I stand corrected, you are right. Zip have a proportionately higher income to GMV ratio in the US than Afterpay.
however, and not denying your point of efficiency, zip generate a substantially lesser amount across their metrics than all of their peers including Afterpay
HY will show an enormous cash burn and increased expenses to generate such a minuscule amount of customer and GMV growth.
600,000 static customer growth the last 3 quarters compared to, for example, affirms last quarter of 1.6m
zip are also, due largely to no meaningful distributuon(vendor) partners, having to spend considerable amounts more to generate those minuscule numbers.
this next 12 months will see affirm, Afterpay/square and Klarna storm ahead,
square due to its ecosystem and distribution platform
klarna due to the 4-5 large exclusives they’ve announced including strategy partnership with Simon
affirm with PayPal, Shopify, Amazon, Walmart, Disney and more
the only reason people hold zip, is hoping it will catch and it (on face value) seems cheap.
all in all, the website traffic and consistent (non QoQ app download growth) seems consistent with the underwhelming last 3 US quarters
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