Sezzle GMV Surges as Super App Plans Advance

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 (Feb. 25) press release.

During the fourth quarter, the company’s digital payment platform saw its gross merchandise value (GMV) increase 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.”

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, according to 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.

The product roadmap for 2026 includes an artificial intelligence-powered shopping assistant, the Sezzle Mobile wireless service, enhanced long-term lending that will include higher credit limits and broader merchant acceptance, and a receipt scanning and rewards feature that will reward spending activity, per the release. The company announced Feb. 18 that it opened a waitlist for Sezzle Mobile mobile phone plan.

The Sezzle app’s expanding range of financial tools help grow consumer LTV and drive consumer acquisition, while its shopping features engage and retain customers, the firm said in an earnings presentation released Wednesday.

“Importantly, these features extend our value proposition beyond payments and move us closer to being an everyday financial companion for our consumers,” Youakim said during the call.

Later, after outlining features that will help consumers find products, the best price and the best payment terms, Youakim said: “We feel it’s a super app in the making for a value-focused consumer. We want our target audience to have the app installed and use us daily.”