From growth competition to retention rivalry — user engagement has become the new battlefield in global e-commerce.
SUMMARY
The FoxData report highlights three major trends in the global e-commerce app market for H1 2025:
1️⃣ Global download growth slowed, shifting focus from acquisition to retention;
2️⃣ Temu and SHEIN maintained top rankings through a “cross‑border low‑price + high‑retention” strategy;
3️⃣ India and Southeast Asia became major growth drivers through social commerce and instant retail models.
Meanwhile, festival peaks such as China’s 618, Ramadan in Southeast Asia, and Carnival in Latin America are reshaping global e‑commerce rhythms. The industry focus is shifting from price wars to efficiency, user experience, and localization‑based competition.