Made an interesting discovery, some people disagree so let's hear it. It appears that some QuadPay traffic has moved across to Sezzle after they rebranded to ZIP.
Source: https://www.similarweb.com/website/sezzle.com/ and https://www.similarweb.com/website/quadpay.com/
Primarily GameStop. GameStop currently accounts for 40% of all Web Traffic to QuadPay and 66% of all Web Traffic to Sezzle.
During August as QuadPay rebranded to ZIP, we saw Sezzle's GameStop traffic spike unusually by 27.5%. Just when QuadPay rebranded.
This lead to a material increase in Sezzle's Traffic from 2.7M to 3.05M.
Here is the BNPL offering from GameStop, it originally showed QuadPay instead of Zip. Most consumers would not know what ZIP is, and may thus end up choosing Sezzle. This explains why Sezzle's traffic from GameStop increased by 28% when Quadpay rebranded to Z1P.
So, you can decide for yourself. Either way, we will find out next quarterly what really happened. But it should be quite clear that a big chunk of Quadpay's traffic from GameStop moved to Sezzle.
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