Sezzle is a high-growth BNPL pure-play, outpacing industry GMV growth and benefiting from rising consumer demand for flexible payments amid economic uncertainty. The exclusive WebBank partnership streamlines fees, reduces regulatory burden, and boosts monetization, supporting margin expansion and product innovation. The company's Q1 2025 results show surging revenue, expanding margins, and impr...
Sezzle's Q1 2025 Gross Merchandise Volume rose 64.1% year-over-year to $808.7 million, driven by higher purchase frequency and growing monthly active users, highlighting increasing user satisfaction and platform stickiness. Total revenue jumped 123.3% year-over-year to $104.9 million, with a record-high 13% GMV conversion rate—far exceeding peers like Affirm and Klarna—while achieving a net inc...
Throughout my investing career, I haven't fully appreciated high-growth companies as I should, and it's a costly, ongoing lesson. A large percentage of stock market winners are high-growth companies -- I've missed a lot of winners by failing to fully appreciate this.
Recent earnings show that the buy now, pay later (BNPL) business model is growing rapidly. One of the most established players in the payments space with BNPL offerings is PayPal NASDAQ: PYPL.
Management raised 2025 guidance aggressively, expecting 62.5% revenue growth and $3.25 EPS, supported by rising demand, better credit performance, and increased subscriber usage. Unit economics in Q1 came in terrific with a gross merchandise volume growth of 64.1% and an average quarterly purchase frequency of 6.1x. Despite the recent stock rally, Sezzle's forward PE of 26.8x and PEG ratio of 0...
Sezzle Inc. (NASDAQ:SEZL ) Q1 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Charlie Youakim - Chief Executive Officer & Executive Chairman Karen Hartje - Chief Financial Officer Paul Paradis - President Conference Call Participants Hal Goetsch - B. Riley Securities Mike Grondahl - Northland Operator Good afternoon, and welcome to the Sezzle Inc. First Quarter 2025 Ea...
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