Objective Analysis of Business Update 14/10, page-3

Agree with most of the points. Wix is a strong get imo, as it will allow many shops and websites to implement Afterpay as a low touch option and open up new customer bases. Probably not massive transaction volumes but I’m excited about anything that let’s Afterpay easily implement its solution without talking to individual retailers.

Also a bit underwhelmed by the UK sales. Not sure if they can right that ship tbh, it seems like the BNPL leaders tend to run away with their early leadership. I hope I’m wrong though.

honestly struggling to find bad news other than that. The points you mentioned on in store sales are fair but pretty much just bad general news at the moment and not something that should affect Afterpay beyond the virus. Very optimistic about the future of this company right now.