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.

New: A summarized version of this report can be accessed separately on Clarity Markets (for more info, see here).

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This week’s report includes:

1. AmEx launch (and related information and commentary)

2. New discoveries with PayPal’s Honey (and why it relates to CDLX)

3. Large changes in offers and advertisers

4. Change in number of large & attractive advertisers and offers

5. New and returning CDLX advertisers

6. New CMS advertisers

and more.