Citi noted in their analysis that Afterpay also experienced a slow down in TTV, they are supposed to be the benchmark. Currently you are speculating on Klarna and Affirm based on their Merchants. Those same Merchants you talk about are experience their own growth issues:
Https://www.bloomberg.com/news/articles/2021-08-17/walmart-tops-estimates-lifts-outlook-as-pandemic-demand-endures
https://www.nytimes.com/2021/10/28/business/amazon-stock.htmL
HTtps://www.bloomberg.com/news/articles/2021-02-17/shopify-beats-estimates-sees-revenue-growth-slowing-in-2021
Please elaborate on why you think Klarna and Affirm are going to go against the trend and have this huge growth story?
You are right that there is more competition now. "Brand awareness" is back to levels before the rebrand for Zip so we should see the results of this as @Heretotrade mentioned in the Q2 results. If not, then we evaluate what is causing the slow down and whether the emerging markets could be the next growth story. Zip business is promising, I hope they will invest the time to get that global too.
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