PayPal's Branded Checkout & OpEx Concern: Will Growth be Affected?

Key Takeaways PayPal shares fell after it said Q4 2025 branded checkout growth will be a few points lower than last quarter.The company plans to invest one-two points of transaction margin dollars and expects higher 2026 OpEx.BNPL and Pay with Venmo remain strong, with Q3 quarter-over-quarter growth of 20% and 40%, respectively.PayPal Holdings, Inc. (PYPL) shares fell 2.6% yesterday, after its CFO Jamie Miller highlighted that its branded checkout business is expected to grow a couple of points lower in the ...