They’ll ship me a $10 <thing my project needs> almost always for free and often next day, sometimes same day. And their prices are competitive in general with Amazon and supplyhouse.com.
I don’t know that it’s a great (or even sustainable) offering from their business angle, but I love it as a consumer and DIYer!
They are a bigger fish than the mom and pop stores but that just means that it will take a little longer for the Amazon Prime monopoly cash flow to devour it.
The idea of paying a subscription for the privilege of being scammed sounds ridiculous. The cost of deliveries doesn't magically go down because you're paying a subscription. You're paying for it either way. Either you're overpaying on the subscription because you're not ordering enough or you're overpaying in the form of higher prices that contain the remaining delivery fee.
Sure, if you do a full accounting of costs you may win or lose, but fundamentally people are paying for simplicity. Because almost everyone is lazy, or too busy, or too afraid of random scammers, or whatever, and they played their cards right to become the Sears Catalog from the 19th century in the 21st century.
edit - and one thing that helped them get there is the return policy, so if you get one of those scam sellers, or they sent you wrong crap, opened crap, or just plain everyday crap, you press a couple buttons, maybe drop something off at a UPS store, and problem solved. That definitely shields them from the fallout from their endless listings from sellers like QWERTY123 and ZXCVBN789, and provides an advantage over any other online ordering that doesn't have the same massive advantage of scale.