Cardlytics ($CDLX): Panera Interview About CDLX (Research Note #224)
Notes and thoughts on the recent call with Panera regarding CDLX.
Market Cap as of 1.9.2024: ~$7.07 / Share x 39.3M Shares ~ $278M Market Cap.
(#224): Panera Interview About CDLX
On January 4th, 2024, a new Tegus transcript was released.
This one was with the Former SVP, Chief Digital Officer at Panera. The call took place on December 1, 2023.
In this CDLX Research Note I will be discussing and providing commentary / thoughts / additional notes on the following:
How much Panera spends with CDLX
Confirmation about what works with CDLX
How Panera believes CDLX can improve
Information on Bridg that I’ve never heard before (and could be why there is a new focus on RMN)
New info I have not heard elsewhere related to the Bridg dispute
Mattress Firm using CDLX
And more