Recent tariff changes and economic uncertainty are significantly influencing the allocation of marketing budgets in the global ecommerce sector, according to the 2025 State of eCommerce App Marketing report by AppsFlyer. The report reveals that global spending on user acquisition (UA) has surged to $4.6 billion, marking a pivotal shift in how ecommerce apps invest their marketing dollars worldwide.
The findings underscore the adaptability of ecommerce giants like Alibaba Group Holding Ltd. (NYSE: BABA), which are closely monitoring these trends to refine their strategies for growth. This strategic pivot is crucial as companies navigate the complexities of international trade policies and consumer behavior shifts, aiming to maintain competitiveness in a rapidly evolving digital marketplace.
The implications of these spending shifts are profound, not only for the ecommerce industry but also for global trade dynamics. As companies adjust their marketing investments in response to tariff changes, the ripple effects could influence everything from app development priorities to international supply chain strategies, highlighting the interconnected nature of global commerce and digital marketing.



