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Who Has BNPL Pole Position?


This story features AFTERPAY LIMITED, and other companies. For more info SHARE ANALYSIS: APT
While the struggle continues for BNPL supremacy across three continents, the Afterpay revenue model evolves and the spectre of PayPal looms large.
-How the large BNPL players are faring in Australia, UK and the US
-Will it be first-mover advantage, a duopoly or an oligopoly?
-Comparison between PayPal and Afterpay 
-Has there been a revolution in Afterpay’s revenue model?
-Survey results show BNPL may be detrimental for some customers
By Mark Woodruff
Before leaving Australia, on a virtual tour for travel-starved readers, we initially find that Afterpay ((APT)) holds the position as market leader in the domestic market for BNPL. It is the most downloaded, frequently used app, with the most traffic and unique visitors to the site. ....

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Is Zip Co Primed To Zap Lower?


This story features ZIP CO LIMITED, and other companies. For more info SHARE ANALYSIS: Z1P
Growth is stellar for payments operator Zip Co, particularly in the US, but is it being primed for a fall?
-Increasing competition a risk but growth still substantial
-Leading the sector on net customer additions
-Structural tailwinds strengthening despite risks
 
By Eva Brocklehurst
Is Zip Co ((Z1P)) on the verge of a major growth spurt that will narrow the gap to its main rival, Afterpay ((APT)), and create a substantial global payments operator, or is the company at risk of being enmeshed in a tighter Australian regulatory environment? ....

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