We came across a bullish thesis on Sezzle Inc.  on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on SEZL. Sezzle Inc. 's share was trading at $86.33 as of October 6th. SEZL’s trailing and forward P/E were 28.35 and 15.60 respectively according to Yahoo Finance. Sezzle (SEZL) is a North American buy-now, pay-later (BNPL) platform focused on empowering smarter spending through access, transparency, and trust. The company generates revenue primarily from merchant fees on e ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Minneapolis, MN 55402 (Address of principal executive offices, including zip code) Date of Report (Date of earliest event reported): October 21, 2025 Sezzle Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation) (Commission File Number) Delaware 001-41781 81-0971660 (I.R.S. Employer Identific ...

Minneapolis, MN, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ: SEZL) (Sezzle or Company) // Purpose-driven digital payment platform, Sezzle, will release its third quarter 2025 results after the market close on November 5, 2025. The Company will host a conference call and webcast at 5:00pm ET that same day. The earnings presentation will be available shortly after market close, via the Company’s Investor Relations website. Investors are encouraged to submit questions in advance of the call by email ...

Core Insights - Sezzle (NASDAQ: SEZL) reported its 2Q25 results, which, while not negative, indicate potential concerns regarding its valuation and performance [1] Financial Performance - The 2Q25 results suggest that Sezzle's financial metrics may not meet investor expectations, raising questions about its high valuation [1] Investment Perspective - The analysis emphasizes a value-focused investment approach, highlighting the importance of identifying stocks that are undervalued and have upcoming catalysts [1]

This thesis is an update to my Sezzle (NASDAQ: SEZL ) thesis I wrote in August 2025 , recommending a wait for at least a 20-30% correction before considering fresh entries. Sezzle has corrected by almost 50% sinceI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in ...

Following my last article on Sezzle (NASDAQ: SEZL ), the stock price declined by roughly 12%. This indicates a significant underperformance versus the average company in the S&P 500, but I think the bullish thesis remains intact. SEZL now trades at a forwardDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both ...

Tools like Sezzle Up, Price Comparison, and Delivery Protection help shoppers buy responsibly while boosting conversion and loyalty for merchantsMinneapolis, MN, Oct. 15, 2025 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ:SEZL) (Sezzle or Company) // Sezzle, a leading buy now, pay later (BNPL) platform, today shared how it is helping retailers capture more shoppers for Black Friday, Cyber Monday, and the 2025 holiday season. According to a Sezzle survey conducted in July 2025, nearly half of surveyed Sezzle shopp ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Sezzle. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Core Viewpoint - Sezzle has experienced significant volatility in its stock price, with a remarkable 300% gain earlier in the year followed by a 41% decline after disappointing earnings, yet it remains a leader in the buy now, pay later (BNPL) industry with strong growth prospects [1][2][3]. Company Performance - Sezzle reported a 76% year-over-year revenue growth and projects a continued growth rate of 60% to 65% through 2025, outperforming competitors like Affirm, which reported only 33% revenue growth [5][6]. - The company has shown a sequential customer growth rate of 13.7%, significantly higher than Affirm's 24% year-over-year growth in Q4 FY25, and it maintains higher profit margins compared to peers such as PayPal and Block [6][8]. Market Position - Sezzle is successfully taking market share from other BNPL companies, as evidenced by its strong earnings report despite the stock price drop [4][7]. - The company's fiscal guidance has been raised three times, indicating confidence in its ability to capture more market share from fintech competitors [7]. Valuation Comparison - Sezzle trades at a trailing P/E ratio of 29, which is significantly lower than Affirm's 598, presenting a unique investment opportunity within the fintech sector [8][11]. - While PayPal and Bread Financial have lower P/E ratios of 15 and 11 respectively, their growth rates do not match Sezzle's impressive performance [9][10]. Industry Outlook - The BNPL industry is projected to grow at a compound annual growth rate of 27% until 2033, which could benefit Sezzle significantly if the business model remains viable [12][15]. - However, the industry faces risks as it primarily attracts consumers with poor credit, leading to potential defaults as financial strains increase among users [13][14].

Core Insights - Sezzle Inc. has expanded its merchant network with new partners in various sectors, including fashion, sporting goods, beauty, and digital content, in preparation for the 2025 holiday shopping season [1][2]. Merchant Partnerships - New merchants joining Sezzle include Cato Fashions, SCHEELS, D&B Supply, and Dermstore, reflecting a strategic move to cater to price-sensitive consumers during the holiday season [2][4]. - Cato Fashions is noted as a leading women's fashion retailer, while SCHEELS is recognized as a top destination for sporting goods and apparel [2]. Consumer Spending Trends - According to PwC's 2025 Holiday Outlook, consumers are expected to be more price-sensitive, with Gen Z projected to spend nearly 23% less than the previous year, and overall spending across generations expected to dip around 5% [2]. - The focus on discounts and value over splurges indicates a shift in consumer behavior, particularly among younger generations [2]. Strategic Expansion - Sezzle is adapting to Gen Z's preferences by partnering with platforms like Whop, which focuses on social commerce and digital products, allowing users to engage with content more flexibly [3]. - This partnership aligns with the trend of Gen Z prioritizing experiences and digital communities over traditional goods [3]. Performance Metrics - Early results from Sezzle's partnerships indicate significant growth, with Cato brands reporting that Sezzle orders in the first month averaged nearly double their baseline order value [4]. - The company emphasizes its ability to drive meaningful results at scale, showcasing consistent growth in unique shoppers, total orders, and Sezzle-driven volume [4]. Value Proposition - Sezzle positions itself as a solution for both consumers and retailers, helping shoppers budget responsibly while providing retailers with tools to enhance sales and customer loyalty [4].