ADV · NASDAQ · Advertising Agencies

Advantage Solutions (ADV)

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

$33.12
vs last close+0.42 (+1.28%)
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Advantage Solutions Inc.ADV
Communication 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

Market cap$434.7M
EPS (ttm)−$21.33
P/E (ttm)−1.53
ROE-51.5%
P/B1.08
P/S0.1205
Dividend yieldDiv yield
Beta0.40vs XLC 0.97

Price target$34.00+4.0%Average of 3 analysts
ConsensusHold2 of 3 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 6, 2026Morgan StanleyReiterate
Rating: Target: $0.75
Rating: Equal WeightTarget: $34
Mar 3, 2026Morgan StanleyTarget
Target: $1.50
Target: $0.75
Dec 17, 2025Morgan StanleyReiterate
Rating: Target: $2
Rating: Equal WeightTarget: $1.50

Next report
Nov 5, 26
in 44 days
EPS estimate
$1.92
Revenue estimate
$899.5M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$2.00−$4.25−$0.75$2.75−$12.49−$5.48−$4.84Pending
Estimate$3.00$1.50$2.86$5.90$2.50−$0.38−$0.43$1.92
Surprise−33.3%−383.3%−126.2%−53.4%−599.8%−1,342.3%−1,025.6%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$892.3M$821.8M$873.7M$915.0M$932.1M$869.6M$889.5MPending
Estimate$863.4M$774.4M$792.5M$933.6M$885.2M$832.1M$887.3M$899.5M
Surprise+3.3%+6.1%+10.2%−2.0%+5.3%+4.5%+0.2%
Estimate$1.92
ReportedDue Nov 5, 2026
Estimate$899.5M
ReportedDue Nov 5, 2026
View details

Debt to equity383.60%
Current ratio179.40%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$939.3M$892.3M$821.8M$873.7M$915.0M$932.1M$869.6M$889.5M
Net income−$42.8M−$177.9M−$56.1M−$30.4M$20.6M−$161.7M−$71.8M−$62.7M
Net margin0.0%0.0%0.0%0.0%2.2%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$3.2M−$170.6M−$1.8M$7.4M$40.8M$20.7M$11.5M$1.7M
YoY growthTurned lossTurned lossLoss narrowedTurned profitTurned profitTurned profitTurned profit−77.2%

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

Revenue
$889.5M
Operating income
$1.7M
Net income
−$62.7M
View details

No dividends on record.

Institutions29.84%3.83M shares
88 holders · as of Jun 30, 2026
Insiders59.42%7.62M shares
17 holders · as of Sep 4, 2026
Other10.74%1.38M shares
remainder

12.82M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Topco L.P. KarmanInsider10 percent owner
54.58%7.00Mfiled May 18, 2026
Leonard Green & Partners, L.P.Institution
4.82%618,000as of Jun 30, 2026
CVC Management Holdings Ii Ltd.Institution
4.77%611,600as of Jun 30, 2026
Castleknight Management LPInstitution
4.53%581,347as of Jun 30, 2026
BlackRock, Inc.Institution
2.65%339,775as of Jun 30, 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

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Compare

CompanyPriceChange
Advantage Solutions$33.12+1.28%$434.7M28.20.1+1.8%
Omnicom Group$75.27−0.43%$20.74B40.97.30.9+63.4%
WPP (ADR)$25.68+0.12%$5.53B0.3−3.9%
Stagwell$8.46+1.26%$2.07B134.77.10.7+11.3%
Ibotta$41.61+1.25%$1.04B781.73.0+3.3%
Median87.87.30.8+7.3%