Cardlytics ($CDLX): Allbirds Tegus Call About Cardlytics (Research Note #210)

Notes and thoughts on the latest Tegus call with Allbirds regarding CDLX.

Market Cap as of 12.4.2023: ~$8.86 / Share x 39.3M Shares ~ $348M Market Cap.

(#210): Allbirds Tegus Call About Cardlytics

Today, December 4, 2023, a new Tegus transcript was released, with an interview with the Manager and Analyst in Performance Marketing at Allbirds, discussing their experience with CDLX.

The following CDLX Research Note will go over some of the discussion points, including new findings + items for CDLX to address based on Allbirds’ comments. I start with a summary of these items for CDLX to address, then go into detail on the call.

Additionally, below a 50-min video covering this post (which you can watch at 2x speed).