Leading Brands in US Shopping Category: Q4 2024 Insights

Introduction

In an ever-evolving shopping landscape, understanding brand performance across digital platforms is vital. Sensor Tower’s comprehensive data provides an in-depth analysis of monthly deduplicated audience trends for leading brands in the US shopping category. This article examines the performance of Walmart Inc., Shop Amazon Mobile App, and Temu (Whaleco Inc.) from Q3 2024 to Q4 2024.

Walmart Inc.

Walmart’s digital presence is robust, featuring walmart.com and the Walmart: Shopping & Savings app.

• Audience Trends: The monthly deduplicated audience remained stable above 160M for the quarter, with a notable increase in December to over 180M. Web-only visitors consistently outnumbered app-only visitors, highlighting the web platform's dominance.

• App Engagement: Monthly active users of the app grew from just under 20M in September to over 22M in December, indicating a steady rise in mobile engagement.

• Ad Spend & Channels: Walmart’s monthly advertising expenditure peaked in November at approximately $88M, with significant impressions across Facebook and OTT channels. Desktop display and video channels saw minimal spending.

Shop Amazon Mobile App

Amazon commands a significant presence with amazon.com and the Amazon Shopping app.

• Audience Trends: The monthly deduplicated audience remained above 130M throughout Q4, with a slight increase in December. The web platform attracted a higher number of unique visits, but app engagement was also strong.

• App Engagement: The app maintained over 66M monthly active users, reaching nearly 70M by December, showcasing a stable user base.

• Ad Spend & Channels: Amazon’s monthly advertising expenditure surged in December to around $10M, focusing heavily on YouTube, which delivered substantial impressions.

Temu (Whaleco Inc.)

Temu’s digital footprint includes temu.com and the Temu: Shop Like a Billionaire app.

• Audience Trends: The monthly deduplicated audience hovered around 105M in Q4, with a fairly balanced distribution between web and app users. The website consistently attracted more visits per unique visitor.

• App Engagement: Monthly active app users remained steady, fluctuating between 49M and 54M over the quarter.

• Ad Spend & Channels: Temu’s advertising efforts were most pronounced on Facebook, with a monthly spend of approximately $37M in December. Despite a decrease in ad spend compared to Q3, impressions remained high.

Conclusion

The Q4 2024 data highlights the diverse strategies and performance metrics of leading US shopping brands. Walmart, Amazon, and Temu each leverage unique strengths across web and app platforms to maintain and grow their audiences. Sensor Tower’s unparalleled data insights are essential for understanding these cross-platform dynamics, providing a comprehensive view of the digital marketplace.

For more detailed insights, explore Sensor Tower’s Web Insights, App Performance Insights, and Pathmatics.