商户获取策略演变 - 公司从追求商户数量转向优先发展企业级商户 强调质量而非数量 [1] - 针对大型商户和新兴领域(如杂货账单)的策略显著提升GMV贡献 [2] - 2025年Q1签约SCHEELS体育用品店和WAP社交电商平台 虽未大幅增加商户总数 但推动GMV同比增长641% 营收同比激增1233% [3] 银行合作赋能 - 2024年Q3披露与WebBank的五年合作 提供更简化的条款增强商户吸引力 [4] - 统一监管框架降低商户合规负担 WebBank通过公司平台向美国客户提供贷款 [5] - 基础设施与合规优势使公司成为商户整合BNPL服务的首选 [6] 股价表现与估值 - 过去一年股价暴涨9237% 远超行业267%的涨幅及同行(GDOT涨68% FCFS涨195%) [7] - 远期市盈率3869倍 显著高于同行(GDOT75倍 FCFS152倍)及行业2291倍 [11] - 2025年Zacks一致预期盈利预测60天内上调475% 当前获Zacks1强力买入评级 [13][14]

财务数据和关键指标变化 - 公司从2022年3810万美元的亏损转变为2025年预计1.2亿美元的利润 [11] - 2025年第一季度GMV同比增长64.1%，远超同行和行业增长预测 [11] 各条业务线数据和关键指标变化 - 2025年第一季度平均季度消费者购买频率比去年增加了1.5倍以上 [11] - 2025年第一季度订阅用户的交易量是非订阅用户的约10倍 [12] 公司战略和发展方向和行业竞争 - 公司致力于创造创新、负责任的支付解决方案，为消费者和股东带来回报 [11] - 公司将继续发展和调整平台及产品，以满足消费者不断变化的需求 [12] 管理层对经营环境和未来前景的评论 - 市场力量和消费者反馈使公司变得更强、更专注，自2022年以来发展势头加速 [9] - 公司在金融服务领域有很多扩大影响力和创新的机会 [12] 其他重要信息 - 公司2025年度股东大会于6月10日下午5点举行，会议进行了记录，设有问答环节 [1] - 会议通过在线平台进行投票，投票开放至主席宣布结束，结果将在会议结束后的8 - K表格中披露 [6][7] - 会议审议了董事改选、审计机构任命和高管薪酬批准等提案 [18] 问答环节所有提问和回答 问题: 无 - 无提问 [15]

财报发布与会议安排 - 公司将于2025年5月7日发布2025年第一季度财报[5] - 公司将于2025年5月7日下午5点（东部时间）召开财报电话会议讨论第一季度财报[5] 公司上市信息 - 公司普通股每股面值为0.00001美元，交易代码为SEZL，在纳斯达克股票市场有限责任公司上市[3] 公司类型 - 公司是新兴成长型公司[4] 报告日期 - 报告日期为2025年4月14日[2]

Key Takeaways SEZL stock jumped 1000% in a year, far outpacing industry and broader market benchmarks. The WebBank partnership streamlined fees, boosted Q1 revenues 123.3%, and enables product innovation. SEZL posted a 114.4% ROE and a current ratio of 2.62, far exceeding industry averages in 1Q25.Sezzle Inc.’s (SEZL) stock skyrocketed an astonishing 1000% in the past year, a performance that should spark conversations. The company’s shares have significantly outperformed the industry’s 29% growth and the ...

Pay-later platform Sezzle has filed an antitrust lawsuit against eCommerce platform Shopify.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The lawsuit, filed Monday (June 9) in the U.S. District Court for the Dist ...

Minneapolis, MN, June 09, 2025 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ:SEZL) (Sezzle or Company) // Purpose-driven digital payment platform, Sezzle, announced today that it has filed a lawsuit against Shopify Inc. in the U.S. District Court for the District of Minnesota asserting federal and state antitrust violations. The lawsuit alleges that Shopify has been engaging and continues to engage in monopolistic and anticompetitive business practices in order to stifle competition for “buy now, pay later” servi ...

Key Takeaways SEZL reported Q1 revenues of $104.9M, up 123.3% year over year, marking a new quarterly high. Increased GMV, new offerings like Pay-in-5s, and higher user engagement drove SEZL's top-line growth. Partnership with WebBank enhanced SEZL's funding and operations, boosting transaction volume.Sezzle (SEZL)  reported an astounding 123.3% year-over-year upsurge in the top line in the first quarter of 2025 to $104.9 million, marking a new quarterly high.A surge in transaction volume, evidenced by a ...

I have analyzed other diversified transaction and payment processing companies. However, this is my first time covering a pure-play Buy Now Pay Later (BNPL) company such as Sezzle (NASDAQ: SEZL ), a rapidly growing financial technology company operatingI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Sezzle (NASDAQ: SEZL ) ( OTC:SEZNL ) had a standout performance in Q1 2025. Digging deeper into this under-the-radar Buy Now, Pay Later tech stock revealed a company that is poised for long-term success. The company is growing its revenues at aNine to 5 by day. Hobbyist stock trader by night. I got an MBA and a CFA ... so that should count for something. I only care about my own greedy interests and I love feeding trolls. Not your financial advisor. Information for entertainment purposes only. Diamond hands ...