{"id":18842,"date":"2024-01-12T22:05:41","date_gmt":"2024-01-12T22:05:41","guid":{"rendered":"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/"},"modified":"2024-01-12T22:05:41","modified_gmt":"2024-01-12T22:05:41","slug":"temus-impact-on-shein-has-peaked-and-is-now-receding","status":"publish","type":"insight","link":"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/","title":{"rendered":"Temu\u2019s impact on SHEIN has peaked and is now receding"},"content":{"rendered":"\n<p style=\"font-size:16px\"><em>This was first published January 10, in our weekly newsletter <\/em>Apptopia Insight<em>. To receive insights like this weekly, sign up\u00a0<\/em><strong><em><a href=\"https:\/\/learn.apptopia.com\/newsletter\/\">here<\/a><\/em><\/strong><em>.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The most downloaded Shopping apps in the U.S. in 2023 were Temu (113M) and SHEIN (68M).\u00a0<\/li>\n\n\n\n<li>In its first full year, Temu grew 482% YoY. SHEIN, in its ninth year, grew 65% YoY.<\/li>\n\n\n\n<li>A smaller percentage of Temu shoppers use SHEIN than vice versa,\u00a0but that trend is reversing in the latter half of the year.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"528\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/US-Shopping-Scorecard-1-1024x528.png\" alt=\"\" class=\"wp-image-2480\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/US-Shopping-Scorecard-1-1024x528.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/US-Shopping-Scorecard-1-300x155.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/US-Shopping-Scorecard-1-768x396.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/US-Shopping-Scorecard-1.png 1142w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>A month after PDD Holdings reported Temu taking share from SHEIN in Q3 earnings \u2013 and one month closer to the impending SHEIN IPO \u2013 it&#8217;s impossible not to zoom in on the two leading our&nbsp;Most Downloaded Shopping apps in the U.S. in 2023.&nbsp;<\/p>\n\n\n\n<p>Downloads, which are first-time installs only, speaks to advertising conversion. Both companies invest heavily in advertising, and it\u2019s notable to see SHEIN at 65% YoY growth, compared to 34% YoY in 2022, off the back of category expansion as it builds a marketplace.<\/p>\n\n\n\n<p>Engagement activity among users of both SHEIN and Temu in our device panel reveals high competitive intensity. SHEIN shoppers using Temu grew throughout the year, reaching over 60% in July. In late November, SHEIN shoppers on Temu declined to 55%. Conversely, Temu shoppers using SHEIN, while a smaller percentage, has grown since January 2023 to 25% mid-Q4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"628\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/SHEIN-Temu-cross-app-1024x628.png\" alt=\"\" class=\"wp-image-2482\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/SHEIN-Temu-cross-app-1024x628.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/SHEIN-Temu-cross-app-300x184.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/SHEIN-Temu-cross-app-768x471.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/SHEIN-Temu-cross-app-1536x942.png 1536w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/SHEIN-Temu-cross-app-2048x1255.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Compare the shared customer activity of Temu and SHEIN with that of Temu and Amazon:<\/strong><\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/engage.apptopia.com\/temu-amazon-case-study\">Case study: Temu vs. Amazon<\/a><\/div>\n<\/div>\n\n\n","protected":false},"excerpt":{"rendered":"<p>This was first published January 10, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up\u00a0here. A month after PDD Holdings reported Temu taking share from SHEIN in Q3 earnings \u2013 and one month closer to the impending SHEIN IPO \u2013 it&#8217;s impossible not to zoom in on the two leading [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":2489,"comment_status":"open","ping_status":"open","template":"","insight_category":[],"insight_tag":[236],"class_list":["post-18842","insight","type-insight","status-publish","has-post-thumbnail","hentry","insight_tag-mobile-channel-check"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Temu\u2019s impact on SHEIN has peaked and is now receding - Apptopia<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Temu\u2019s impact on SHEIN has peaked and is now receding - Apptopia\" \/>\n<meta property=\"og:description\" content=\"This was first published January 10, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up\u00a0here. A month after PDD Holdings reported Temu taking share from SHEIN in Q3 earnings \u2013 and one month closer to the impending SHEIN IPO \u2013 it&#8217;s impossible not to zoom in on the two leading [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/\" \/>\n<meta property=\"og:site_name\" content=\"Apptopia\" \/>\n<meta property=\"og:image\" content=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/US-Shopping-Scorecard-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1142\" \/>\n\t<meta property=\"og:image:height\" content=\"589\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/\",\"url\":\"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/\",\"name\":\"Temu\u2019s impact on SHEIN has peaked and is now receding - Apptopia\",\"isPartOf\":{\"@id\":\"https:\/\/apptopia.com\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/TEMU-SHEIN-scaled.jpg\",\"datePublished\":\"2024-01-12T22:05:41+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/#primaryimage\",\"url\":\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/TEMU-SHEIN-scaled.jpg\",\"contentUrl\":\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/TEMU-SHEIN-scaled.jpg\",\"width\":2560,\"height\":1707,\"caption\":\"Temu is the Most Downloaded Shopping app in the US in 2023, followed by SHEIN\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/apptopia.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Insights\",\"item\":\"https:\/\/apptopia.com\/en\/insights\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Temu\u2019s impact on SHEIN has peaked and is now receding\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/apptopia.com\/en\/#website\",\"url\":\"https:\/\/apptopia.com\/en\/\",\"name\":\"Apptopia\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/apptopia.com\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/apptopia.com\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/apptopia.com\/en\/#organization\",\"name\":\"Apptopia\",\"url\":\"https:\/\/apptopia.com\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/apptopia.com\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2023\/10\/logo-black-1.png\",\"contentUrl\":\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2023\/10\/logo-black-1.png\",\"width\":605,\"height\":131,\"caption\":\"Apptopia\"},\"image\":{\"@id\":\"https:\/\/apptopia.com\/en\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Temu\u2019s impact on SHEIN has peaked and is now receding - Apptopia","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/","og_locale":"en_US","og_type":"article","og_title":"Temu\u2019s impact on SHEIN has peaked and is now receding - Apptopia","og_description":"This was first published January 10, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up\u00a0here. A month after PDD Holdings reported Temu taking share from SHEIN in Q3 earnings \u2013 and one month closer to the impending SHEIN IPO \u2013 it&#8217;s impossible not to zoom in on the two leading [&hellip;]","og_url":"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/","og_site_name":"Apptopia","og_image":[{"width":1142,"height":589,"url":"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/US-Shopping-Scorecard-1.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/","url":"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/","name":"Temu\u2019s impact on SHEIN has peaked and is now receding - Apptopia","isPartOf":{"@id":"https:\/\/apptopia.com\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/#primaryimage"},"image":{"@id":"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/#primaryimage"},"thumbnailUrl":"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/TEMU-SHEIN-scaled.jpg","datePublished":"2024-01-12T22:05:41+00:00","breadcrumb":{"@id":"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/#primaryimage","url":"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/TEMU-SHEIN-scaled.jpg","contentUrl":"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/01\/TEMU-SHEIN-scaled.jpg","width":2560,"height":1707,"caption":"Temu is the Most Downloaded Shopping app in the US in 2023, followed by SHEIN"},{"@type":"BreadcrumbList","@id":"https:\/\/apptopia.com\/en\/insights\/temus-impact-on-shein-has-peaked-and-is-now-receding\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/apptopia.com\/en\/"},{"@type":"ListItem","position":2,"name":"Insights","item":"https:\/\/apptopia.com\/en\/insights\/"},{"@type":"ListItem","position":3,"name":"Temu\u2019s impact on SHEIN has peaked and is now receding"}]},{"@type":"WebSite","@id":"https:\/\/apptopia.com\/en\/#website","url":"https:\/\/apptopia.com\/en\/","name":"Apptopia","description":"","publisher":{"@id":"https:\/\/apptopia.com\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/apptopia.com\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/apptopia.com\/en\/#organization","name":"Apptopia","url":"https:\/\/apptopia.com\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/apptopia.com\/en\/#\/schema\/logo\/image\/","url":"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2023\/10\/logo-black-1.png","contentUrl":"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2023\/10\/logo-black-1.png","width":605,"height":131,"caption":"Apptopia"},"image":{"@id":"https:\/\/apptopia.com\/en\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/insight\/18842","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/insight"}],"about":[{"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/types\/insight"}],"author":[{"embeddable":true,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/comments?post=18842"}],"version-history":[{"count":0,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/insight\/18842\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/media\/2489"}],"wp:attachment":[{"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/media?parent=18842"}],"wp:term":[{"taxonomy":"insight_category","embeddable":true,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/insight_category?post=18842"},{"taxonomy":"insight_tag","embeddable":true,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/insight_tag?post=18842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}