Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With 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 that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Core Insights - Sezzle's (SEZL) merchant acquisition strategy has shifted from a volume-based approach to prioritizing enterprise-level merchants, focusing on quality over quantity [1][9] - The targeted strategy of acquiring large-scale merchants and entering new categories for Buy Now Pay Later (BNPL) adoption, such as grocery bills, has proven to be more effective, leading to higher-value relationships that enhance Sezzle's gross merchandise volume (GMV) [2][9] - In Q1 2025, Sezzle signed partnerships with SCHEELS and WAP.com, contributing to a 64.1% year-over-year increase in GMV and a 123.3% rise in top-line revenue [3][9] Merchant Acquisition Strategy - Sezzle's refined strategy emphasizes enterprise-level merchants, which has been supported by a five-year partnership with WebBank, enhancing merchant acquisition through streamlined and attractive terms [4][9] - The collaboration with WebBank allows Sezzle to operate under a unified regulatory framework, reducing the regulatory burden for merchants and boosting confidence in the company's payment solutions [5][6] Financial Performance - Sezzle's stock has surged by 923.7% over the past year, outperforming competitors like Green Dot (GDOT) and FirstCash (FCFS), as well as the industry average of 26.7% [7][9] - The company currently trades at a forward price-to-earnings ratio of 38.69, significantly higher than Green Dot's 7.5 and FirstCash's 15.2, indicating a premium valuation compared to its peers [11] Earnings Estimates - The Zacks Consensus Estimate for Sezzle's earnings for 2025 has increased by 47.5% over the past 60 days, reflecting positive market sentiment [13]

Financial Data and Key Metrics Changes - The company reported a turnaround from a loss of $38.1 million in 2022 to a projected profit of $120 million in FY 2025, indicating significant financial improvement [11] - Gross Merchandise Volume (GMV) grew by 64.1% year over year in Q1 2025, significantly outpacing industry growth projections [11] Business Line Data and Key Metrics Changes - The average quarterly consumer purchase frequency increased by more than 1.5 times compared to the previous year, reflecting enhanced consumer engagement [11] - The company has grown its base of monthly on-demand subscribers to 658,000, which is crucial for increasing consumer lifetime value [11] Market Data and Key Metrics Changes - The consumer base shopped at 346,000 different merchants in Q1 2025, showcasing the product suite's versatility across various retail sectors [12] Company Strategy and Development Direction - The company aims to evolve and adapt its platform to meet changing consumer needs while delivering exceptional returns to shareholders [12] - There is a commitment to expanding impact and innovation within the financial services landscape, indicating a forward-looking growth strategy [12] Management's Comments on Operating Environment and Future Outlook - Management reaffirmed fiscal year 2025 guidance despite recent market headlines, indicating confidence in the company's operational stability [13] - The management expressed gratitude to shareholders and partners, emphasizing the importance of collaboration and trust in driving success [13] Other Important Information - The annual meeting was conducted via remote electronic means, allowing shareholders to participate online [4][5] - Voting on proposals was conducted by poll, with results to be disclosed in a Form 8-K after the meeting [21] Q&A Session Summary Question: Were there any submitted questions from shareholders? - There were no submitted questions during the Q&A session, indicating either satisfaction with the information provided or a lack of engagement from shareholders [15][16]

Financial Results Announcement - Sezzle Inc. will release its Q1 2025 results on May 7, 2025, and host a conference call at 5:00 p.m. Eastern Time on the same day[5] - The press release regarding the conference call is attached as Exhibit 99.1[7] Company Classification - The company is classified as an emerging growth company under the Securities Act of 1933[4]

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 ...

Core Viewpoint - Sezzle Inc. has filed a lawsuit against Shopify Inc. for alleged antitrust violations, claiming that Shopify is engaging in monopolistic practices that hinder competition in the "buy now, pay later" service sector [1]. Group 1: Lawsuit Details - The lawsuit is filed in the U.S. District Court for the District of Minnesota, asserting both federal and state antitrust violations [1]. - Sezzle is seeking an injunction to stop Shopify's alleged anticompetitive conduct, which it claims limits consumer choice and fair market competition [1]. - The company is also pursuing treble damages as part of the lawsuit [1]. Group 2: Company Commitment and Updates - Sezzle's CEO, Charlie Youakim, emphasized the company's commitment to a competitive and consumer-friendly payments ecosystem, stating that the lawsuit is a crucial step for merchants and consumers [2]. - The company reaffirmed its fiscal 2025 guidance, indicating confidence in its financial outlook despite the ongoing legal challenges [7]. Group 3: Company Overview - Sezzle is a fintech company focused on empowering consumers through its digital payment platform, which offers point-of-sale financing options and connects millions of customers with merchants [3]. - The company prioritizes transparency, inclusivity, and ease of use, aiming to help consumers manage their spending and achieve financial independence [3].

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 ...

Group 1 - The article focuses on Sezzle, a pure-play Buy Now Pay Later (BNPL) company, highlighting its rapid growth in the financial technology sector [1] - The author has experience analyzing diversified transaction and payment processing companies, indicating a strong background in the financial technology industry [1] - The author expresses a personal interest in investing, particularly in technology stocks, which may influence the analysis of Sezzle [1] Group 2 - There is no specific financial data or performance metrics provided in the documents to summarize [2]

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 ...