The Future of Consumption
Deciphering of a new long-term trend with Thematics Asset Management.
- The subscription economy is a large market, and growing exponentially.
- The subscription economy is supported by secular growth drivers that underpin many very long-term themes. The four Primary Forces we consider are demographics, globalization, innovation and resource scarcity.
- Many industries are turning to subscriptions: to survive, the Media industry has been quick to move to subscription-based business.
- Vendors also benefit from the model. When a customer signs up for a new subscription, the vendor enjoys recurring revenues that are highly predictable, and usually seen as ‘high-quality’.