Sezzle GMV Surges as Super App Plans Advance

Core Insights - Sezzle is accelerating its super app plans for 2026 due to increased engagement with its offerings in 2025 [1] Financial Performance - In Q4, Sezzle's gross merchandise value (GMV) rose by 35.3% year over year, reaching a quarterly high of $1.2 billion [2] - The company added 134,000 new Monthly On-Demand and Subscribers, totaling 918,000 [4] Strategic Focus - Growth is attributed to a focus on higher lifetime value (LTV) subscribers, targeted marketing, and new shopping features [3] - The app's enhancements in 2025 included Price Comparison, Browser Extension, Express Checkout, Earn Tab, Wishlist, Products Tab, and Sezzle Balance [8] Future Plans - Sezzle aims to integrate shopping, flexible payments, and essential services into an all-in-one app [9] - The 2026 product roadmap includes an AI-powered shopping assistant, Sezzle Mobile wireless service, enhanced long-term lending, and a receipt scanning and rewards feature [10] User Engagement - Monthly app sessions increased by 51% year over year, indicating growing user engagement [4] - The app's expanding financial tools are designed to enhance consumer LTV and drive acquisition [11]