9:56 AM PST · December 2, 2025
New information shows ChatGPT’s increasing power arsenic a referrer to e-commerce websites, but besides however tiny its portion of this marketplace is currently.
According to a caller investigation by mobile app insights supplier Apptopia, ChatGPT referrals to retailer mobile apps accrued 28% year-over-year implicit the Black Friday vacation buying weekend, moving from Thanksgiving Day connected Thursday done Sunday.
However, the usage of ChatGPT whitethorn not beryllium benefiting smaller retailers arsenic overmuch arsenic it’s helping to further entrench the e-commerce giants, Amazon and Walmart. This year, Amazon’s stock of ChatGPT referrals grew to 54%, up from 40.5% successful 2024. Walmart’s share, meanwhile, accrued from 2.7% past twelvemonth to present 14.9%.
The information was collected by Apptopia’s U.S. panel, which is based connected observed user enactment connected mobile devices. As it’s not first-party data, its figures are lone estimates. For this analysis, the steadfast defined a referral league arsenic a retail mobile app league that straight followed (within 30 seconds) a ChatGPT session.
Despite the large leap from 2024, consumers’ usage of AI chatbots to find e-commerce deals is inactive a tiny sliver of the wide referral market, Apptopia noted. Last year, ChatGPT’s referrals to e-commerce apps were lone 0.64% of each ChatGPT sessions connected Black Friday, and that fig lone grew to 0.82% this year.
In this case, a referral league was anytime ChatGPT either gave the searcher a buying thought oregon the idiosyncratic clicked a nexus straight from their chat league that brought them to the retail app.
Apptopia isn’t the lone steadfast digging into however AI is impacting e-commerce during the engaged vacation buying season. Adobe besides reported this week that AI postulation to U.S. retail sites (measured by shoppers clicking connected a link) increased by 805% year-over-year connected Black Friday, and those who landed connected a retail tract from an AI chatbot were 38% much apt to marque a purchase.
In addition, Adobe said that AI postulation to U.S. retail sites connected Cyber Monday accrued by 670%. In the vacation buying play truthful acold (Nov. 1 to Dec. 1), AI postulation is up 760%, it noted.
Sarah has worked arsenic a newsman for TechCrunch since August 2011. She joined the institution aft having antecedently spent implicit 3 years astatine ReadWriteWeb. Prior to her enactment arsenic a reporter, Sarah worked successful I.T. crossed a fig of industries, including banking, retail and software.
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