What are people’s thoughts on the impact of going in-store in the US on customer numbers?
I’m not certain if there is was a noticeable jump in Australia which could be linked back to going instore.
However there would seem to be a significant benefit for brand recognition as stores add the Afterpay branding to their shop windows. You could assume that leads to greater adoption, but I don’t think it’s noticeable in the data for customer numbers.
The roll out should also see an increase in app downloads, as the app will be required for instore shopping. Right now Afterpay customers can make do without the app (as opposed to Klarna/Quadpay customers). That may even out the difference seen between Klarna/Afterpay app downloads.
After reading some of the analyst reports this weekend, it seems to be missing in their estimates of growth.
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