Sezzle Inc. (SEZL) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon and welcome to SESL's first quarter 2026 earnings call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on a touchtone phone. To withdraw your question, please press star then two. Please note this event is being recorded. I would now like to turn the conference over to Charlie Joachim, CEO and Executive Chairman of Sezzle. Please go ahead. Thank you and good afternoon and welcome to Sezzle's first quarter 2026 earnings call. I'm Charlie Joachim, CEO and Executive Chairman of Sezzle. I'm joined today by our CFO, Lee Brading, and my co-founder and company president, Paul Paradis. In conjunction with this conference call, We filed our earnings announcement with the SEC and posted it along with our earnings presentation on our investor website at Suzzle.com. To retrieve the documents, please go to the investor relations section of the website. Please be advised of the cautionary note on forward-looking statements and the reconciliation of gap to non-gap measures included in the presentation, which also covers our statements on today's call. Before diving into the quarter, I want to start by touching on the big picture for 2026. We believe it is going to be an exciting year for Sezzle. 2025 was about enhancing our current consumer ecosystem. We improved the app experience, expanded the engagement features, leaned back into higher-value consumers, and continue to give our users more reasons to come back to Sezzle. But in 2026, we are pushing that strategy further We are moving beyond being a product consumers think about only at che...