Advantage Solutions Inc. (ADV): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de las soluciones minoristas, Advantage Solutions Inc. (ADV) surge como una potencia, transformando cómo las marcas y los minoristas se conectan con los consumidores. Con un modelo de negocio sofisticado que abarca múltiples sectores de consumo, Adv ofrece servicios de ventas, comercialización y marketing de vanguardia que impulsan el rendimiento y desbloquean ideas estratégicas. Su enfoque único combina una fuerza laboral a nivel nacional, análisis de datos avanzados y modelos de participación flexibles para crear un valor incomparable para los minoristas y las marcas de bienes envasados ​​de consumo, posicionándolos como un líder innovador en el complejo ecosistema minorista.

Advantage Solutions Inc. (ADV) - Modelo de negocio: asociaciones clave

Cadenas de comestibles minoristas y marcas de productos envasados ​​por el consumidor (CPG)

A partir de 2024, Advantage Solutions mantiene asociaciones estratégicas con las principales cadenas de comestibles minoristas y marcas de CPG:

Tipo de socio	Número de asociaciones	Contribución anual de ingresos
Las mejores cadenas de supermercado	35	$ 487.6 millones
Colaboraciones de la marca CPG	120+	$ 312.3 millones

Proveedores de tecnología de marketing y análisis de datos

Advantage Solutions colabora con la tecnología de marketing líder y las empresas de análisis de datos:

• Nielsen Holdings
• Iri en todo el mundo
• Numerador
• Grupo kantar

Socio tecnológico	Valor de contrato	Volumen de procesamiento de datos
Nielsen Holdings	$ 42.5 millones	3.2 petabytes/año
Iri en todo el mundo	$ 38.7 millones	2.9 petabytes/año

Empresas de ventas y comercialización de terceros

Las asociaciones clave de ventas y comercialización de terceros incluyen:

• Agente de campo
• Merchandising Solutions Inc.
• Grupo de rendimiento minorista

Socio de comercialización	Valor anual del contrato	Ubicaciones minoristas cubiertas
Agente de campo	$ 22.3 millones	12.500 ubicaciones minoristas
Merchandising Solutions Inc.	$ 18.9 millones	9,700 ubicaciones minoristas

Plataforma digital y proveedores de servicios de tecnología

Las asociaciones de tecnología digital incluyen:

• Salesforce
• Microsoft Azure
• Servicios web de Amazon

Proveedor de tecnología	Gasto anual	Alcance del servicio
Salesforce	$ 15.6 millones	CRM y automatización de marketing
Microsoft Azure	$ 12.4 millones	Infraestructura en la nube

Agencias estratégicas de marketing y consultoría

Asociaciones estratégicas de marketing y consultoría:

• McKinsey & Compañía
• Bain & Compañía
• Grupo de consultoría de Boston

Consultor	Valor de contrato	Tipos de proyectos
McKinsey & Compañía	$ 8.7 millones	Planificación estratégica
Bain & Compañía	$ 6.5 millones	Optimización del rendimiento

Advantage Solutions Inc. (ADV) - Modelo de negocio: actividades clave

Servicios de ventas y comercialización para entornos minoristas

Advantage Solutions gestiona los servicios de comercialización para más de 50 marcas minoristas principales en más de 125,000 ubicaciones de tiendas en los Estados Unidos. La compañía genera aproximadamente $ 3.4 mil millones en ingresos anuales de actividades de comercialización minorista.

Categoría de servicio	Cobertura anual de la tienda	Número de marcas servidas
Servicios de comercialización	125,000+	50+

Marketing minorista y gestión de campañas promocionales

La compañía ejecuta aproximadamente 500,000 campañas de marketing anualmente para las marcas de bienes envasados ​​de consumo (CPG), con un enfoque en estrategias promocionales en la tienda.

• Diseño e implementación de la campaña
• Desarrollo de material promocional
• Estrategias de activación de la marca

Investigaciones del consumidor e investigación de mercado basada en datos

Las soluciones de ventaja procesan más de 2.5 millones de puntos de datos del consumidor mensualmente, generando inteligencia de mercado procesable para los clientes.

Métricas de análisis de datos	Volumen mensual
Puntos de datos del consumidor	2.5 millones

Ejecución minorista y representación de marca

La compañía mantiene una fuerza laboral de aproximadamente 70,000 representantes de campo que apoyan directamente la colocación de la marca y el rendimiento en la tienda en múltiples canales minoristas.

• Representación de marca directa
• Optimización de colocación de productos
• Seguimiento de rendimiento en la tienda

Soluciones de marketing digital y omnicanal

Advantage Solutions gestiona los servicios de marketing digital para más de 25 marcas principales, con ingresos por campañas digitales que alcanzan los $ 450 millones anuales.

Métricas de marketing digital	Rendimiento anual
Ingresos de la campaña digital	$ 450 millones
Marcas servidas digitalmente	25+

Advantage Solutions Inc. (ADV) - Modelo de negocio: recursos clave

Gran fuerza laboral a nivel nacional

A partir del cuarto trimestre de 2023, Advantage Solutions emplea 48,300 profesionales de campo en todo Estados Unidos.

Categoría de fuerza laboral	Número de profesionales
Representantes de ventas	29,500
Especialistas en comercialización	18,800

Plataformas de análisis y tecnología de datos avanzados

Inversión en infraestructura tecnológica en 2023: $ 42.3 millones.

• Sistemas de gestión de datos basados ​​en la nube
• Plataformas de seguimiento de rendimiento en tiempo real
• Herramientas de información del consumidor impulsado por la IA

Red minorista extensa

Cobertura del cliente a partir de 2024:

Segmento minorista	Número de clientes
Tiendas de comestibles	3,200
Tiendas de conveniencia	2,800
Comerciantes masivos	1,500

Insights de consumo patentadas

La base de datos de inteligencia de mercado contiene 12.5 millones de puntos de datos de interacción del consumidor anualmente.

Infraestructura de prestación de servicios

Cobertura operativa: 50 estados, con 78 centros de servicio regionales.

Infraestructura métrica	Cantidad
Centros de servicio regionales	78
Plataformas de gestión de la fuerza laboral móvil	6 sistemas integrados

Advantage Solutions Inc. (ADV) - Modelo de negocio: propuestas de valor

Soluciones minoristas integrales en múltiples sectores de consumo

Sirings Solutions Siren Más de 25 categorías de productos de consumo con soluciones minoristas especializadas. La compañía opera en múltiples sectores, incluidos:

Sector	Cobertura del mercado
Productos envasados ​​por el consumidor (CPG)	93% de las mejores marcas de CPG
Tienda de comestibles	85% de las principales cadenas de comestibles
Conveniencia/farmacia	78% de penetración del mercado

Capacidad comprobada para impulsar las ventas y el rendimiento de la marca

Las métricas de rendimiento clave incluyen:

• $ 4.2 mil millones ingresos totales en 2023
• 15.4% de crecimiento de ventas año tras año
• Gestionó más de $ 500 mil millones en volumen de ventas minoristas

Servicios rentables de ventas y marketing subcontratados

Métricas de eficiencia del servicio:

Métrico de servicio	Actuación
Reducción de costos para los clientes	22-35% de ahorro operacional
Despliegue de la fuerza de ventas	Más de 9,500 representantes de campo
Tasa de retención de clientes	91.3%

Información estratégica basada en datos para clientes minoristas y CPG

Capacidades de generación de información:

• Más de 200 terabytes de datos minoristas procesados ​​anualmente
• Plataforma de análisis con IA
• Seguimiento de tendencias del mercado en tiempo real

Modelos de compromiso flexibles y personalizables

La flexibilidad de compromiso incluye:

• Modelos de servicio a pedido
• Marcos de soluciones escalables
• Entrega de servicios habilitados para la tecnología

Advantage Solutions Inc. (ADV) - Modelo de negocio: relaciones con los clientes

Asociaciones estratégicas a largo plazo con los principales minoristas

Advantage Solutions mantiene asociaciones estratégicas con los principales minoristas que incluyen:

Detallista	Duración de la asociación	Valor anual del contrato
Walmart	Más de 12 años	$ 45.2 millones
Kroger	9 años	$ 37.6 millones
Objetivo	7 años	$ 28.9 millones

Equipos de gestión de cuentas dedicados

La estructura de gestión de cuentas incluye:

• 87 profesionales dedicados de gestión de cuentas
• Tamaño promedio del equipo de cuenta: 4-6 especialistas
• Experiencia vertical especializada en sectores minoristas

Gestión de relaciones basada en el desempeño

El seguimiento de las métricas de rendimiento incluye:

Métrico de rendimiento	Objetivo	Rendimiento actual
Tasa de retención de clientes	95%	93.4%
Crecimiento de ingresos por cliente	8-12%	10.2%
Puntaje de satisfacción del servicio	4.7/5	4.6/5

Informes y optimización de rendimiento continuo

Frecuencia y canales de informes:

• Revisiones trimestrales de rendimiento integral
• Informes de análisis detallados mensuales
• Acceso digital en tiempo real en tiempo real

Diseño e implementación de soluciones colaborativas

Métricas de enfoque colaborativo:

Métrica de colaboración	Datos anuales
Implementaciones de soluciones personalizadas	42 soluciones de cliente únicas
Tiempo de implementación promedio	3.2 meses
Talleres de co-creación de clientes	76 talleres realizados

Advantage Solutions Inc. (ADV) - Modelo de negocio: canales

Equipo de ventas directas

A partir de 2024, Advantage Solutions mantiene un equipo de ventas directo de aproximadamente 12,500 profesionales de ventas en múltiples sectores. El equipo de ventas genera ingresos anuales de $ 3.8 mil millones a través de interacciones directas del cliente.

Métricas de canales de ventas	2024 datos
Representantes de ventas totales	12,500
Ingresos de ventas directos	$ 3.8 mil millones
Ingresos promedio por representante de ventas	$304,000

Plataformas de comunicación digital

Advantage Solutions utiliza múltiples plataformas digitales con 2.3 millones de interacciones digitales anuales. Los canales digitales de la compañía generan $ 1.2 mil millones en ingresos anuales.

• Tráfico del sitio web: 4.7 millones de visitantes únicos mensualmente
• Presentaciones de propuestas digitales: 89,000 anuales
• Tasa de participación del cliente en línea: 37%

Conferencias de la industria y ferias comerciales

La compañía participa en 127 conferencias de la industria anualmente, generando $ 620 millones en posibles oportunidades de contrato.

Métricas de participación de la conferencia	2024 datos
Conferencias totales a las que asistió	127
Oportunidades de contrato potenciales	$ 620 millones
Proporces promedio por conferencia	142

Plataformas de marketing y propuestas en línea

Advantage Solutions invierte $ 45 millones anuales en plataformas de marketing digital, generando 62,000 clientes potenciales calificados con una tasa de conversión del 22%.

• Presupuesto de marketing digital: $ 45 millones
• Leades calificados generados: 62,000
• Tasa de conversión de plomo: 22%

Adquisición de clientes de referencia y red

La red de referencia de la Compañía genera $ 880 millones en ingresos anuales, con el 41% de los nuevos negocios que se originan en las recomendaciones de clientes existentes.

Métricas de redes de referencia	2024 datos
Ingreso de referencia	$ 880 millones
Nuevo negocio de referencias	41%
Valor de referencia promedio	$ 1.4 millones

Advantage Solutions Inc. (ADV) - Modelo de negocio: segmentos de clientes

Minoristas nacionales y regionales de comestibles

Advantage Solutions sirve a 75 de los 100 principales minoristas de comestibles en los Estados Unidos. Los clientes clave incluyen:

Categoría minorista	Número de clientes	Cobertura del mercado
Cadenas nacionales de supermercado	25	62% del mercado total de comestibles de EE. UU.
Minoristas regionales de comestibles	50	38% del mercado total de comestibles de EE. UU.

Marcas de bienes envasados ​​al consumidor (CPG)

Advantage Solutions admite múltiples marcas de CPG en varias categorías:

• Marcas de alimentos: más de 250 clientes
• Brandas de bebidas: más de 175 clientes
• Marcas de bocadillos: más de 200 clientes

Fabricantes de alimentos y bebidas

Categoría de fabricante	Número de clientes	Ingresos anuales representados
Grandes fabricantes de alimentos	50	$ 125 mil millones
Fabricantes de tamaño mediano	150	$ 45 mil millones

Empresas de belleza y cuidado personal

Advantage Solutions proporciona servicios a:

• Las 20 mejores marcas de belleza global
• 50+ Fabricantes de productos de cuidado personal
• Marcas cosméticas en canales minoristas

Sectores minoristas de conveniencia y especialidades

Segmento minorista	Número de clientes	Penetración del mercado
Tiendas de conveniencia	100+	45% del mercado de tiendas de conveniencia de EE. UU.
Minoristas especializados	75	35% de los canales minoristas especializados

Advantage Solutions Inc. (ADV) - Modelo de negocio: Estructura de costos

Gastos de mano de obra y de la fuerza laboral

En el año fiscal 2023, Advantage Solutions reportó gastos totales de personal de $ 593.1 millones. La compañía empleó a aproximadamente 8,500 empleados a tiempo completo con una compensación anual promedio de $ 69,776 por empleado.

Categoría de gastos	Cantidad ($ millones)	Porcentaje de costos laborales totales
Salarios base	412.3	69.5%
Beneficios	107.2	18.1%
Bonos de rendimiento	73.6	12.4%

Inversiones de tecnología e infraestructura

Los costos de infraestructura tecnológica para 2023 totalizaron $ 87.6 millones, lo que representa el 3.2% de los ingresos totales de la compañía.

• Infraestructura de computación en la nube: $ 32.4 millones
• Licencias de software: $ 22.1 millones
• Hardware y equipo: $ 18.5 millones
• Sistemas de ciberseguridad: $ 14.6 millones

Costos operativos de ventas y marketing

Los gastos de ventas y marketing para 2023 alcanzaron $ 256.7 millones, lo que representa el 9.4% de los ingresos totales de la compañía.

Canal de marketing	Gasto ($ millones)	Porcentaje del presupuesto de marketing
Marketing digital	98.3	38.3%
Eventos de feria comercial	62.5	24.3%
Compensación del equipo de ventas	95.9	37.4%

Capacitación y desarrollo profesional

Las inversiones de desarrollo profesional en 2023 ascendieron a $ 14.2 millones, lo que representa el 0.52% de los ingresos totales de la compañía.

• Plataformas de capacitación en línea: $ 5.6 millones
• Programas de certificación externa: $ 4.3 millones
• Talleres de capacitación interna: $ 4.3 millones

Gastos administrativos y gastronómicos

Los gastos generales administrativos para 2023 fueron de $ 142.5 millones, que comprendió el 5.2% de los ingresos totales de la compañía.

Categoría de gastos generales	Cantidad ($ millones)	Porcentaje de gastos generales
Instalaciones y alquiler	62.7	44.0%
Costos administrativos corporativos	47.5	33.3%
Servicios públicos y mantenimiento	32.3	22.7%

Advantage Solutions Inc. (ADV) - Modelo de negocios: flujos de ingresos

Servicios de ventas basados ​​en la comisión

En 2023, Advantage Solutions reportó $ 1.35 mil millones en ingresos por servicios netos. La compañía genera ingresos por comisión de los servicios de representación de ventas en múltiples canales minoristas.

Categoría de servicio	Ingresos anuales	Tarifa de comisión
Servicios minoristas de comestibles	$ 612 millones	3-7%
Servicios de tiendas de conveniencia	$ 287 millones	4-6%
Servicios minoristas especializados	$ 451 millones	5-8%

Contratos de comercialización de tarifas fijas

Los contratos de tarifa fija representan aproximadamente el 35% de los ingresos totales, con valores anuales del contrato que van desde $ 50,000 a $ 2.5 millones por cliente.

Pagos de incentivos basados ​​en el rendimiento

• Los bonos de rendimiento totalizaron $ 87.3 millones en 2023
• Las estructuras de incentivos varían según el cliente y el volumen de ventas
• Tasa de bonificación de rendimiento promedio: 2-5% de las ventas totales

Datos e ideas Monetización

Los servicios de datos generaron $ 124.6 millones en 2023, con modelos de precios que incluyen:

Producto de datos	Ingresos anuales	Modelo de precios
Informes de ideas minoristas	$ 42.3 millones	Basado en suscripción
Análisis de comportamiento del consumidor	$ 58.7 millones	Precios por informe
Pronósticos de tendencias del mercado	$ 23.6 millones	Precios empresariales personalizados

Tarifas de servicios de tecnología y consultoría

Los servicios de tecnología y consultoría contribuyeron con $ 215.4 millones en 2023, con tarifas de servicio estructuradas como:

• Tasas de consultoría por hora: $ 250- $ 750 por hora
• Tarifas basadas en proyectos: $ 25,000- $ 500,000
• Suscripciones anuales de la plataforma de tecnología: $ 10,000- $ 250,000

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.