The state of loyalty across the market. Who's winning, who's losing, and the structural reasons why.
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What executives say on earnings calls about their loyalty programs — and what they actually mean.
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What hidden signals are emerging from the latest earnings calls across loyalty programs? Decode what executives are actually telling investors about the future of their programs.
Tap to exploreDeferred revenue, breakage rates, and the hidden financial mechanics that drive program valuations.
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What do SEC 10-K filings reveal about deferred revenue and breakage rates across major loyalty programs? Which programs have the most favorable unit economics and why?
Tap to exploreWhat separates great program architecture from mediocre — tier thresholds, earn rates, and aspirational value.
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What separates a well-designed tier system from a poorly designed one? Analyze specific examples of programs that get tier thresholds, benefits, and aspirational value right vs wrong.
Tap to explorePatterns only visible at scale. Emerging shifts in how programs handle earn rates, partner economics, and engagement.
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What emerging structural shifts are appearing across loyalty programs? Identify patterns in how programs handle earn rates, partner economics, and member engagement.
Tap to exploreYour competitive advantage starts here. Consulting-level intelligence, on demand.
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If you were advising a mid-market retailer launching a new loyalty program today, what specific structural decisions would give them the strongest competitive position? Be specific about earn rates, tier thresholds, and partnership strategy.
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