---
title: "Subscription share of sales of consumer brands, from annual reports"
description: "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."
url: https://offersuite.io/benchmarks/subscription-share
updated: 2026-10-13
---

# Subscription share of sales of consumer brands, from annual reports

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.

Subscription share of sales, 3 of the 60 companies in the dataset: each from its latest annual report.

1. Chewy 83.3%
2. Peloton 68.5%
3. PetMed Express 62.6%

Median 68.5%, marked on each bar.

Each company’s figure, what the report prints, and the report itself

| Company | Vertical | Subscription share of sales |
| --- | --- | --- |
| Chewy CHWY [Form 10-K for the year ended 1 February 2026, read 13 October 2026 (opens in a new tab)](https://www.sec.gov/Archives/edgar/data/1766502/000176650226000034/chwy-20260201.htm) | [Pet](https://offersuite.io/benchmarks/pet) | 83.3% Autoship customer sales as a percentage of net sales 83.3% 79.2% 76.2% |
| Peloton PTON [Form 10-K for the year ended 30 June 2026, read 13 October 2026 (opens in a new tab)](https://www.sec.gov/Archives/edgar/data/1639825/000163982526000038/pton-20260630.htm) | [Outdoor gear, fitness and electronics](https://offersuite.io/benchmarks/gear-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 PETS [Form 10-K for the year ended 31 March 2026, read 13 October 2026 (opens in a new tab)](https://www.sec.gov/Archives/edgar/data/1040130/000104013026000019/pets-20260331.htm) | [Pet](https://offersuite.io/benchmarks/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 |

## How it is read

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%.

## By vertical

|  |  |
| --- | --- |
| [Pet](https://offersuite.io/benchmarks/pet) | Median 73.0% of 2 companies, from 62.6% to 83.3% |
| [Outdoor gear, fitness and electronics](https://offersuite.io/benchmarks/gear-and-electronics) | 68.5%, Peloton alone |

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