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Zutalors

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14/01/21

13:30

Post #: 50166471
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Originally posted by Mecca452: ↑

I find the active customers comparison across BNPL players to be misleading.
You may have already done this, if not try standardising the active customers to a value, say $1000 per annum.

Then from there I do two metrics
- avg spend per customer (this tells me if they change their definition of active customer or if there is growth in expenditure ; and
- a true comparison of active customers across BNPL with each “active customer” being worth the same amount.

hopefully some of that is useful.

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SZL Price at posting: $6.94 Sentiment: Buy Disclosure: Held
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