HomeIndustriesRetailCa$htag$: Block (XYZ) Losing in Payment & Peer-to-Peer

Ca$htag$: Block (XYZ) Losing in Payment & Peer-to-Peer

Likefolio’s Landon Swan covers consumer sentiment for Block (XYZ). He looks at the 1-year chart and discusses its Square and CashApp businesses. “They’re just not executing as well as their competition,” he says, despite their expansion into crypto. Shopify (SHOP) is dominating in payment, while PayPal (PYPL) is the winner in peer-to-peer. He argues that CashApp’s demographic is younger and poorer than peers.

Fast Market

11 Sep 2025

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