Pete no this is US based. All of the sites I refer to are US based ecom. 2 are b2b and 1 b2c. They vary in ages from 14 to 2 years old. Varying link profiles but no link networks, spam etc.
All three have seen a radical increase in google referrals but with an associated steep drop in ToS and pages viewed and an increase in the bounce rate. Carts and coversions are way off.
For those on the deficit side of this change what you can take from this is being dramatically on the positive side has not helped the three of us. It also supports the theory that the SERPS are serving the wrong results.
Sites have no connection at all. Two are ancient brick and mortars now online. Unrelated industries, owners, hosts and registrars