Sezzle Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
30.3%projected annual EPS growth
Analyst Coverage
6analysts covering
FY EPS (est.)
$5.26next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 9 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Gross Merchandise Volume (GMV) Quarterly1.1BTarget: 30% to 35% YoY revenue growth for FY2026
Active Consumers Annually31MTarget: Sustained growth in active transacting users
Monthly On-Demand & Subscribers (MODS) Quarterly887KTarget: Expansion of high-margin recurring subscriber base
Provision for Credit Losses (as % of GMV) Quarterly1.2%Target: 2.5% to 3.0% of GMV
Watch Items
- Consumer Credit Quality and Delinquency RatesTrigger: Provision for credit losses exceeding the 3.0% upper bound of FY2026 guidanceAction: Tighten underwriting algorithms, restrict credit limits for near-prime cohorts, and adjust collection strategies.
- Regulatory Scrutiny on BNPL Fees and SubscriptionsTrigger: CFPB or state-level enforcement actions targeting recurring subscription models or late fee structuresAction: Conduct legal review of enrollment disclosures, modify fee structures, and enhance compliance frameworks.
- Funding Costs and Credit Facility UtilizationTrigger: SOFR spikes or restrictive covenants triggered on the $300 million Mesirow credit facilityAction: Optimize capital allocation, evaluate alternative warehouse funding options, or adjust consumer pricing/fees.
Research as of 20 Jun 2026