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

Introduction

In the ever-evolving landscape of online shopping, certain brands continue to dominate the market with their robust digital presence. This article explores the performance of leading shopping brands in the United States during Q1 2025, analyzing their websites, apps, and advertising strategies. Thanks to Sensor Tower's unparalleled data offerings, we provide a comprehensive look at these brands, highlighting trends from Q4 2024 to Q1 2025.

Shop Amazon

Amazon remains a powerhouse in the shopping category, with its digital platforms drawing substantial monthly traffic.

• Audience Trends: The website, amazon.com, consistently attracted a massive audience. Monthly visits peaked in December 2024 with approximately 7.5B visits, declining slightly in Q1 2025 but remaining above 5.8B. The monthly true audience stayed stable above 190M throughout the quarter.

• App Engagement: The Amazon Shopping app saw a slight decline in monthly active users from December to February, hovering around 126M, with a recovery to over 128M in March.

• Ad Spend & Channels: Amazon's monthly advertising spend peaked in December with over $150M, primarily through Facebook and OTT (Over-the-top media service) channels, garnering billions of impressions.

Walmart Inc.

Walmart Inc. demonstrated steady growth across its digital platforms, maintaining its stronghold in the market.

• Audience Trends: The website, walmart.com, experienced a seasonal peak in December with nearly 980M visits, stabilizing in Q1 2025 around 710M. The monthly true audience consistently exceeded 100M.

• App Engagement: The Walmart: Shopping & Savings app maintained a stable monthly active user base, with users fluctuating around 64M.

• Ad Spend & Channels: Walmart's monthly advertising spend was highest in November at over $92M, with significant impressions from Facebook and Instagram channels.

Temu (Whaleco Inc.)

Temu, under Whaleco Inc., emerged as a notable player, showing impressive growth in both web and app domains.

• Audience Trends: The website, temu.com, saw a steady increase in visits, peaking in March at over 910M. The monthly true audience showed an upward trend, exceeding 125M by March.

• App Engagement: The Temu: Shop Like a Billionaire app experienced growth, with monthly active users rising from 69M in October to over 81M in March.

• Ad Spend & Channels: Temu's monthly ad spend surged in January, reaching nearly $59M, with Facebook and Snapchat being key channels for impressions.

Conclusion

The first quarter of 2025 highlighted the dynamic nature of the U.S. shopping sector, with Amazon, Walmart, and Temu leading the charge. Sensor Tower's comprehensive data offerings, including Web Insights, App Performance Insights, and Pathmatics, provide critical insights into these brands' cross-platform strategies. As consumer behaviors continue to evolve, these insights are invaluable for understanding market trends and making informed business decisions. Explore our products and services to gain a competitive edge.