{"id":18871,"date":"2024-09-02T09:45:00","date_gmt":"2024-09-02T09:45:00","guid":{"rendered":"https:\/\/apptopia.com\/en\/insights\/retail-roundup-temu-pdd-slowdown-stands-out-baba-amzn-strong\/"},"modified":"2024-09-02T09:45:00","modified_gmt":"2024-09-02T09:45:00","slug":"retail-roundup-temu-pdd-slowdown-stands-out-baba-amzn-strong","status":"publish","type":"insight","link":"https:\/\/apptopia.com\/en\/insights\/retail-roundup-temu-pdd-slowdown-stands-out-baba-amzn-strong\/","title":{"rendered":"Retail Roundup: Temu (PDD) slowdown stands out; BABA\/AMZN strong"},"content":{"rendered":"\n<p><em>This was first published August 30, in our weekly newsletter\u00a0Apptopia Insight. To receive insights like this weekly, sign up\u00a0<a href=\"https:\/\/learn.apptopia.com\/newsletter\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Temu (PDD) U.S. downloads slowing<\/strong>\u00a0&#8211; U.S. downloads of the Temu app turned negative in July and decelerated into August (-19% YoY in the most recent week).<\/li>\n\n\n\n<li><strong>Temu\u2019s engagement also pulled back\u00a0<\/strong>&#8211; Temu\u2019s engagement leads e-commerce peers, but peaked in March (25 minutes\/day) and actually fell in 2Q (down to 21 mins\/day in July).\u00a0<\/li>\n\n\n\n<li><strong>AliExpress (BABA), Amazon (AMZN) strong<\/strong>\u00a0&#8211; AliExpress trends look opposite of Temu &#8211; U.S. downloads increased to +66% YoY in July and have been strong in recent months. Amazon U.S. downloads popped around July\u2019s Prime Day and have continued to trend up on a year-over-year basis (+14% YoY in July).<strong>\u00a0<\/strong><\/li>\n<\/ul>\n\n\n\n<div style=\"height:47px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><strong><strong>Temu download trends weak <\/strong><\/strong><\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2366\" height=\"794\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM.png\" alt=\"\" class=\"wp-image-2846\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM.png 2366w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-300x101.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-1024x344.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-768x258.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-1536x515.png 1536w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-2048x687.png 2048w\" sizes=\"(max-width: 2366px) 100vw, 2366px\" \/><\/figure>\n\n\n\n<p><strong>Temu weakness<\/strong> &#8211; Temu\u2019s new user growth has been slowing in the U.S., turning negative in July and decelerating further in August. In addition to new users, existing user engagement is falling &#8211; Temu\u2019s average time spent per user peaked at 25 mins\/day in March but slipped to 21 mins\/day in July. The percentage of panel users with Temu has also declined in 2Q over 1Q.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><strong><strong>Temu\u2019s engagement peaked in March<\/strong><\/strong><\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"2166\" height=\"1008\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.09.54\u202fPM.png\" alt=\"\" class=\"wp-image-2847\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.09.54\u202fPM.png 2166w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.09.54\u202fPM-300x140.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.09.54\u202fPM-1024x477.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.09.54\u202fPM-768x357.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.09.54\u202fPM-1536x715.png 1536w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.09.54\u202fPM-2048x953.png 2048w\" sizes=\"(max-width: 2166px) 100vw, 2166px\" \/><\/figure>\n\n\n\n<p><strong>Strong trends for AliExpress<\/strong> &#8211; AliExpress trends look opposite of Temu &#8211; U.S. downloads increased to +66% YoY in July and have been strong in recent months. AliExpress inflected in 2Q &#8211; downloads increased from +4% YoY in 1Q24 up to +68% in 2Q24 and have accelerated in July\/August.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><strong><strong>AliExpress 2Q growth up +68% YoY <\/strong><\/strong><\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"2366\" height=\"794\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-1.png\" alt=\"\" class=\"wp-image-2848\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-1.png 2366w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-1-300x101.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-1-1024x344.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-1-768x258.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-1-1536x515.png 1536w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-29-at-5.07.06\u202fPM-1-2048x687.png 2048w\" sizes=\"(max-width: 2366px) 100vw, 2366px\" \/><\/figure>\n\n\n\n<p><strong>Amazon Prime Day momentum carrying into August<\/strong> &#8211; Amazon Shopping\u2019s U.S. downloads popped to +14% YoY in July and remain strong and positive year-over-year in August.<\/p>\n\n\n\n<div style=\"height:27px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:48px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Questions on the underlying data included in this analysis?<\/h2>\n\n\n\n<div style=\"height:49px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\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\/custom-research-request\" target=\"_blank\" rel=\"noreferrer noopener\">Data request<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This was first published August 30, in our weekly newsletter\u00a0Apptopia Insight. To receive insights like this weekly, sign up\u00a0here. Temu download trends weak Temu weakness &#8211; Temu\u2019s new user growth has been slowing in the U.S., turning negative in July and decelerating further in August. In addition to new users, existing user engagement is falling [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":2849,"comment_status":"open","ping_status":"open","template":"","insight_category":[213],"insight_tag":[235],"class_list":["post-18871","insight","type-insight","status-publish","has-post-thumbnail","hentry","insight_category-app-economy","insight_tag-digital-transformation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Retail Roundup: Temu (PDD) slowdown stands out; BABA\/AMZN strong - 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\/retail-roundup-temu-pdd-slowdown-stands-out-baba-amzn-strong\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Retail Roundup: Temu (PDD) slowdown stands out; BABA\/AMZN strong - Apptopia\" \/>\n<meta property=\"og:description\" content=\"This was first published August 30, in our weekly newsletter\u00a0Apptopia Insight. 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