Cardlytics ($CDLX): CDLX Report #30 - Current Offers, Advertisers, and Observations as of 3.10.2024 (Research Note #236)

Starbucks change, new offer construct, Bridg growth, new potential bank, new large advertisers, new hiring trend, and more.

This is the 30th CDLX Report on current CDLX offers, advertisers, and observations, with today’s report containing information as of 3.10.2024.

Since the last report on 3.3.2024:

1. Changes with the Starbucks campaign on Chase (again)

2. New offer construct observation

3. Bridg growth observation

4. Additional SBUX observations

5. Potential new banking partner (Where on the last earnings call in November, CDLX said that in addition to Monzo, “Our partner pipeline remains strong, and we believe we will sign at least one more major bank partner in the U.S. over the next few months.”)

6. Interesting hiring trend for a specific role (and what it could mean)

7. More advertisers returning + new ones joining (including a very large and attractive advertiser)

8. WoW change in offer count (leading to interesting trends for Q1 earnings and possible Q1 guidance)

9. And more