Bassett Furniture vs Cardlytics

Bassett Furniture and Cardlytics are examined side by side to compare business models, financial performance, and market context. This page provides a neutral, accessible overview of each company’s approach to value creation, revenue streams, cost structure, and competitive environment. Educational content, not financial advice.

Bassett Furniture and Cardlytics are examined side by side to compare business models, financial performance, and market context. This page provides a neutral, accessible overview of each company’s ap...

Comparison Snapshot

Key Financial Metrics

BSET

Metric

CDLX

$143.49M

Market Cap

$62.17M

28.83%

Potential Profit

160.56%

N/A

Analyst Rating

Hold

Investment Analysis

Bassett Furniture

BSET

Pros

Bassett Furniture has a strong retail network with 87 company- and licensee-owned stores and wholesale distribution to over 700 accounts across the US.
The company reported improved profitability in recent quarters, with gross margins expanding and a return to operating income after prior losses.
Bassett maintains a healthy balance sheet with a current ratio of 1.93 and manageable debt levels relative to earnings.

Considerations

Recent earnings reports show mixed results, with revenue misses despite earnings per share beats, raising concerns about top-line growth.
Profitability metrics remain low, with return on equity at 1.46% and return on invested capital at 0.41%, indicating inefficient capital use.
The Altman Z-Score of 2.25 suggests an elevated risk of financial distress compared to industry peers.

Cardlytics

CDLX

Pros

Cardlytics operates a unique data-driven marketing platform that connects consumer transaction data with targeted advertising for financial institutions.
The company has established partnerships with major banks, providing a scalable distribution channel for its digital advertising solutions.
Cardlytics has demonstrated strong revenue growth in recent periods, driven by increased adoption of its platform by advertisers and banks.

Considerations

Cardlytics faces significant competition from larger digital advertising platforms and other fintech firms offering similar services.
The business is highly dependent on relationships with a small number of large banking partners, creating concentration risk.
Profitability remains a challenge, with the company reporting net losses and negative free cash flow in recent quarters.

About The Companies

Bassett Furniture (BSET)

Bassett Furniture Industries (BSET) is a US-based designer, manufacturer and retailer of hardwood and upholstered furniture, selling through company-owned stores, independent dealers and digital channels. With a market capitalisation around $130m, it is a small-cap, niche player whose performance is closely linked to residential housing activity and consumer discretionary spending. The business manages production, inventory and distribution, so margins can be sensitive to raw material and freight costs, inventory levels and supply-chain disruptions. Investors should be aware of the stock's potential for higher volatility and lower liquidity compared with larger peers. Key metrics to watch include same-store sales, inventory turnover, gross margin and cash flow. This summary is general educational information only and not personalised investment advice; investors should assess their own goals, time horizon and risk tolerance and consider professional guidance before acting.

Cardlytics (CDLX)

Cardlytics, Inc. operates a digital advertising platform that connects marketers with millions of bank customers. Through its partnerships with financial institutions in the United States and the United Kingdom, Cardlytics provides a channel for brands to deliver targeted advertising and reward offers directly within a bank's digital environment. When a customer makes a qualifying purchase, they receive cash back, which is funded by the fees Cardlytics collects from the marketers. This model aims to help businesses acquire new customers and increase loyalty with existing ones by using transaction data to inform campaigns. The company also operates the Bridg platform, a customer data platform that utilises point-of-sale data to offer deeper insights. For investors, Cardlytics represents a play on the convergence of financial technology, data analytics, and digital marketing, though its performance can be subject to changes in advertising spend and consumer behaviour.

Which Baskets Do They Appear In?

Tariff Protected Stocks | Domestic Manufacturing Edge

New tariffs on imported pharmaceuticals, trucks, and furnishings create a potential advantage for U.S.-based manufacturers. This theme identifies domestic companies poised to benefit from reduced foreign competition and increased demand for American-made goods.

Published: September 28, 2025

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Domestic Furniture's Tariff Advantage

The U.S. government has announced an investigation that will lead to new tariffs on furniture imports, causing stocks of major importers to fall. This policy shift creates a potential advantage for domestic furniture manufacturers who could benefit from reduced foreign competition.

Published: August 25, 2025

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Made In America: The Furniture Revival

President Trump's investigation into furniture imports could lead to new tariffs, creating a significant advantage for U.S.-based manufacturers. This theme focuses on domestic furniture companies and their suppliers, who are poised to gain market share from more expensive foreign competitors.

Published: August 24, 2025

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Which Baskets Do They Appear In?

Tariff Protected Stocks | Domestic Manufacturing Edge

New tariffs on imported pharmaceuticals, trucks, and furnishings create a potential advantage for U.S.-based manufacturers. This theme identifies domestic companies poised to benefit from reduced foreign competition and increased demand for American-made goods.

Published: September 28, 2025

Explore Basket

Domestic Furniture's Tariff Advantage

The U.S. government has announced an investigation that will lead to new tariffs on furniture imports, causing stocks of major importers to fall. This policy shift creates a potential advantage for domestic furniture manufacturers who could benefit from reduced foreign competition.

Published: August 25, 2025

Explore Basket

Made In America: The Furniture Revival

President Trump's investigation into furniture imports could lead to new tariffs, creating a significant advantage for U.S.-based manufacturers. This theme focuses on domestic furniture companies and their suppliers, who are poised to gain market share from more expensive foreign competitors.

Published: August 24, 2025

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Made In America: Furniture's Tariff Tailwind

A potential tariff on imported furniture, prompted by a US presidential investigation, has created uncertainty for retailers dependent on foreign goods. This situation could create a significant advantage for American furniture manufacturers, positioning them for growth.

Published: August 23, 2025

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Consumer Strength: The Retail Rebound

A surprising surge in U.S. retail sales, driven by strong automotive and home furnishing purchases, signals continued consumer strength despite economic headwinds. This theme focuses on retailers and manufacturers in these key discretionary sectors that are benefiting from the robust consumer demand.

Published: August 18, 2025

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Comparison Snapshot