ADV · NASDAQ · Advertising Agencies

Advantage Solutions

Runs outsourced sales, merchandising, sampling, and retailer support for CPG brands and retailers.

$34.51
After-hours close−0.13 (−0.39%)
At close$34.64(+3.62%)
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Profile

Advantage Solutions Inc.ADVCommunication Services

Provides outsourced sales, merchandising, sampling, and retailer support for CPG manufacturers and retailers, primarily in North America. Revenue comes through Branded Services, Experiential Services, and Retailer Services, with execution tied to client spending, event volumes, labor availability, and retail demand.

Provides outsourced sales, marketing, merchandising, sampling, and retailer support for CPG manufacturers and retailers. Branded Services covers brokerage, headquarter sales, branded merchandising, and omni-commerce marketing; Experiential Services runs sampling, demonstrations, and events; Retailer Services supports private brands, store resets, category work, and retail-location marketing.

Operations are primarily North American, with strategic investments and offices in select international markets. The model is labor-intensive and client-service based, built around retail execution, shopper engagement, private-brand development, and data-enabled sales and category work.

Performance depends on CPG and retailer client spending, part-time labor availability and wage rules, event volumes, retail execution demand, data and analytics technology, and continued portfolio simplification and debt reduction after divestitures.

Company facts

CEODavid Peacock
ListedOct 29, 2020
ExchangeNASDAQ
HeadquartersSt. Louis, MO
CountryUnited States
Employees73,000
CIK0001776661
ISINUS00791N2018

Key statistics

Market cap$458.8M
EPS (ttm)−$21.33
P/E (ttm)−1.62
ROE-51.5%
P/B1.11
P/S0.1272
Dividend yield
Beta0.44vs XLC 1.02

Year to date +69.7% · Average volume (30d) 106.1K

Analysts

Price target, next 12 months$34.00−1.5%Median of 3 analysts · vs the Aug 28 close
ConsensusHold1 of 3 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 6, 2026Morgan StanleyReiterateEqual Weight$0.75$34
Mar 3, 2026Morgan StanleyTarget$1.50$0.75
Dec 17, 2025Morgan StanleyReiterateEqual Weight$2$1.50

Earnings

EPS

Estimate$1.92
ReportedDue Nov 5, 2026

Revenue

Estimate$899.5M
ReportedDue Nov 5, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26−$0.43−$4.84−1,025.6%$887.3M$889.5M+0.2%−20.85%
May 6, 2026Q1 FY26−$0.38−$5.48−1,342.3%$832.1M$869.6M+4.5%+2.00%
Mar 3, 2026Q4 FY25$2.50−$12.49−599.8%$885.2M$932.1M+5.3%+4.08%
Nov 6, 2025Q3 FY25$0.24$0.11−54.2%$892.4M$915.0M+2.5%−5.83%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$821.8M$873.7M$915.0M$932.1M$869.6M$889.5M
Gross profit$48.7M$126.8M$87.8M$79.5M$56.5M$105.6M
Operating income−$1.8M$7.4M$40.8M$20.7M$11.5M$1.7M
Net income−$56.1M−$30.4M$20.6M−$161.7M−$71.8M−$62.7M
Diluted EPS−$4.25−$2.35$1.51−$12.50−$5.49−$4.85
Gross margin5.9%14.5%9.6%8.5%6.5%11.9%
Operating margin-0.2%0.8%4.5%2.2%1.3%0.2%

Fiscal years (4-quarter sums)FY21 $3.60B · FY22 $4.05B · FY23 $4.01B · FY24 $3.57B · FY25 $3.54B

Revenue by product · Q2 FY26

Experiential Services$416.3M · 47%
Retailer Services$237.2M · 27%
Branded Services$236.0M · 27%

Revenue by geography · FY25

North America$3.37B · 95%
Asia Pacific$163.2M · 5%
Europe$11.2M · 0%

Balance sheet, Jun 30, 2026Cash & short-term investments $102.3M · Total debt $1.54B · Total assets $2.54B · Shareholders' equity $401.8M

Dividends

No dividends on record.

Ownership

Institutions 30.42%4.04M sharesInsiders 4.67%621.5K sharesOther 64.91%8.63M shares

Shares outstanding 13.30M · Float 4.34M · 32.7% free float

A split settled inside the quarter being compared, so quarter-on-quarter change is not shown.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Karman Topco L.P. · 10 percent owner7.00M52.64%Form 4May 18, 2026
Castleknight Management LP748.3K5.63%13FMay 15, 2026
Leonard Green & Partners, L.P.618.0K4.65%13FMay 15, 2026
CVC Management Holdings Ii Ltd.611.6K4.60%13FMay 14, 2026
Atairos Partners GP, Inc.439.4K3.31%13FMay 15, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 18, 2026David A. Peacockdirector, officer: Chief Executive Officer+800$34.60
May 19, 2026David A. Peacockdirector, officer: Chief Executive Officer+800$34.60
Mar 20, 2026James M. Kiltsdirector+33,554$0.7681
Mar 23, 2026James M. Kiltsdirector+30,999$0.7911
Mar 11, 2026James M. Kiltsdirector+16,759$0.6996
View details

Peers

  • Omnicom Group

    Large agency network with commerce, retail media, and shopper reach

  • WPP (ADR)

    Commerce and shopper-marketing agency network for global brands

  • Stagwell

    Challenger marketing network with commerce and retail media agencies

  • Ibotta

    Digital CPG promotions network reaching shoppers through retailers

CompareAfter-hours close

CompanyPriceChange
Advantage Solutions$34.51−0.39%$458.8M29.50.1+1.8%
Omnicom Group$88.28−0.01%$24.22B47.78.51.1+63.4%
WPP (ADR)$25.82+0.04%$5.57B0.3−6.1%
Stagwell$8.72−0.10%$2.17B141.07.40.7+11.3%
Ibotta$37.06+0.03%$941.7M696.12.7+3.3%
Median94.38.50.9+7.3%