Our main US ecom site has seen an increase on Google referrals, well after the Panda update. I am wondering if this might have anything to do with the new Google Shopping layout in the regular Google serps. I noticed that a lot of the times I am searching it moves the Google Shopping over to the top right of the page. This is basically moving the existing serps up on the page. So if in the past you had the old Google shopping results above you, with up to 3 links there, this is now gone. I would imagine this would improve the CTR for all of the serps that were once underneath it. Thoughts?