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Adjust Sees Shopping Apps Evolve With AI-Powered Strategies And Smarter User Targeting

1. Adjust's report shows a 14% decline in e-commerce app installs YoY. 2. Higher-value user targeting is gaining traction among shopping apps.

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FAQ

Why Bearish?

The significant decline in e-commerce app installs could indicate reduced user acquisition potential for APP. Historical trends have shown that declines in app installs typically correlate with lower revenue potential and slower growth for related stocks.

How important is it?

The report's insight into declining installs signals a change that could meaningfully affect APP’s strategy and market position. As more shopping apps focus on higher-value users, APP may need to adapt to remain competitive, making this report salient to its performance.

Why Short Term?

The immediate impact can be felt as app install trends are reflected in quarterly earnings. Should the trend continue, this could quickly affect APP's performance and market perception.

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SAN FRANCISCO--(BUSINESS WIRE)--Leading measurement and analytics company Adjust released today The Shopping App Insights Report: 2025 Edition, revealing a strategic shift in how brands are approaching UA as smarter targeting with AI helps shopping apps focus on higher-value users. While e-commerce app installs declined 14% YoY globally in H1 2025, sessions increased 2%, indicating apps are attracting fewer but more engaged users. This trend is further evidenced by the global reattribution shar.

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