サブスクリプションEコマース (定期購入) の世界市場の考察と予測

当レポートでは、世界のサブスクリプションEコマース (定期購入) 市場について調査分析し、市場概要、セグメント別の市場考察、競合シナリオ、主要企業などについて、体系的な情報を提供しています。

第1章 市場イントロダクション

第2章 調査手法/前提条件

第3章 業界実績

第4章 エグゼクティブサマリー

第5章 市場概要

• イントロダクション
• 市場力学
• 市場課題
• 市場機会

第6章 法・規制の枠組み

• 概要

第7章 サブスクリプションボックス配送サービス

• 概要

第8章 価格モデル

• 概要

第9章 ケーススタディ

• 概要
• ケーススタディ

第10章 需要・供給側分析

• 概要
  • 需要側分析
  • 供給側分析

第11章 ワーキングモデル

• 概要

第12章 バリューチェーン分析

• 概要

第13章 市場考察：用途別

• 概要
• 美容・パーソナルケア用品
• 食品・飲料
• 衣料・ファッション
• エンターテインメント
• 健康・フィットネス
• その他

第14章 市場考察：エンドユーザー別

• 概要
  • 女性の加入者
  • 男性の加入者
  • 子供の加入者

第15章 市場考察：決済方法別

• 概要
• オンライン
• オフライン

第16章 市場考察：地域別

• 概要
• 北米
• 欧州
• アジア太平洋地域
• その他

第17章 競合シナリオ

• ファイブフォース分析
• 競合情勢

第18章 主要企業プロファイル

• Dollar Shave Club, Inc.
• Blue Apron Holdings Inc.
• Hello Fresh
• Edgewell Personal Care (Harry's)
• Personalized Beauty Discovery Inc. (Ipsy)
• PetSmart Inc
• Netflix
• Flintobox
• Nature Delivered Ltd (Graze)
• The Walt Disney Company Ltd.

List of Tables

• FIG. 1 Scope of the Global Subscription E-commerce Market Study
• FIG. 2 Research Methodology for Subscription E-commerce Market Study
• FIG. 3 Key Facts on Smartphone Market, 2018
• FIG. 4 Global Subscription E-commerce Market by Value, 2019-2025 (US$ Billion)
• FIG. 5 Guide to Start Subscription E-commerce Business
• FIG. 6 Global Subscription E-commerce Market, By Number of Visits and Y-o-Y Growth, 2016-2025 (US$ Million, %)
• FIG. 7 Percentage of Population Living in Urban Areas across the Regions, 2018 (%)
• FIG. 8 Distribution of Working Age Population (Aged 15-64) around the Globe, 2018 (Million)
• FIG. 9 Internet and Mobile Penetration, Global & Region (Billion, %, 2018)
• FIG. 10 Broadband Adoption based on Income Levels in Media and Entertainment Subscription based Services, (%)
• FIG. 11 Monthly Disposable Income of Different Countries, 2018
• FIG. 12 Clueless Monthly Spending on Subscription E-Commerce Services, US$
• FIG. 13 Click and Accept Method Adopted by Subscription E-commerce Websites
• FIG. 14 Pricing Model of Subscription E-commerce Players, BirchBox and Rent the Runway
• FIG. 15 Type of Subscription Based Models (%)
• FIG. 16 Pricing Model of Subscription E-commerce Players, Flintobox and Netflix
• FIG. 17 Pricing Model of Subscription E-commerce Players, Shaker and Spoon and Bulubox
• FIG. 18 Global Investments in Subscription E-commerce Market and YoY Growth, 2010- 2017 (US$ Million, %)
• FIG. 19 Funding Trends of Subscription E-commerce Companies, 2018, (%)
• FIG. 20 Working Model of Subscription Based E-Commerce Industry
• FIG. 21 Sign Up Procedure in Subscription E-Commerce Industry
• FIG. 22 Netflix Business Model
• FIG. 23 Intermediaries Involved in Subscription E-Commerce Market
• FIG. 24 Supply Chain Analysis of Subscription E-Commerce Market
• FIG. 25 Global Subscription E-commerce Market by Application, 2018 & 2025 (%)
• FIG. 26 Global Beauty and Personal Care Subscription E-commerce Market, By Number of Visits, 2018- 2025 (Millions, %)
• FIG. 27 Top Beauty Subscription E-commerce Companies, By Number of % Increase in Number of Visits, 2018 (%)
• FIG. 28 Top Food and Beverage Subscription E-commerce Companies, By % Increase in Number of Visits, 2018 (%)
• FIG. 29 Global Food and Beverage Subscription E-commerce Market, By Number of Visits, 2018- 2025 (Millions)
• FIG. 30 Global Clothing and Fashion Subscription E-commerce Market, By Number of Visits 2018-25, Million
• FIG. 31 Global Entertainment Subscription E-commerce Market, by Number of Visits, 2018-25 (Million)
• FIG. 32 Number of Subscribers in Key Entertainment Subscription E-commerce Players, 2018 (Million)
• FIG. 33 Global Health and Fitness Subscription E-commerce Market, by Number of Visits, 2018-25 (Million)
• FIG. 34 Global Other Application Subscription E-commerce Market, by Number of Visits, 2018-25 (Million)
• FIG. 35 Global Subscription E-commerce Market by End Users, 2018 & 2025 (%)
• FIG. 36 Top Subscription E-commerce Companies, By Number of Women Subscribers,2018 (%, Thousands)
• FIG. 37 Top Subscription E-commerce Companies, By Number of Men Subscribers, 2018 (%, Thousands)
• FIG. 38 Top Kids Subscription E-commerce Companies, By Number of % Increase in Number of Visits, 2018 (%)
• FIG. 39 Global Subscription E-commerce Market by Payment Mode, 2018 & 2025 (%)
• FIG. 40 Online Shoppers Across the Globe, 2019, Million
• FIG. 41 Global Subscription E-commerce Market by Region, 2018 & 2025 (%)
• FIG. 42 Number of Visits on Subscription E-commerce Websites in North America, 2018-2025, (Million)
• FIG. 43 Online Visits in United States Subscription E-commerce Industry, 2016-2020, (Million)
• FIG. 44 Subscription E-commerce Market in Canada, By Application, 2018, (%)
• FIG. 45 Number of Visits on Subscription E-commerce Websites in Europe, 2018-2025, (Million)
• FIG. 46 Number of Subscribers to SVOD in Europe, 2011-2016, (Million)
• FIG. 47 Market Share of Online Video Subscription Service Players in Europe, 2018, (%)
• FIG. 48 Overview of Subscription based Services in United Kingdom, 2017
• FIG. 49 Number Online Subscription Transactions, 2015-2020, (Billion)
• FIG. 50 Market Share of Online Ecommerce Players in France, 2018, (%)
• FIG. 51 Overview of Online Ecommerce in Nordics, 2017
• FIG. 52 Percentage of 35-44 Year olds in the Nordics, with Subscribed Grocery Services, (%)
• FIG. 53 Number of Visits on Subscription E-commerce Websites in Asia Pacific, 2018-2025, (Million)
• FIG. 54 Number of Paid Memberships in China, 2018-2025, (Million)
• FIG. 55 Porter's Five forces analysis of the Global Subscription E-commerce Market
• FIG. 56 Number of Visits on Prominent Subscription E-commerce Companies, 2017-2018, (Million)
• FIG. 57 Market Share Analysis by Company, 2018 (%)
• FIG. 58 Number of Subscribers of Dollar Shave Club, 2012-2018, (Million)
• FIG. 59 Product Portfolio of Dollar Shave Club
• FIG. 60 Dollar Shave Club Growth Strategy
• FIG. 61 Dollar Shave Club Objective
• FIG. 62 Perceptual Map of Dollar Shave Club
• FIG. 63 Customer Retention of Dollar Shave Club, 2017, (%)
• FIG. 64 Dollar Shave Club, SWOT Analysis
• FIG. 65 Revenue Model & Year on Year Growth of Dollar Shave Club, 2012-2016, (US$, Million, %)
• FIG. 66 Dollar Shave Club Customer Transaction as a Share of Total Transactions in United States, (Thousand, %)
• FIG. 67 Supply Demand Ecosystem of Blue Apron
• FIG. 68 Strategic Actions Undertaken by Blue Apron to Accelerate the Path of Profitability
• FIG. 69 Strategic Brand Partners of Blue Apron
• FIG. 70 Blue Apron, Revenue Split, 2018 (%)
• FIG. 71 Blue Apron, SWOT Analysis
• FIG. 72 Key Financials of Blue Apron Holdings Inc
• FIG. 73 Revenue Model & Year on Year Growth of Blue Apron Holdings Ltd, 2015-2019, (US$, Million, %)
• FIG. 74 Blue Apron, Revenue Split, 2018 (%)
• FIG. 75 Number of Orders and Average Order Value of Blue Apron, 2017-2019, (Thousand, US$)
• FIG. 76 Number of Customers and Average Order per Customer of Blue Apron, 2017-2019, (Thousand, Units)
• FIG. 77 Key Suppliers and Working Model of Hello Fresh
• FIG. 78 Key Product/Services Offerings of Hello Fresh
• FIG. 79 Key Product/Services Offerings of Hello Fresh-Wine Collection
• FIG. 80 How it Works- Wine Collection Delivery Standards
• FIG. 81 Growth Strategy Adopted by Hello Fresh
• FIG. 82 Key Financials of Hello Fresh
• FIG. 83 Revenue Model & Year on Year Growth of Hello Fresh, 2015-2019, (US$, Million, %)
• FIG. 84 Hello Fresh, Revenue Split, 2018 (%)
• FIG. 85 Number of Customers and Average Order per Customer, Meals Delivered, Hello Fresh, 2016-2017, (Millions)
• FIG. 86 Growth Strategy Adopted by Harry's
• FIG. 87 Harry's, SWOT Analysis
• FIG. 88 Harrys' Share of Sales in United States,2013-2017 (%)
• FIG. 89 Monthly Indexed Revenue Growth, 2014-2016, (%)
• FIG. 90 Harrys' Share of Sales Online Blades & Razor Sales, 2016 (%)
• FIG. 91 Consumer Spending by Harry' Subscriber Base, 2016 (%)
• FIG. 92 Consumer Base of Harry's Online Blades and Razors, 2014- 2016 (%)
• FIG. 93 Beauty Brands offered by Ipsy
• FIG. 94 Strategic Actions Undertaken by Ipsy
• FIG. 95 Number of Visits and Subscribers Overview of Ipsy, 2017-2018
• FIG. 96 Strategic Actions Undertaken by PetSmart Inc
• FIG. 97 Delivery Model by PetSmart Inc
• FIG. 98 PetSmart Inc, SWOT Analysis
• FIG. 99 Key Financials of PetSmart Inc
• FIG. 100 PetSmart Inc, Revenue Split, Revenues and Year on Year Growth 2011- 2015 (%, US$ Million)
• FIG. 101 PetSmart Inc Stores, 2011-2013 (Thousands)
• FIG. 102 Services Offered by Netflix
• FIG. 103 Strategic Actions undertaken by Netflix
• FIG. 104 Netflix, SWOT Analysis
• FIG. 105 Key Financials of Netflix
• FIG. 106 Netflix, Revenue Split, By Segment 2018 (%,)
• FIG. 107 Netflix Revenue Sales and Year on Year Growth ,2014-2018 (US$ Billion, %)
• FIG. 108 Membership Data by Netflix, 2014-2018, Thousand
• FIG. 109 Netflix as Prominent Platform of Choice for TV Content, 2018
• FIG. 110 Number of Households Subscribing for Netflix Services Globally, Million
• FIG. 111 Overview of Flintobox
• FIG. 112 Product Segmentation of Flintobox
• FIG. 113 Strategic Actions undertaken by Flintobox
• FIG. 114 Core Philosophies of Flintobox
• FIG. 115 Strengths of Flintobox
• FIG. 116 Key Financials of Flintobox and Number of Boxes Shipped, US$ Million (2015-2017), (Thousand) 2017-2019
• FIG. 117 Products Offered by Graze
• FIG. 118 Products Offered by Graze
• FIG. 119 Graze Subscription Boxes to Choose from
• FIG. 120 Business Model of Graze
• FIG. 121 Graze- Retailers List
• FIG. 122 Growth Strategy Adopted by Graze
• FIG. 123 Revenue Sales of Nature Delivered and Year on Year Growth, 2013-2018, (US$ Million, %)
• FIG. 124 Growth Strategy Adopted by The Walt Disney Company Ltd
• FIG. 125 The Walt Disney Company Ltd, SWOT Analysis
• FIG. 126 Key Financials of The Walt Disney Company
• FIG. 127 The Walt Disney Company, Revenue Split, By Region & Segment 2018 (%)
• FIG. 128 Revenue Sales of The Walt Disney Company Ltd and Year on Year Growth, 2014-2018, (US$ Million, %)
• FIG. 129 Number of Subscribers of The Walt Disney Company, 2018, Million

List of Figures

• TABLE 1 Global Smartphone User, by Region 2016-2021 (in million)
• TABLE 2 Reasons for Cancellation of Subscription Services in United States, By Service Type, 2017, (%)
• TABLE 3 USPS Cubic Rates as of June 2018, US$
• TABLE 4 Shipping Carrier Comparison, by Services
• TABLE 5 Investment Rounds of Subscription Box Companies
• TABLE 6 Revenues Streams in Subscription E-Commerce Market
• TABLE 7 Building Blocks of Subscription Based Services
• TABLE 8 Global Subscription E-commerce Market, By Application 2018-25 (US$ Billion)
• TABLE 9 Global Beauty and Personal Care Subscription E-commerce Market, By Region 2018-25 (US$ Billion)
• TABLE 10 Subscription Box Services by Love with Food, By Prices, US$
• TABLE 11 Global Food and Beverage Subscription E-commerce Market, By Region 2018-25 (US$ Billion)
• TABLE 12 Global Clothing and Fashion Subscription E-commerce Market, By Region 2018-25 (US$ Billion)
• TABLE 13 Global Entertainment Subscription E-commerce Market, By Region 2018-25 (US$ Billion)
• TABLE 14 Global Health and Fitness Ecommerce Market, By Region 2018-25 (US$ Billion)
• TABLE 15 Global Other Application Ecommerce Market, By Region, 2018-25 (US$ Billion)
• TABLE 16 Global Subscription E-commerce Market, By End Users 2018-25 (US$ Billion)
• TABLE 17 Women Subscribers Subscription E-commerce Market, By Region, 2018-25 (US$ Billion)
• TABLE 18 Men Subscribers Subscription E-commerce Market, By Region, 2018-25 (US$ Billion)
• TABLE 19 Kids Subscribers Subscription E-commerce Market, By Region, 2018-25 (US$ Billion)
• TABLE 20 Global Subscription E-commerce Market, By Payment Mode 2018-25 (US$ Billion)
• TABLE 21 Online Subscription E-commerce Market, By Region, 2018-25 (US$ Billion)
• TABLE 22 Offline Subscription E-commerce Market, By Region 2018-25 (US$ Billion)
• TABLE 23 Global Subscription E-commerce Market, By Region, 2018-25 (US$ Billion)
• TABLE 24 North America Subscription E-commerce Market, By Application 2018-25 (US$ Billion)
• TABLE 25 North America Subscription E-commerce Market, By End Users 2018-25 (US$ Billion)
• TABLE 26 North America Subscription E-commerce Market, By Payment Mode 2018-25 (US$ Billion)
• TABLE 27 North America Subscription E-commerce Market, By Country, 2018-25 (US$ Billion)
• TABLE 28 United States Subscription E-commerce Market, Buying Trends
• TABLE 29 United States Subscription E-commerce Market, By Application 2018-25 (US$ Billion)
• TABLE 30 United States Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 31 United States Subscription E-commerce Market, By Payment Mode 2018-25 (US$ Billion)
• TABLE 32 Rest of North America Subscription E-commerce Market, By Application 2018-25 (US$ Billion)
• TABLE 33 Rest of North America Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 34 Rest of North America Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 35 Europe Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 36 Europe Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 37 Europe Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 38 Europe Subscription E-commerce Market, By Country 2018-25 (US$ Billion)
• TABLE 39 United Kingdom Subscription E-commerce Market, By Application 2018-25 (US$ Billion)
• TABLE 40 United Kingdom Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 41 United Kingdom Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 42 France Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 43 France Subscription E-commerce Market, By End Users 2018-25 (US$ Billion)
• TABLE 44 France Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 45 Denmark Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 46 Denmark Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 47 Denmark Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 48 Sweden Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 49 Sweden Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 50 Sweden Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 51 Norway Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 52 Norway Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 53 Norway Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 54 Finland Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 55 Finland Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 56 Finland Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 57 Rest of Europe Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 58 Rest of Europe Subscription E-commerce Market, By End Users 2018-25 (US$ Billion)
• TABLE 59 Rest of Europe Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 60 Asia Pacific Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 61 Asia Pacific Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 62 Asia Pacific Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 63 Asia Pacific Subscription E-commerce Market, By Country, 2018-25 (US$ Billion)
• TABLE 64 China Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 65 China Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 66 China Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 67 Japan Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 68 Japan Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 69 Japan Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 70 Overview of Digital Payments in India
• TABLE 71 India Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 72 India Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 73 India Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 74 Rest of Asia Pacific Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 75 Rest of Asia Pacific Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 76 Rest of Asia Pacific Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 77 Rest of World Subscription E-commerce Market, By Application, 2018-25 (US$ Billion)
• TABLE 78 Rest of World Subscription E-commerce Market, By End Users, 2018-25 (US$ Billion)
• TABLE 79 Rest of World Subscription E-commerce Market, By Payment Mode, 2018-25 (US$ Billion)
• TABLE 80 Dollar Shave Club, Inc. Key Facts
• TABLE 81 Blue Apron Key Facts
• TABLE 82 Product segmentation of Blue Apron
• TABLE 83 Hello Fresh Key Facts
• TABLE 84 Product segmentation of Hello Fresh
• TABLE 85 Harry's Key Facts
• TABLE 86 Product segmentation of Harry's
• TABLE 87 Harry's Growth Strategy
• TABLE 88 Ipsy Key Facts
• TABLE 89 Product segmentation of Ipsy
• TABLE 90 PetSmart Inc, Inc Key Facts
• TABLE 91 Product segmentation of PetSmart, Inc
• TABLE 92 Netflix Key Facts
• TABLE 93 Flintobox Key Facts
• TABLE 94 Graze Key Facts
• TABLE 95 The Walt Disney Company Ltd Key Facts
• TABLE 96 Product segmentation of The Walt Disney Company Ltd

The major focus areas considered while analyzing and defining the penetration of subscription e-commerce includes application segment (beauty and personal care, food and beverage, clothing and fashion, healthcare and fitness and entertainment), end-user segment (women, men and kids) and payment mode segment (online and offline). In 2018, the beauty and personal care application dominated the global subscription e-commerce market with the maximum share of 29.6% in terms of value. Growing demand for glam, convenience as well as number of players flocking themselves into beauty arena would help the segment to grow at a faster rate of 67.2% during the forecast period (2019-2025). However, with the strengthening ecommerce and surging trend of online shopping, other areas such as clothing and fashion, food and beverage, healthcare and fitness and entertainment are also anticipated to register highest CAGR over the forecast period.

Subscription boxes or subscription based business model refers to a recurring delivery of products as part of a marketing strategy and a method of product distribution. With a target to cater to wide range of customers portfolio with their specific needs and specifications, it is estimated to continue its double-digit growth in years to come. It has been further estimated that that there are 400 to 600 different kinds of subscription boxes in the United States alone and more overseas. They aim to facilitate the consumers with an easy, personalized and cheap way to purchase their products as per their requirements. Moreover, increased exposure to new products in different applications ranging from beauty and apparel to toys, books and pet food has significantly supported huge consumer base to discover optimal products for their preferences and needs. Although being at nascent stage as well as being a niche segment of ecommerce domain, it is anticipated to capture sizeable chunk of ecommerce market.

Subscription e-commerce business has been booming owing to several factors apart from convenience and cost efficiency. It has been observed that more than 12% of the existing online shoppers have signed up for one or more subscription services. Modern lifestyles and changing consumer behavior, as well as accelerating disposable income and the assurance to deliver quality services thereby leading to positive user experience has tremendously flourished the market potential in recent years. Moreover, proliferation of internet services and smartphone penetration coupled with augmenting working population has substantially catalyzed the market performance of subscription business across the globe. Considerable rise in venture capital investments along with surging number of visits has proliferated the industry growth. Furthermore, as the subscription-based business models have become a part of everyday life for consumers, curation-based subscription boxes comprising clothes, beauty products are the most popular kind of subscriptions. Curation boxes purpose to surprise the consumer with individualized experiences in diverse categories such as food, apparel, beauty and others. To add on, surging technological advancements and burgeoning demands for online shopping, software applications and providers have also enabled the consumers to delay, modify, scale up or scale down their subscription orders. However, overbuying issues, privacy and security concerns, unclear value, unclear return policies tend to hinder the market growth.

Moreover, in 2018, women subscribers held a prominent share of 55.8%, followed by men and kids' subscribers. The women subscription e-commerce market at global scale was valued at US$ 7.39 billion in 2018 and is projected to witness astonishing CAGR of 66.1% during the forecast period. In addition, men subscribers held around 29.9% market share in the respective market on account of surging demand of products such as razors, shaving creams and other men grooming products over the years. Hence, the segment garnered revenue of US$ 3.97 billion in 2018. While online mode of payment captured the lead share of 69.6% during 2018 attributed to surging government initiatives in terms of cashless economy and rapid digitization.

To conclude, subscription e-commerce business has been growing at a very accelerating pace due to growing number of consumers signing up for various subscription services. It has been observed that the market size as well adoption rates are reaching all-time highs. Ranging from beauty products to health care and fitness subscription kits to pet food, the subscription-based services aim to offer end to end solutions to the end users. Global subscription e-commerce market generated revenue of US$ 13.23 billion in 2018 and is expected to reach US$ 478.21 billion by 2025 experiencing robust CAGR of 68.0% over the forecast period (2019-2025).

Also, for better understanding of subscription e-commerce market, detailed analysis has been conducted for different regions along with their countries including North America (US), Europe (UK, France, Nordics), Asia Pacific (China, India, Japan), and rest of the world. The Rest of world includes regions such as Latin America and Middle East. Based on the estimation, North America dominated the global subscription e-commerce market, accounting for revenue share of 67.99% in 2018. On account of majority of subscription-based companies being in North America and huge awareness among the developed countries such as United States about the subscription-based services has significantly fostered the regional market.

Numerous companies have earmarked their presence in the global subscription e-commerce market and continue to focus on business expansions, product expansions, surging investments and collaborations, for instance, Ipsy, Birchbox, Dollar Shave Club, Stitch Fix, Hello Fresh, Blue Apron to name a few. They continue to offer wide range of subscription boxes that cater to consumer needs and specifications in various domains that further resulted in escalating visits on subscription websites. Furthermore, emergence of various startups in beauty and personal care, healthcare and fitness domain along with growing demand for creative subscription boxes for kids has further influenced the market growth. With an objective to stimulate the signups for subscription boxes across the developing nations and developed nations, these players have adopted various strategies to enhance the penetration of such business model. Some of the major players operating in the global subscription e-commerce market include Dollar Shave Club, Inc., Blue Apron Holding Inc, Personalized Beauty Discovery, Inc. (Ipsy), Hello Fresh, EdgeWell Personal Care (Harry's), PetSmart, Inc., Netflix, Flintobox, Nature Delivered Ltd (Graze) and The Walt Disney Company.

Global subscription e-commerce Market was valued at US$ 13.23 billion in 2018 and is expected to grow at a CAGR of 68% during the forecast period 2019-2025, to reach a market size of US$ 478.21 billion by 2025. North America dominated the market, with 67.99% share in 2018. However, Asia-Pacific is expected to witness highest CAGR growth of 75.9% during the analyzed period.

Table of Contents

1. MARKET INTRODUCTION

• 1.1 Market Definition
• 1.2 Objective of the Study
• 1.3 Limitation
• 1.4 Stakeholders
• 1.5 Currency used in the Report
• 1.6 Scope of the Global Subscription E-commerce Market Study

2. RESEARCH METHODOLOGY OR ASSUMPTION

• 2.1 Research Methodology for Global Subscription E-commerce Market Study
  • 2.1.1 Main objective of the Subscription E-commerce Market Study

3. INDUSTRY PERFORMANCE

4. EXECUTIVE SUMMARY

5. MARKET OVERVIEW

• 5.1 Introduction
• 5.2 Market Dynamics - Market Trend & Drivers
  • 5.2.1 Modern Lifestyles
  • 5.2.2 Augmenting Young and Working Population
  • 5.2.3 Proliferation of Internet Services and Mobile Applications
  • 5.2.4 Accelerating Disposable Income
• 5.3 Market Challenges
  • 5.3.1 High Churn Rates
  • 5.3.2 Unclear Disclosure of Billing Practices
• 5.4 Market Opportunities
  • 5.4.1 Lays Huge Room for Growth for Digital Beauty

6. LEGAL & REGULATORY FRAMEWORK

• 6.1 General Overview
  • 6.1.1 Important Rules and Regulations Imposed on Subscription E-Commerce Business:
    • 6.1.1.1 Terms and Conditions may not even be enforceable
    • 6.1.1.2 Clear Disclosure of Auto Renewal and Subscription Policies
    • 6.1.1.3 Simple Way to Handle Subscription Cancellations
    • 6.1.1.4 Pricing Error Procedures
    • 6.1.1.5 Delayed, Lost or Damaged Shipments
    • 6.1.1.6 Refunds, Exchanges, Returns
    • 6.1.1.7 Quantity Limits
    • 6.1.1.8 Member Eligibility Restrictions

7. SUBSCRIPTION BOX SHIPPING SERVICES

• 7.1 General Overview
  • 7.1.1 Shipping Services with United States Postal Service (USPS)
  • 7.1.2 Shipping Services with UPS
  • 7.1.3 Shipping Services with FedEx
  • 7.1.4 Shipping Services with DHL
  • 7.1.5 Evaluation of Shipping Carriers

8. PRICING MODEL

• 8.1 General Overview
  • 8.1.1 Type of Subscription Based models
  • 8.1.2 Parameters to Adopt Optimal Pricing Strategy if starting a Subscription Based Services
  • 8.1.3 Customer Perception

9. USED CASE STUDY OF SUBSCRIPTION E-COMMERCE MARKET

• 9.1 General Overview
• 9.2 Case Study: Pact Coffee
  • 9.2.1 Pact Coffee looked to capitalise on UK coffee consumption trends:
  • 9.2.2 Customer acquisition was the biggest initial challenge
  • 9.2.3 Letterbox delivery is a key component of the Pact Coffee proposition
  • 9.2.4 Managing its growing scale has been the most pressing demand more recently
  • 9.2.5 High quality customer service is important when it comes to delivery partners
• 9.3 Case Study: Vegan Tuck Box
  • 9.3.1 Vegan Tuck Box aims to make it easier to buy vegan snacks
  • 9.3.2 Vegan Tuck Box faced operational challenges early on Finance, Infrastructural Issues and Investments
  • 9.3.3 Benefitted from its growing scale that led to Infrastructural Development
  • 9.3.4 Vegan Tuck Box has looked to differentiate through its product assortment
  • 9.3.5 Minimising churn rate is one of the key challenges for Vegan Tuck Box
  • 9.3.6 The company has had to respond to customer delivery demands
  • 9.3.7 The company has pursued a varied marketing strategy
  • 9.3.8 Having access to a good support system has been an advantage of working with Royal Mail

10. DEMAND AND SUPPLY SIDE ANALYSIS

• 10.1 General Overview
  • 10.1.1 Demand Side Analysis
  • 10.1.2 Supply Side Analysis
    • 10.1.2.1 Top Partnerships
    • 10.1.2.2 Top Mergers& Acquisitions
    • 10.1.2.3 Top Funding
    • 10.1.2.4 Top Business Expansion
    • 10.1.2.5 Top Product Launches
    • 10.1.2.6 Top Start ups in Subscription E-commerce Industry

11. WORKING MODEL OF SUBSCRIPTION E-COMMERCE INDUSTRY

• 11.1 General Overview
  • 11.1.1 Categorization of Subscription models
  • 11.1.2 Other featured offerings of Subscription based companies
  • 11.1.3 Business Models of Major Subscription Based Company
    • 11.1.3.1 Netflix
    • 11.1.3.2 Birchbox
    • 11.1.3.3 Ipsy

12. VALUE CHAIN ANALYSIS

• 12.1 General Overview

13. MARKET INSIGHTS BY APPLICATION

• 13.1 General Overview
• 13.2 Beauty and Personal Care
• 13.3 Food and Beverage
• 13.4 Clothing and Fashion
• 13.5 Entertainment
• 13.6 Health and Fitness
• 13.7 Other Applications

14. MARKET INSIGHTS BY END USERS

• 14.1 General Overview
  • 14.1.1 Women Subscribers
  • 14.1.2 Men Subscribers
  • 14.1.3 Kids Subscribers

15. MARKET INSIGHTS, BY PAYMENT MODE (2018-2025)

• 15.1 General Overview
  • 15.1.1 Online Payment Mode
  • 15.1.2 Offline Payment Mode

16. MARKET INSIGHTS BY REGION

• 16.1 General Overview
• 16.2 North America Subscription E-commerce Market (2018-2025)
  • 16.2.1 United States Subscription E-commerce Market (2018-2025)
  • 16.2.2 Rest of North America Subscription E-commerce Market (2018-2025)
• 16.3 Europe Subscription E-commerce Market (2018-2025)
  • 16.3.1 United Kingdom Subscription E-commerce Market (2018-2025)
  • 16.3.2 France Subscription E-commerce Market (2018-2025)
  • 16.3.3 Nordics Subscription E-commerce Market (2018-2025)
  • 16.3.4 Rest of Europe Subscription E-commerce Market (2018-2025)
• 16.4 Asia Pacific Subscription E-commerce Market (2018-2025)
  • 16.4.1 China Subscription E-commerce Market (2018-2025)
  • 16.4.2 Japan Subscription E-commerce Market (2018-2025)
  • 16.4.3 India Subscription E-commerce Market (2018-2025)
    • 16.4.3.1 List of Companies offering Subscription Boxes in India
  • 16.4.4 Rest of Asia Pacific Subscription E-commerce Market (2018-2025)
• 16.5 Rest of World Subscription E-commerce Market (2018-2025)

17. COMPETITIVE SCENARIO

• 17.1 Porter's Five forces analysis
  • 17.1.1 Bargaining power of Supplier
  • 17.1.2 Bargaining power of Buyer
  • 17.1.3 Industry Rivalry
  • 17.1.4 Availability of Substitute
  • 17.1.5 Threat of new Entrants
• 17.2 Competitive Landscape

18. TOP COMPANY PROFILES

• 18.1 Dollar Shave Club, Inc.
  • 18.1.1 Key Facts
  • 18.1.2 Business Description
  • 18.1.3 Key Product/Services Offerings
  • 18.1.4 Dollar Shave Club Growth Strategy
    • 18.1.4.1 Dollar Shave Club Objective- Target the Women Audience
    • 18.1.4.2 Perceptual Map of Dollar Shave Club- Delivery Standards of Dollar Shave Club Goods and Services
  • 18.1.5 Business Model of Dollar Shave Club
  • 18.1.6 SWOT Analysis
  • 18.1.7 Key Financials
  • 18.1.8 Recent Developments
    • 18.1.8.1 Product Launches
    • 18.1.8.2 Merger and Acquisitions
• 18.2 Blue Apron Holdings Inc.
  • 18.2.1 Key Facts
  • 18.2.2 Business Description
  • 18.2.3 Key Product/Services Offerings
  • 18.2.4 Integrated Supply Chain Ecosystem of Blue Apron
  • 18.2.5 Blue Apron Growth Strategy
  • 18.2.6 Strategic Partners of Blue Apron
  • 18.2.7 Reaching and Engaging Customers Across Broad Range of Demographics, Blue Apron
  • 18.2.8 SWOT Analysis
  • 18.2.9 Key Financials
    • 18.2.9.1 Revenue Split
  • 18.2.10 Key Quarterly Customer Metrics
  • 18.2.11 Recent Developments
    • 18.2.11.1 Product Launches
    • 18.2.11.2 Partnerships (Strategic Alliance)
    • 18.2.11.3 Business Expansion
• 18.3 Hello Fresh
  • 18.3.1 Key Facts
  • 18.3.2 Business Description
  • 18.3.3 Key Suppliers and Working Model of Hello Fresh
  • 18.3.4 Key Product/Services Offerings
  • 18.3.5 Hello Fresh Growth Strategy
  • 18.3.6 Key Financials
    • 18.3.6.1 Revenue Split
  • 18.3.7 Projects Undertaken by Hello Fresh
    • 18.3.7.1 Hello Fresh UK
    • 18.3.7.2 Hello Fresh Australia
  • 18.3.8 Recent Developments
    • 18.3.8.1 Product Launch
    • 18.3.8.2 Business Expansion
    • 18.3.8.3 Merger & Acquisitions
• 18.4 Edgewell Personal Care (Harry's)
  • 18.4.1 Key Facts
  • 18.4.2 Business Description
  • 18.4.3 Key Product/Services Offerings
  • 18.4.4 Harry's SWOT Analysis
  • 18.4.5 Key Financials
  • 18.4.6 Recent Developments
    • 18.4.6.1 Product Launches
    • 18.4.6.2 Partnerships (Strategic Alliance)
    • 18.4.6.3 Business Expansions & Investments
    • 18.4.6.4 Merger & Acquisitions
• 18.5 Personalized Beauty Discovery Inc. (Ipsy)
  • 18.5.1 Key Facts
  • 18.5.2 Business Description
  • 18.5.3 Key Product/Services Offerings
  • 18.5.4 Beauty Brands offered by Ipsy
  • 18.5.5 Ipsy Growth Strategy
  • 18.5.6 Key Financials
  • 18.5.7 Recent Developments
    • 18.5.7.1 Product Launches
    • 18.5.7.2 Business Expansion
• 18.6 PetSmart Inc
  • 18.6.1 Key Facts
  • 18.6.2 Business Description
  • 18.6.3 Key Product/Services Offerings
  • 18.6.4 PetSmart Inc, Growth Strategy
  • 18.6.5 Delivery Model by PetSmart Inc
  • 18.6.6 SWOT Analysis
  • 18.6.7 Key Financials
    • 18.6.7.1 Revenue Split
  • 18.6.8 Recent Developments
    • 18.6.8.1 Business Expansion
    • 18.6.8.2 Merger & Acquisitions
• 18.7 Netflix
  • 18.7.1 Key Facts
  • 18.7.2 Business Description
  • 18.7.3 Key Product/Services Offerings
  • 18.7.4 Netflix, Growth Strategy
  • 18.7.5 SWOT Analysis
  • 18.7.6 Key Financials
  • 18.7.7 Recent Developments
    • 18.7.7.1 Product Launches
    • 18.7.7.2 Partnership (Strategic Alliances)
    • 18.7.7.3 Business Expansion
    • 18.7.7.4 Merger & Acquisitions
• 18.8 Flintobox
  • 18.8.1 Key Facts
  • 18.8.2 Business Description
    • 18.8.2.1 Flintobox R& D Center Houses
  • 18.8.3 Key Product/Services Offerings
    • 18.8.3.1 Key Services for 2-3 Years Toddlers
    • 18.8.3.2 Key Services for 3-4 Years Children
    • 18.8.3.3 Key Services for 4-6 Years Children
    • 18.8.3.4 Key Services for 6-8 Years Children
    • 18.8.3.5 Key Services for 8-12 Years Children
  • 18.8.4 Flintobox Growth Strategy
    • 18.8.4.1 Strengths of Flintobox
  • 18.8.5 Recent Developments
    • 18.8.5.1 Product Launches
    • 18.8.5.2 Business Expansions & Investments
• 18.9 Nature Delivered Ltd (Graze)
  • 18.9.1 Key Facts
  • 18.9.2 Business Description
  • 18.9.3 Key Product/Services Offerings
  • 18.9.4 Business Model of Graze
  • 18.9.5 Retailers of Graze
  • 18.9.6 Graze Growth Strategy
  • 18.9.7 Key Financials
    • 18.9.7.1 Nature Delivered Ltd Financials, US$ Million
  • 18.9.8 Recent Developments
    • 18.9.8.1 Product Launches
    • 18.9.8.2 Partnership (Strategic Alliance)
    • 18.9.8.3 Business Expansion
    • 18.9.8.4 Mergers & Acquisitions
• 18.10 The Walt Disney Company Ltd.
  • 18.10.1 Key Facts
  • 18.10.2 Business Description
  • 18.10.3 Key Product/Services Offerings
  • 18.10.4 The Walt Disney Company Ltd Growth Strategy
  • 18.10.5 Key Financials
  • 18.10.6 Recent Developments
    • 18.10.6.1 Product Launch
    • 18.10.6.2 Merger & Acquisitions