According to the last annual report from Afterpay (their most recent numbers) total revenue % of ttv (USA business) is 3.9% The last annual report for zip the margin is 7% on the USA business. The most recent quarterly for zip(the one you believe shows weakness) the USA is still at a margin of 7%. This means the narrative you speak of isn’t having any impact on zip’s margins at all. It’s crazy to think that zip needs just over half of Afterpay’s ttv to make the same revenue as Afterpay. Zip is second only to affirm on this metric which is a pretty good position to be in if there are any margin pressures on bnpl from any new players. I’m surprised that an “Acute investor” like yourself hasn’t seen this in their own research…. Or do you rely on spin doctor news sites to do it for you.
On another note, fair enough if you don’t like the company and don’t want to invest, but you should actually look at the financials before spitting some untrue garbage out.
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