So zip the supposed number 2 bnpl is able to sign exclusive with Amazon, eBay, now Facebook.
1. This tells me their zip biz solution offers real value to these enormous companies. Sezzle, afterpay, Klarna move aside!
2. Zips ability to execute on its strategy is incredible. You've got Afterpay flatlining us growth for a quarter, the management saying it's just a blip then Nick from Afterpay urgently flying to the US to try desperately to get things back on track. Add to that what looks like false information on Clearpay acquisition that will eat a 200 million dollar holeinto Afterpays finances.
Then you have Zip, flawlessly executing on its strategy, maintaining a global leading culture for its employees as it's explodes in size ( something apt is failing with employee feedback for Afterpay getting worse). Zips quadpay business rocketing delivering 50 percent month on month growth and beating Afterpay in ranking and near matching in total downloads
I can't fault zip yet
Outstanding jobs guys, well done zipsters!
Ann: Zip partners with Facebook, page-95
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