16          STATE OF THE MAJORS 2026
Continued on page 18
Buy now, pay later, or BNPL, is the 
modern-day version of layaway, with companies 
like Klarna, Affirm, and AfterPay offering customers the option to 
pay in installments.
Online shoppers can utilize BNPL at Kay Jewelers, Zales, and 
Pandora, as well as at independent jewelers like Ylang 23 and Lux 
Bond & Green.
While Bellman’s Jewelers does offer Affirm, 
Bellman says he hasn’t seen a big uptick in 
people using the service. In fact, he notes that 
the store has seen a huge decrease in customers 
using financing since lab-grown diamonds have 
become popular. 
“Most of my friends and myself, we just went 
into credit card debt. That’s why I’m an elder 
millennial,” Bellman jokes.
About 45 percent of 18 to 39 year olds 
planned to use BNPL services for the holidays, 
noted Bliss.
While Boyle has only used a BNPL service 
once, Inge has used them often.
“Honestly, [I use it] for everything. Usually around the $50 
amount, I can kind of convince myself it makes sense to split this up 
into four payments,” Inge says.
“It’s little, small amounts, but it feels better that it didn’t all come 
out of my account at the same time.”
More than one-quarter of U.S. consumers have used short-term 
installment loans to finance purchases, according to an April 2025 
survey by Morgan Stanley AlphaWise.
Younger consumers have the highest adoption rate, as per the survey, 
including those ages 16 to 24 (41 percent) and ages 25 to 34 (39 percent). 
They are less popular among older shoppers. Only 12 percent of 
those ages 55 to 64 and 11 percent of those 65 and older have used short-
term installment loans, according to the survey.
Interestingly, the survey showed that short-
term installment loans are most popular with 
high-income households, with 38 percent of 
BNPL shoppers having an annual income be-
tween $100,000 and $150,000 per year. 
Of those who make between $25,000 to 
$50,000, around 27 percent use BNPL.
The average loan balance is $760, said the 
survey.
While one might assume these loans are for 
splurges, like travel or tickets, many consumers 
use BNPL for everyday purchases rather than 
one-offs, it said.
The three most popular categories are clothing and footwear, 
electronics, and groceries.
“We do not yet think BNPL poses a risk that consumers have taken on 
too much debt, but we are wary of increased usage in the future, consid-
ering the current lack of reporting as well as greater usage among younger 
consumers,” James Faucette, head of Morgan Stanley’s U.S. Fintech and 
Payments Research Team, said in a press release about the survey.
location in Boston to 
profitability using only 
TikTok and no other 
advertising.
Direct sales via the 
TikTok Shop, however, 
have proved to be a 
challenge.
He listed a pair of 
diamond studs on the 
TikTok Shop, just to get a 
sense of how it worked. 
The process was an 
“absolute nightmare” that 
took a handful of days once all the origin info was 
inputted, he says.
The fact that the item he was selling wasn’t 
mass-produced like many of the consumer goods 
available there made it 
even more difficult, he says.
Still, Bellman encour-
ages fellow jewelers to 
hop aboard the TikTok 
train, even if the TikTok 
Shop may not be quite 
ready for fine jewelry sellers.
“I think if an indepen-
dent jeweler wants to use 
TikTok, they should use it 
to talk about what makes 
them different. Going on 
and talking about a tennis 
bracelet that anybody can buy at any jewelry store 
really isn’t a great idea,” he says.
“It’s such an incredible driver of business for a 
small business. There’s just nothing like it.”
THE STATE OF
DIAMONDS 
JEWELRY 
DESIGN
COLORED 
STONES
“I think if an 
independent jeweler 
wants to use TikTok, 
they should use 
it to talk about 
what makes them 
different.”
—ALEX BELLMAN,  
BELLMAN'S JEWELERS
Buy now, pay later remains a popular  
choice for shoppers.
5
“It’s little, small 
amounts, but it feels 
better that it didn’t 
all come out of  
my account at the 
same time.” 
—JAYDEN INGE,  
HENNE JEWELERS
RETAIL

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