Cardlytics ($CDLX): Nom Nom Interview About CDLX (Research Note #225)

Notes and thoughts on the recent call with Nom Nom regarding CDLX.

Market Cap as of 1.11.2024: ~$7.19 / Share x 39.3M Shares ~ $283M Market Cap.

(#225): Nom Nom Interview About CDLX

On January 11th, 2024, a new Tegus transcript was released.

This one was with the Senior Director of Growth / Head of Performance Marketing at Nom Nom, a subscription dog food company.

The call took place on November 30, 2023.

In this CDLX Research Note I will be discussing and providing commentary / thoughts / additional notes on the following:

• How Much Nom Nom spends with CDLX

  • Current spend

  • Wanting to spend more

• Chase on the new user experience

• New offer constructs

• Measuring performance via links

• New customers

  • Screening out past purchases

  • Tender switching

  • vs Figg, Kard, and AmEx

• Incrementality

• Lifetime value (LTV)

• Customer insights / analytics

• Deal structure with CDLX

• Other ways CDLX can improve

• And more