{"license":"https://creativecommons.org/licenses/by/4.0/","dataset":"research-agenda","count":9,"updatedThrough":"2026-07-21","summary":{"decreasedCount":4,"domainCount":1,"entityCount":5,"increasedCount":5,"latestSourceAccessDate":"2026-07-20","methodCount":1,"questionCount":9,"requestCount":36,"sourceCount":5,"unchangedCount":0},"universeSummary":{"decreasedCount":26,"domainCount":5,"entityCount":32,"increasedCount":19,"latestSourceAccessDate":"2026-07-21","methodCount":7,"questionCount":46,"requestCount":184,"sourceCount":12,"unchangedCount":1},"guardrail":"Agenda questions are derived from published latest-to-prior competition signals and remain attached to their exact metric, periods, universe, and source custody. They are not ranked, scored, or treated as findings of causality, competitive harm, liability, enforcement merit, or research importance. Evidence requests describe work to collect, not evidence already established.","filters":{"direction":"all","directionMatched":true,"domain":"all","domainMatched":true,"method":"share-accounting","methodMatched":true,"query":"","question":null,"questionMatched":true,"view":"question","viewMatched":true,"scope":"slice","scopeMatched":true},"activeQuestionId":"market-cr4:us-steer-heifer-meatpacking-purchases","methods":[{"id":"market-mechanism","label":"Market mechanism","shortLabel":"Mechanism","detail":"Test entry, exit, switching, price, quality, capacity, and share pathways inside the declared market boundary.","metricIds":["market-hhi"],"color":"#12a8b5"},{"id":"share-accounting","label":"Share accounting","shortLabel":"Shares","detail":"Reconstruct participant-share movement while checking denominator, coverage, entry, exit, and transaction changes.","metricIds":["market-cr4","market-leader-share"],"color":"#1769e0"},{"id":"industry-disaggregation","label":"Industry disaggregation","shortLabel":"Industries","detail":"Trace a sector median back to strict six-digit Census rows before proposing a product or geographic market study.","metricIds":["industry-median-hhi"],"color":"#24a76f"},{"id":"geographic-structure","label":"Geographic structure","shortLabel":"Geography","detail":"Reconcile national and nested geographic concentration summaries with area-level distributions, provider or ownership paths, measurement boundaries, and local-market evidence.","metricIds":["state-bank-median-hhi","national-bank-deposit-hhi","fixed-broadband-hhi"],"color":"#0f766e"},{"id":"business-flow-context","label":"Business-flow context","shortLabel":"Business flows","detail":"Disaggregate national entry, exit, job-flow, and reallocation movement by sector, place, and firm age before proposing a competitive mechanism.","metricIds":["establishment-entry-rate","establishment-exit-rate","job-creation-rate","job-destruction-rate","net-job-creation-rate","reallocation-rate"],"color":"#6b5bd6"},{"id":"merger-program-context","label":"Merger program context","shortLabel":"Filings","detail":"Place HSR notification volume beside filing mix, transaction size, thresholds, exemptions, and macroeconomic context.","metricIds":["hsr-transactions"],"color":"#f39b22"},{"id":"review-process-context","label":"Review process context","shortLabel":"Review","detail":"Test whether transaction mix, clearance, adjusted denominators, or agency practice moved alongside the review rate.","metricIds":["hsr-second-request-rate"],"color":"#eb4a64"}],"rows":[{"id":"market-cr4:us-steer-heifer-meatpacking-purchases","ordinal":30,"question":"Which participant-share changes account for the structural movement, and are the denominator and coverage stable across both anchors?","methodId":"share-accounting","methodLabel":"Share accounting","methodDetail":"Reconstruct participant-share movement while checking denominator, coverage, entry, exit, and transaction changes.","evidenceRequests":["Firm- or product-level shares at both anchors using the same denominator.","Share changes attributable to entry, exit, acquisition, divestiture, or organic movement.","Coverage, missing-participant, and residual-category documentation for each anchor.","Source methodology showing whether measurement and participant classification stayed stable."],"domain":"markets","domainLabel":"Defined markets","entityId":"mkt-meatpacking","entityCode":"us-steer-heifer-meatpacking-purchases","entityLabel":"Beef meatpacking","metricId":"market-cr4","metricLabel":"Four-participant concentration ratio","unit":"percentage_points","priorPeriod":"1995","priorYear":1995,"priorValue":81,"latestPeriod":"2019","latestYear":2019,"latestValue":85,"yearsBetween":24,"delta":4,"deltaPercent":4.9,"direction":"increased","observation":"Beef meatpacking moved from 81.0% in 1995 to 85.0% in 2019 (+4.00 percentage points).","interpretation":"The latest encoded CR4 anchor is higher within this documented market series. The change alone does not identify a cause or establish competitive harm.","comparisonNote":"Latest observed anchor versus the immediately preceding observed anchor; intervening years are not estimated.","evidenceCount":3,"evidenceLabel":"3 observed anchors / 1980-2019","confidenceLevel":"high","dataStatus":"verified","sourceCount":1,"sourceIds":["usda-ers-meatpacking-2024"],"publishers":["U.S. Department of Agriculture Economic Research Service"],"latestSourceAccessDate":"2026-07-19","agendaHref":"/research/agenda?question=market-cr4%3Aus-steer-heifer-meatpacking-purchases#research-agenda-observatory","atlasHref":"/atlas?focus=question%3Amarket-cr4%3Aus-steer-heifer-meatpacking-purchases&layer=research","researchProfileHref":"/research/agenda/market-cr4--us-steer-heifer-meatpacking-purchases","monitorHref":"/economy/monitor?signal=market-cr4%3Aus-steer-heifer-meatpacking-purchases#competition-monitor-console","notebookHref":null,"briefingHref":"/research/briefing?signals=market-cr4%3Aus-steer-heifer-meatpacking-purchases&audience=research#competition-briefing-studio","profileHref":"/markets/us-steer-heifer-meatpacking-purchases","explorerHref":"/trends?markets=us-steer-heifer-meatpacking-purchases&metric=cr4","signalGuardrail":"This is a within-profile comparison governed by the documented usda-reported share of steer and heifer purchases handled by the four largest beef packers boundary. It is not annualized and should not be compared as a common national series with differently defined markets.","agendaGuardrail":"Agenda questions are derived from published latest-to-prior competition signals and remain attached to their exact metric, periods, universe, and source custody. They are not ranked, scored, or treated as findings of causality, competitive harm, liability, enforcement merit, or research importance. Evidence requests describe work to collect, not evidence already established."},{"id":"market-cr4:us-browser-usage","ordinal":31,"question":"Which participant-share changes account for the structural movement, and are the denominator and coverage stable across both anchors?","methodId":"share-accounting","methodLabel":"Share accounting","methodDetail":"Reconstruct participant-share movement while checking denominator, coverage, entry, exit, and transaction changes.","evidenceRequests":["Firm- or product-level shares at both anchors using the same denominator.","Share changes attributable to entry, exit, acquisition, divestiture, or organic movement.","Coverage, missing-participant, and residual-category documentation for each anchor.","Source methodology showing whether measurement and participant classification stayed stable."],"domain":"markets","domainLabel":"Defined markets","entityId":"mkt-browser","entityCode":"us-browser-usage","entityLabel":"Browsers","metricId":"market-cr4","metricLabel":"Four-participant concentration ratio","unit":"percentage_points","priorPeriod":"2025","priorYear":2025,"priorValue":93.61,"latestPeriod":"2026","latestYear":2026,"latestValue":93.76,"yearsBetween":1,"delta":0.15,"deltaPercent":0.2,"direction":"increased","observation":"Browsers moved from 93.6% in 2025 to 93.8% in 2026 (+0.15 percentage points).","interpretation":"The latest encoded CR4 anchor is higher within this documented market series. The change alone does not identify a cause or establish competitive harm.","comparisonNote":"Latest observed anchor versus the immediately preceding observed anchor; intervening years are not estimated.","evidenceCount":4,"evidenceLabel":"4 observed anchors / 2023-2026","confidenceLevel":"low","dataStatus":"estimated_public","sourceCount":1,"sourceIds":["statcounter-browser-us-2026"],"publishers":["StatCounter Global Stats"],"latestSourceAccessDate":"2026-07-17","agendaHref":"/research/agenda?question=market-cr4%3Aus-browser-usage#research-agenda-observatory","atlasHref":"/atlas?focus=question%3Amarket-cr4%3Aus-browser-usage&layer=research","researchProfileHref":"/research/agenda/market-cr4--us-browser-usage","monitorHref":"/economy/monitor?signal=market-cr4%3Aus-browser-usage#competition-monitor-console","notebookHref":null,"briefingHref":"/research/briefing?signals=market-cr4%3Aus-browser-usage&audience=research#competition-briefing-studio","profileHref":"/markets/us-browser-usage","explorerHref":"/trends?markets=us-browser-usage&metric=cr4","signalGuardrail":"This is a within-profile comparison governed by the documented statcounter browser page-view usage share boundary. It is not annualized and should not be compared as a common national series with differently defined markets.","agendaGuardrail":"Agenda questions are derived from published latest-to-prior competition signals and remain attached to their exact metric, periods, universe, and source custody. They are not ranked, scored, or treated as findings of causality, competitive harm, liability, enforcement merit, or research importance. Evidence requests describe work to collect, not evidence already established."},{"id":"market-leader-share:us-browser-usage","ordinal":33,"question":"Which participant-share changes account for the structural movement, and are the denominator and coverage stable across both anchors?","methodId":"share-accounting","methodLabel":"Share accounting","methodDetail":"Reconstruct participant-share movement while checking denominator, coverage, entry, exit, and transaction changes.","evidenceRequests":["Firm- or product-level shares at both anchors using the same denominator.","Share changes attributable to entry, exit, acquisition, divestiture, or organic movement.","Coverage, missing-participant, and residual-category documentation for each anchor.","Source methodology showing whether measurement and participant classification stayed stable."],"domain":"markets","domainLabel":"Defined markets","entityId":"mkt-browser","entityCode":"us-browser-usage","entityLabel":"Browsers","metricId":"market-leader-share","metricLabel":"Leading-participant share","unit":"percentage_points","priorPeriod":"2025","priorYear":2025,"priorValue":52.32,"latestPeriod":"2026","latestYear":2026,"latestValue":50.03,"yearsBetween":1,"delta":-2.29,"deltaPercent":-4.4,"direction":"decreased","observation":"Browsers moved from 52.3% in 2025 to 50.0% in 2026 (-2.29 percentage points).","interpretation":"The latest encoded Leader share anchor is lower within this documented market series. The change alone does not identify a cause or establish competitive harm.","comparisonNote":"Latest observed anchor versus the immediately preceding observed anchor; intervening years are not estimated.","evidenceCount":4,"evidenceLabel":"4 observed anchors / 2023-2026","confidenceLevel":"low","dataStatus":"estimated_public","sourceCount":1,"sourceIds":["statcounter-browser-us-2026"],"publishers":["StatCounter Global Stats"],"latestSourceAccessDate":"2026-07-17","agendaHref":"/research/agenda?question=market-leader-share%3Aus-browser-usage#research-agenda-observatory","atlasHref":"/atlas?focus=question%3Amarket-leader-share%3Aus-browser-usage&layer=research","researchProfileHref":"/research/agenda/market-leader-share--us-browser-usage","monitorHref":"/economy/monitor?signal=market-leader-share%3Aus-browser-usage#competition-monitor-console","notebookHref":null,"briefingHref":"/research/briefing?signals=market-leader-share%3Aus-browser-usage&audience=research#competition-briefing-studio","profileHref":"/markets/us-browser-usage","explorerHref":"/trends?markets=us-browser-usage&metric=leaderShare","signalGuardrail":"This is a within-profile comparison governed by the documented statcounter browser page-view usage share boundary. It is not annualized and should not be compared as a common national series with differently defined markets.","agendaGuardrail":"Agenda questions are derived from published latest-to-prior competition signals and remain attached to their exact metric, periods, universe, and source custody. They are not ranked, scored, or treated as findings of causality, competitive harm, liability, enforcement merit, or research importance. Evidence requests describe work to collect, not evidence already established."},{"id":"market-cr4:us-mobile-operating-system-usage","ordinal":35,"question":"Which participant-share changes account for the structural movement, and are the denominator and coverage stable across both anchors?","methodId":"share-accounting","methodLabel":"Share accounting","methodDetail":"Reconstruct participant-share movement while checking denominator, coverage, entry, exit, and transaction changes.","evidenceRequests":["Firm- or product-level shares at both anchors using the same denominator.","Share changes attributable to entry, exit, acquisition, divestiture, or organic movement.","Coverage, missing-participant, and residual-category documentation for each anchor.","Source methodology showing whether measurement and participant classification stayed stable."],"domain":"markets","domainLabel":"Defined markets","entityId":"mkt-mobile-os","entityCode":"us-mobile-operating-system-usage","entityLabel":"Mobile operating systems","metricId":"market-cr4","metricLabel":"Four-participant concentration ratio","unit":"percentage_points","priorPeriod":"2025","priorYear":2025,"priorValue":99.96,"latestPeriod":"2026","latestYear":2026,"latestValue":100,"yearsBetween":1,"delta":0.04,"deltaPercent":0,"direction":"increased","observation":"Mobile operating systems moved from 100.0% in 2025 to 100.0% in 2026 (+0.04 percentage points).","interpretation":"The latest encoded CR4 anchor is higher within this documented market series. The change alone does not identify a cause or establish competitive harm.","comparisonNote":"Latest observed anchor versus the immediately preceding observed anchor; intervening years are not estimated.","evidenceCount":4,"evidenceLabel":"4 observed anchors / 2023-2026","confidenceLevel":"medium","dataStatus":"estimated_public","sourceCount":1,"sourceIds":["statcounter-mobile-os-us-2026"],"publishers":["StatCounter Global Stats"],"latestSourceAccessDate":"2026-07-20","agendaHref":"/research/agenda?question=market-cr4%3Aus-mobile-operating-system-usage#research-agenda-observatory","atlasHref":"/atlas?focus=question%3Amarket-cr4%3Aus-mobile-operating-system-usage&layer=research","researchProfileHref":"/research/agenda/market-cr4--us-mobile-operating-system-usage","monitorHref":"/economy/monitor?signal=market-cr4%3Aus-mobile-operating-system-usage#competition-monitor-console","notebookHref":null,"briefingHref":"/research/briefing?signals=market-cr4%3Aus-mobile-operating-system-usage&audience=research#competition-briefing-studio","profileHref":"/markets/us-mobile-operating-system-usage","explorerHref":"/trends?markets=us-mobile-operating-system-usage&metric=cr4","signalGuardrail":"This is a within-profile comparison governed by the documented statcounter mobile operating-system page-view share boundary. It is not annualized and should not be compared as a common national series with differently defined markets.","agendaGuardrail":"Agenda questions are derived from published latest-to-prior competition signals and remain attached to their exact metric, periods, universe, and source custody. They are not ranked, scored, or treated as findings of causality, competitive harm, liability, enforcement merit, or research importance. Evidence requests describe work to collect, not evidence already established."},{"id":"market-leader-share:us-mobile-operating-system-usage","ordinal":37,"question":"Which participant-share changes account for the structural movement, and are the denominator and coverage stable across both anchors?","methodId":"share-accounting","methodLabel":"Share accounting","methodDetail":"Reconstruct participant-share movement while checking denominator, coverage, entry, exit, and transaction changes.","evidenceRequests":["Firm- or product-level shares at both anchors using the same denominator.","Share changes attributable to entry, exit, acquisition, divestiture, or organic movement.","Coverage, missing-participant, and residual-category documentation for each anchor.","Source methodology showing whether measurement and participant classification stayed stable."],"domain":"markets","domainLabel":"Defined markets","entityId":"mkt-mobile-os","entityCode":"us-mobile-operating-system-usage","entityLabel":"Mobile operating systems","metricId":"market-leader-share","metricLabel":"Leading-participant share","unit":"percentage_points","priorPeriod":"2025","priorYear":2025,"priorValue":57.6,"latestPeriod":"2026","latestYear":2026,"latestValue":63.08,"yearsBetween":1,"delta":5.48,"deltaPercent":9.5,"direction":"increased","observation":"Mobile operating systems moved from 57.6% in 2025 to 63.1% in 2026 (+5.48 percentage points).","interpretation":"The latest encoded Leader share anchor is higher within this documented market series. The change alone does not identify a cause or establish competitive harm.","comparisonNote":"Latest observed anchor versus the immediately preceding observed anchor; intervening years are not estimated.","evidenceCount":4,"evidenceLabel":"4 observed anchors / 2023-2026","confidenceLevel":"medium","dataStatus":"estimated_public","sourceCount":1,"sourceIds":["statcounter-mobile-os-us-2026"],"publishers":["StatCounter Global Stats"],"latestSourceAccessDate":"2026-07-20","agendaHref":"/research/agenda?question=market-leader-share%3Aus-mobile-operating-system-usage#research-agenda-observatory","atlasHref":"/atlas?focus=question%3Amarket-leader-share%3Aus-mobile-operating-system-usage&layer=research","researchProfileHref":"/research/agenda/market-leader-share--us-mobile-operating-system-usage","monitorHref":"/economy/monitor?signal=market-leader-share%3Aus-mobile-operating-system-usage#competition-monitor-console","notebookHref":null,"briefingHref":"/research/briefing?signals=market-leader-share%3Aus-mobile-operating-system-usage&audience=research#competition-briefing-studio","profileHref":"/markets/us-mobile-operating-system-usage","explorerHref":"/trends?markets=us-mobile-operating-system-usage&metric=leaderShare","signalGuardrail":"This is a within-profile comparison governed by the documented statcounter mobile operating-system page-view share boundary. It is not annualized and should not be compared as a common national series with differently defined markets.","agendaGuardrail":"Agenda questions are derived from published latest-to-prior competition signals and remain attached to their exact metric, periods, universe, and source custody. They are not ranked, scored, or treated as findings of causality, competitive harm, liability, enforcement merit, or research importance. Evidence requests describe work to collect, not evidence already established."},{"id":"market-cr4:us-search-engine-usage","ordinal":38,"question":"Which participant-share changes account for the structural movement, and are the denominator and coverage stable across both anchors?","methodId":"share-accounting","methodLabel":"Share accounting","methodDetail":"Reconstruct participant-share movement while checking denominator, coverage, entry, exit, and transaction changes.","evidenceRequests":["Firm- or product-level shares at both anchors using the same denominator.","Share changes attributable to entry, exit, acquisition, divestiture, or organic movement.","Coverage, missing-participant, and residual-category documentation for each anchor.","Source methodology showing whether measurement and participant classification stayed stable."],"domain":"markets","domainLabel":"Defined markets","entityId":"mkt-search","entityCode":"us-search-engine-usage","entityLabel":"Search engines","metricId":"market-cr4","metricLabel":"Four-participant concentration ratio","unit":"percentage_points","priorPeriod":"2025","priorYear":2025,"priorValue":99.41,"latestPeriod":"2026","latestYear":2026,"latestValue":99.39,"yearsBetween":1,"delta":-0.02,"deltaPercent":0,"direction":"decreased","observation":"Search engines moved from 99.4% in 2025 to 99.4% in 2026 (-0.02 percentage points).","interpretation":"The latest encoded CR4 anchor is lower within this documented market series. The change alone does not identify a cause or establish competitive harm.","comparisonNote":"Latest observed anchor versus the immediately preceding observed anchor; intervening years are not estimated.","evidenceCount":4,"evidenceLabel":"4 observed anchors / 2023-2026","confidenceLevel":"low","dataStatus":"estimated_public","sourceCount":1,"sourceIds":["statcounter-search-us-2026"],"publishers":["StatCounter Global Stats"],"latestSourceAccessDate":"2026-07-17","agendaHref":"/research/agenda?question=market-cr4%3Aus-search-engine-usage#research-agenda-observatory","atlasHref":"/atlas?focus=question%3Amarket-cr4%3Aus-search-engine-usage&layer=research","researchProfileHref":"/research/agenda/market-cr4--us-search-engine-usage","monitorHref":"/economy/monitor?signal=market-cr4%3Aus-search-engine-usage#competition-monitor-console","notebookHref":"/notebooks?recipe=market-evidence","briefingHref":"/research/briefing?signals=market-cr4%3Aus-search-engine-usage&audience=research#competition-briefing-studio","profileHref":"/markets/us-search-engine-usage","explorerHref":"/trends?markets=us-search-engine-usage&metric=cr4","signalGuardrail":"This is a within-profile comparison governed by the documented statcounter search engine referral usage share boundary. It is not annualized and should not be compared as a common national series with differently defined markets.","agendaGuardrail":"Agenda questions are derived from published latest-to-prior competition signals and remain attached to their exact metric, periods, universe, and source custody. They are not ranked, scored, or treated as findings of causality, competitive harm, liability, enforcement merit, or research importance. Evidence requests describe work to collect, not evidence already established."},{"id":"market-leader-share:us-search-engine-usage","ordinal":40,"question":"Which participant-share changes account for the structural movement, and are the denominator and coverage stable across both anchors?","methodId":"share-accounting","methodLabel":"Share accounting","methodDetail":"Reconstruct participant-share movement while checking denominator, coverage, entry, exit, and transaction changes.","evidenceRequests":["Firm- or product-level shares at both anchors using the same denominator.","Share changes attributable to entry, exit, acquisition, divestiture, or organic movement.","Coverage, missing-participant, and residual-category documentation for each anchor.","Source methodology showing whether measurement and participant classification stayed stable."],"domain":"markets","domainLabel":"Defined markets","entityId":"mkt-search","entityCode":"us-search-engine-usage","entityLabel":"Search engines","metricId":"market-leader-share","metricLabel":"Leading-participant share","unit":"percentage_points","priorPeriod":"2025","priorYear":2025,"priorValue":86.71,"latestPeriod":"2026","latestYear":2026,"latestValue":85.16,"yearsBetween":1,"delta":-1.55,"deltaPercent":-1.8,"direction":"decreased","observation":"Search engines moved from 86.7% in 2025 to 85.2% in 2026 (-1.55 percentage points).","interpretation":"The latest encoded Leader share anchor is lower within this documented market series. The change alone does not identify a cause or establish competitive harm.","comparisonNote":"Latest observed anchor versus the immediately preceding observed anchor; intervening years are not estimated.","evidenceCount":4,"evidenceLabel":"4 observed anchors / 2023-2026","confidenceLevel":"low","dataStatus":"estimated_public","sourceCount":1,"sourceIds":["statcounter-search-us-2026"],"publishers":["StatCounter Global Stats"],"latestSourceAccessDate":"2026-07-17","agendaHref":"/research/agenda?question=market-leader-share%3Aus-search-engine-usage#research-agenda-observatory","atlasHref":"/atlas?focus=question%3Amarket-leader-share%3Aus-search-engine-usage&layer=research","researchProfileHref":"/research/agenda/market-leader-share--us-search-engine-usage","monitorHref":"/economy/monitor?signal=market-leader-share%3Aus-search-engine-usage#competition-monitor-console","notebookHref":"/notebooks?recipe=market-evidence","briefingHref":"/research/briefing?signals=market-leader-share%3Aus-search-engine-usage&audience=research#competition-briefing-studio","profileHref":"/markets/us-search-engine-usage","explorerHref":"/trends?markets=us-search-engine-usage&metric=leaderShare","signalGuardrail":"This is a within-profile comparison governed by the documented statcounter search engine referral usage share boundary. It is not annualized and should not be compared as a common national series with differently defined markets.","agendaGuardrail":"Agenda questions are derived from published latest-to-prior competition signals and remain attached to their exact metric, periods, universe, and source custody. They are not ranked, scored, or treated as findings of causality, competitive harm, liability, enforcement merit, or research importance. Evidence requests describe work to collect, not evidence already established."},{"id":"market-cr4:us-social-media-referral-traffic","ordinal":41,"question":"Which participant-share changes account for the structural movement, and are the denominator and coverage stable across both anchors?","methodId":"share-accounting","methodLabel":"Share accounting","methodDetail":"Reconstruct participant-share movement while checking denominator, coverage, entry, exit, and transaction changes.","evidenceRequests":["Firm- or product-level shares at both anchors using the same denominator.","Share changes attributable to entry, exit, acquisition, divestiture, or organic movement.","Coverage, missing-participant, and residual-category documentation for each anchor.","Source methodology showing whether measurement and participant classification stayed stable."],"domain":"markets","domainLabel":"Defined markets","entityId":"mkt-social-referral","entityCode":"us-social-media-referral-traffic","entityLabel":"Social referrals","metricId":"market-cr4","metricLabel":"Four-participant concentration ratio","unit":"percentage_points","priorPeriod":"2025","priorYear":2025,"priorValue":95.09,"latestPeriod":"2026","latestYear":2026,"latestValue":94.38,"yearsBetween":1,"delta":-0.71,"deltaPercent":-0.7,"direction":"decreased","observation":"Social referrals moved from 95.1% in 2025 to 94.4% in 2026 (-0.71 percentage points).","interpretation":"The latest encoded CR4 anchor is lower within this documented market series. The change alone does not identify a cause or establish competitive harm.","comparisonNote":"Latest observed anchor versus the immediately preceding observed anchor; intervening years are not estimated.","evidenceCount":4,"evidenceLabel":"4 observed anchors / 2023-2026","confidenceLevel":"medium","dataStatus":"estimated_public","sourceCount":1,"sourceIds":["statcounter-social-referral-us-2026"],"publishers":["StatCounter Global Stats"],"latestSourceAccessDate":"2026-07-20","agendaHref":"/research/agenda?question=market-cr4%3Aus-social-media-referral-traffic#research-agenda-observatory","atlasHref":"/atlas?focus=question%3Amarket-cr4%3Aus-social-media-referral-traffic&layer=research","researchProfileHref":"/research/agenda/market-cr4--us-social-media-referral-traffic","monitorHref":"/economy/monitor?signal=market-cr4%3Aus-social-media-referral-traffic#competition-monitor-console","notebookHref":null,"briefingHref":"/research/briefing?signals=market-cr4%3Aus-social-media-referral-traffic&audience=research#competition-briefing-studio","profileHref":"/markets/us-social-media-referral-traffic","explorerHref":"/trends?markets=us-social-media-referral-traffic&metric=cr4","signalGuardrail":"This is a within-profile comparison governed by the documented statcounter all-platform social-media referral share boundary. It is not annualized and should not be compared as a common national series with differently defined markets.","agendaGuardrail":"Agenda questions are derived from published latest-to-prior competition signals and remain attached to their exact metric, periods, universe, and source custody. They are not ranked, scored, or treated as findings of causality, competitive harm, liability, enforcement merit, or research importance. Evidence requests describe work to collect, not evidence already established."},{"id":"market-leader-share:us-social-media-referral-traffic","ordinal":43,"question":"Which participant-share changes account for the structural movement, and are the denominator and coverage stable across both anchors?","methodId":"share-accounting","methodLabel":"Share accounting","methodDetail":"Reconstruct participant-share movement while checking denominator, coverage, entry, exit, and transaction changes.","evidenceRequests":["Firm- or product-level shares at both anchors using the same denominator.","Share changes attributable to entry, exit, acquisition, divestiture, or organic movement.","Coverage, missing-participant, and residual-category documentation for each anchor.","Source methodology showing whether measurement and participant classification stayed stable."],"domain":"markets","domainLabel":"Defined markets","entityId":"mkt-social-referral","entityCode":"us-social-media-referral-traffic","entityLabel":"Social referrals","metricId":"market-leader-share","metricLabel":"Leading-participant share","unit":"percentage_points","priorPeriod":"2025","priorYear":2025,"priorValue":57.45,"latestPeriod":"2026","latestYear":2026,"latestValue":68.94,"yearsBetween":1,"delta":11.49,"deltaPercent":20,"direction":"increased","observation":"Social referrals moved from 57.5% in 2025 to 68.9% in 2026 (+11.49 percentage points).","interpretation":"The latest encoded Leader share anchor is higher within this documented market series. The change alone does not identify a cause or establish competitive harm.","comparisonNote":"Latest observed anchor versus the immediately preceding observed anchor; intervening years are not estimated.","evidenceCount":4,"evidenceLabel":"4 observed anchors / 2023-2026","confidenceLevel":"medium","dataStatus":"estimated_public","sourceCount":1,"sourceIds":["statcounter-social-referral-us-2026"],"publishers":["StatCounter Global Stats"],"latestSourceAccessDate":"2026-07-20","agendaHref":"/research/agenda?question=market-leader-share%3Aus-social-media-referral-traffic#research-agenda-observatory","atlasHref":"/atlas?focus=question%3Amarket-leader-share%3Aus-social-media-referral-traffic&layer=research","researchProfileHref":"/research/agenda/market-leader-share--us-social-media-referral-traffic","monitorHref":"/economy/monitor?signal=market-leader-share%3Aus-social-media-referral-traffic#competition-monitor-console","notebookHref":null,"briefingHref":"/research/briefing?signals=market-leader-share%3Aus-social-media-referral-traffic&audience=research#competition-briefing-studio","profileHref":"/markets/us-social-media-referral-traffic","explorerHref":"/trends?markets=us-social-media-referral-traffic&metric=leaderShare","signalGuardrail":"This is a within-profile comparison governed by the documented statcounter all-platform social-media referral share boundary. It is not annualized and should not be compared as a common national series with differently defined markets.","agendaGuardrail":"Agenda questions are derived from published latest-to-prior competition signals and remain attached to their exact metric, periods, universe, and source custody. They are not ranked, scored, or treated as findings of causality, competitive harm, liability, enforcement merit, or research importance. Evidence requests describe work to collect, not evidence already established."}]}