Downloads Climbed to 14.8M (+20.9% WoW)
Downloads reached an estimated 14.8M for the Week of July 6, rising 20.9% WoW.
In Q2 2026, the most recently completed quarter, downloads declined -3.5% QoQ and held essentially flat YoY.
The rebound makes engagement the quality check.
Weekly sessions reached an estimated 13.6B for the Week of July 6, rising 4.5% WoW.
In Q2 2026, sessions grew 1.1% QoQ and grew 4.4% YoY.
For investors, the mix may indicate acquisition volatility alongside session resilience.
Engagement scale broadened with rising time per user
In Q2 2026, the most recently completed quarter, Walmart’s estimated DAU reached 445.4M, up 4.6% YoY, while estimated MAU reached 1.7B, up 5.5% YoY.
Avg time spent per DAU rose 4.2% YoY to an estimated 11.1 minutes per DAU as avg sessions held near an estimated 4.5 sessions per DAU, suggesting reach expansion with stable-to-improving engagement depth, though flat frequency could temper upside.
Walmart: Shopping & Savings churn indicates healthy retention
Walmart: Shopping & Savings churn held at an estimated 22.5% in Q2 2026, the most recently completed quarter, a low level that indicates relatively healthy retention despite a 13.8% YoY increase.
For investors, low estimated churn typically correlates with repeat engagement and CAC efficiency, while the worsening trend may signal incremental leakage risk versus Q2 2025.
Stable MPI Masks Mixed Mobile Momentum
Walmart’s mixed acquisition profile, resilient engagement, and low estimated churn suggest Q3 2026 is starting with mixed mobile momentum, as resilient engagement and low estimated churn offset download volatility and softer retention trends.
Apptopia’s MPI for WMT provides a useful lens for measuring whether stable session growth and improving time per DAU are translating into stronger mobile performance.
For investors, Apptopia’s MPI and lifecycle metrics may help frame download volatility, engagement depth, and churn quality heading into the next earnings window.
