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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Downward Trend in Economic Expectations Ends: Weekly US Consumer Sentiment, Week 17, 2025—InfographicHow Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to KnowThe New Coresight 100: Leading the Retail Charge in 2025US Store Tracker Extra, February 2025: Bankruptcies Push Total Closed Retail Space Toward 85 Million Square Feet