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How is market share among major BNPL services trending in the U.S.?

  • Monitor the payment volume market share between top competitors in the U.S 

  • Analyze the user overlap and spend share trends between the different BNPL services

  • Break down BNPL orders by merchant and category

Which product categories are driving BNPL growth? How concentrated is GMV in top merchants?

  • Break down BNPL orders by merchant and category

  • Track key performance indicators including underlying sales, average order value (AOV) and active customers

How is merchant adoption trending for the different BNPL players?

  • Track which merchants have integrated BNPL services into their website and whether they support certain features including 0% APR or in-store payments

  • Estimate the share of customer spend through the different BNPL services over time

  • Verify the adopt adoption of BNPL services amongst various demographics

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