2025年假日购物季报告.pdf

Report2025 Holiday Shopping Season:How eCommerce Apps&Brands Capture Growth-All Rights Reserved2Sensor Tower is the leading source of mobile app,digital advertising,retail media,and audience insights for the largest brands and app publishers across the globe.With a mission to measure the worlds digital economy,Sensor Towers award-winning platform delivers unmatched visibility into the mobile app and digital ecosystem,empowering organizations to stay ahead of changing market dynamics and make informed,strategic decisions.Founded in 2013,Sensor Towers mobile app insights have helped marketers,app,and game developers demystify the mobile app landscape with visibility into usage,engagement and paid acquisition strategies.Today,Sensor Towers digital market insights platform has expanded to include Audience,Retail Media,and Pathmatics Digital Advertising Insights,helping brands and advertisers understand their competitors advertising strategies and audiences across web,social and mobile.Sensor Tower Powering Intelligence Behind the Global Digital EconomyPress Inquiries:press-apac Business Inquiries:sales-All Rights Reserved3Sensor Tower Our CustomersTop publishers trust Sensor Tower insights to grow their business.-All Rights Reserved4Sensor Tower SolutionsSensor Tower App Advertising Insights For those who need visibility into paid user acquisition strategies.Enjoy insight into:global and regional share of voice(SOV)across apps and the biggest mobile app ad networks,top advertisers,publishers,creatives,and more.Sensor Tower App Performance Insights For those who need visibility into the mobile app ecosystem.Enjoy insight into:app rankings,downloads,and revenue;active users,demographics,retention,sessions,and time spent;app ratings and reviews,keywords,search ads,and more.Sensor Tower Audience Insights For those who need visibility into your existing,competitor,and potential new audiences.Enjoy insight into:which apps consumers are actually interacting with(app engagement)AND which ads theyre seeing(ad exposure).Sensor Tower Pathmatics Digital Advertising Insights For those who need visibility into the digital ad ecosystem.Gain insight into:ads served,spend and impression estimates,SOV,and more across key channels,like:Facebook,Instagram,X(formerly Twitter),OTT,YouTube,display,video,and others.-All Rights Reserved5Sensor Tower SolutionsSensor Tower Advanced Usage Insights For those who need the deepest look into app user engagement.Enjoy insight into:sessions per user;time spent;time of day;days used per time period;new,retained,resurrected,and churned user trends;and cohort usage overlap.Sensor Tower Gaming Insights For those who need the deepest look into the mobile gaming ecosystem.Enjoy insight into:downloads,revenue,RPD,and ARPDAU beyond the top-level category(Lifestyle&Puzzle)and can drill deeper into genres(Puzzle,Arcade,etc.)and sub-genres(Swap,Word,etc.).Sensor Tower Pathmatics Retail Media Insights For those who need industry-first insight into on-and off-site retail media network investments Enjoy insight into:ad spend,media mix,share of wallet,impressions,and SOV for brands and products across retailers gaining a coveted view into the co-branded digital ad ecosystem and retail media networks.Sensor Tower Video Game Insights Discover top game trends on PC and Console platforms Get deep insights into key metrics like sales,revenue,DAU,and MAU for over 140,000 PC and Console games across 100+global markets.Analyse shifts in player behaviour to uncover critical intelligence on player acquisition and retention.-All Rights Reserved6Sensor Tower Executive SummaryThis report provides an in-depth analysis of the global eCommerce app market as we head into the 2025 holiday shopping season covering recent download trends,shifts across major regions,category performance and top eCommerce app rankings worldwide.It also analyses digital advertising investment patterns and showcases case studies highlighting how global shopping platforms like Temu,and leading regional players like Blinkit and Naver Plus Store,are executing and winning providing benchmarks and strategic insights for brands and publishers to build consumer-loved shopping experiences.Clarification on Downloads Data Sensor Towers downloads figures are derived from estimated downloads on the App Store and Google Play,excluding pre-installs,duplicate downloads and downloads from third-party Android app-store.Google Play is not available in Mainland China.-All Rights Reserved7Sensor Towers Pathmatics empowers you to uncover insights into the digital advertising ecosystem,minimise ineffective ad spend,and enhance the precision of your advertising campaigns.With Pathmatics,you gain visibility into the digital advertising landscapes across markets including the United States,Australia,Brazil,Canada,France,Germany,Italy,India,Japan,Mexico,New Zealand,Spain,South Korea,and the United Kingdom.Pathmatics provides comprehensive estimates on ad placements,spending,impressions,and share of voice(SOV),as well as in-depth analysis of brands advertising strategies on platforms like Facebook,Instagram,X(formerly Twitter),YouTube,and TikTok,across formats such as display banners,videos,mobile,and OTT.Pathmatics collects digital ad samples from the web and utilises statistical sampling methods to estimate the impressions,cost-per-thousand impressions(CPM),and expenditure associated with each creative.Sensor Tower Data&MethodologyDigital Advertising Channels Supported by Pathmatics Across MarketsUnited StatesAustraliaCanadaFranceGermanyUnited KingdomItalyJapanSouth KoreaBrazilIndiaMexicoNew ZealandSpainSwitzerlandTurkey Facebook Instagram LinkedIn Pinterest Reddit Snapchat TikTok X YouTube LINE NAVER Desktop Display Desktop Video Mobile App Mobile Display Mobile Video OTT-All Rights Reserved8AgendaIntroduction/Overview Data&Methodology Global Overview of the eCommerce App Market Performance of Leading eCommerce Apps Globally&in APAC Global Digital Advertising Trends of eCommerce Brands Case Study:Temu Case Study:Blinkit Case Study:Naver Plus Store Key Takeaways091219220607303743-All Rights Reserved9Global Overview of the eCommerce App Market-All Rights Reserved10eCommerce App Downloads Continue to Climb Globally Up Over 45%Since 20192019 2025 Global eCommerce Apps DownloadsFrom 2019 to 2025,eCommerce app downloads grew from 4.36 billion to 6.35 billion globally an overall increase of more than 45%,with a compound annual growth rate(CAGR)of approximately 6.5%.The surge in online consumption during the pandemic established a foundation for the long-term growth of eCommerce apps.As user penetration approaches saturation in major markets,the growth focus is shifting from user acquisition to retention and elevated user experience&engagement.Emerging markets are becoming one of the primary sources of incremental growth.Meanwhile,AI-driven recommendations and short-form video commerce are shaping the next wave of competition for global mobile commerce brands.Source:Sensor Tower App Performance Insights Note:Sensor Towers downloads figures are derived from estimated downloads on the App Store and Google Play,excluding pre-installs,duplicate downloads and downloads from third-party Android app-store.Google Play is not available in Mainland China.0B3.5B7B20192020202120222023202420256.5%-All Rights Reserved112019 2025 Global eCommerce Apps Downloads by MarketsIn 2025,global eCommerce app growth is shifting from mature markets toward emerging regions.Asia continues to lead,while Europe and North America stabilise,and Latin America,Africa and the Middle East emerge as new engines driving global download expansion.2019 2025 Global eCommerce Apps Downloads Across APACeCommerce App Growth Shifts From Mature Markets Toward Emerging Regions in 2025India remains the core growth engine for new eCommerce app downloads in APAC.Southeast Asia continues to grow steadily,while China moves into maturity with competition now centered on retention and value uplift.Japan and South Korea also sustain steady growth,with AI commerce and membership ecosystems becoming new innovation drivers.0B1.3B2.6B2019202020212022202320242025AsiaEuropeLatin AmericaNorth AmericaMiddle EastAfricaOceania0B0.7B1.4B2019202020212022202320242025IndiaSoutheast AsiaChina(iOS)JapanKoreaSource:Sensor Tower App Performance Insights Note:Sensor Towers downloads figures are derived from estimated downloads on the App Store and Google Play,excluding pre-installs,duplicate downloads and downloads from third-party Android app-store.Google Play is not available in Mainland China.-All Rights Reserved12Performance of Leading eCommerce Apps Globally&in APAC-All Rights Reserved13Temu Continues to Lead the Global eCommerce App Download and MAU Growth,While Blinkit Tops the Downloads Growth RankingSource:Sensor Tower App Performance Insights Notes:Rankings reflect the top 10 global eCommerce apps from Jan to Oct 2025.DownloadsRankLogoBrand1Temu Temu2SHEIN Sheinside Group3Amazon Shopping Amazon Mobile4Meesho Meesho5Shopee Shopee6A Alibaba7Flipkart Flipkart8Blinkit Blinkit9AliExpress Alibaba10Mercado Libre MercadoLibreDownloads GrowthRankLogoBrand1Blinkit Blinkit2Instamart BUNDL TECHNOLOGIES3?Bytedance4bigbasket BigB5Whatnot Whatnot6POP POPtech Growth7?Alibaba8JioMart Jio Platforms9Naver Plus Store NAVER10?XinginMAURankLogoBrand1Amazon Shopping Amazon Mobile2Shopee Shopee3Temu Temu4SHEIN Sheinside Group5Flipkart Flipkart6Meesho Meesho7Mercado Libre MercadoLibre8AliExpress Alibaba9Lazada Lazada Group10Wildberries WildberriesMAU GrowthRankLogoBrand1Temu Temu2SHEIN Sheinside Group3Zepto Zepto Marketplace4Blinkit Blinkit5Amazon Shopping Amazon Mobile6Mercado Libre MercadoLibre7Meesho Meesho8Vinted Vinted9Lidl Plus Lidl10Instamart BUNDL TECHNOLOGIES-All Rights Reserved14Source:Sensor Tower App Performance Insights Notes:Rankings reflect the top 10 eCommerce apps in the China iOS market from Jan to Oct 2025.China(iOS):Douyin Mall Dominates in Both Downloads and Download GrowthRankLogoBrand1?Bytedance2?3?Alibaba4?Alibaba5?Xingin61688 Alibaba7?Sankuai Online Technology8?Sankuai Online Technology9?10?Dewu InformationRankLogoBrand1?Bytedance2?3?Sankuai Online Technology4?5?Zhuanzhuan6?7?8?9?Beijing Koudai Technology10?RankLogoBrand1?Alibaba2?3?Xingin4?Alibaba5?6?Bytedance7?Alibaba8?91688 Alibaba10?ZhuanzhuanRankLogoBrand1?2?Bytedance3?Alibaba4?5?6?Zhuanzhuan7?81?YHD.COM9Mi Store Xiaomi10?Sankuai Online TechnologyDownloadsDownloads GrowthMAUMAU Growth-All Rights Reserved15RankLogoBrand1Temu Temu2?3DAISO?4?Rakuten5SHEIN Sheinside Group6Amazon Shopping Amazon Mobile7Yamada Digital Member BIPROGY8NTT Docomo NTT DOCOMO9Mercari Mercari10Yahoo!?Yahoo Japan CorpRankLogoBrand1AliExpress Alibaba2Shop Channel Touch-App Jupiter Shop Channel3KAUCHE KAUCHE4mix.tokyo TSI5DAISO?6POP MART POP MART7WORKMAN WORKMAN8ASICS ASICS9IRIS OHYAMA IRISPLAZA10WEAR START TODAYRankLogoBrand1Amazon Shopping Amazon Mobile2?Rakuten3Mercari Mercari4NTT Docomo NTT DOCOMO57-Eleven 7-Eleven6Temu Temu7Yahoo!?Yahoo Japan Corp8?9UNIQLO FAST RETAILING10?PointClub RakutenRankLogoBrand1?2Temu Temu3NTT Docomo NTT DOCOMO4DAISO?5?Rakuten6Yahoo!?Yahoo Japan Corp7Qoo10 eBay8ZOZOTOWN START TODAY9AliExpress Alibaba10Amazon Shopping Amazon MobileSource:Sensor Tower App Performance Insights Notes:Rankings reflect the top 10 eCommerce apps in the Japan market from Jan to Oct 2025.DownloadsDownloads GrowthMAUMAU GrowthJapan:AliExpress Downloads Surged 181%QoQ,Taking the Top Spot in Downloads Growth Ranking-All Rights Reserved16RankLogoBrand1Naver Plus Store NAVER2Temu Temu3SHEIN Sheinside Group4Coupang Coupang5Karrot Danggeun Market6OLIVEYOUNG CJ Olive Young7Daiso Daiso Asung8AliExpress Alibaba9Fallcent Fallcent104910 ABLY CorpRankLogoBrand1Naver Plus Store NAVER2SHEIN Sheinside Group3Lotte Mart Zetta LOTTE Mart4Fallcent Fallcent5S App Samsung Electronics6AIRSTAR DUTYFREE Megazone7ABC-CAMP ABC Mart Korea8Queen It Rapport Labs9T?SK Telecom10Kurly KurlyRankLogoBrand1Coupang Coupang2Karrot Danggeun Market3AliExpress Alibaba4Temu Temu5MUSINSA MUSINSA6OLIVEYOUNG CJ Olive Young7ABLY ABLY8Ohouse Bucketplace9Kurly Kurly10Bunjang Pic&GoRankLogoBrand1Coupang Coupang2Naver Plus Store NAVER3Temu Temu4AliExpress Alibaba5SHEIN Sheinside Group6OLIVEYOUNG CJ Olive Young7Daiso Daiso Asung8Gmarket GMARKET9Queen It Rapport Labs10ABLY ABLYSource:Sensor Tower App Performance Insights Notes:Rankings reflect the top 10 eCommerce apps in the South Korea market from Jan to Oct 2025.DownloadsDownloads GrowthMAUMAU GrowthSouth Korea:Naver Plus Store Secures#1 for Both Downloads and Downloads Growth for the First Time-All Rights Reserved17RankLogoBrand1Shopee Shopee2Temu Temu3Lazada Lazada Group4Qpon QPON DIGITAL5SHEIN Sheinside Group6TikTok Shop Seller Center Bytedance7A Alibaba8Taobao Alibaba9foodpanda Foodpanda10Tokopedia TokopediaRankLogoBrand1Qpon QPON DIGITAL2Taobao Alibaba3MyKasih DIV Services Sdn Bhd4Amaze Super App Ascend Commerce Company5?Xingin6FitRoom SilverAI7Klik Indomaret Klik Indomaret81688 Alibaba9SPX SPX EXPRESS10Guardian MY DFMYRankLogoBrand1Shopee Shopee2Lazada Lazada Group3Tokopedia Tokopedia4SHEIN Sheinside Group5foodpanda Foodpanda6Temu Temu77-Eleven 7Eleven8Alfagift Alfagift9TikTok Shop Seller Center Bytedance10LINE MAN LINE MANRankLogoBrand1Temu Temu2Shopee Shopee3Qpon QPON DIGITAL4Taobao Alibaba5MyKasih DIV Services Sdn Bhd6SHEIN Sheinside Group7Alfagift Alfagift8?Xingin9Klik Indomaret Klik Indomaret10Indomaret Poinku PT.Indomarco PrismatamaSource:Sensor Tower App Performance Insights Notes:Rankings reflect the top 10 eCommerce apps in the Southeast Asia market from Jan to Oct 2025.DownloadsDownloads GrowthMAUMAU GrowthSoutheast Asia:Shopee Maintains Its Position as the Market Leader in Both Downloads&MAU-All Rights Reserved18RankLogoBrand1Meesho Meesho2Flipkart Flipkart3Blinkit Blinkit4Zepto Zepto Marketplace5Amazon Shopping Amazon Mobile6bigbasket BigB7Instamart BUNDL TECHNOLOGIES8Myntra Myntra9Shopsy Shopsy10Swiggy SwiggyRankLogoBrand1Blinkit Blinkit2Instamart BUNDL TECHNOLOGIES3bigbasket BigB4POP POPtech Growth5JioMart Jio Platforms6SHEIN Sheinside Group7Myntra Myntra8Zepto Cafe Zepto Marketplace9Swiggy Swiggy10Snapdeal SnapdealRankLogoBrand1Flipkart Flipkart2Meesho Meesho3Amazon Shopping Amazon Mobile4Myntra Myntra5Zepto Zepto Marketplace6Swiggy Swiggy7Blinkit Blinkit8Shopsy Shopsy9AJIO Reliance Industries10bigbasket BigBRankLogoBrand1Zepto Zepto Marketplace2Blinkit Blinkit3Meesho Meesho4Amazon Shopping Amazon Mobile5Instamart BUNDL TECHNOLOGIES6bigbasket BigB7Savana ENVOGUE STYLES GLOBAL8POP POPtech Growth9Swiggy Swiggy10JioMart Jio PlatformsSource:Sensor Tower App Performance Insights Notes:Rankings reflect the top 10 eCommerce apps in the India market from Jan to Oct 2025.India:Quick Commerce Surges as Blinkit and 5 Other Apps Break into the Top 10 DownloadsDownloadsDownloads GrowthMAUMAU Growth-All Rights Reserved19Global Digital Advertising Trends of eCommerce Brands-All Rights Reserved20Digital Ad Spen