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2025 Holiday Shopping Season: How eCommerce Apps and Brands Capture Growth (Sensor Tower)

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ReportSensor TowerDecember 20256 sectionsWeb report6 min readOriginal source
Key number
6.35 billion
Global eCommerce app downloads in 2025 §2
Largest segment
$19bn
U.S. shopping-related ad spend, Jan-Oct 2025 §4
What changed
6.5%
Global eCommerce app downloads CAGR 2019-2025 §2

Summary

  • Annual global eCommerce app downloads rose from 4.36 billion in 2019 to 6.35 billion in 2025, a CAGR of approximately 6.5%.§2
  • From January to October 2025, the U.S. led with USD 19 billion in shopping-related ad spend, followed by the U.K. at USD 3.7 billion.§4
  • Facebook and Instagram together account for more than 70% of total shopping ad impressions across major markets.§4
  • Temu's global cumulative downloads exceeded 1.2 billion as of October 2025, with a record 530 million monthly active users in August 2025.§4
  • Blinkit's downloads increased 165% from January to October 2025, reaching nearly 180 million cumulative downloads.§5
  • Naver Plus Store reached 7.9 million downloads as of October 2025, the most-downloaded eCommerce app in Korea.§6

Key insights

  1. Temu's downloads in Africa surged 168% year-over-year, and Brazil grew 84% to become its largest market in 2025.§4
  2. LINE contributes nearly 50% of total ad impressions in Japan from January to October 2025.§4
  3. Women account for 40% of Blinkit users.§5
  4. Latin America contributes nearly 30% of Temu's total global downloads.§4
  5. Douyin Mall ranked #1 in both downloads and download growth among eCommerce apps in China's iOS market.§3

Topics and entities

GlobalPaymentsBlinkitDouyin MallNaver Plus StoreTemu

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