Delays are usually a sign of underperformance. Sezzle may have overpromised and underdelivered. There is something about Sezzle Anywhere that must be eroding profits (is it the 1% discount, or is it the impact on bad debts?). Zip has solid credit performance and excellent growth. Sezzle needs a rabbit out of the hat to stay relevant.
SZL Price at posting:
$17.14 Sentiment: Buy Disclosure: Held