With today's quarterly update from Sezzle, I thought it would be worthwhile trying to line up the relative positions of Afterpay, Sezzle and Quadpay in the US market. The table below confirms that Afterpay has a considerable scale advantage over its rivals and that all 3 companies are growing at exceptional rates. It will be interesting to see what impact the arrival of the PayPal BNPL product has on the incumbents.
US Competitor Analysis
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