Leading Brands in US Shopping Category: Q3 2023 Analysis

Introduction

In Q3 2023, the Shopping category in the US witnessed significant engagement across leading brands such as Walmart Inc., Shop Amazon Mobile App, and Temu (Whaleco Inc.). Utilizing Sensor Tower's comprehensive data, this analysis delves into the performance and trends of these brands across their websites and apps. Sensor Tower's unique cross-referencing capabilities provide unparalleled insights into cross-platform user behavior, essential for understanding the dynamics of the digital marketplace.

Walmart Inc.

Walmart's digital presence is robust, with its website walmart.com and the Walmart: Shopping & Savings app.

• Audience Trends: From Q2 to Q3 2023, Walmart's website visits remained above 950M monthly, peaking in July. The monthly deduplicated audience hovered around 150M, with both web and app platforms contributing significantly.

• App Engagement: The app maintained strong engagement, with monthly active users consistently above 18M, indicating a stable mobile user base.

• Ad Spend & Channels: Walmart's monthly advertising spend peaked in June at over $48M, focusing on platforms like Facebook and Instagram. Impressions exceeded 6B in June, highlighting a broad reach across multiple channels, including OTT.

Shop Amazon Mobile App

Amazon's digital ecosystem includes amazon.com and the Amazon Shopping app.

• Audience Trends: Amazon saw stable web traffic, with monthly visits consistently above 3.4B. The monthly deduplicated audience remained around 127M, with a balanced distribution between web and app users.

• App Engagement: The app's monthly active users stayed strong, averaging around 66M, reflecting Amazon's dominance in mobile shopping.

• Ad Spend & Channels: Amazon's ad spend was minimal, with desktop display being the primary channel. Impressions were modest, indicating a strategic focus on organic traffic and loyal user engagement.

Temu (Whaleco Inc.)

Temu's presence is marked by its website temu.com and the Temu: Shop Like a Billionaire app.

• Audience Trends: Temu's website visits increased steadily, reaching over 600M monthly by September. The monthly deduplicated audience grew to approximately 87M, driven by both web and app users.

• App Engagement: The app experienced a surge, with monthly active users peaking at nearly 60M in July, showcasing significant mobile traction.

• Ad Spend & Channels: Temu's monthly ad spend saw a sharp rise, reaching over $83M in September. Facebook and Instagram were major channels, with impressions surpassing 13B, indicating aggressive marketing strategies.

Conclusion

Q3 2023 was a dynamic period for the US Shopping category, with Walmart, Amazon, and Temu leading the charge. Sensor Tower's data highlights the varied strategies and platforms these brands leverage to engage their audiences. By providing detailed insights through Web Insights, Pathmatics, and App Performance Insights, Sensor Tower remains the go-to source for comprehensive digital market analysis. These insights empower decision-makers with the intelligence needed to navigate the digital marketplace effectively.