Cardlytics ($CDLX): GotPrint Tegus Call About Cardlytics (Research Note #213)

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

Market Cap as of 12.12.2023: ~$8.10 / Share x 39.3M Shares ~ $318M Market Cap.

(#213): GotPrint Tegus Call About Cardlytics

Yesterday, December 11, 2023, a new Tegus transcript was released, with an interview with the Head of Marketing and Partnerships at GotPrint, discussing their experience with CDLX.

The following CDLX Research Note will discuss:

• GotPrint’s Spend on CDLX vs Ad Budget

• Reporting (data and frequency)

• Individual Transaction Data (something brand new learned, that was surprising, and confirmed by CDLX IR after)

• New User Experience

• Incrementality

• GotPrint’s Returns (ROAS)

• Targeting by Bank

• Using Figg

• Using AmEx

• Product-Level Data and Offers