Happy Sunday,
Here’s a quick roundup of last week’s news:
Chart of the Week:
U.S. e-commerce posted a 9.8% Q1, but roughly half was price, not volume, and much of the rest was financed by a 33%+ jump in BNPL borrowing at Affirm and Klarna. Marketplace Pulse breaks down why the "10% quarter" was weaker than it looked.
