Buy Now, Pay Later trends: Impacts on retail, consumer behaviour, and regulatory challenges

In recent years, the Australian retail industry has seen a significant shift in consumer payment preferences, driven by the rapid growth of Buy Now, Pay Later (BNPL) services. These innovative payment platforms have become a staple for tech-savvy shoppers, transforming the way Australians buy goods and services. This article delves into the driving factors behind BNPL’s rise, explores its future trajectory, and discusses its impact on consumer behaviour.

The rise of Buy Now Pay Later in Australia

The surge in online shopping has propelled BNPL growth in Australia. Consumers and merchants alike are turning to BNPL as an alternative financing option for purchases. Whether it is fashion, electronics, or home essentials, BNPL services offer convenience and flexibility. Consumers appreciate the ability to split payments into smaller instalments, avoiding the burden of immediate full payment. As a result, BNPL has transitioned from being a niche offering to a mainstream payment option.

Demographic shifts and financial behaviours

The rise of BNPL is closely tied to changing financial behaviours. Millennials and Gen Z are drawn to these services as an alternative to traditional credit cards. Younger Australians, especially those under 35, are embracing BNPL as a viable alternative to traditional short-term loans and credit cards. Their tech-forward mindset aligns perfectly with the seamless mobile app experiences provided by BNPL providers. Retailers have recognised this trend and are partnering with BNPL providers to attract and retain customers.

Trends and brand impact

Isentia’s recent analysis of millions of global posts across platforms like X and Reddit reveals intriguing trends. Brands like Amazon and Target are now frequently discussed in the context of BNPL. Consumers appreciate the convenience of using BNPL services for everyday purchases, from tech to clothing. Building and maintaining brand trust is crucial. With consumers expressing concern about using the platform for essentials like petrol, BNPL players need to communicate their value proposition clearly and address any concerns consumers may have about using these services.

Buy Now Pay Later business models and implications

Some popular BNPL services, such as Afterpay and Zip, allow borrowing of amounts up to $1,000 to $2,000 without charging interest or fees if repayments are made on time. This model appeals to cost-conscious consumers who appreciate transparency and affordability.

Australian BNPL providers are also innovating by issuing virtual cards through mobile apps. These cards can be used not only for online transactions but also for in-store payments at card-accepting merchants. It’s a game-changer for retailers seeking to enhance the customer experience.

Evolution of Buy Now Pay Later

Australia’s BNPL industry was popularised by key players such as Afterpay and ZIP, enabling the emergence of many similar services. Initially, BNPL companies faced significant margin pressures due to high customer acquisition costs, but the largest players are now starting to focus on profitability, leveraging their established positions. New entrants to the industry are pursuing market share by offering favourable deals with retailers, providing customer incentives, or targeting untapped markets. Additionally, these new providers are exploring innovative strategies, such as focusing on specific product types or deviating from the typical “four payments in four fortnights” model to differentiate themselves in the competitive landscape. Despite these novel approaches there is a growing trend of market consolidation in the Australian BNPL industry.

Regulatory challenges for the Buy Now Pay Later industry in Australia

As BNPL gains prominence, regulators are closely monitoring issues related to responsible lending, data privacy, and consumer protection. Top search queries on the use of BNPL reveal how people are looking to become more educated on regulations, with queries such as “Can buy now pay later impact my credit score?”. BNPL providers must navigate these challenges while maintaining trust and compliance.

The BNPL landscape is dynamic, and retailers must stay informed to adapt successfully. BDO in Australia’s retail sector expertise positions us as a valuable partner for businesses navigating this evolving payment landscape.

How BDO can assist

Our retail sector experts offer strategic guidance, risk management solutions, financial modelling, compliance support, and technology integration. We can help your business thrive in this dynamic payment ecosystem. BDO’s fintech team are financial services and technology specialists, covering audit and assurance, tax, cyber security, governance, risk management, internal audit, compliance, and regulatory advice. We will guide you through business challenges and the demanding regulatory environment that typifies the market. We’re experienced and passionate about working with entrepreneurial and growing businesses that are disrupting their markets. This experience gives us an understanding of the issues that are common for Fintech businesses. Contact us today.