This was first published August 23, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here.

  • Travel & entertainment – travel app downloads are down -7% YoY in July – turning back negative after improving in May & June. Travel apps look stable while entertainment apps are lagging – AMC -31% YoY, Ticketing (LYV) down sharply to -49% YoY, and PLAY slowed to +1% YoY.
  • QSRs – QSR app downloads slowed to -4% YoY in July. Underperformers include Wendy’s (WEN) slowing to -5% YoY and SBUX -28% YoY.
  • Financials – financial apps slowed to -5% YoY, with crypto/trading apps slowing, SOFI flat YoY, and payment apps weaker (PYPL -15% YoY, SQ -9% YoY). 

July mobile macro

Travel & entertainment – overall travel & entertainment downloads slowed to -7%, with entertainment apps weak and driving the negative trends. Live Nation (-49% YoY) and AMC Networks (-31% YoY) stick out on the negative side. Airlines and Hotels look mainly stable, while OTAs are mixed – ABNB up to +23%, EXPE -2% YoY, and BKNG -8% YoY.

QSRs – QSR app downloads slowed to -4% YoY in July. Wendy’s downloads have been strong in recent months but turned negative to -5% in July, while Starbucks downloads decelerated further to -28% YoY from -12% YoY in June. McDonald’s slowed slightly to -13% YoY.

Financials – Financial apps slowed to -5% YoY – SOFI trended down to +0% YoY, HOOD slowed to +17% YoY, and COIN remains positive at +93% but down from +146% YoY last month.

Round-up of additional sectors – Notable large consumer categories include real estate apps negative but flat at -15% YoY, Autos slowed to -23% YoY (KMX, CARS weaker), home improvement apps slowed (HD -28% YoY, LOW -4% YoY). Walmart stands out positively – WMT up to +2% YoY, while TGT slowed to +3% YoY.

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