The sign on AI-referred traffic conversion flipped. I’m not sure if enough of us have noticed. Twelve months ago, visitors arriving at U.S. retailers from AI assistants converted at roughly half the rate of visitors from other channels. In March 2026, they converted 42% better. Same channel. Same stores. Different year. Adobe Analytics published the 2026 Q2 AI Traffic Report on April 16 (Adobe’s fiscal Q2 covers calendar Q1 2026). The growth numbers land first: AI-referred traffic to U.S. retailers grew 393% year-over-year in Q1 2026, peaking at 1,151% YoY in December. Engagement up 12%, time spent up 48%, pages per visit up 13%, revenue per visit up 37%. All measured against non-AI traffic in March 2026, using Adobe’s own analytics data from retailers running on the Adobe platform. The real story is the conversion sign flip. The channel went from worst-performing in U.S. retail to best-performing. In 12 months. If you run or optimize a website, this changes which number actually matters to you.…