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arXiv · 2606.26690

Attributed, But Not Incremental: Cannibalization-Corrected Attribution for Large-Scale Advertising

Donghui Li·Bowen Yuan·Zili Yang·Qinxin Chen·Lijing Song
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Abstract

In large-scale paid acquisition and growth advertising systems, production attribution outputs are widely used for daily budget allocation and channel diagnosis. However, paid-attributed conversions such as daily new users (DNU) may systematically overstate true incremental growth when paid channels overlap with organic demand, brand-driven traffic, or other acquisition channels. This attribution-cannibalization mismatch can distort incremental ROI measurement and budget decisions at scale. We propose an experiment-calibrated attribution correction framework that uses incrementality experiments as causal anchors to convert sparse lift measurements into daily correction estimates. To make the corrected signal actionable at production granularity, we further allocate calibrated cannibalization volume across business hierarchies under structural consistency constraints. Offline forward-in-time validation against channel-level incrementality experiment readouts shows that the proposed framework substantially reduces calibration error relative to raw attribution and fine-grained ML baselines. Deployed across multiple global TikTok markets, the system supported budget and traffic strategy adjustments that were followed by an approximately 15-percentage-point reduction in the measured cannibalization rate.

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Donghui Li, Bowen Yuan, Zili Yang, Qinxin Chen, Lijing Song. 2026-06-25. Attributed, But Not Incremental: Cannibalization-Corrected Attribution for Large-Scale Advertising. https://arxiv.org/abs/2606.26690

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