“Shopping is moving into AI tools, and quickly: traffic from AI tools to U.S. retailers grew 393 percent year over year in early 2026,” the report stated. More than half of the stockouts involved items that had already run out earlier in the year. The report’s authors also said stockouts work differently with AI tools. The report noted If a product’s stock can’t be confirmed, it’s less likely to be shown to buyers. “Google already removes listings from Shopping if the stock status in a brand’s feed doesn’t match what’s on the site.”