Cardlytics ($CDLX): CDLX Report #89 - Current Offers, Advertisers, and Observations as of 4.27.2025 (Research Note #311)

BofA's non-renewal notice, LOC extension, significant positive reversal in offer and advertiser count, returning CDLX and CMS advertisers, and more.

Summary: 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. BofA's non-renewal notice (including thoughts, impact, and possible reasons)

2. LOC extension (and why it is important)

3. Significant positive reversal in offer and advertiser count

4. Returning CDLX and CMS advertisers

and more.