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Carvana ($CVNA): 4Q24 Pre-Earnings Analysis (Research Note #19)
Analysis before today’s earnings results and call.
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Austin Swanson
Cardlytics ($CDLX): CDLX Report #79 - Current Offers, Advertisers, and Observations as of 2.16.2025 (Research Note #300)
General QTD observations, returning CDLX advertisers, returning CMS advertiser, changes with large & attractive advertisers, and more.
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Austin Swanson
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Cardlytics ($CDLX): CDLX Report #78 - Current Offers, Advertisers, and Observations as of 2.9.2025 (Research Note #299)
New use of Chase Offers by Chase, new AmEx Offers observation, returning CDLX advertisers, new and returning CMS advertisers, and more.
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Austin Swanson
Carvana ($CVNA): 4Q24 and 1Q25 Units (Research Note #18)
Analysis of the retail units over time (and vs KMX), with a focus on the latest retail-unit estimates.
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Austin Swanson
Cardlytics ($CDLX): CDLX Report #77 - Current Offers, Advertisers, and Observations as of 2.2.2025 (Research Note #298)
New ad server milestone achieved, returning CDLX advertisers (including large & attractive), new and returning CMS advertisers, and more.
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Austin Swanson

January 2025

Carvana ($CVNA): KMX 4Q24 vs CVNA 3Q24 (Research Note #17)
Analysis of Carvana's and CarMax's units and economics over time, through their latest earnings.
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Austin Swanson
Cardlytics ($CDLX): CDLX Report #76 - Current Offers, Advertisers, and Observations as of 1.26.2025 (Research Note #297)
Update to Chase Offers desktop user experience, new and returning CDLX advertisers, new CMS advertiser, changes with large and attractive advertisers…
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Austin Swanson
1
Cardlytics ($CDLX): CDLX Report #75 - Current Offers, Advertisers, and Observations as of 1.19.2025 (Research Note #296)
Important AmEx observation, new Capital One Shopping discovery, multiple new CDLX advertisers, returning CMS advertisers, and more.
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Austin Swanson
Cardlytics ($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
© 2025 Austin Swanson
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