Industry insights, trends, and analysis

The first-order discount sweet spot for CPG subscription brands is deeper than you think

There’s a fresh wave of pet-food M&A, and the subscription data shows what’s actually worth the premium

Menopause: the unsexy subscription category that outlasts fertility

Electrolyte brands are multiplying faster than their subscribers

How do backup payment methods affect involuntary churn?

Subscription churn is front-loaded: the first reorder matters more than acquisition

The wellness-ification playbook: why ‘functional’ products don’t make stickier subscriptions

Recurrence, not growth, is the consumer IPO qualifier

Supplement subscriptions have the leakiest first reorder (but investors don’t seem to mind)

Shoppers said they’d gift a subscription for Father’s Day. The data says they didn’t (well, not really)

Health and wellness is the biggest category in subscriptions (duh), and the supplement boom is why

Shopify’s betting agentic commerce will become the default for product discovery. What does that mean for subscriptions?