergence of generative AI, exemplified by ChatGPT, is significantly altering consumer shopping habits during the U.S. holiday shopping season, but the benefits are primarily accruing to major e-commerce players like Amazon and Walmart [1][2] Group 1: AI Impact on Retail - ChatGPT-driven recommendations for retail apps saw a year-over-year increase of 28% during the Black Friday shopping weekend, indicating a growing consumer interest in using AI chatbots for shopping inspiration and deals [1][2] - Amazon's share of ChatGPT recommendation traffic surged from 40.5% last year to 54% this year, while Walmart's share increased from 2.7% to 14.9%, collectively capturing nearly 70% of the traffic [1][2] Group 2: Broader AI Shopping Trends - Adobe reported an astonishing 805% year-over-year increase in AI-driven traffic to U.S. retail websites on Black Friday, with a 670% increase on Cyber Monday, and a 760% increase throughout the holiday shopping season from November 1 to December 1 [3] - Users entering retail websites via AI chatbots exhibit a 38% higher likelihood of completing purchases compared to regular users, highlighting the substantial commercial value of AI-driven traffic [3] Group 3: Current Scale of AI Recommendations - Despite the notable growth in AI chatbot usage for shopping recommendations, its overall market share remains small, with ChatGPT's recommendation session volume only increasing from 0.64% to 0.82% of total sessions during Black Friday [4] - The definition of "recommendation sessions" includes instances where users opened a retailer's mobile app within 30 seconds of interacting with ChatGPT, based on consumer behavior observations in the U.S. [4]