Buy now, pay later update – Klarna, AfterPay, PayPal Credit & others

  • Multi Asset
  • Financials
  • Europe


Former VP at Affirm Inc


  • Operating environment for BNPL (buy now, pay later) providers – coronavirus impact and subsequent economic downturn
  • Potential delinquencies, collections practices and loss rates in a recessionary environment
  • Competitive positioning of Affirm, Klarna, Afterpay (ASX: APT), PayPal (NASDAQ: PYPL), QuadPay and others – threats to traditional lenders such as Synchrony (NYSE: SYF) and Alliance Data Systems (NYSE: ADS)
  • Outlook for Q4 2020 and beyond, including potential consolidation on the horizon


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