Deep Dive 18 minutes PremiumSubscription Commerce Update – Disruptors Face Disruption Coresight Research May 22, 2018 Executive SummarySubscription services continue to capture billions of dollars that would otherwise go to conventional retailers. However, we are now seeing some US subscription commerce disruptors face disruption themselves. We estimate that in 2018, US consumers will spend around $1.9 billion on beauty and personal care subscription services and around $3 billion on online meal kit services. Facing increased competition and high marketing costs, some of the biggest subscription firms, such as Blue Apron, are facing challenges in terms of growth and profitability, while others, such as HelloFresh, remain loss-making. Amazon Subscribe & Save is one of the most popular subscription services, and a hybrid retail/subscription model, such as this, looks the most sustainable. It means customers who want to cancel a subscription can do so while still shopping with the same retailer, and for the company, the enhanced scale provides opportunities to leverage fixed costs. This report is for paying subscribers only. Already a paying subscriber? Please log in to see the entire report.If you wish to learn more about our subscription plans and become a paying subscriber, click here. This document was generated for Other research you may be interested in: Coresight Bites: US Store Openings and Closures—2022 Review and 2023 OutlookInsights Video: Market Navigator—US Apparel and Footwear RetailingChina Consumer Tracker: Understanding Luxury ShoppersRetail-Tech Landscape: Retail Analytics