Sep 10, 2026 5:06 PM
Sezzle CEO Charlie Youakim joins TheStreet Roundtable's 100th episode: what a 44% stake does to his leadership, the Q2 numbers that matter, why the stock fell on raised guidance, Sezzle Cash & Send, building with AI, the BNPL regulatory maze, and profitable growth vs Affirm & Klarna.
0:00 What Sezzle is
1:38 Owning 44%: how a big stake shapes his leadership
4:10 Q2 by the numbers: which one tells the real story
6:02 Guidance raised again, so why did the stock drop?
8:20 Beyond checkout: Sezzle Cash, Send & money movement
10:38 Building products in weeks with AI
14:02 Why the new products were left out of guidance
15:48 Reading consumer strain in the data
18:14 The BNPL regulatory maze & the national bank path
21:15 Profitable growth vs. the competition
23:53 The one metric to watch
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