Cardlytics ($CDLX): CDLX Report #99 - Current Offers, Advertisers, and Observations as of 7.6.2025 (Research Note #322)

Another Citi observation, CMS extending inventory, large change in CDLX offers and advertisers, and new and returning CMS advertisers (including more switching from CDLX to CMS).

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. Another Citi observation

2. CMS extending inventory

3. Large change in CDLX offers and advertisers

4. New and returning CMS advertisers (including more switching from CDLX to CMS)

and more.

As a reminder, additional information and updates are shared in the Substack Chat.