Walmart-backed OnePay selects Klarna for installment loans; Affirm's Walmart GMV ~5%

Affirm Holdings, Inc.

OnePay (majority-owned by Walmart) chose Klarna to offer installment loan financing at Walmart starting later in 2025.
Affirm continues as integrated merchant partner at Walmart but loses potential exclusivity.
6 months ended Dec 31, 2024: Walmart integrated program ~5% of GMV, ~2% of Adjusted Operating Income.

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