数字零售已进入成熟阶段,用户获取增长趋于平缓,但规模依然庞大:2025年全球零售应用下载量超过87亿,零售网站访问量突破4000亿。移动端成为主导渠道,2026年第一季度移动设备贡献了59%的零售网站流量,较2024年同期的46%显著提升,表明移动设备已深度嵌入购物全流程——从发现、比较到购买及售后互动。
零售竞争日益多维化。市场平台仍凭规模和广度占优,但即时零售、忠诚度生态、内容驱动型电商以及数字化门店体验正在塑造新一代领跑者。高频消费场景(如咖啡、生鲜、外卖)推动应用习惯性使用,而数字广告在维持品牌可见度方面愈发关键。成功的零售商不再依赖单一增长公式,而是通过差异化生态系统构建长期消费者关系。
报告列举亚太案例揭示不同增长路径:新加坡FairPrice通过日用零售提升用户参与度;印度Nykaa从美妆扩展至时尚与男士品类,打造综合生态;韩国Shinsegae以差异化数字体验(如百货、免税店应用)强化实体零售,疫情期间国内数字业务抵消了旅游零售下滑。这些案例表明,数字化并非孤立渠道,而是巩固整体零售战略的支撑。
总之,下载量和MAU仍重要,但长期增长取决于如何连接线上线下、构建独特生态并创造复购理由。报告基于Sensor Tower的应用表现、受众洞察、网站分析和Pathmatics广告数据,为零售领导者提供战略参考。
值得关注的是,文章揭示移动端在零售网站流量中的占比从2024年的46%跃升至2026年的59%,这一信号表明数字广告预算向移动端倾斜的趋势将进一步加速。对UA团队而言,这意味着需要重新审视归因模型——单纯依赖下载量或Web会话数已不足以衡量用户全旅程价值,跨设备、跨渠道的触点归因能力将成为核心竞争门槛。同时,文章指出零售领导者正通过高频场景(如快餐、即时配送)和内容社区构建差异化生态系统,这提示广告运营者:在流量成本攀升的背景下,通过分层受众策略(如高活跃用户 vs 偶然访客)匹配不同的创意和出价逻辑,比追求广撒网式的曝光更关键。
从宏观视角看,这与隐私政策变化下第一方数据价值提升的趋势同频——生态型零售商能通过自有触点积累更丰富的用户行为信号,从而在广告定向中占据优势。
Digital banking ad impressions surpassed 50B quarterly with spend above $350M by Q1 2026, driven by mobile-first adoption. Neobanks like Nubank lead downloads, while traditional banks modernize apps. SeaBank's integration with Shopee exemplifies ecosystem-driven acquisition. For ad ops, key takeaways: prioritize mobile channels, leverage partnerships for scale, and balance reach with trust-building to sustain engagement.
Cross-platform measurement resolves the common problem of fragmented, device-level reporting that inflates ROAS and misallocates budgets. By unifying customer identity across web, mobile, CTV, and other surfaces, marketers gain a single view of LTV and attribution. AppsFlyer provides this via CUID stitching and Product Line grouping, enabling real-time, deduplicated insights without manual BI work. Key benefits include accurate cross-platform ROAS, elimination of duplicate attribution, and reliable data for AI-driven optimization.
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Mobile wallets are evolving beyond payments into platforms for rewards, commerce, and financial services. The report highlights rising engagement through daily sessions, ecosystem integration as a competitive edge, and increased investment in digital advertising focusing on lifestyle and merchant partnerships. For ad ops, the key takeaway is the growing importance of cross-channel acquisition and localized creative strategies to capture high-frequency utility-driven users.
Gen AI apps have become the primary growth engine of the non-gaming market, with revenue surging 232% YoY to $6.1 billion between Q2 2025 and Q1 2026. The US leads with 38% of global revenue, while Japan and Korea emerge as key growth markets. AI Assistants are increasingly concentrated, with ChatGPT dominating, but vertical segments like AI Companions, AI Agents, and AI Image & Video offer fragmented, high-growth opportunities. Lessons from Plaud highlight success through vertical focus, deep localization, and precision advertising. For ad ops, targeting vertical AI segments and localized user acquisition strategies present significant opportunities.
Marketing attribution is critical for connecting spend to revenue, but platform self-reporting and last-click bias distort budget decisions. Single-touch models (first/last-click) are simple but miss the full journey; multi-touch models (position-based, data-driven) are more accurate but require robust data. Mobile attribution is particularly challenging due to ATT, SKAdNetwork, and cross-platform gaps, necessitating a mobile measurement partner (MMP) for independent, deduplicated measurement. Clean attribution data is essential for AI-driven optimization—bad signals lead to bad decisions. Starting with position-based attribution and incrementality testing provides a practical foundation.
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