TD Cowen Insights
TD Cowen Insights
TD Securities, TD Cowen
Getting to know Zip, a major BNPL/POS financing provider
31 minutes Posted Sep 11, 2025 at 2:55 pm.
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Recorded on 09/05/25
In this episode, TD Cowen's Consumer Finance analyst Moshe Orenbuch hosts Zip Co CEO Cynthia Scott to explore what Zip does and its value proposition to consumers and merchants. We believe this is very relevant to our coverage of consumer finance companies including Affirm, given the fast growing BNPL industry in the U.S., competitive landscape, as well as Klarna's recent IPO.