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The Economics of Loyalty Programmes

Points as a Liability and Accounting

Unredeemed points are a debt for the company, and firms must estimate how many will be redeemed, influencing profits.

Rewards on the balance sheet.

Liability

Points owed to customers are recorded as a liability.

Breakage

Points never redeemed are profit for the firm.

Expiry

Programmes may set expiry dates to reduce liabilities.

Consumer tip

Use points before they expire or lose value.

An expiry

Points that vanish after a year are a hidden cost for casual users.

Hoarding points without using them

Value may erode.

Key takeaways
  • Points are liabilities.
  • Unredeemed points benefit firms.
  • Expiry rules apply.
  • Use points wisely.
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