I don't think investors who understand credit are too worried about Z1P's default rates. Other BNPL have reported low default rates because they dont have a higher risk product like ZipMoney. ZipMoney makes up less and less % of Z1P's revenue, especially with the quadpay integration. Default rates will decline, and that will be market expectations. There is no reason why they should stay flat or even increase.
I think investors just need confirmation on the tap & zip impact as detailed by other posters on this thread. The HY and later FY report will provide a clearer picture.
I don't think investors who understand credit are too worried...
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