I'd say point #1 isn't 100% the same. In your analogy search engine referrals might be akin to the shop you just left putting a sticker with their name on you.
Yes, fair point, but other scenarios are deemed acceptable too: referring shop giving me their business card to give to the destination shop, or them calling ahead "to check" if what I wanted is in stock, or telling me to say "Joe from Shop X sent you" and they'll take care of me.
Also, two companies can partner and Company 1 can give a special discount to its customers to buy from Company 2, using a special promotion code.
My point still stands I think: there are many kinds of referral tracking we deem acceptable in the offline world.
