September 14, 2025

Chewy Q2 2025: Autoship Locks In 83% of Sales as Membership Push Gains Traction

Recurring orders surged nearly 15% year-over-year, underscoring Chewy’s reliance on subscription revenue while signaling the company’s shift toward a broader membership model.

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Michigan Lawmakers Push ‘Click-to-Cancel’ Bill, Raising Stakes for Subscription Compliance

Proposed legislation would align the state with federal efforts to make cancellation as simple as sign-up — underscoring growing legal risks for subscription businesses.

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Walmart retailer delivery application on smartphone holding by hand with blurry background.

Flexibility vs. Exclusivity: Walmart and Costco Show Diverging Membership Strategies

Walmart adds flexibility and perceived value with Paramount+ or Peacock access, while Costco leans on exclusivity and enforcement to drive tier upgrades.

Flexibility vs. Exclusivity: Walmart and Costco Show Diverging Membership Strategies Read More »

Adobe Raises FY25 Guidance as Digital Media ARR Tops $18.5 Billion

AI-driven features fuel double-digit recurring revenue growth, reinforcing Adobe’s role as a marquee subscription business and a benchmark for SaaS peers.

Adobe Raises FY25 Guidance as Digital Media ARR Tops $18.5 Billion Read More »