Sezzle delivered record results for the second quarter of 2026, characterized by high-double-digit growth in volume and a significant expansion of its subscriber base. Total revenue hit a quarterly high of $149.7 million, outperforming analyst expectations and driving the company's third upward revision to full-year guidance this year.
Key Highlights
- Gross Merchandise Volume (GMV) surged 37.9% YoY to $1.3 billion, exceeding the $1.15 billion estimate as purchase frequency hit a record 7.2x.
- Active subscribers grew 76.4% YoY to 854,000, representing the largest year-over-year subscriber gain in the company's history.
- Management raised FY2026 guidance, now targeting 35% revenue growth and $185 million in Adjusted Net Income, up from the previous $180 million forecast.