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Ann: ZIP CEMENTS ITSELF AS A TRUE GLOBAL BNPL LEADER, page-27

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  1. 7,960 Posts.
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    More growth than I probably anticipated, highlights for me.

    1. Margins seem to be only slightly down despite the tap and go while enjoying great revenue growth in ANZ and a surge in number of customers.
    2. Arearers under 1% again for the period which bodes well for next quarters bad debts. Decline will continue
    3. U.S growth continues even after black friday
    4. ANZ growing above what i expected.

    Looking forward to seeing all the meat around the numbers, but overall better than what I expected. Great update.

    hate the title though.
 
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