Cardlytics ($CDLX): CDLX Report #29 - Current Offers, Advertisers, and Observations as of 3.3.2024 (Research Note #235)

New large advertisers, interesting Q1 trends, new SBUX observations, and thoughts on the Q4 earnings date.

This is the 29th CDLX Report on current CDLX offers, advertisers, and observations, with today’s report containing information as of 3.3.2024.

Since the last report on 2.25.2024:

1. Changes with the SBUX campaign on Chase (+ other SBUX observations)

2. New attractive advertisers using CDLX for the first time

3. More large advertisers returning

4. Thoughts on the timing of Q4 earnings and what it could mean

5. New CDLX data on YoY retail spend in January 2024

6. WoW change in offers and unique advertiser count (leading to interesting trends for Q1 earnings and possible Q1 guidance)

7. New local offers

8. Changes in employee count and job listings (with one very interesting new job)

9. And more