I have been seeing a trend for a while that is intesifying. My direct traffic numbers are down A LOT. We are not down 50% to LY (in actual number not just percentage of traffic) I am trying to understand what could be the causes of this issue. I was considering simply bigger meaner competition, but I actually perform decently on my returning customers.  Also my performance on my brand keyword is more inline with my current trend so I would except these KW to do equally as bad if the actual brand/store was the issue. The more surprising even, is the fact that I can trace back the start of the trend exactly to the day. Overnight on Sept 22 LY direct traffic went down 30% (to LY) when it was trending UP 20-25%(to LY) before. Now, we did do a redesign of the website on May 2011 (4 months before the drop), and did change host Oct 2011 (a couple weeks after the start of the trend). Do you have any clue as to why this could be happening? Did GA start tracking direct traffic differently?
Any thoughts?