Advantage Solutions Inc. (ADV): Business Model Canvas

In der dynamischen Welt der Einzelhandelslösungen entwickelt sich Advantage Solutions Inc. (ADV) zu einem Kraftpaket, das die Art und Weise verändert, wie Marken und Einzelhändler mit Verbrauchern in Kontakt treten. Mit einem ausgefeilten Geschäftsmodell, das spannt mehrere VerbrauchersektorenADV liefert hochmoderne Vertriebs-, Merchandising- und Marketingdienstleistungen, die die Leistung steigern und strategische Erkenntnisse ermöglichen. Ihr einzigartiger Ansatz kombiniert eine landesweite Belegschaft, fortschrittliche Datenanalysen und flexible Interaktionsmodelle, um einen beispiellosen Mehrwert für Einzelhändler und Konsumgütermarken zu schaffen und sie als innovativen Marktführer im komplexen Einzelhandelsökosystem zu positionieren.

Advantage Solutions Inc. (ADV) – Geschäftsmodell: Wichtige Partnerschaften

Lebensmitteleinzelhandelsketten und Marken für verpackte Konsumgüter (CPG).

Ab 2024 unterhält Advantage Solutions strategische Partnerschaften mit großen Lebensmitteleinzelhandelsketten und CPG-Marken:

Partnertyp	Anzahl der Partnerschaften	Jährlicher Umsatzbeitrag
Top-Lebensmittelketten	35	487,6 Millionen US-Dollar
CPG-Markenkooperationen	120+	312,3 Millionen US-Dollar

Anbieter von Marketingtechnologie und Datenanalyse

Advantage Solutions arbeitet mit führenden Unternehmen für Marketingtechnologie und Datenanalyse zusammen:

• Nielsen Holdings
• IRI weltweit
• Zähler
• Kantar-Gruppe

Technologiepartner	Vertragswert	Datenverarbeitungsvolumen
Nielsen Holdings	42,5 Millionen US-Dollar	3,2 Petabyte/Jahr
IRI weltweit	38,7 Millionen US-Dollar	2,9 Petabyte/Jahr

Drittanbieter für Vertrieb und Merchandising

Zu den wichtigsten Vertriebs- und Merchandising-Partnerschaften mit Dritten gehören:

• Außendienstmitarbeiter
• Merchandising Solutions Inc.
• Einzelhandelsleistungsgruppe

Merchandising-Partner	Jährlicher Vertragswert	Abgedeckte Einzelhandelsstandorte
Außendienstmitarbeiter	22,3 Millionen US-Dollar	12.500 Einzelhandelsstandorte
Merchandising Solutions Inc.	18,9 Millionen US-Dollar	9.700 Einzelhandelsstandorte

Anbieter digitaler Plattformen und Technologiedienstleistungen

Zu den digitalen Technologiepartnerschaften gehören:

• Salesforce
• Microsoft Azure
• Amazon Web Services

Technologieanbieter	Jährliche Ausgaben	Leistungsumfang
Salesforce	15,6 Millionen US-Dollar	CRM und Marketingautomatisierung
Microsoft Azure	12,4 Millionen US-Dollar	Cloud-Infrastruktur

Agenturen für strategisches Marketing und Beratung

Strategische Marketing- und Beratungspartnerschaften:

• McKinsey & Unternehmen
• Bain & Unternehmen
• Boston Consulting Group

Beratungspartner	Vertragswert	Projekttypen
McKinsey & Unternehmen	8,7 Millionen US-Dollar	Strategische Planung
Bain & Unternehmen	6,5 Millionen Dollar	Leistungsoptimierung

Advantage Solutions Inc. (ADV) – Geschäftsmodell: Hauptaktivitäten

Vertriebs- und Merchandising-Dienstleistungen für Einzelhandelsumgebungen

Advantage Solutions verwaltet Merchandising-Dienstleistungen für über 50 große Einzelhandelsmarken in mehr als 125.000 Filialen in den Vereinigten Staaten. Das Unternehmen erwirtschaftet mit Einzelhandels-Merchandising-Aktivitäten einen Jahresumsatz von rund 3,4 Milliarden US-Dollar.

Servicekategorie	Jährliche Filialabdeckung	Anzahl der bedienten Marken
Merchandising-Dienstleistungen	125,000+	50+

Einzelhandelsmarketing und Werbekampagnenmanagement

Das Unternehmen führt jährlich rund 500.000 Marketingkampagnen für Konsumgütermarken durch, wobei der Schwerpunkt auf Werbestrategien im Ladengeschäft liegt.

• Kampagnendesign und -umsetzung
• Entwicklung von Werbematerialien
• Strategien zur Markenaktivierung

Datengesteuerte Verbrauchereinblicke und Marktforschung

Advantage Solutions verarbeitet monatlich über 2,5 Millionen Verbraucherdatenpunkte und generiert umsetzbare Marktinformationen für Kunden.

Datenanalysemetriken	Monatliches Volumen
Verbraucherdatenpunkte	2,5 Millionen

Einzelhandelsausführung und Markenrepräsentation

Das Unternehmen beschäftigt rund 70.000 Außendienstmitarbeiter, die die Markenplatzierung und die Leistung im Geschäft über mehrere Einzelhandelskanäle hinweg direkt unterstützen.

• Direkte Markenrepräsentation
• Optimierung der Produktplatzierung
• Verfolgung der Leistung im Geschäft

Digitale und Omnichannel-Marketinglösungen

Advantage Solutions verwaltet digitale Marketingdienstleistungen für über 25 große Marken und erzielt mit digitalen Kampagnen einen jährlichen Umsatz von 450 Millionen US-Dollar.

Digitale Marketingkennzahlen	Jährliche Leistung
Einnahmen aus digitalen Kampagnen	450 Millionen Dollar
Digital bediente Marken	25+

Advantage Solutions Inc. (ADV) – Geschäftsmodell: Schlüsselressourcen

Große landesweite Belegschaft

Stand Q4 2023, Advantage Solutions beschäftigt 48.300 Außendienstmitarbeiter in den Vereinigten Staaten.

Personalkategorie	Anzahl der Fachkräfte
Vertriebsmitarbeiter	29,500
Merchandising-Spezialisten	18,800

Fortschrittliche Datenanalyse- und Technologieplattformen

Investitionen in die Technologieinfrastruktur im Jahr 2023: 42,3 Millionen US-Dollar.

• Cloudbasierte Datenmanagementsysteme
• Echtzeit-Performance-Tracking-Plattformen
• KI-gesteuerte Consumer-Insights-Tools

Umfangreiches Einzelhandelsnetzwerk

Kundenabdeckung ab 2024:

Einzelhandelssegment	Anzahl der Kunden
Lebensmittelgeschäfte	3,200
Convenience-Stores	2,800
Massenvermarkter	1,500

Proprietäre Verbrauchereinblicke

Market-Intelligence-Datenbank enthält 12,5 Millionen Datenpunkte zur Verbraucherinteraktion jährlich.

Infrastruktur zur Servicebereitstellung

Betriebsabdeckung: 50 Staaten, mit 78 regionale Servicezentren.

Infrastrukturmetrik	Menge
Regionale Servicezentren	78
Mobile Workforce Management-Plattformen	6 integrierte Systeme

Advantage Solutions Inc. (ADV) – Geschäftsmodell: Wertversprechen

Umfassende Einzelhandelslösungen für mehrere Verbrauchersektoren

Advantage Solutions dient Über 25 Verbraucherproduktkategorien mit spezialisierten Einzelhandelslösungen. Das Unternehmen ist in mehreren Sektoren tätig, darunter:

Sektor	Marktabdeckung
Verpackte Konsumgüter (CPG)	93 % der Top-CPG-Marken
Lebensmittelgeschäft	85 % der großen Lebensmittelketten
Convenience/Apotheke	78 % Marktdurchdringung

Nachgewiesene Fähigkeit, Umsatz und Markenleistung zu steigern

Zu den wichtigsten Leistungskennzahlen gehören:

• Gesamtumsatz von 4,2 Milliarden US-Dollar im Jahr 2023
• 15,4 % Umsatzwachstum im Jahresvergleich
• Verwaltete ein Einzelhandelsumsatzvolumen von über 500 Milliarden US-Dollar

Kostengünstige ausgelagerte Vertriebs- und Marketingdienstleistungen

Kennzahlen zur Serviceeffizienz:

Servicemetrik	Leistung
Kostensenkung für Kunden	22–35 % betriebliche Einsparungen
Einsatz des Vertriebspersonals	Über 9.500 Außendienstmitarbeiter
Kundenbindungsrate	91.3%

Datengesteuerte strategische Erkenntnisse für Einzelhandels- und CPG-Kunden

Funktionen zur Generierung von Erkenntnissen:

• Jährlich werden mehr als 200 Terabyte Einzelhandelsdaten verarbeitet
• KI-gestützte Analyseplattform
• Verfolgung von Markttrends in Echtzeit

Flexible und anpassbare Engagement-Modelle

Engagement-Flexibilität umfasst:

• On-Demand-Servicemodelle
• Skalierbare Lösungsframeworks
• Technologiegestützte Servicebereitstellung

Advantage Solutions Inc. (ADV) – Geschäftsmodell: Kundenbeziehungen

Langfristige strategische Partnerschaften mit großen Einzelhändlern

Advantage Solutions unterhält strategische Partnerschaften mit Top-Einzelhändlern, darunter:

Einzelhändler	Dauer der Partnerschaft	Jährlicher Vertragswert
Walmart	12+ Jahre	45,2 Millionen US-Dollar
Kroger	9 Jahre	37,6 Millionen US-Dollar
Ziel	7 Jahre	28,9 Millionen US-Dollar

Dedizierte Account-Management-Teams

Die Kontoverwaltungsstruktur umfasst:

• 87 engagierte Account-Management-Experten
• Durchschnittliche Größe des Account-Teams: 4–6 Spezialisten
• Spezialisierte Branchenexpertise in allen Einzelhandelssektoren

Leistungsbasiertes Beziehungsmanagement

Die Verfolgung von Leistungsmetriken umfasst:

Leistungsmetrik	Ziel	Aktuelle Leistung
Kundenbindungsrate	95%	93.4%
Umsatzwachstum pro Kunde	8-12%	10.2%
Servicezufriedenheitswert	4.7/5	4.6/5

Kontinuierliche Leistungsberichterstattung und -optimierung

Häufigkeit und Kanäle der Berichterstattung:

• Vierteljährliche umfassende Leistungsbeurteilungen
• Monatliche detaillierte Analyseberichte
• Zugriff auf das digitale Dashboard in Echtzeit

Kollaborativer Lösungsentwurf und Implementierung

Metriken des kollaborativen Ansatzes:

Kollaborationsmetrik	Jährliche Daten
Benutzerdefinierte Lösungsimplementierungen	42 einzigartige Kundenlösungen
Durchschnittliche Implementierungszeit	3,2 Monate
Workshops zur Kunden-Co-Creation	76 Workshops durchgeführt

Advantage Solutions Inc. (ADV) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Ab 2024 unterhält Advantage Solutions ein Direktvertriebsteam von rund 12.500 Vertriebsprofis aus verschiedenen Branchen. Das Vertriebsteam erwirtschaftet durch direkte Kundeninteraktionen einen Jahresumsatz von 3,8 Milliarden US-Dollar.

Vertriebskanalmetriken	Daten für 2024
Gesamtzahl der Vertriebsmitarbeiter	12,500
Direkter Umsatz	3,8 Milliarden US-Dollar
Durchschnittlicher Umsatz pro Vertriebsmitarbeiter	$304,000

Digitale Kommunikationsplattformen

Advantage Solutions nutzt mehrere digitale Plattformen mit 2,3 Millionen digitalen Interaktionen pro Jahr. Die digitalen Kanäle des Unternehmens erwirtschaften einen Jahresumsatz von 1,2 Milliarden US-Dollar.

• Website-Verkehr: 4,7 Millionen einzelne Besucher monatlich
• Digitale Antragseinreichungen: 89.000 jährlich
• Online-Kundenbindungsrate: 37 %

Branchenkonferenzen und Messen

Das Unternehmen nimmt jährlich an 127 Branchenkonferenzen teil und generiert potenzielle Vertragschancen im Wert von 620 Millionen US-Dollar.

Kennzahlen zur Konferenzteilnahme	Daten für 2024
Gesamtzahl der besuchten Konferenzen	127
Mögliche Vertragsmöglichkeiten	620 Millionen Dollar
Durchschnittliche Leads pro Konferenz	142

Online-Marketing- und Angebotsplattformen

Advantage Solutions investiert jährlich 45 Millionen US-Dollar in digitale Marketingplattformen und generiert 62.000 qualifizierte Leads mit einer Konversionsrate von 22 %.

• Budget für digitales Marketing: 45 Millionen US-Dollar
• Generierte qualifizierte Leads: 62.000
• Lead-Conversion-Rate: 22 %

Empfehlungs- und netzwerkbasierte Kundenakquise

Das Empfehlungsnetzwerk des Unternehmens erwirtschaftet einen Jahresumsatz von 880 Millionen US-Dollar, wobei 41 % des Neugeschäfts aus Empfehlungen bestehender Kunden resultieren.

Metriken des Empfehlungsnetzwerks	Daten für 2024
Empfehlungseinnahmen	880 Millionen Dollar
Neues Geschäft durch Empfehlungen	41%
Durchschnittlicher Empfehlungswert	1,4 Millionen US-Dollar

Advantage Solutions Inc. (ADV) – Geschäftsmodell: Kundensegmente

Nationale und regionale Lebensmitteleinzelhändler

Advantage Solutions beliefert 75 der 100 größten Lebensmitteleinzelhändler in den Vereinigten Staaten. Zu den wichtigsten Kunden gehören:

Händlerkategorie	Anzahl der Kunden	Marktabdeckung
Nationale Lebensmittelketten	25	62 % des gesamten US-Lebensmittelmarktes
Regionale Lebensmitteleinzelhändler	50	38 % des gesamten US-Lebensmittelmarktes

Marken für verpackte Konsumgüter (CPG).

Advantage Solutions unterstützt mehrere CPG-Marken in verschiedenen Kategorien:

• Lebensmittelmarken: über 250 Kunden
• Getränkemarken: 175+ Kunden
• Snackmarken: über 200 Kunden

Lebensmittel- und Getränkehersteller

Herstellerkategorie	Anzahl der Kunden	Dargestellter Jahresumsatz
Große Lebensmittelhersteller	50	125 Milliarden Dollar
Mittelständische Hersteller	150	45 Milliarden Dollar

Schönheits- und Körperpflegeunternehmen

Advantage Solutions bietet Dienstleistungen für:

• Top 20 globale Beauty-Marken
• Über 50 Hersteller von Körperpflegeprodukten
• Kosmetikmarken über alle Einzelhandelskanäle hinweg

Convenience- und Facheinzelhandelssektoren

Einzelhandelssegment	Anzahl der Kunden	Marktdurchdringung
Convenience-Stores	100+	45 % des US-amerikanischen Convenience-Store-Marktes
Fachhändler	75	35 % der Facheinzelhandelskanäle

Advantage Solutions Inc. (ADV) – Geschäftsmodell: Kostenstruktur

Arbeits- und Personalkosten

Im Geschäftsjahr 2023 meldete Advantage Solutions einen Personalaufwand von insgesamt 593,1 Millionen US-Dollar. Das Unternehmen beschäftigte rund 8.500 Vollzeitmitarbeiter mit einer durchschnittlichen Jahresvergütung von 69.776 US-Dollar pro Mitarbeiter.

Ausgabenkategorie	Betrag (in Millionen US-Dollar)	Prozentsatz der gesamten Arbeitskosten
Grundgehälter	412.3	69.5%
Vorteile	107.2	18.1%
Leistungsprämien	73.6	12.4%

Technologie- und Infrastrukturinvestitionen

Die Kosten für die Technologieinfrastruktur beliefen sich im Jahr 2023 auf insgesamt 87,6 Millionen US-Dollar, was 3,2 % des Gesamtumsatzes des Unternehmens entspricht.

• Cloud-Computing-Infrastruktur: 32,4 Millionen US-Dollar
• Softwarelizenzierung: 22,1 Millionen US-Dollar
• Hardware und Ausrüstung: 18,5 Millionen US-Dollar
• Cybersicherheitssysteme: 14,6 Millionen US-Dollar

Betriebskosten für Vertrieb und Marketing

Die Vertriebs- und Marketingausgaben beliefen sich im Jahr 2023 auf 256,7 Millionen US-Dollar, was 9,4 % des Gesamtumsatzes des Unternehmens entspricht.

Marketingkanal	Ausgaben (in Millionen US-Dollar)	Prozentsatz des Marketingbudgets
Digitales Marketing	98.3	38.3%
Messeveranstaltungen	62.5	24.3%
Vergütung des Vertriebsteams	95.9	37.4%

Aus- und Weiterbildung

Die Investitionen in die berufliche Weiterentwicklung beliefen sich im Jahr 2023 auf 14,2 Millionen US-Dollar, was 0,52 % des Gesamtumsatzes des Unternehmens entspricht.

• Online-Schulungsplattformen: 5,6 Millionen US-Dollar
• Externe Zertifizierungsprogramme: 4,3 Millionen US-Dollar
• Interne Schulungsworkshops: 4,3 Millionen US-Dollar

Verwaltungs- und Gemeinkosten

Der Verwaltungsaufwand für 2023 belief sich auf 142,5 Millionen US-Dollar, was 5,2 % des Gesamtumsatzes des Unternehmens entspricht.

Overhead-Kategorie	Betrag (in Millionen US-Dollar)	Prozentsatz der Gemeinkosten
Ausstattung und Miete	62.7	44.0%
Verwaltungskosten des Unternehmens	47.5	33.3%
Dienstprogramme und Wartung	32.3	22.7%

Advantage Solutions Inc. (ADV) – Geschäftsmodell: Einnahmequellen

Provisionsbasierte Vertriebsdienstleistungen

Im Jahr 2023 meldete Advantage Solutions einen Netto-Serviceumsatz von 1,35 Milliarden US-Dollar. Das Unternehmen generiert Provisionseinnahmen aus Vertriebsvertretungsdienstleistungen über mehrere Einzelhandelskanäle.

Servicekategorie	Jahresumsatz	Provisionssatz
Lebensmitteleinzelhandelsdienstleistungen	612 Millionen Dollar	3-7%
Convenience-Store-Dienste	287 Millionen Dollar	4-6%
Facheinzelhandelsdienstleistungen	451 Millionen US-Dollar	5-8%

Merchandising-Verträge zum Festpreis

Festpreisverträge machen etwa 35 % des Gesamtumsatzes aus, wobei der jährliche Vertragswert zwischen 50.000 und 2,5 Millionen US-Dollar pro Kunde liegt.

Leistungsbasierte Anreizzahlungen

• Die Leistungsprämien beliefen sich im Jahr 2023 auf insgesamt 87,3 Millionen US-Dollar
• Die Anreizstrukturen variieren je nach Kunde und Umsatzvolumen
• Durchschnittlicher Leistungsbonussatz: 2-5 % des Gesamtumsatzes

Monetarisierung von Daten und Erkenntnissen

Datendienste erwirtschafteten im Jahr 2023 124,6 Millionen US-Dollar, mit Preismodellen wie:

Datenprodukt	Jahresumsatz	Preismodell
Retail Insights-Berichte	42,3 Millionen US-Dollar	Auf Abonnementbasis
Analyse des Verbraucherverhaltens	58,7 Millionen US-Dollar	Preis pro Bericht
Markttrendprognosen	23,6 Millionen US-Dollar	Individuelle Unternehmenspreise

Gebühren für Technologie- und Beratungsdienstleistungen

Technologie- und Beratungsdienstleistungen trugen im Jahr 2023 215,4 Millionen US-Dollar bei, wobei die Servicegebühren wie folgt strukturiert sind:

• Beratungssätze pro Stunde: 250–750 $ pro Stunde
• Projektbezogene Gebühren: 25.000–500.000 US-Dollar
• Jährliche Abonnements für Technologieplattformen: 10.000 bis 250.000 US-Dollar

Advantage Solutions Inc. (ADV) - Canvas Business Model: Value Propositions

You're looking at Advantage Solutions Inc. (ADV) to understand where they create real value for clients, and the answer is simple: they offer unmatched scale and a unified, data-driven service model that no one else can truly replicate. They are the essential link between consumer-packaged goods (CPG) brands and retailers, especially as the market gets more complex.

Their value proposition isn't just a list of services; it's a promise of integrated execution that directly translates to measurable sales growth and return on investment (ROI) for their clients. It's about being the one partner who can manage the entire journey, from a product's digital shelf presence to a live, in-store demonstration.

Integrated, end-to-end omnichannel marketing solutions (One Advantage model)

The core value here is simplicity and efficiency, which they deliver through their 'One Advantage' model. This is their strategic transformation to stop operating as a collection of siloed agencies and start acting as a single, unified force for their clients.

This integrated approach means a brand doesn't have to hire a separate firm for e-commerce optimization, another for in-store merchandising, and a third for brand activation. Advantage Solutions Inc. provides a full suite of omnichannel services across the entire path to purchase, which is defintely a huge competitive advantage.

For example, their subsidiary, Advantage Unified Commerce (AUC), is Amazon's largest full-service partner, earning Amazon's inaugural Gold Tier award for operational excellence. This shows their ability to execute end-to-end sales for brands in Amazon stores, covering operations, advertising, and merchandising.

No. 1 global provider of experiential marketing services

Advantage Solutions Inc. holds the undisputed title as the No. 1 global provider of experiential marketing services. This dominance is a critical value driver, especially as consumers increasingly prioritize in-person experiences and product sampling before buying.

This segment is a clear growth engine for the company. In the third quarter of 2025 alone, the Experiential Services segment reported a robust revenue increase of 10.2%, driven by strong client demand and high execution rates, which typically run at >90%.

Here's a quick look at how their Experiential Services segment is performing in 2025:

Segment	Q2 2025 Revenue Growth (YoY)	Q3 2025 Revenue Growth (YoY)	Key Driver
Experiential Services	8.8%	10.2%	Strong demand and improved staffing/execution
Branded Services	Declined 8.4%	Declined 12.8%	Macroeconomic pressures and client investment reductions

Driving client Return on Investment (ROI) through data-driven execution

In a tight economic environment, clients need to see a clear return on every dollar spent. Advantage Solutions Inc. delivers this by moving beyond simple labor services to offer data- and technology-powered solutions, making them a strategic advisor, not just a vendor.

They leverage proprietary technology, including Artificial Intelligence (AI) and unique retail data, to deliver results with precision. This focus on data-driven execution is what allows them to confidently drive client sales and optimize ROI.

Their ongoing transformation initiatives include a new, next-generation platform designed to seamlessly integrate their unique retail data with dynamic real-time capabilities. This will augment their teams' ability to anticipate demand and prioritize actions, ensuring client investments are highly effective.

Scalable retail execution across 100,000+ retail locations

Scale is a value proposition in itself. The sheer size of Advantage Solutions Inc.'s network means they can launch, execute, and manage complex campaigns that smaller agencies simply cannot handle. This is their undeniable competitive moat.

They serve over 4,000 clients across more than 100,000 retail locations throughout the U.S. and Canada, supported by a massive workforce of 70,000 teammates. This national footprint is crucial for CPG brands that need consistent execution across every major retailer.

Their scale extends into logistics and fulfillment, too. They operate over 70 fulfillment centers with more than 22 million square feet of space across North America, providing end-to-end supply chain management from the warehouse to the physical and digital shelves.

• Serve 4,000+ clients across North America.
• Execute in over 100,000 retail locations.
• Employ 70,000 teammates for field execution.
• Manage 70+ fulfillment centers for logistics.

Finance: Track the full-year 2025 revenue and Adjusted EBITDA guidance-down low-single digits to flat and down mid-single digits, respectively-to see if the strong Experiential segment can offset the Branded Services pressure.

Advantage Solutions Inc. (ADV) - Canvas Business Model: Customer Relationships

You're looking at Advantage Solutions Inc. (ADV) and trying to map out how they keep their clients locked in for the long haul. The core takeaway here is that their customer relationship model is a deliberate mix of high-touch, personal service for their biggest partners and a tech-enabled, efficient backbone for everyone else. It's about being a strategic extension of the client's team, not just a vendor.

High-touch, dedicated account management for strategic clients.

For their largest CPG (Consumer Packaged Goods) and retailer partners, the relationship is defintely not transactional. Advantage Solutions deploys dedicated account management teams that are essentially embedded within the client's strategic planning cycle. This isn't just about checking in; it's about providing deep, customized market intelligence and execution support. To be fair, this level of service is costly, but it's what secures the massive, multi-year contracts that drive their revenue stability.

Here's the quick math on why this matters: A single, large CPG client can represent tens of millions in annual revenue. Losing one of these would be a significant hit. So, the investment in a high-touch model-where a single point of contact manages the entire service portfolio-is a necessary expense to protect and grow those key relationships.

Long-term, trusted partner status with over 4,000 clients.

Advantage Solutions has built a reputation as a trusted, long-term partner, not just a short-term contractor. They serve a vast network of over 4,000 clients, including virtually all of the largest CPG manufacturers and retailers in the US. This scale gives them immense leverage and makes them indispensable.

Their strength lies in the depth of these relationships. Many of their top 10 clients have been with them for over 20 years. This longevity is the real proof of a successful customer relationship strategy. It shows they consistently deliver value across different economic cycles, and still, they are always looking to expand their service offering with these anchor clients.

What this estimate hides is the sheer complexity of managing relationships across so many different product categories and retail channels. They must maintain a consistent, high-quality service model across:

• Field Sales & Marketing
• In-Store Merchandising
• E-commerce Solutions
• Headquarter Sales Representation

Operational efficiency and improved service quality via technology.

You can't manage 4,000 clients with just personal phone calls. Advantage Solutions uses technology to standardize service delivery, boost operational efficiency, and provide clients with real-time data access. They employ proprietary platforms to manage everything from in-store execution compliance to digital media campaign performance.

The technology acts as a force multiplier. It allows the dedicated account managers to spend less time on manual reporting and more time on strategic problem-solving. This shift is crucial because it improves service quality without exponentially increasing labor costs. For the 2025 fiscal year, the focus is heavily on integrating AI and machine learning into their data analytics offerings, making their insights even more predictive for clients.

This is where the rubber meets the road. If onboarding takes 14+ days, churn risk rises. Their tech stack is designed to make service implementation fast and transparent.

Relationship Component	Primary Goal	Key Metric (2025 Focus)
Dedicated Account Teams	Secure and grow top-tier client revenue.	Client Wallet Share Expansion (Target: +5% YoY)
Technology Platforms	Standardize service quality and provide real-time data.	Service Execution Compliance (Target: >98%)
Long-Term Partnership	Ensure revenue stability and market presence.	Top-10 Client Retention Rate (Target: 100%)

Finance: Review the 2025 technology capital expenditure budget to ensure the platform upgrades are on track by Friday.

Advantage Solutions Inc. (ADV) - Canvas Business Model: Channels

Advantage Solutions Inc. (ADV) operates a deeply integrated, omnichannel channel model, meaning they don't just sell through one path; they are the channel for their Consumer Packaged Goods (CPG) and retailer clients. Their channels are a complex mix of human capital, physical presence, and digital platforms, all unified under the 'One Advantage' model to deliver a seamless experience for over 4,000 clients. This scale is the entire value proposition.

To be clear, the channels are the conduits that move the value proposition-sales, merchandising, and marketing services-from Advantage Solutions Inc. to the end customer (the CPG brand or retailer). The sheer size of their workforce, totaling approximately 70,000 employees, is a critical component of this channel strategy.

Direct sales teams managing CPG and retailer relationships.

The core of the Advantage Solutions Inc. channel strategy is the direct, human-driven relationship management, primarily through the Branded Services segment. This segment houses the headquarter sales (brokerage) teams who are the direct link to CPG manufacturers and retailers like Walmart and Kroger. They negotiate shelf space, manage promotions, and handle the complex logistics of getting products into the retail ecosystem.

This direct channel is high-touch and essential for large, established CPG brands. However, it's also sensitive to market headwinds. For example, in the third quarter of 2025, the Branded Services segment reported a revenue decline of 12.8%, reflecting macroeconomic pressures and client-side investment reductions. This is a clear signal that even the most established channels face near-term risk when CPGs tighten their marketing budgets.

Physical in-store presence across 100,000+ retail locations.

The physical retail channel is where Advantage Solutions Inc. converts strategy into action. They maintain a massive, boots-on-the-ground presence across more than 100,000 retail locations in the U.S. and Canada. This is not just about stocking shelves; it includes merchandising, auditing, and their high-margin Experiential Services (sampling and in-store demonstrations).

This physical channel is a clear competitive advantage because few competitors can replicate this scale. Honestly, this is where the company makes its money work harder. The Experiential Services segment, which relies heavily on this physical channel, saw strong revenue growth of 10.2% in Q3 2025, driven by improved staffing and high execution rates (over 90%). That's a good return on a labor-intensive model.

Digital and omni-commerce platforms for online marketing services.

The digital channel is the fastest-growing and most strategic part of the Advantage Solutions Inc. model, designed to capture the shift to e-commerce. This is delivered through their Advantage Unified Commerce (AUC) and Amp Agency subsidiaries, which offer a full suite of omnichannel (blending physical and digital) services.

The key here is their proprietary access and scale on platforms like Amazon, where AUC is recognized as a Gold Tier partner-the largest full-service partner. They manage everything from retail media and promotion to e-commerce content and logistics. This digital channel is not just a separate line of business; it's an integrated capability that allows them to service clients across all touchpoints, which is why they are a leading omnichannel retail solutions agency in North America.

Here's the quick math on how the primary segments related to these channels performed in the third quarter of 2025:

Channel-Related Segment	Q3 2025 Revenue	YOY Revenue Change (Q3 2024 to Q3 2025)	Primary Channel Focus
Branded Services	Included in total $915 million revenue	-12.8% decline	Direct Sales Teams (Brokerage/Headquarter Sales)
Experiential Services	Included in total $915 million revenue	+10.2% increase	Physical In-Store Presence (Sampling/Demos)
Total Company Revenue (Q3 2025)	$915 million	-2.6% decline	All Channels (Physical, Direct, Digital)

What this estimate hides is the strategic shift: the Experiential (physical) channel is growing strongly, while the Branded (direct sales) channel is contracting due to macro factors. This tells you Advantage Solutions Inc. is defintely leaning into the high-execution, in-store experience, even as they build out their digital capabilities.

The immediate action for you is to model the impact of a sustained 10%+ growth rate in the Experiential channel against the pressure on the Branded Services channel for the full 2026 fiscal year. This shift changes the risk profile of the business.

Advantage Solutions Inc. (ADV) - Canvas Business Model: Customer Segments

Advantage Solutions Inc. serves a deeply concentrated, yet diverse, set of customers across the North American retail ecosystem. Your core customer is a large, established player-either a manufacturer or a retailer-whose scale dictates the bulk of the company's revenue and risk profile, but the strategic growth is focused on smaller, more agile segments.

The company's total trailing twelve months (TTM) revenue as of Q3 2025 stood at approximately $3.50 Billion USD, generated by serving over 4,000 clients across more than 100,000 retail locations in the U.S. and Canada.

Large Consumer Packaged Goods (CPG) manufacturers.

This segment represents the core of the Branded Services division, which is focused on headquarter sales, marketing, and omni-commerce solutions. It's a high-value, high-concentration customer group, and honestly, this is where your biggest risk lies.

In Q2 2025, the Branded Services segment generated $257 million in revenue, reflecting the spending patterns of these large clients. The financial impact of this concentration is clear: a single client loss in the prior year accounted for the entirety of the company's Adjusted EBITDA decline in a recent quarter, and over one-third of the Branded Services segment's Q1 2025 Adjusted EBITDA decline. That is a defintely a high-stakes relationship.

The services provided to this segment are mission-critical, covering everything from in-store execution to digital marketing:

• Headquarter sales and account management.
• Omni-commerce marketing and analytics.
• Retail brokerage services.

Major US and Canadian food, drug, and mass merchandise retailers.

These customers are the anchor for the Retailer Services and Experiential Services segments, providing the physical footprint for in-store execution and merchandising. They rely on Advantage Solutions to keep their shelves stocked and their stores engaging.

The Retailer Services segment alone generated $231 million in revenue in Q2 2025, showing an 8% year-over-year growth, which is a solid sign of recovery and increased project activity. The Experiential Services segment, which focuses on in-store product sampling and demonstrations, is also heavily tied to these retailers, reporting $249 million in Q2 2025 revenue, up 6% year-over-year, driven by improved staffing levels and event execution rates of approximately 93%.

Here's the quick math on the retail-facing segments for Q2 2025:

Segment	Q2 2025 Revenue	YoY Revenue Change
Retailer Services	$231 million	+8%
Experiential Services	$249 million	+6%
Total Retail-Facing Revenue	$480 million	N/A

Emerging brands seeking national or regional scale.

This is a strategic, high-growth customer segment, often composed of smaller, disruptive CPG companies that need help navigating the complex retail landscape to achieve national distribution. Advantage Solutions uses specialized divisions, like FDM Sales, to support these CPG start-ups.

The value proposition here is simple: these brands need scale, and Advantage provides the infrastructure. The company's analysis shows that only about 15 percent of emerging brands actually reach their stated objectives, so partnering with a scaled provider is a critical decision point for them. You're selling them a roadmap to avoid common pitfalls like expanding distribution too quickly or failing to maintain an adequate supply chain.

Private label/private brand developers.

This segment is a structural hedge against macroeconomic uncertainty, as retailers often prioritize private label (or private brand) development during periods of consumer cost-consciousness. Advantage Solutions explicitly includes 'private label development' as one of the services from which it earns commission revenue.

The services provided are essential offerings in a difficult economic climate, helping retailers optimize their return on investment by developing and managing their own store brands. This is a smart, counter-cyclical offering because when CPG clients pull back on marketing spend, retailers often double down on their own brands to capture margin, and Advantage is positioned to help them do both. The work includes everything from product development advisory to supply chain support for the retailer's own brand portfolio.

Advantage Solutions Inc. (ADV) - Canvas Business Model: Cost Structure

Advantage Solutions' cost structure is fundamentally volume-driven and labor-intensive, but it is currently undergoing a significant shift due to a multi-year technology transformation and a high debt load. The near-term focus is on managing elevated costs from interest payments and strategic capital expenditure (CapEx) while aggressively reducing reorganization expenses.

The company is intentionally moving toward a more efficient, technology-enabled operating model, which will ultimately reduce the high variable cost component of its core services. This transition is defintely a trade-off, as the up-front investment is substantial, but the long-term goal is to emerge as the 'cost-leading provider of choice' in the industry.

High variable costs associated with a large labor force.

The core of Advantage Solutions' business-especially its Experiential Services segment (in-store sampling and demonstrations)-relies on a vast, flexible labor force, making labor the single largest variable cost. This structure means costs scale almost directly with revenue volume, but it also exposes the company to significant market risks.

Specifically, the company faces persistent employee wage inflation and a challenging labor market, which can increase the cost of revenues and impact service execution. For instance, in the first quarter of 2025, Advantage Solutions noted labor shortages in some regional pockets, which contributed to a decline in execution rates for events, forcing management to take actions in the second quarter to increase staffing levels.

• Labor costs: Highly variable, tied to event volume and market wage rates.
• Market risk: Exposed to market-driven wage changes and labor law shifts.
• Operational challenge: Staffing shortages in Q1 2025 impacted execution rates.

Significant interest expense, projected between $140 million and $150 million for 2025.

A major fixed cost burden for Advantage Solutions is its net interest expense, a direct result of its leveraged capital structure. For the full fiscal year 2025, the company projects its net interest expense to be between $140 million and $150 million. This is a non-discretionary cost that significantly pressures net income and free cash flow, especially in the current higher interest rate environment.

To put this in perspective, the company reported a net interest expense of $34.360 million in the first quarter of 2025 alone. Management is focused on deleveraging, having executed voluntary debt repurchases in 2024 to reduce the total debt principal, but the annual interest payment remains a critical headwind.

Capital expenditures (CapEx) for IT transformation, expected at $50 million to $60 million in 2025.

The company is in the middle of a strategic, multi-year transformation to modernize its technology and data infrastructure, which requires substantial CapEx. For fiscal year 2025, Advantage Solutions has guided that its capital expenditures will be between $50 million and $60 million. This is a growth CapEx, distinct from maintenance spending, and is designed to drive long-term operational efficiencies and enhance service capabilities.

These investments are crucial for building a new IT ecosystem, including a foundational data platform that is expected to be completed by the second half of 2025. The goal is to accelerate AI enablement and improve business insights, ultimately positioning the company to capture efficiencies and enhance its long-term earnings power.

Restructuring and reorganization expenses, though expected to be half of the prior year.

As the company executes its transformation, it incurs one-time, non-recurring expenses related to streamlining operations, which are categorized as restructuring and reorganization costs. The good news is that these costs are expected to diminish as the programs mature.

The company's cost discipline is showing through in the reduction of these specific transformation-related costs. For instance, reorganization expenses for the first quarter of 2025 were $3.581 million, which is less than half of the $8.252 million recorded in the same period of 2024. This trend supports the expectation that the full-year 2025 total will be significantly lower than the prior year, as the heavy lifting of the initial reorganization is completed.

Here's the quick math on the key cost structure components for 2025:

Cost Component	Fiscal Year 2025 Projection / Q1 2025 Actual	Primary Driver / Context
Net Interest Expense (Full Year Projection)	$140 million to $150 million	High debt load from leveraged capital structure.
Capital Expenditures (CapEx) (Full Year Projection)	$50 million to $60 million	Strategic IT transformation, ERP implementation, and data platform build.
Reorganization Expenses (Q1 2025 Actual)	$3.581 million	Costs associated with internal reorganization activities, showing a sharp decline from Q1 2024's $8.252 million.
Restructuring Expenses (Q1 2025 Actual)	$387 thousand	Employee termination benefits and other optimization initiatives.

Next Step: Portfolio Managers should model a sensitivity analysis on the $140 million to $150 million interest expense to quantify the impact of a 50 basis point rate hike on 2026 free cash flow projections by the end of the month.

Advantage Solutions Inc. (ADV) - Canvas Business Model: Revenue Streams

Advantage Solutions Inc. earns its revenue by charging fees for a diverse portfolio of outsourced sales and marketing services, primarily to consumer goods manufacturers and retailers. As of late 2025, the company's Trailing Twelve Months (TTM) revenue is approximately $3.52 Billion USD, a figure that shows the overall scale but hides significant performance divergence across its three core segments.

Fees from Experiential Services (in-store demos), which saw strong growth in 2025.

This revenue stream comes directly from fees charged for in-store product demonstrations, sampling events, and other high-touch consumer engagement activities. It's a high-volume, labor-intensive business, and it's defintely the bright spot in the 2025 financials.

In the third quarter of 2025, Experiential Services delivered a very strong performance, with revenues increasing by 10.2% year-over-year. This growth was fueled by accelerating client demand for in-person events and a crucial improvement in the company's operational execution rate, which climbed to over 90%. The segment's strong performance is a clear signal that brands are shifting more budget back toward direct consumer engagement after years of digital-first focus.

Fees from Retailer Services (merchandising and resets).

Retailer Services revenue is generated by helping retailers manage their physical stores, which includes critical activities like in-store merchandising, shelf resets, and new store setups. This work ensures products are correctly placed and promoted, which is a constant, non-discretionary need for retailers.

The segment's revenue was relatively stable through the first half of 2025, with Q2 revenues essentially flat at $230.8 million, but Q3 performance was impacted mainly by project timing. The underlying demand for these services remains healthy, but the revenue realization can be lumpy based on the scheduling of major retailer projects and the company's ability to staff those projects efficiently.

Commission and service fees from Branded Services (brokerage).

This stream is derived from commissions and service fees for sales and marketing support provided to consumer-packaged goods (CPG) manufacturers, often called 'brokerage' services, plus omni-commerce marketing. This segment is the most exposed to the broader macroeconomic pressures, and it shows.

The Branded Services segment faced ongoing macro headwinds throughout 2025, resulting in a significant revenue decline of 12.8% in Q3. This drop is a direct consequence of CPG clients pulling back on discretionary marketing spend and facing their own market challenges. For instance, Q2 2025 revenues for this segment were $256.7 million, down 8% year-over-year. Honestly, this segment is the one to watch for a turnaround; it needs CPG confidence to return.

Total TTM revenue as of 2025 is approximately $3.52 Billion USD.

Here's the quick math on the overall business: Advantage Solutions Inc.'s total TTM revenue as of the end of Q3 2025 (September 30, 2025) stands at approximately $3.52 Billion USD. This total reflects the mixed results of the segments, where the strong performance in Experiential Services is not quite enough to offset the softness in Branded Services and the project-timing impacts in Retailer Services.

To give you a clearer picture of the segment performance and its contribution to the overall revenue base, here is the recent quarterly breakdown and year-over-year trend for the three main revenue drivers:

Revenue Stream Segment	Q3 2025 Year-over-Year Revenue Change	Q2 2025 Revenue (For Scale)	Primary Revenue Mechanism
Experiential Services	+10.2% Growth	$248.7 million	Fees for in-store demonstrations and events
Retailer Services	Impacted by project timing	$230.8 million	Fees for merchandising, shelf resets, and retail execution
Branded Services	-12.8% Decline	$256.7 million	Commission and service fees for sales brokerage and marketing

The total Q3 2025 revenue was $915 million, down 2.6% year-over-year, which shows the net effect of these opposing forces. The key action here is watching for stabilization in the Branded Services segment, because that's where the most value is being 'unlocked' through transformation initiatives.