Sezzle Inc. (SEZL) reported a notable increase in first-quarter 2026 performance metrics, with active subscribers rising 48.4% year over year to 714,000 and total monthly on-demand users and subscribers reaching 887,000, up 34.8%. The company achieved a Gross Merchandise Volume (GMV) of $1.1 billion, a 37.3% increase, and revenues rose 29.2% to $135.5 million, representing 12.2% of GMV.
The average purchase frequency climbed to a record 7.1 times per quarter, and active consumers increased 13.6% to 3.1 million, with total transactions jumping 35.8% to 9.9 million, highlighting the success of customer engagement strategies. Marketing expenditures also grew, with first-quarter spending reaching $11.2 million. Sezzle forecasts a positive trend for its full-year 2026 EPS, now estimated at $5.10, signaling a year-over-year increase of 42.06%.
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