Sleep Number vs Cardlytics

Sleep Number vs Cardlytics: this page compares their business models, financial performance, and market context, with a neutral overview aimed at clarity. It explains how each company operates in its sector, what drives value, and how market factors can influence outcomes. Educational content, not financial advice.

Sleep Number vs Cardlytics: this page compares their business models, financial performance, and market context, with a neutral overview aimed at clarity. It explains how each company operates in its ...

Comparison Snapshot

Key Financial Metrics

SNBR

Metric

CDLX

$244.99M

Market Cap

$62.17M

-27.82%

Potential Profit

160.56%

Hold

Analyst Rating

Hold

Investment Analysis

Sleep Number

SNBR

Pros

Sleep Number operates a vertically integrated business model selling smart beds and sleep solutions through direct-to-consumer channels, enhancing control over retail pricing and customer experience.
The company is planning a product lineup refresh in early 2026 aimed at broadening its customer base beyond current segments.
Sleep Number’s stock currently trades at a significant discount to its discounted cash flow fair value, indicating potential upside if turnaround strategies succeed.

Considerations

Sleep Number reported a large earnings miss in Q3 2025 with a negative EPS of -$1.73 and a 19.6% decline in net sales year-over-year, signaling operational and market challenges.
The company faces high debt levels which constrain its ability to invest in innovation or channel expansion, increasing risk under worsening economic conditions.
Aggressive competition and a falling store count have pressured margins and revenues, reflected in reduced gross profit margins and downward full-year revenue forecasts.

Cardlytics

CDLX

Pros

Cardlytics benefits from a strong position in the digital advertising and purchase intelligence market, leveraging bank transaction data to deliver personalised marketing solutions.
The company has demonstrated consistent revenue growth driven by strong customer retention and expansion of its bank and advertiser partnerships.
Cardlytics possesses scalable technology and data-driven capabilities that enable efficient campaign targeting and measurement, which are highly valued by marketers.

Considerations

Cardlytics faces risks from regulatory scrutiny related to data privacy and usage of consumer financial data, which could increase compliance costs or limit operational flexibility.
The company operates in a highly competitive digital ad market with pressure from large tech firms, which may constrain growth and margin expansion.
Reliance on a limited number of large banking partners for data could pose revenue concentration risks if contracts are lost or weakened.

About The Companies

Sleep Number (SNBR)

Sleep Number Corporation (SNBR) designs, manufactures and sells adjustable air mattresses and sleep-monitoring technology under the Sleep Number brand. Its products combine hardware (adjustable beds), software (SleepIQ sleep tracking) and a retail/service network including stores and e-commerce, primarily across North America. Revenue depends on product cycles, consumer discretionary spending and successful new-product introductions; the company’s market cap is around $150.06m, which places it among smaller-cap stocks and can mean greater share-price volatility. Investors should be aware of competition from traditional mattress makers and new direct-to-consumer entrants, plus sensitivity to raw-material costs and supply-chain disruption. Sleep Number may appeal to those interested in sleep-tech exposure and branded home goods, but any view should be balanced: values can rise and fall, past performance is not a guide to the future, and this is general information rather than personalised advice. Consider your own risk tolerance and investment horizon 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?

Rest & Recharge

Tap into the booming wellness economy with companies revolutionizing how we sleep and relax. These carefully selected stocks represent innovative leaders in sleep technology, relaxation services, and wellness solutions that are responding to our growing desire for better rest and recovery.

Published: June 17, 2025

Explore Basket

Rest & Recovery

This carefully curated collection features companies at the forefront of sleep science and recovery technology. These stocks represent a growing market where innovation meets wellness, selected by professional analysts tracking the expanding health optimization trend.

Published: June 17, 2025

Explore Basket

Which Baskets Do They Appear In?

Rest & Recharge

Tap into the booming wellness economy with companies revolutionizing how we sleep and relax. These carefully selected stocks represent innovative leaders in sleep technology, relaxation services, and wellness solutions that are responding to our growing desire for better rest and recovery.

Published: June 17, 2025

Explore Basket

Rest & Recovery

This carefully curated collection features companies at the forefront of sleep science and recovery technology. These stocks represent a growing market where innovation meets wellness, selected by professional analysts tracking the expanding health optimization trend.

Published: June 17, 2025

Explore Basket

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Comparison Snapshot