{"page":"/tools/commerce-media-business-case-template","modified":"2026-10-18","license":"https://creativecommons.org/licenses/by/4.0/","columns":["Benchmark","Value","Date and source"],"rows":[["Cardlytics consumer incentives as share of billings","39% (FY2025), 37% (FY2024)","Our calculation from Cardlytics 10-K, FY2025"],["Cardlytics adjusted contribution as share of billings","34% (FY2025)","Same filing, our calculation"],["Cardlytics ACPU","$0.50 (2025), $0.67 (2024)","Cardlytics 10-K, FY2025"],["Amex Offers merchant spend driven","$15B in 2024","Axios, 6 Oct 2025"],["Mastercard Commerce Media ROAS","\"up to 22x\"","Marketing Dive, 1 Oct 2025; company claim"],["Sponsored Products CPC / Amazon DSP CPC","$0.96 / $0.86, Q1 2026","Skai, 28 Apr 2026"],["Prime Day 2026 blended CPC","$1.63","Skai, 28 Jul 2026"],["In-store screen CPM","$10 to $50","Pygmalios, updated 28 Jul 2026; vendor estimate"],["Walmart advertising as share of revenue","0.9% (FY2026)","Our calculation from Walmart, 19 Feb 2026"],["Instacart advertising and other as share of GTV","2.8% (Q1 2026)","Instacart, 6 May 2026"],["US financial media network ad spend","$680M (2025) to $3.15B (2028)","eMarketer, Jan 2026; forecast"],["United Kinective Media campaign result","9,000+ bookings (Cayman Islands)","Skift, 16 Mar 2026"]],"sourceUrls":[["https://www.sec.gov/Archives/edgar/data/1666071/000166607126000010/cdlx-20251231.htm"],[],["https://www.sec.gov/Archives/edgar/data/1666071/000166607126000010/cdlx-20251231.htm"],["https://www.axios.com/2025/10/06/amex-ads-american-express-media"],["https://www.marketingdive.com/news/mastercard-bigger-grab-commerce-media-dollars-new-network/761568/"],["https://skai.io/press-releases/ai-adoption-rises-as-retail-media-delivers-record-efficiency-gains-in-q1-skai-data-shows/"],["https://skai.io/press-releases/ad-spend-rises-across-every-channel-in-q2-2026-as-ai-reshapes-commerce-media-skai-data-shows/"],["https://www.pygmalios.com/insights/how-to-price-in-store-retail-media-inventory"],["https://stock.walmart.com/sec-filings/all-sec-filings/content/0000104169-26-000032/earningsreleasefy26q4.htm"],["https://seekingalpha.com/pr/20502657"],["https://www.emarketer.com/content/state-of-financial-media-networks-2026"],["https://skift.com/2026/03/16/united-and-marriott-pitch-ad-strategies-to-target-travelers-on-plane-and-hotel-screens/"]]}