RBL is not a good comparison with the major BNPLs for potential Q1 performance, for multiple reasons.
Also haven't you been watching any of the commentary? Vid below 2:10s mark - US TTV rate up 240%+ YoY.
Now, they also had a rebrand in the middle there which probably sucked some momentum out, but will be temporary. Haha what are you worried about that tens of millions of Americans all just decided they weren't interested in BNPL anymore? This quarterly is borderline meaningless - all that matters in the short to medium term is who are the pilots with? Some of the largest retailers in the US as stated by Adam Ezra - let's see who they turn out to be and then revisit.
Daily Price Movement / General Discussion, page-33038
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