The Future of Consumption
Deciphering of a new long-term trend with Thematics Asset Management.
- The subscription economy is a large market, and poised to see further accelerated growth with the right demographic, technological and sustainability drivers in place.
- 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 can also benefit from the model. When a customer signs up for a new subscription, the vendor enjoys recurring revenues that are generally predictable and considered "high quality".
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