Using AI to help some of the world's largest brands unlock the power of body data.
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Joined June 2012
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Good insights from Adobe, a lot here, but this one fact is pretty mind blowing 🤯
"AI-referred visits converted 90% better than non-AI visits. As recently as August 2025 they converted 9% worse."
"Adobe: AI e-commerce traffic soars, generates sales in September"
AI traffic is now the best-performing channel retailers have. Fourteen months ago it converted worse than everything else. In September, AI visitors converted better, spent more and stayed longer than shoppers from email, paid search and social. With holiday peak coming, I'd stop treating AI discovery as an experiment. Your product content has to be machine-readable, and you have to be able to measure this traffic properly.
• 💰 AI traffic to U.S. retail sites generated 83% higher revenue per visit than non-AI traffic in September. That's the widest gap Adobe has recorded in 2026, and a year ago the two channels were even.
• 🛒 AI-referred visits converted 90% better than non-AI visits. As recently as August 2025 they converted 9% worse.
• 📈 AI traffic to U.S. retail sites grew 71% year over year in September. It's up 1,772% since Adobe started tracking it in October 2024.
• 📊 AI visitors spent 73% more time on site and viewed 25% more pages per visit.
• 🤖 Shoppers arriving from AI sources added products to their carts 53% more often than non-AI visitors.
• 🔗 The findings come from Adobe's analysis of more than 1 trillion visits, 100 million products and 18 retail categories.
• ⚠️ Adobe counts only clicks on links from AI sources. Shoppers who see an AI recommendation and then buy somewhere else, or in a store, aren't in the numbers.
#agenticcommerce #ecommerce buff.ly/qf251L1
Really interesting analysis from Visa on using agents to shop for a TV 🦾 📺
First, it's still early.
Second, Muse and Google Argon seem to be ahead of the pack right now.
Big steps forward for UCP 🚀
It’s live. The UCP integration hub just appeared in a client’s Merchant Center, and there’s a tab Google left out of the announcement.
Quick context: UCP (Universal Commerce Protocol) is Google’s new open standard for agentic commerce. It lets shoppers check out on free listings directly inside AI Mode and Gemini.
Google’s help doc covers onboarding: implement UCP, test in the sandbox, validate, go live.
What it doesn’t cover is the Analytics tab that is now showing for a client of mine.
Here’s what it tracks:
🛒 Transfers to merchant cart
The shopper builds a cart on Google, then gets handed off to your site to finish checkout.
→ Cart transfers
→ Average cart value
→ Average product count
→ Average product value
⚡ Native checkout on Google
The purchase is completed entirely on Google. The shopper never visits your site (but is credited to the organic shopping channel).
→ Buy button clicks
→ Purchase count
→ Average order value
→ Average product count
→ Average product value
🔗 Account linking
This tracks shoppers linking their account with your store, so things like loyalty and saved details can carry across into the AI experience.
Why this matters:
For the first time, you can measure agentic commerce as a separate channel. You’ll see how many sales start in AI Mode or Gemini, and whether they finish on Google or on your site.
If AI checkout takes off, “native checkout vs cart transfer” is going to be a big debate. Your share of conversions happening off-site is a metric that I will be curious to track for my clients that have opted in.
Rollout notes:
• Rolling out gradually in the US (it is showing for a US client of mine)
• Australia and Canada are expected next year
• Technical UCP implementation is required before onboarding
Interesting analysis from Pavlo on how location of trust badges impacts conversion rate.
Pretty interesting move by Muse, definitely showing how fast they’re willing to move in the agentic commerce space 🔥
Meta's Muse is getting shopping carts powered by connectors. Instacart is going to be first. There is a long list of retailers including Walmart that said theirs are coming soon, too.
This is different from ChatGPT/Claude plugins. Those render the plugin's visual output as an in-chat mini app. Instacart's connector on Muse will only handle data exchange - Muse will render the shopping cart and other UI using Muse-native widgets. (screenshot from the connector's docs)
Really interesting data on AI-referred shoppers, pretty interesting data on conversion and rpv 👀
Shoppers sent by AI show up ready to buy
AI-referred shoppers vs. other online shoppers:
- Conversion +60%
- Revenue per visit +53%
- Bounce rate -34%
Charts of the Week: a16z.news/p/charts-of-the-we…
It's not uncommon to be between sizes. And when you're shopping in a store, you usually solve this by taking two different sizes with you into a dressing room.
With Bold Metrics, we bring this same experience online.
Here's a good example from a real rec from one of our founders, @morganlinton who often finds himself between sizes.
In this case, a small is his recommended size, but it will be slightly snug in the chest. Moving up to a Medium makes it fit slightly loose in the waist.
Now, we know Morgan, and he actually prefers a snug chest, he's a skinny guy, snug is kinda his jam. So he'd pick a small...but everyone is different.
This is why it's so important to use an approach that leverages AI, but also allows users to pick based on their own fit preference.
How'd we do Morgan? Do we know you or do we know you?
Bold Metrics retweeted
I worked in e-commerce for 15yrs, and was proudly one of Bold Metrics' first major customers back in 2014.
We A/B tested them against photo-based solutions several times over the years, and they won out EVERY time. Like, not even close.
So listen to me when I say this: their tech is 🤌 and their team is even better.
To my surprise, Morgan and I are still friends to this day even though I put him through hell with all those tests 😄🫶
Interesting analysis of the increase in AI visits to eComm sites in September.
For years companies focused on blocking bots, now it's a shift to let the right bots in.
Adobe data indicates artificial intelligence visits significantly outperformed non-AI visits to U.S. retail sites in September.
ow.ly/7CRG51028eF #retail #ecommerce #AI
We're so proud to power fit and sizing for innovative brands like New Balance.
Go beyond a simple size recommendations and understand how clothes actually fit.
We simulate the same experience you have in a dressing room so you can pick the right size the first time online.
Fit intelligence has become a core pillar of apparel ecommerce. But not every platform delivers the same results. 📊
If you're evaluating fit intelligence platforms this year, this blog provides a framework for making a confident, data-backed decision.
Read the full blog 👉 lnkd.in/gy6qw3iC
🎽 Uniforms need to fit.
Bold Metrics will be at NAUMD 2026, connecting with uniform and workwear brands focused on reducing returns and getting fit right at scale.
📍 Jackson will be on the show floor, reach out to set up time to chat!
👉 hubs.la/Q04dZs7D0
67% of apparel returns are driven by fit.
When shoppers don’t trust sizing, they hesitate.
When they hesitate, conversion drops.
When they guess, margins suffer.
Fit isn’t a PDP feature.
It’s core ecommerce infrastructure.
📘 Read more: hubs.la/Q043CgZq0
When shoppers feel confident about how something will fit, they buy more and return less.
Confidence during the shopping journey is one of the biggest emotional drivers of conversion. Yet most retailers still rely on discounts to move products instead of building trust in fit.💫
Our latest blog breaks down the psychology of fit, exploring how emotion, trust, and personalized sizing experiences help brands strengthen customer relationships and drive loyalty.
📘 Read the blog here: lnkd.in/eAWP5__y
✨ Today is the first day of Shoptalk Chicago!
💜 Meet Natasha Giftos and see how leading apparel brands are scaling with Bold Metrics.
👉 Catch Natasha on the show floor or book a demo here to chat 👉 lnkd.in/g6JSj8mC
🩺 In healthcare, performance starts with the uniform.
Medical professionals do more than wear scrubs; they rely on them to perform their roles. When you're on your feet for twelve hours or more, fit isn't just about comfort; it's about functionality.
This is why this brand partnered with Bold Metrics.
Sizing scrubs shouldn't be a scrub's job.
Let Bold Metrics handle the heavy lifting.- lnkd.in/e4VNtPm8