Sezzle sues Shopify for antitrust violations

Published 09/06/2025, 22:46
Sezzle sues Shopify for antitrust violations

MINNEAPOLIS - Sezzle Inc. (NASDAQ:SEZL), a digital payment platform currently valued at $4.4 billion, has initiated legal proceedings against Shopify Inc., claiming federal and state antitrust violations. The lawsuit, filed today in the U.S. District Court for the District of Minnesota, accuses Shopify of monopolistic practices that limit competition for buy now, pay later (BNPL) services on its e-commerce platform. According to InvestingPro data, Sezzle has demonstrated remarkable growth with a 91.69% revenue increase over the last twelve months.

The Company seeks an injunction to halt Shopify’s alleged anticompetitive behavior, which it contends restricts consumer choice and undermines fair market competition. Furthermore, Sezzle is pursuing treble damages as part of the legal action. InvestingPro analysis indicates the company is currently trading above its Fair Value, with strong financial health metrics and a "GREAT" overall rating. InvestingPro subscribers have access to 12 additional key insights about Sezzle’s market position and growth potential.

Charlie Youakim, Sezzle’s Chairman and CEO, emphasized the company’s dedication to a competitive and consumer-friendly payments landscape, stating, "This action is an important step in ensuring that merchants and consumers have access to diverse and innovative payment solutions of their choice."

In a business update, Sezzle disclosed that for the first quarter of 2025, revenue generated from Shopify’s platform constituted less than 5% of its total revenue. Additionally, Sezzle has reaffirmed its fiscal 2025 guidance, which was initially provided on May 7, 2025. The company maintains a strong financial position with a current ratio of 2.62, indicating ample liquidity to meet short-term obligations. Analysts tracked by InvestingPro project continued profitability for the fiscal year 2025, with detailed analysis available in the comprehensive Pro Research Report.

Sezzle is recognized for its commitment to financial empowerment, providing consumers with flexible financing options and digital payment services. The company aims to facilitate responsible spending and financial independence through its platform.

The information in this report is based on a press release statement from Sezzle. It should be noted that forward-looking statements involve risks and uncertainties, and actual results may differ significantly. Investors are advised to consider these risks and uncertainties carefully. For a deeper understanding of Sezzle’s financial position and market outlook, investors can access comprehensive analysis and valuation metrics through InvestingPro’s detailed research reports, which cover over 1,400 US equities.

In other recent news, Sezzle Inc. reported a notable financial performance for the first quarter of 2025, with a significant increase in both revenue and net income, surpassing market expectations. The company’s revenue reached $104.9 million, marking a 123% year-over-year increase, while net income rose to $36.2 million, reflecting a 286% growth compared to the same period last year. This strong performance led Sezzle to raise its 2025 revenue growth guidance to 60-65% and earnings per share guidance to $3.25. The company attributes its growth to new product launches and expanded merchant partnerships. Sezzle’s partnership with WebBank has also begun to show positive financial benefits, contributing to the company’s improved revenue yield. The firm has introduced new financial products like "Pay in Five" and auto couponing, designed to enhance consumer experience and loyalty. These developments come as Sezzle continues to expand into new merchant categories, including grocery and bill payments, which were previously slow to adopt the Buy Now, Pay Later model.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.