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Cardlytics ($CDLX): CDLX Report #74 - Current Offers, Advertisers, and Observations as of 1.12.2025 (Research Note #295)
First potential CDLX offers on AmEx, unique offers with Amazon stores, Dosh app is sunsetting, returning CDLX advertisers, new and returning CMS…
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Austin Swanson
Cardlytics ($CDLX): CDLX Report #73 - Current Offers, Advertisers, and Observations as of 1.5.2025 (Research Note #294)
AmEx launch, new discoveries with PayPal’s Honey, large changes in offers and advertisers (including large & attractive), new CMS advertisers, and more.
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Austin Swanson

December 2024

Cardlytics ($CDLX): CDLX Report #72 - Current Offers, Advertisers, and Observations as of 12.29.2024 (Research Note #293)
CMS enhancements coming in 2025, updates on recent observations, new CDLX advertisers, new CMS advertiser, change in number of large & attractive…
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Austin Swanson
Cardlytics ($CDLX): CDLX Report #71 - Current Offers, Advertisers, and Observations as of 12.22.2024 (Research Note #292)
New and returning CDLX advertisers, new notifications, changes with offer terms, change in number of CMS offers, change in number of large & attractive…
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Austin Swanson
Cardlytics ($CDLX): CDLX Report #70 - Current Offers, Advertisers, and Observations as of 12.15.2024 (Research Note #291)
Material changes with Chase Offers (related to CMS), advertiser switching from CMS back to CDLX, new and returning CDLX advertisers, new CMS…
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Austin Swanson
Cardlytics ($CDLX): CDLX Report #69 - Current Offers, Advertisers, and Observations as of 12.8.2024 (Research Note #290)
Unexpected change with Chase Offers, new Rippl CPG campaign, a new advertiser, a large & attractive advertiser returns, new CMS advertisers…
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Austin Swanson
Cardlytics ($CDLX): CDLX Report #68 - Current Offers, Advertisers, and Observations as of 12.1.2024 (Research Note #289)
Many new advertisers, a large & attractive advertiser returns, multiple new CMS advertisers, and a large new advertisement for Chase Offers.
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Austin Swanson
$MCS and $CNK: Tracking the Thesis (Research Note)
Recent observations in relation to the thesis for Marcus Corp and Cinemark.
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Austin Swanson

November 2024

Cardlytics ($CDLX): CDLX Report #67 - Current Offers, Advertisers, and Observations as of 11.24.2024 (Research Note #288)
Important change to Chase emails, new pop-up and push notifications, new multi-tier offers, new CMS advertiser, new and returning advertisers (including…
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Austin Swanson
Carvana ($CVNA): KMX vs CVNA 3Q24 (Research Note #16)
Analysis of Carvana's and CarMax's units and economics over time, through their latest earnings.
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Austin Swanson
Cardlytics ($CDLX): CDLX Report #66 - Current Offers, Advertisers, and Observations as of 11.17.2024 (Research Note #287)
New “Commerce AI Platform and Technologies”, new Head of Sales Readiness and Enablement, new Bridg / Rippl podcast, large increase in new job listings…
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Austin Swanson
Carvana ($CVNA): 3Q24 Units and Economics (Research Note #15)
Analysis of the retail units and economics over time, with a focus on the latest QoQ changes.
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Austin Swanson
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