SHEIN's market share is taken away? Amazon's monthly active users fell 16% year-on-year in the first quarter

Sensor Tower recently conducted a study on the top 10 most used apps in the United States for package tracking, grocery delivery, and online shopping (excluding peer-to-peer marketplaces such as eBay and OfferUp).

Data shows that the number of monthly active users (MAU) of package tracking, grocery delivery, and online shopping apps in the United States has increased compared to before the epidemic. Compared with the early stage of the epidemic (the first quarter of 2020), the use of package tracking apps in the first quarter of 2022 increased by 152%, while grocery delivery apps increased by 50% and online shopping apps increased by only 9%.

Usage of package tracking apps increased 20% and grocery apps increased 9% compared to the first quarter of 2021. In contrast, usage of online shopping apps decreased 5% .

The decline in the use of online shopping apps may be because mask mandates have now been lifted in most parts of the United States, and American consumers are breaking away from consumption habits affected by the epidemic and starting to return to offline.

Among all online shopping applications, Amazon leads with 59% of monthly active users, but compared with the data in the first quarter of 2021, the monthly active users have dropped by 16%. The reason for the decline is most likely because SHEIN's monthly active users climbed from 6% in the first quarter of 2021 to 14%, grabbing Amazon's share.

After the U.S. completely relaxed its epidemic control measures, more consumers began to return to offline shopping, and the growth rate of the e-commerce market also slowed down. However, currently, affected by inflation and other factors, the spending power of consumers in the U.S. has declined, and the confidence index has fallen to the lowest level in nearly 11 years.

According to data from data research company IRI, 45% of American consumers are looking for special offers more frequently, 31% of consumers are reducing their purchases of non-essential items, 19% of consumers are choosing to buy more private labels, and 12% of consumers are now turning to supermarkets for lower prices.

The current market environment in the United States is bound to have a certain impact on the sales of cross-border sellers, so sellers must make full use of their own low-cost advantages, increase the added value of products while ensuring product quality, and find scarce categories that cater to consumer habits, so as to seize greater opportunities in the market.

Online Shopping in the US

Amazon users