Agentic Commerce & AI Momentum Analysis: May Callouts Include WMT TPR CVNA BBY ABNB HD KSS CHH

Summary: (1) BBY, HD, WMT, DKS are the highest measured names in AI contribution, see Fig 1; (2) AI growth continues, but rate-of-change is now mixed across categories and companies: positive in Travel and Autos, negative in Apparel and Retail; (3) RH, CHH, WH are the highest combination of contribution of AI traffic with inflection, notable shifts at KSS, CVNA, ABNB, MGM, TPR, and CROX, see Figs 2-5; (4) Overall AI & Agentic traffic growth remains robust at 60% y/y, but slower than 100%+ growth in 3Q25, see Fig 7.

In this May report, we update our analysis across 101 consumer names (see Figure 1). We calculate both (a) the relative inflection of AI-driven traffic (visits to a brand driven by AI platforms) and (b) the importance of AI engagement for the brand. AI platforms are increasingly driving consumer choices (see Figure 7).

Figure 1: Measuring Inflection and Importance of AI Across Consumer

Source: Optimal Advisory analysis, Similarweb

Figure 2: Retailers

Source: Optimal Advisory analysis, Similarweb

Figure 3: Leisure, Accommodations, & Travel

Source: Optimal Advisory analysis, Similarweb

Figure 4: Automotive

Source: Optimal Advisory analysis, Similarweb

Figure 5: Apparel & Golf

Source: Optimal Advisory analysis, Similarweb

Figure 6: Demographics of AI Consumer Use

Source: Pew Research

Figure 7: AI Chatbot & Tools Digital Visits

Source: Optimal Advisory analysis, Similarweb