Price Comparison Website Tracker: June 2026

研报英文原文证据摘录

Price Comparison Website Tracker: June 2026

UK | Internet EquityJuneResearch17, 2026

Exhibit 1 - Total web traffic growth trendPrice Comparison Website Tracker: June

40%

2026 20%

In this month's PCW tracker, we saw continued momentum in motor (20%)0%

(40%)insurance premium inflation, which underpins our call for the PCWs to re- Jun-24 Dec-24 Jun-25 Dec-25

comparethemarket.com confused.com

gocompare.com moneysupermarket.comrate, in line with the insurance pricing cycle. Elsewhere, with the resolution . uswitch.com

of the Middle East conflict appearing likely, we think the outlook for energy Source: Similarweb

switching has improved on a relative basis (compared to the no-resolution Exhibit 2 - Motor insurance premium inflation

continues upward trajectory

scenario). Lastly, we highlight key steps the PCW could take to evolve in the Insurance premium pricing growth

Agentic AI era. 40%

20%

Why read this note? This is a monthly tracker of key trends and drivers in the Price Comparison

Website (PCW) sector, including inflation, web, and advertising data. 0%

(20%)

Jan-17 Jan-19 Jan-21 Jan-23 Jan-25

Tracking AI Activity. The report by Accenture on Agentic Commerce had an interesting outlook . HouseholdMotor VehicleContent TravelAverage Growth

for all brands and platforms. The findings were in line with our expectations and discussions Source: ONS

with an industry expert. Our key takeaway from the report is that PCWs need to evolve and

embed themselves into the decision layers of Agentic Commerce and potentially launch their

own AI Agents.

Tracking Advertising Spend. We see no evidence of PCWs increasing adverts on Google and

believe PCWs may become more opportunistic in allocating advertising budgets.

Tracking Web Activity.