SE
SEZL
SEZL What Sezzle promised, and what happened
Guidance
What management said, and what became of it
7 of 7 judged targets kept · 11 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| SezzleCash (cash-advance product) launch | Launch cash-flow/cash-advance product within ~3 months (by ~August 2026) | Mar 2026 | We rolled out SezzleCash in June through a phased launch, reaching the full population of eligible Sezzle Anywhere subscribers by the end of the quarter. | Achieved |
| FY2026 adjusted EPS guidance | Adjusted EPS of $4.35 (29% growth over FY2025 adjusted EPS) | Sep 2025 | adjusted net income per diluted share to $5.25 from $5.10 | Revised Up |
| FY2026 provision for credit losses (% of GMV) guidance | Provision for credit losses of 2.5% to 3% of GMV | Dec 2025 | we expect the full year provision to be in the range of 2.5% to 3% of GMV | On Track |
The full ledger
Open Sezzle’s full ledger
A free account opens 5 company ledgers a month. All 18 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 18 tracked commitments for Sezzle
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.