E29: Amazon’s Last Mile + KKR-BNPL Selloffs

Episode 29 features Localogy analysts taking on Amazon's last-mile experiment and KKR's interest in BNPL.

Mike Boland brings up Amazon’s latest experimentation with last-mile delivery, this one involves having small businesses use remnant time and space in their cars and vans to deliver packages.

Charles Laughlin then wonders why digital payments giant PayPal, also a leading player in buy now, pay later, has sold off more than $40 billion in BNPL loans to private equity giant KKR. And what this move says about the state of BNPL.

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On this episode, the hosts refer to recent Localogy content. Here are links for easy reference:

Amazon Taps SMBs for Last-Mile Delivery Snapchat+ Reaches 4 Million Paid Subscribers