Sezzle Raises Full-Year 2026 Guidance Following Strong Q2 Performance and Product Expansion

Sezzle Inc. released an investor presentation detailing strong second-quarter 2026 results and an increased financial outlook for the full year. The company reported significant year-over-year growth in revenue and active subscribers, and also announced the launch of its new peer-to-peer payment product, "Sezzle Send," in August 2026.

Key Details

• Updated FY2026 Guidance: Total revenue growth guidance was increased to 35% (from 30-35% previously). Adjusted Net Income guidance was raised to $185.0 million (from $180.0 million), or $5.25 per diluted share (from $5.10).
• Q2 2026 Performance: The company reported total revenue growth of 51.7% year-over-year, a 37.9% increase in Gross Merchandise Volume (GMV), and net income of $40.8 million. Active subscribers grew 76.4% YoY to 854,000.
• Product Expansion: Sezzle launched "Sezzle Send" in August 2026, a peer-to-peer payment product, and rolled out "SezzleCash," a cash advance product, in June 2026, expanding its financial services ecosystem.