Cardlytics vs Duluth Trading

Cardlytics Inc and Duluth Holdings Inc are the subjects of this page, which compares business models, financial performance, and market context in a clear, neutral manner to help readers understand each company side by side. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

CDLX

Metric

DLTH

$62.17M

Market Cap

$80.43M

160.56%

Potential Profit

41.57%

Hold

Analyst Rating

Buy

Investment Analysis

Cardlytics

CDLX

Pros

Cardlytics reported a narrower-than-expected EPS loss in Q3 2025, indicating operational improvements despite challenging revenue conditions.
The company achieved positive adjusted EBITDA and reduced operating expenses significantly, showing disciplined cost management.
Analysts forecast substantial long-term stock price appreciation, suggesting potential growth opportunities over the next decade.

Considerations

Q3 2025 revenue declined 22.4% year-over-year, missing market forecasts and indicating top-line weakness.
The company remains unprofitable with negative earnings per share and a negative price-to-earnings ratio, reflecting ongoing turnaround challenges.
Analyst consensus is mixed with no buy ratings and several hold or sell recommendations, highlighting uncertainty about near-term performance.

Duluth Trading

DLTH

Pros

Duluth Trading operates in the niche retail sector with a distinctive brand catering to work and outdoor apparel, providing a focused market position.
The company maintains a moderate market capitalization, allowing potential for targeted growth and market share expansion.
Stable trading volumes and a recent share price recovery suggest growing investor interest and potentially improving business momentum.

Considerations

Duluth Trading’s stock price is significantly below its 52-week high, which may reflect challenges in sustaining growth or market confidence.
Limited recent news on earnings growth or strategic initiatives could indicate a lack of catalysts for near-term stock appreciation.
Operating in retail exposes the company to economic cyclicality and changing consumer spending habits that could affect profitability.

About The Companies

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.

Duluth Trading (DLTH)

Duluth Holdings Inc. is a lifestyle brand focused on durable and functional apparel for men and women. The company offers a wide range of products, including workwear, casual clothing, outerwear, and accessories, sold primarily through its own 'omnichannel' platform. This means customers can shop online, via mobile, or at one of its many physical retail and outlet stores across the US. Duluth has cultivated a distinct brand identity with memorable product names like its Longtail T® shirts and Buck Naked™ underwear, designed to appeal to customers seeking quality and practicality for both work and everyday life. Operating in the competitive apparel market, the company’s model of controlling its brand from design to sale is a key part of its strategy. As with any investment, its value can fall as well as rise.

Buy CDLX or DLTH in Nemo

🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

Cardlytics vs Kandi Technologies

Rent the Runway vs Duluth Trading

Rent the Runway, Inc. vs Duluth Holdings Inc.

Forrester vs Duluth Trading

Forrester vs Duluth Trading: Stock comparison

Cardlytics vs Duluth Trading

Comparison Snapshot

Investment Analysis

Cardlytics

Pros

Considerations

Duluth Trading

Pros

Considerations

About The Companies

Buy CDLX or DLTH in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

Discover More Comparisons

Cardlytics vs Kandi Technologies

Rent the Runway vs Duluth Trading

Forrester vs Duluth Trading

Frequently asked questions

What does it mean when a company reports a narrower-than-expected EPS loss, and why is that significant for a comparison?

What is EBITDA and why is a positive adjusted EBITDA notable in a turn‑around narrative?

Why is a negative price‑to‑earnings (P/E) ratio relevant for Stock A, and how should investors interpret it?

How should you interpret analysts’ forecasts of long‑term stock price appreciation alongside mixed near‑term ratings?

What does a moderate market capitalisation imply for stock growth and risk exposure in Stock B?

Why might stable trading volumes and a recent price recovery be meaningful when assessing Stock B’s momentum?

How can sector cyclicality impact risk for a company in the retail niche versus a tech‑enabled marketing company?

What factors should be considered when comparing business models like a marketing tech firm (Stock A) and a niche retailer (Stock B)?

What should a reader do with this comparison page to form a balanced view without financial advice?

Educational disclaimer about using this page for learning purposes?

Comparison Snapshot

About The Companies