i agree with what your saying about food retailers but that ignores the subject of valuation.
My argument is that all BNPL players are priced for perfection with exponential growth priced in and that is simply not sustainable in a highly competitive, reducing margins environment.
Yes the TOTAL addressable market is large but what you are observing in ANZ is growth has plateaued and BNPL is simply not attractive to the entire available demographic.
IMO growth will plateau even more quickly in USA die to the increasing market participants.
Chart - Z1P, page-6893
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Last
$2.92 |
Change
-0.080(2.67%) |
Mkt cap ! $3.812B | |||
| Open | High | Low | Value | Volume |
| $2.98 | $3.06 | $2.91 | $36.55M | 12.23M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 43995 | $2.92 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.93 | 8392 | 1 |
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| Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
| ZIP (ASX) Chart |