Affirm Investor Day Presentation Deck
CASE STUDY
Growing our share of cart
Multiple levers drive increased share of spend over time after merchant launch
Key Expansion Initiatives:
Financing plan optimization
0% APR campaigns
• Steady expansion across travel
categories (flights, vacations,
car rental, hotels, etc.)
Enhanced up-funnel messaging
Channel expansion beyond web
(e.g., app, telesales)
AFFIRM | 2023
Travel Portfolio¹
Affirm Share of Cart
1 2 3 4 5 6 7 8 9 10 11 12 13
Quarters since launch
¹Select Affirm Travel merchants with public filings; based on Affirm GMV
2Seasonally adjusted data
Key Expansion Initiatives:
Financing plan optimization
0% APR campaigns
Prequalification
Enhanced up-funnel messaging
Addition of new retail
categories
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General Merchandise Portfolio²
●
Increase in cart ceilings and
lowering of cart floors
Channel expansion to in-store
Affirm Share of Cart
1 2 3 4 5 6 7 8 9 10 11 12 13
Quarters since launch
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