Giftify Set to Fly High With Launch of New Travel Discounts Program

You’ve probably noticed by now that investors love their proverbs. And with good reason — they usually reveal some manifest truth of the markets.

“Buy low, sell high.”

“Buy the rumor, sell the news.”

Of course, the problem is, this is all a little easier said than done. After all, how do you find the lows?

And where the heck are the (worthwhile) rumors?

Well, here’s a little secret. Sometimes, they’re hiding in plain sight.

Case in point — Giftify, Inc. [NASDAQ: GIFT].

Right now, there’s a rumor and a low, both of which you can buy — 2 for the price of 1, as they say.

Let me explain.

Giftify’s Revenue to Continue Skyrocketing With Launch of Travel Cost-Cutting Campaign

Let’s start with the rumor.

Right now, rumor has it that Giftify, Inc. [NASDAQ: GIFT] is set to drop some massive revenue growth numbers in upcoming reporting seasons.

Maybe not so much for Q1. (Although you might wanna get in ahead of these results dropping.)

But Q2 and onwards? — You betcha!

So, how do I know this?

Well, let’s first go back a little over a month ago. That’s when Giftify announced the launch of a campaign centered around a “smart savings solution for popular GLP-1 weight loss medications.”

Why’s this moment important?

Because, prior to this, Giftify’s marketing was basically just “Hey, we sell discounted gift cards!”…

…and nobody gave a flying fire truck.

Then, in late Feb, they came out with a campaign that was all like, “Hey, we can help you buy discounted Ozempic!”…

…and people FLOODED the platform.

Result — Giftify’s pharmacy category revenues SOARED by 916%. Absolutely massive result.

Now, that’s just the beginning of the rumor. But there’s plenty more to this story.

Also, to be totally fair, it’s not like nobody gave a rat’s tail about discounted gift cards prior to that little Ozempic stunt. People were using Giftify’s CardCash.com platform prior to this. After all, Giftify did just announce operating revenues of $88.9 million in 2024.

But, hopefully, you got the point — the point being the sheer magnitude of the before/after effect of Giftify’s little marketing hack. A hack that almost 10x’ed its category revenues overnight.

And here’s the best bit — that hack is 100% scalable. Here’s the gist of it:

• Identify a price-sensitive, discount-loving market.
• Tell those consumers how discounted gift cards help them save big time.
• Watch revenues soar.

And yeah, just in case you missed it, Giftify is the company behind CardCash.com — a gift card marketplace where consumers can buy/sell gift cards. (Plus a whole lot of cool B2B enterprise-y stuff… but I’ll let you take a deeper look on your own.)

Basically, people who wanna offload unwanted gift cards can sell them at a discount to face value. Then, Giftyfy sells them to another bargain-loving consumer, again, at a discount to face value. Then, Giftify keeps the “spread” as profit.

Anyway, let’s get back to the rumor of soaring revenues.

So far, we’ve covered the first bit — the bit about how, on the first day, Giftify said, “Let there be discounted Ozempic.” And it was so. And Giftify saw that it was good. (And, by “good”, I mean Giftify saw their revenues soar!)

And that’s when we get to the second day — the day Giftify said, “Let there be discounted sports tickets and merchandise.” And it was so. And, again, Giftify saw that it was good.

Then, on the third day, Giftify said, “Let there be discounted grocery bills.” And it was so. And, once again, Giftify saw that it was good.

See where this is going?

Also, notice the biblical telling? — I thought it was appropriate to use a narrative style in line with the proportions of the revenue gains Giftify has created like this. That is, biblical.

Anyway, let’s fast forward to this week — Giftify said, “Let there be discounted travel.” And it was so. And, I assume, once again, Giftify will see that it was good.

But I guess we’ll have to wait and see over the next couple of weeks. But, for now, let’s take a closer look at its latest travel program.

Giftify’s Discounted Travel Campaign — Details + Why Revenues Will Soar

The latest creation in Giftify’s ongoing string of revenue-hacking campaigns is, of course, its discount travel campaign.

This is a campaign that will see Giftify telling consumers all about the deep discounts they can get by purchasing travel-themed gift cards on its CardCash.com platform. Here’s a quick taste of some of the cards on offer:

• Carnival Cruises [NYSE: CCL]
• Royal Caribbean [NYSE: RCL]
• Hilton Hotels [NYSE: HLT]
• Hotels.com [NASDAQ: EXPE]
• Uber [NYSE: UBER]
• American Airlines [NASDAQ: AAL]

And the discounts aren’t exactly small either. Both Carnival and Royal Caribbean cruise gift cards are sold at up to a 7% discount. And on those Hilton Hotels cards, the discounts go all the way up to 16%!

That’s huge, and is exactly the sort of magic that’s caught the attention of The Points Guy, who’s already given CardCash.com a glowing endorsement. In fact, Eric Rosen, TPG’s director of travel content, has even gone so far as to call this sort of gift card play a “tremendous deal”.

And that’s saying something, given the fixation these guys have on points and miles.

Of course, the real magic of this campaign isn’t just that it gets The Points Guy’s tick of approval.

Instead, the real magic lies in the fact that Giftify is essentially ‘re-imagining’ gift cards as more than mere gifts for your bratty second cousin, who you hope uses it to fund an ayahuasca retreat from which he never returns.

Now, Giftify’s telling consumers the virtues of gift cards as devices for getting BIG discounts on their own purchases.

Why’s that magic?

Because it’s effectively growing their total addressable market. That’s why this strategy is delivering such massive revenue increases.

Also, can we take a moment to talk about timing!? It’s absolutely perfect.

Now, I’m not gonna dwell too long here — we all know consumer confidence is dipping lower and lower, and Trump’s tariff wars have people worried about inflation.

And, even if you haven’t seen the headline, it probably isn’t a surprise that consumer spending is shrinking for the first time since the pandemic.

What a time to be alive if you’re the “discounts on everything” platform (Giftify’s CardCash.com).

All they need to do now is to keep on keeping on.

Keep pumping out those consumer awareness/education campaigns.

Keep selling those discount gift cards.

And keep watching those revenues soar.

And they will. After all, it’s been well documented that, these days, when consumers tighten their purse strings, it doesn’t necessarily mean they’ll consume less.

Case in point — Walmart’s been “seeing higher engagement across income cohorts with upper-income households continuing to account for the majority of share gains.” That’s the word from CFO John David Rainey on their last earnings call.

Translation — people are looking for discounts.

We’ve also seen similar things happen across numerous other sectors, like that time when consumers said they were going to spend less on eating out, but still intended to dine out just as much, if not more.

Again, the translation is simple — people are looking for discounts.

In fact, it was just a few months ago that McKinsey put out a massive report about all this. They call it the “Value Now” consumer.

To quote the McKinsey report, “Consumers today are optimizing their purchases, spending money in ways they think yield the greatest value” and are focussed on “getting the best bang for their buck.”

And now you know why Giftify’s consumer awareness campaigns have been so obnoxiously successful — it’s exactly what consumers want in the current economic climate.

Buy Low, Sell High — Why Now’s the Time to Get In on Giftify

Speaking of discounts, remember earlier how I promised you could get a “2 for the price of 1” on Giftify’s stock? (The “two” being “a rumor” and a “low” entry point…)

Well, now that we’ve got the rumor (soaring revenues) out of the way, let’s get to the low price.

Right now, Giftify [NASDAQ: GIFT], which was already trading at a deep discount, is a massive bargain.

Last week, Giftify dropped its Q4 and full-year 2024 results. And, while there were certainly plenty of highlights, investors were ultimately left feeling a little disappointed.

The main point of disappointment? — A slight (-$0.02) EPS miss vs analyst expectations. That prompted a small sell-off that, when combined with broader tariff-based fear, saw Giftify’s share price drop a full 15% over the last week.

Now, all this is totally understandable. However, if you’ve been following the Giftify story a little closer, the slight EPS miss shouldn’t have come as such a big surprise.

2024 was an expensive year, relatively speaking. It coincided with Giftify’s Nasdaq uplisting, as well as its acquisition of the CardCash.com platform. So, naturally, there were likely a lot of costs involved in both transitions, and operations were quite likely nowhere near as efficient as they could have been.

But, with the transition year out of the way, operating expenses should start falling — there are massive synergies between CardCash.com and its existing businesses. In theory, we should see the company roll up redundant operational units across its platforms. And we should start seeing the savings from this materialize this year.

Also, let’s not forget its other efficiency initiatives, like its recent announcement that it was rolling out enterprise AI solutions across multiple facets of its business operations. For instance, the company’s already seen a 20% reduction in support-related email volume.

That alone should translate to a 20% reduction in its support-related costs. (That is, assuming the company’s support is mainly conducted via email — it’s hard to imagine there’s much in the way of phone support given the online nature of its platforms.)

Also, let’s not forget that Giftify’s 2024 results were otherwise quite positive. After all, the company delivered promising results on other fronts. A couple of full year highlights:

• A 2.1% increase in FY 2024 revenues ($88.93 million vs $87.15 million in 2023)
• A massive gross margin improvement from 12.1% in 2023 to 14.8% in 2024

And now a couple of Q4 highlights:

• Gross profit shot up 21.6% ($3.64 million vs Q4 2023 gross profit of $2.99 million)
• Net sales increased 4.2% to $24.18 million

So, things were already clearly trending in the right direction. 2024 saw things picking up nicely, and there was a clear acceleration of this trend toward the end of the year.

And all this before Giftify unlocked its revenue-hacking campaigns.

When This News Breaks, Giftify Will Fly

So, what’s next for Giftify?

Well, in the short term, there’s one main news item to look out for — its Q2 2025 results. That’s when we should start seeing the effects of its latest efforts to massively boost its revenues.

There are also a few secondary news items to keep an eye on.

For instance, does Giftify continue to deploy these consumer awareness campaigns to new verticals? If yes, then we can assume the strategy is working as it should.

Also, while it’s not necessary, any news about the continued tightening of consumer purse strings is also good news — it’s exactly the sort of thing that drives consumers to seek discounts by whatever means necessary. Therefore, that’ll mean boom times for Giftify.

And finally — although we don’t expect too much on this front until Q3, maybe Q4 — look out for any improvements in Giftify’s net margins. These should improve on two fronts:

1. As an online platform trading in digital goods, a large increase in sales shouldn’t result in a large increase in operating expenses.
2. With its transition year out of the way and an efficiency focus now at the forefront, we should see Giftify tighten up and streamline its operations over the course of the year.

So there you have it — the rumor(s) and the low entry price. Now all that’s left is to wait for the news.

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(Featured image by Fernando Gorge via Unsplash)

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