Sensor Tower SVP Ian Simpson breaks down Holiday ’25 funnel data, conversion lift, and what brands should do next. - Retailgentic

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agentic retail ecommerce optimization trends

Episode notes

In this episode, Scot digs into a question he keeps getting from readers and listeners: What’s actually going on inside Amazon’s Rufus, and what should brands do about it? Ian brings fresh analysis from Sensor Tower’s panel-based methodology (privacy-compliant, double opt-in), walking through Holiday ’25 shopping sessions to show where Rufus shows up in the funnel, how usage spikes during peak moments, and why it appears to correlate with dramatically higher conversion. Along the way, they zoom out to the bigger shift: as more people learn to “talk to AI” (thanks to ChatGPT-style habits), conversational shopping becomes increasingly normal, and increasingly hard to “optimize” using old keyword-era tactics. Highlights: “The consumer is trained.” A year of daily conversational AI use has taught people how to prompt, so when they see Amazon Rufus, they already know how to use it. Rufus sessions show a major conversion lift. In Ian’s read of the report: ~3.5× lift vs. non-Rufus sessions, with Rufus-touch sessions far more likely to end in purchase. Rufus had outsized influence during Holiday ’25. A large share of purchases included Rufus interaction, even if not every session did.