Sezzle Inc. · NASDAQ:SEZL
Sezzle — Investor Presentation (May 2026)
45 slides from Sezzle's investor presentation, May 13, 2026
Slide 1: Sezzle Overview May 2026
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Slide 2: Disclaimer: Cautionary Note Regarding Forward-Looking Statements
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Slide 3: Sezzle at a Glance
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Slide 4: 10 Years of Sezzle
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Slide 5: FS: Footnotes: #E7F CF6 #FEE DEC #9FF 4D9 #FC 75 #D39 BD3 #CE5 DCB
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Slide 6: The Markets We Serve
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Slide 7: The Nascent and Growing BNPL Market
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Slide 8: BNPL Outpacing the Payments Market
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Slide 9: U.S. Consumer Credit Market Snapshot
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Slide 10: A Dual-Sided Value Engine
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Slide 11: Robust & Expanding Product Ecosystem
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Slide 12: Comprehensive Suite of Payment Options
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Slide 13: Expanding Our Ecosystem
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Slide 14: Prioritize Subscription over On-Demand
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Slide 15: Helping Consumers Build Credit History through Sezzle Up
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Slide 16: Delivering More for Consumers
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Slide 17: We're Building an All-in-One Services Platform
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Slide 18: Growing Profitably Through Strong Execution
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Slide 19: AI-Driven Efficiency at Scale
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Slide 20: Accelerating Growth with Efficient Acquisition & Stronger Retention
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Slide 21: Robust & Proprietary In-House Underwriting
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Slide 22: Superior Unit Economics Driven by Portfolio Velocity
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Slide 23: YoY Progression Overview
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Slide 24: YoY Engagement Metrics
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Slide 25: QoQ Engagement Metrics
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Slide 26: Gross Merchandise Volume (GMV) & Total Revenue
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Slide 27: Transaction Related Costs
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Slide 28: Transaction Related Costs
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Slide 29: Total Revenue Less Transaction Related Costs
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Slide 30: Non-Transaction Related Operating Expenses
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Slide 31: Net Income & Adjusted Net Income
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Slide 32: Net Income, Adjusted Net Income, & Adjusted EBITDA
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Slide 33: Select Balance Sheet & Cash Flow Metrics
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Slide 34: 2026 Guidance
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Slide 35: Founder-Led Management Team
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Slide 36: Appendices
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Slide 37: Appendix I: Reconciliation of Operating Expenses to Transaction Related Costs
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Slide 38: Appendix II: Reconciliation of Operating Income to Total Revenue Less Transaction Related Costs
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Slide 39: Appendix III: Non-Transaction Related Operating Expenses Reconciliation
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Slide 40: Appendix IV: Reconciliation of Net Income to Adjusted Net Income
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Slide 41: Appendix V: Reconciliation of Net Income to Adjusted EBITDA
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Slide 42: Appendix VI: Restated Quarterly Consolidated Statements of Cash Flows
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Slide 43: Non-GAAP Financial Measures
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Slide 44: Non-GAAP Financial Measures (Cont.)
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Slide 45: Thank You
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