The 1% Problem: How PayPal's Most Profitable Engine Stalled While The Board Watched
PayPalPayPal(US:PYPL) Benzinga·2026-02-04 16:17

PayPal Holdings Inc (NASDAQ:PYPL) didn't lose because the world moved too fast — it lost because it chose safety while the world was being rebuilt. In a rare, blistering post on X, former PayPal leader David Marcus argues that a once-iconic payments pioneer systematically traded product conviction for financial predictability, leaving its most valuable asset — ‘branded checkout’ — crawling at just 1% growth as rivals rewrote the playbook.Track PYPL stock here.Branded Checkout's 1% StallMarcus says the decis ...

The 1% Problem: How PayPal's Most Profitable Engine Stalled While The Board Watched - Reportify