Court Advances Sezzle’s Antitrust Claims as On-Demand Hits $1.1B Q1 Volume
A Minnesota federal court allowed Sezzle’s monopolization, attempted monopolization and trade restraint claims under the Sherman Act and state antitrust laws to proceed while dismissing only the tying allegation. Its On-Demand platform reached 887,000 users and generated $1.1 billion in Q1 gross merchandise volume as marketing spend rose.
1. Antitrust Case Update
The U.S. District Court for the District of Minnesota issued an order granting in part Sezzle’s antitrust action against Shopify, allowing core claims for monopolization, attempted monopolization and unlawful restraint of trade under Sections 1 and 2 of the Sherman Act and Minnesota antitrust statutes to proceed. The court dismissed the unlawful tying claim under Section 1 without prejudice, preserving the remaining allegations for further litigation.
2. On-Demand Growth Metrics
Sezzle’s On-Demand platform expanded to 887,000 active users in Q1 2026 and generated $1.1 billion in gross merchandise volume, reflecting strong consumer uptake. This performance was supported by an increase in marketing spend aimed at driving user acquisition and merchant adoption across its network.