Alternative Metrics, page-2716

The spending is not the issue in this scenario. Everybody knows spending goes through the floor. It’s all about how it effects Afterpays balance sheet.
If they can demonstrate reduced losses/costs.
Minimising impact on companies bottom line , it proves the business model can not only exist but thrive in these conditions.
While other traditional credit models will be hit hardest as history shows us.
As polar mention. The market is looking at will Afterpay fail or survive.? I doubt many are thinking it will thrive. But I believe it will surprise.

People will absolutely need Afterpay as an essential during recovery . May even accelerate its growth in terms of active customers not necessarily GPTV though.