Companies like Amazon are tacking on new fees and surcharges on top of the regular subscription fees they already charge.

Why it matters: Subscription fatigue is real and growing, testing the limits of consumer appetites for convenience.

Driving the news: Amazon yesterday announced the launch of a $9.99 a month unlimited grocery delivery subscription benefit available in more than 3,500 cities and towns across the U.S.

Between the lines: Adding on the grocery feature will cost $120 a year for the average Prime member who already pays $139 a year, or $14.99 a month.

• Amazon also has monthly ad-on options for RxPass from Amazon Pharmacy at $5 per month and $9 per month for One Medical (or $99 annually).

The big picture: Consumers "seem increasingly willing to subscribe to time-saving services, and Amazon's subscription economics likely make sense for those that shop multiple times a month," Bank of America analysts wrote yesterday.

• Amazon has a "slight advantage" with fee-weary consumers, GlobalData managing director Neil Saunders tells Axios, because the grocery benefit is an add-on to its existing program.

Zoom out: The same-day delivery wars have been heating up, with Walmart and Target recently adding speedy new services that rival Amazon.

• Target Circle 360 debuted earlier this month with an introductory price of $49 a year for unlimited same-day deliveries for orders $35-plus.
• Walmart+ costs $98 a year or $12.95 a month. The retailer launched an early morning on-demand delivery service in March that comes with a $10 express fee for members.

The bottom line: Convenience comes at a price.

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Boeing burned through almost $4 billion in cash in the first quarter and revenue fell 8% from a year ago, due mainly to struggles in its commercial aircraft business and efforts to implement fixes.

Between the lines: The company delivered 83 commercial planes during the quarter, 36% less than a year ago, and reported a $1.14 billion loss from operations from the segment.

• In its troubled 737 program — the company's bestselling plane — it slowed production to incorporate fixes around quality management and to implement its plan based on feedback from an FAA audit.

Zoom out: Boeing's $355 million net loss for the period actually came in better than expected behind improved results in its other two business segments.

What we're watching: CFO Brian West said on the company's earnings call today that Boeing "remains confident in our ability to achieve $10 billion of free cash flow," longer term.

• Today, the company has $17 billion of liquidity, including cash on hand and available credit lines.

🏠 Mortgage rates touched 7.5% in April, the highest they've been since last fall. (Axios)

⚖️ U.S. prosecutors requested a 36-month prison sentence for Binance founder Changpeng Zhao. (Axios)

President Biden today started the clock on TikTok.

Between the lines: As expected, the president signed a bill that will force TikTok's Chinese parent company to divest from its U.S. operations or face a nationwide ban.

• The new law gives ByteDance up to a year to find an approved buyer for the popular social media app (assuming Biden triggers a 90-day extension if progress is being made).
• If it fails to execute a deal, TikTok will be banned from U.S. app stores.

The bottom line: The move potentially sets up a protracted legal fight over the fate of the popular social media app, as TikTok has vowed not to go down without a fight.

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It may be April, but it's not too early to think Halloween at Home Depot.

Between the lines: The home improvement store chain is the first major retailer to push out fall holiday decor, doing it months ahead of summer and earlier than last year.

• Starting sometime tomorrow, Home Depot said it will hold its first-ever "Halfway to Halloween sale" online, with select items from its 2024 Halloween lineup, including its 12-foot skeleton.

Reality check: Even though Halloween is more than six months away, expect some items to sell out quickly.

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