Leading Shopping Brands in the U.S.: Q1 2025 Analysis

Introduction

In the ever-evolving landscape of online shopping, understanding audience behavior across platforms is crucial. Sensor Tower provides unparalleled insights into the monthly deduplicated audiences across websites and apps, offering a comprehensive view of the digital marketplace. This article examines the performance of leading U.S. shopping brands, Walmart Inc., Amazon, and Temu (Whaleco Inc.), from Q4 2024 to Q1 2025.

Walmart Inc.

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

• Audience Trends: Walmart's monthly deduplicated audience remained stable, consistently above 150M throughout Q1 2025. Website visits saw a slight dip in February but rebounded in March, with visits per unique visitor holding steady at around 11.

• App Engagement: The app maintained over 20M monthly active users, indicating stable mobile engagement.

• Ad Spend & Channels: Walmart's monthly advertising spend decreased from December 2024 to March 2025, with significant investments in Facebook and OTT channels. Impressions peaked in December, driven by holiday campaigns.

Shop Amazon Mobile App

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

• Audience Trends: Amazon's website visits remained high, with unique visits consistently over 95M per month. The monthly deduplicated audience hovered around 130M, reflecting strong cross-platform engagement.

• App Engagement: The app maintained a user base of approximately 67M monthly active users, showcasing its dominance in the mobile shopping space.

• Ad Spend & Channels: Amazon's monthly ad spend was notably lower compared to competitors, with peaks in November and December. YouTube was a significant channel, delivering high impressions.

Temu (Whaleco Inc.)

Temu's digital reach includes temu.com and the Temu: Shop Like a Billionaire app.

• Audience Trends: Temu experienced growth in its monthly deduplicated audience, surpassing 120M in March 2025. Unique visits to the website peaked in March, indicating increased interest.

• App Engagement: The app's monthly active users grew steadily, reaching over 58M by March, highlighting the app's rising popularity.

• Ad Spend & Channels: Temu's advertising efforts ramped up in January, with significant investments in Facebook and Snapchat. Impressions were highest in January, driven by extensive campaigns.

Conclusion

The first quarter of 2025 showcased the dynamic nature of the U.S. shopping category, with Walmart, Amazon, and Temu each exhibiting unique strengths across web and app platforms. Sensor Tower's comprehensive data, including Web Insights, App Performance Insights, and Pathmatics, provides critical insights into these cross-platform behaviors, underscoring the importance of a multi-channel approach in today's digital marketplace.

By leveraging Sensor Tower's advanced analytics, decision-makers can gain a competitive edge, optimizing strategies in a rapidly changing environment. For more detailed insights, explore our products and services.