Sezzle accelerates super app plans in 2026

The company attributed this growth in part to its focus on higher lifetime value (LTV) subscribers, targeted subscriber marketing and continued adoption of new shopping features

Sezzle is accelerating its super app plans in 2026 after seeing growing engagement with its existing offerings in 2025, the company said in a Wednesday press release.

During the fourth quarter, the company’s digital payment platform saw its gross merchandise value (GMV) rise by 35.3% year over year to reach a new quarterly high of $1.2 billion, according to the release.

The company attributed this growth in part to its focus on higher lifetime value (LTV) subscribers, targeted subscriber marketing and continued adoption of new shopping features.

2025 brought a shifting landscape for BNPL and for FinTech more broadly, Sezzle Executive Chairman and CEO Charlie Youakim said Wednesday during the company’s earnings conference call.

We continued to see the sector mature within the broader U.S. financial ecosystem, as BNPL became more embedded in everyday commerce and more firmly established within the financial ecosystem, he said.

Sezzle also added 134,000 new Monthly On-Demand and Subscribers during the quarter, bringing the total to 918,000, per the release. In addition, its number of monthly app sessions increased 51% year over year.

The company said this growing engagement was driven by its continued addition of enhancements to its app. Those added in 2025 include Price Comparison, Browser Extension, Express Checkout, Earn Tab, Wishlist, Products Tab and Sezzle Balance.

Sezzle’s embedded financial education tool MoneyIQ delivered more than 1 million lessons during its first year, per the release.

This year, the company plans to continue building its app into an all-in-one app by integrating shopping, flexible payments and essential services, the release said.