Transcript
Transcript

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

  • Multi Asset
  • Financials
  • Europe

Specialist

Former VP at Affirm Inc

Agenda

  • 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

Questions

Access the full Transcript

Submit your details to read this transcript in full.

The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited