High
E-commerce & Varejo
Subscription Boxes
Birchbox, Blue Apron, and similar with high churn. Model lost appeal post-pandemic.
📊 Evidence
- • Blue Apron down 95% since IPO
- • Average 40% annual churn
- • Birchbox sold at liquidation price
- • Very high acquisition cost
⚠️ Risks
- • Structurally high churn
- • Subscription fatigue
- • Expensive logistics
- • Hard to personalize at scale
💡 Opportunities
- • B2B niches (office, coffee)
- • Essential consumable products
- • Premium with real curation
- • Community + product
Verdict
Declining model. Only works with essential product or unique experience.
72
of 100
Saturation Score
High saturation. Proceed with caution.
Trend
↓ Falling
Category
E-commerce & Varejo