Cardlytics ($CDLX): Current Offers, Advertisers, and Observations #4 - As of 9.11.2023 (Research Note #193)

Data, statistics, trends, and screenshots of CDLX offers and advertisers as of today, as well as other important observations this week and this quarter.

View this post in your browser to not have the contents cut off, to view galleries of images, and to use links to the footnotes.

Market Cap as of 9.11.2023: ~$18.47 / Share x 37.7 Shares ~ $696M Market Cap.

(#193): Current Offers, Advertisers, and Observations #4 - As of 9.11.2023

This is is the 4th post regarding current CDLX offers, advertisers, and observations, with this post regarding data as of 9.11.2023.

I added new data / tables / trends to this analysis this week that will also be a part of future reports.

Since the last post on 9.4.2023, there have been:

• New observations (related to new offer constructs, rankings of offers, and other functions of the new ad server)

• New advertisers in the channel

• Increases in total offers

• Offers that could have higher-than-normal redemption rates

• New jobs listings

• And more

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

You will also find data, observations, statistics, and screenshots of CDLX offers and advertisers across Chase, BofA, Wells, and U.S. Bank.

I created this for my own benefit, but I thought others would find value out of it as well.

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

The purpose of this post is to:

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

• Identify new offer constructs (like product-level offers, multi-tier offers, and more)

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

• 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 $

• 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. Summary of Findings

2. New Advertisers in the Channel

3. Max and Average Cash-Back % and $

4. New Observations (New Offer Constructs, New Features, and More)

5. Total Offers by Category

6. Number of Unique Advertisers by Category

7. Top Advertisers

8. 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

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

   1. + Other offers seen recently online

   2. + Change in offers / advertisers vs last report

   3. + Higher redemption rates of specific new offers

10. Job Listings

11. Screenshots of User Experiences and Offers

The following includes data from Chase, BofA, Wells, and U.S. Bank.