The subscription share of sales 3 US-listed consumer companies report: a median of 68.5%, from 62.6% (PetMed Express) to 83.3% (Chewy). Each links to its filing.
Median 68.5%, marked on each bar.
| Company | Vertical | Subscription share of sales |
|---|---|---|
| Chewy CHWYForm 10-K for the year ended 1 February 2026, read 13 October 2026 (opens in a new tab) | Pet | 83.3%Autoship customer sales as a percentage of net sales 83.3% 79.2% 76.2% |
| Peloton PTONForm 10-K for the year ended 30 June 2026, read 13 October 2026 (opens in a new tab) | Outdoor gear, fitness and electronics | 68.5%Subscription 1,675.6 1,673.7 1,708.7 Total revenue 2,446.0 2,490.8 2,700.5 |
| PetMed Express PETSForm 10-K for the year ended 31 March 2026, read 13 October 2026 (opens in a new tab) | Pet | 62.6%approximately 62.6% of our sales were generated via our AutoShip and membership program in our 4th quarter ended March 31, 2026 |
The share of a year's sales that came from subscriptions or scheduled repeat orders, where the annual report states it or reports subscription revenue as its own line.
Across the 3 companies that report it, the median is 68.5%, from PetMed Express at 62.6% to Chewy at 83.3%.
| Pet | Median 73.0% of 2 companies, from 62.6% to 83.3% |
|---|---|
| Outdoor gear, fitness and electronics | 68.5%, Peloton alone |