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[edited by: tedster at 12:41 pm (utc) on May 1, 2013]
Something is inexplicable like a mass behavior. When search results haven't really changed, then what would cause traffic drops and lower sales?
Either that or the economy is collapsing.
This is precisely the behavior I expected to see when eventually some search engine overtook Google's marketshare. Suddenly, being #1 in Google just wouldn't send as much traffic. Now, no search engine ever took Google's market share, but average people I talk to have finally figured out Google isn't the only way to search the web. Depending what they're after, they're going straight to Amazon, Yelp, even social media sites instead. This could totally be diluting Google's share of "searchers."
[edited by: tedster at 11:30 am (utc) on May 7, 2013]
[edit reason] removed keywords [/edit]
So informational sites bounced up on 4/15 while stores saw a decrease.
1. Could it be that some external event, such as the Boston marathon on 04-15 made people change their internet behavior for ONLY a few days, which then sent (temporarily wrong) signals to Google (i.e. "time on site"), which then updated the SERP based on these updated (and temporarily wrong) signals? That would mean that it would fall back at some stage.