SA Asks: How can PayPal turn its business around?

businessinsider
2026.02.07 21:27

PayPal's shares fell 20% after a disappointing Q4 earnings report and the announcement of CEO Alex Chriss's resignation. Analysts suggest that the company needs to focus on disciplined execution, particularly in branded checkout, and narrow its focus to high-impact merchants to restore growth. Incoming CEO Enrique Flores faces challenges from increased competition, and a refreshed investor day is deemed essential. Analysts propose two paths: maximizing short-term profits or creating a competitive ecosystem with lower fees and better services to attract users.