Cardlytics ($CDLX): Current Offers and Advertisers #2 - As of 8.27.2023 (Research Note #189)

Data, statistics, and screenshots of CDLX offers and advertisers as of of today.

Given the significant use of images in this post, view this post in your browser to not have the contents cut off.

Market Cap as of 8.27.2023: ~$13.41 / Share x 37.7 Shares ~ $506M Market Cap.

(#189) 8.27.2023: Current Offers and Advertisers #2 - As of 8.27.2023

This is is the 2nd post regarding current CDLX offers and advertisers.

Since the last post, there have been:

• New offer constructs

• New features

• New advertisers in the channel

• Increases in total offers

I provide details, screenshots, and commentary on all of these in the post below.

Given there is now more than one day of data, I now provide some comparisons and trends of different statistics. I believe this will continue to provide more value as I continue to record more data.

Below you will find data, statistics, and screenshots of CDLX offers and advertisers as of of 8.27.2023, across Chase, BofA, Wells, and US Bank.

I created this for my own benefit, but I thought others would find value out of it as well (especially as I continue to add and track data over time, and provide additional insights and commentary).

This information is included with the CDLX Research Notes for no additional cost for current paid subscriptions.

My plan is to update this on an ongoing basis, for the list of reasons below.

The purpose of this post is to:

• Track current offers and advertisers, as well as their amount of $ or % cash back

• Track and identify new offers and advertisers

• Track top advertisers

• Track number of unique advertisers

• Track max and average cash-back % and $

• Track and identify changes to the new user experience across all major banks

• Identify new offer constructs (like product-level offers)

• Identify changes in images and offer formats (by including images of each offer below)

• Identify differences in number of offers by bank and usage (based on previous dollars redeemed + if primary card used for spending)

To capture the above information, below you will find:

1. New Offer Constructs and New Features

2. Statistics by Bank Account: New UI Status / $’s Redeemed / Number of Offers in Total and by Category

   1. + Changes in Total Number of CDLX Offers

   2. + Changes in Redemptions

3. List of Advertisers ($ / % Amounts by Bank Account)

   1. + Other offers seen recently online

   2. + Change in offers / advertisers vs last report:

4. New Advertisers in the Channel

5. Max and Average Cash-Back % and $

6. Total Offers by Category

7. Number of Unique Advertisers by Category

8. Top Advertisers

9. Screenshots of User Experiences and Offers

The following includes data and images from Chase, BofA, Wells, and US Bank.