this was posted by stigmata on the first AprilNow its’ not a like-for-like comparison obviously, but it really is all about the merchant and customer grip you have on a market when thinking about BNPL players. We know that when it comes to the Aussie and US peers we know well, but put that in perspective when you look at the below:
Afterpay: 74,700 merchants (mkt cap: $29bn)
Zip Co: 38,500 merchants (mkt cap: $4.07bn)
Sezzle: 26,700 merchants (mkt cap: $1.45bn)
IOU: 70,000 merchants access (mkt cap: $200m)
So again, IOU could not be better positioned from a merchant take up angle (through their existing partnerships with EasyStore and iPay and likely others) and also customer take up angle once hard launch has occurred
Does this mean that bt adding another 15000 merchants.....IOUhas more merchants that Afterpay and Zip and Sezzle?
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this was posted by stigmata on the first AprilNow its’ not a...
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