US Buy Now, Pay Later Q1 2021 Update – Klarna, Afterpay, PayPal & Others – 9 April 2021

  • Multi Asset
  • Financials
  • North America


Former Head at Affirm Holdings Inc


  • Buy now, pay later providers' operating environment – potential growth rates in a normalised economy
  • Afterpay (ASX: APT), PayPal (NASDAQ: PYPL), Klarna, Sezzle (ASX: SZL) and others – competitive positioning across key customer selection criteria
  • Merchant discount rate compression potential
  • Evolution of partnership strategies
  • Outlook for 2021 and beyond including potential consolidation


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