Advantage Solutions Inc. (ADV): ​​Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde dynamique des solutions de vente au détail, Advantage Solutions Inc. (ADV) émerge comme une puissance, transformant la façon dont les marques et les détaillants se connectent avec les consommateurs. Avec un modèle commercial sophistiqué qui s'étend plusieurs secteurs de consommation, ADV fournit des services de vente, de marchandisage et de marketing de pointe qui stimulent les performances et débloquent des informations stratégiques. Leur approche unique combine une main-d'œuvre nationale, une analyse avancée de données et des modèles d'engagement flexibles pour créer une valeur inégalée pour les détaillants et les marques de produits de consommation emballés, les positionnant comme un leader innovant dans l'écosystème de vente au détail complexe.

Advantage Solutions Inc. (ADV) - Modèle commercial: partenariats clés

Chaînes d'épicerie au détail et marques de produits emballés aux consommateurs (CPG)

En 2024, Advantage Solutions maintient des partenariats stratégiques avec les grandes chaînes d'épicerie de détail et les marques CPG:

Type de partenaire	Nombre de partenariats	Contribution annuelle des revenus
Meilleures chaînes d'épicerie	35	487,6 millions de dollars
Collaborations de marque CPG	120+	312,3 millions de dollars

Technologies marketing et fournisseurs d'analyse de données

Advantage Solutions collabore avec les principales sociétés de technologie marketing et d'analyse de données:

• Nielsen Holdings
• IRI dans le monde entier
• Numérateur
• Groupe de kantar

Partenaire technologique	Valeur du contrat	Volume de traitement des données
Nielsen Holdings	42,5 millions de dollars	3.2 pétaoctets / an
IRI dans le monde entier	38,7 millions de dollars	2.9 Petaoctets / an

Entreprises de vente et de marchandisage tierces

Les principaux partenariats de ventes et de marchandisage tiers comprennent:

• Agent de terrain
• Merchandising Solutions Inc.
• Groupe de performance au détail

Partenaire de marchandisage	Valeur du contrat annuel	Les lieux de vente au détail couverts
Agent de terrain	22,3 millions de dollars	12 500 emplacements de vente au détail
Merchandising Solutions Inc.	18,9 millions de dollars	9 700 emplacements de vente au détail

Vendeurs de services de plate-forme numérique et de technologie

Les partenariats technologiques numériques comprennent:

• Salesforce
• Microsoft Azure
• Services Web Amazon

Fournisseur de technologie	Dépenses annuelles	Portée du service
Salesforce	15,6 millions de dollars	CRM et automatisation marketing
Microsoft Azure	12,4 millions de dollars	Infrastructure cloud

Agences de marketing stratégique et de conseil

Partenariats de marketing stratégique et de conseil:

• McKinsey & Entreprise
• Bain & Entreprise
• Groupe de conseil à Boston

Partenaire de conseil	Valeur du contrat	Types de projet
McKinsey & Entreprise	8,7 millions de dollars	Planification stratégique
Bain & Entreprise	6,5 millions de dollars	Optimisation des performances

Advantage Solutions Inc. (ADV) - Modèle d'entreprise: activités clés

Services de vente et de marchandisage pour les environnements de vente au détail

Advantage Solutions gère les services de merchandising pour plus de 50 grandes marques de vente au détail dans plus de 125 000 emplacements de magasins aux États-Unis. La société génère environ 3,4 milliards de dollars de revenus annuels provenant des activités de marchandisage au détail.

Catégorie de service	Couverture annuelle du magasin	Nombre de marques servies
Services de marchandisage	125,000+	50+

Marketing de vente au détail et gestion des campagnes promotionnelles

La société exécute environ 500 000 campagnes de marketing par an pour les marques de produits de consommation (CPG), en mettant l'accent sur les stratégies promotionnelles en magasin.

• Conception et mise en œuvre de la campagne
• Développement de matériel promotionnel
• Stratégies d'activation de la marque

Informations sur les consommateurs axées sur les données et études de marché

Advantage Solutions traite plus de 2,5 millions de points de données des consommateurs tous les mois, générant une intelligence de marché exploitable pour les clients.

Métriques d'analyse des données	Volume mensuel
Points de données des consommateurs	2,5 millions

Exécution de la vente au détail et représentation de la marque

La société maintient une main-d'œuvre d'environ 70 000 représentants sur le terrain qui soutiennent directement le placement de la marque et les performances en magasin sur plusieurs canaux de vente au détail.

• Représentation directe de la marque
• Optimisation du placement des produits
• Suivi des performances en magasin

Solutions de marketing numérique et omnicanal

Advantage Solutions gère les services de marketing numérique pour plus de 25 marques grandes, avec des revenus de campagne numérique atteignant 450 millions de dollars par an.

Métriques du marketing numérique	Performance annuelle
Revenus de campagne numérique	450 millions de dollars
Les marques servaient numériquement	25+

Advantage Solutions Inc. (ADV) - Modèle commercial: Ressources clés

Grande main-d'œuvre à l'échelle nationale

Depuis le quatrième trimestre 2023, Advantage Solutions utilise 48 300 professionnels du terrain aux États-Unis.

Catégorie de main-d'œuvre	Nombre de professionnels
Représentants des ventes	29,500
Spécialistes du marchandisage	18,800

Plateformes avancées d'analyse et de technologie de données

Investissement dans les infrastructures technologiques en 2023: 42,3 millions de dollars.

• Systèmes de gestion des données basés sur le cloud
• Plates-formes de suivi des performances en temps réel
• Outils d'informations sur les consommateurs dirigés par l'IA

Réseau de vente au détail

Couverture client à partir de 2024:

Segment de vente au détail	Nombre de clients
Épiceries	3,200
Dépanneurs	2,800
Marchands de masse	1,500

Informations sur les consommateurs propriétaires

La base de données de renseignement du marché contient 12,5 millions de points de données d'interaction des consommateurs annuellement.

Infrastructure de prestation de services

Couverture opérationnelle: 50 États, avec 78 centres de services régionaux.

Métrique d'infrastructure	Quantité
Centres de services régionaux	78
Plateformes de gestion de la main-d'œuvre mobile	6 systèmes intégrés

Advantage Solutions Inc. (ADV) - Modèle d'entreprise: propositions de valeur

Solutions de vente au détail complètes sur plusieurs secteurs de consommation

Advantage Solutions sert Plus de 25 catégories de produits de consommation avec des solutions de vente au détail spécialisées. La société opère dans plusieurs secteurs, notamment:

Secteur	Couverture du marché
Produits de consommation emballés (CPG)	93% des meilleures marques CPG
Épicerie	85% des grandes chaînes d'épicerie
Commodité / pharmacie	78% de pénétration du marché

Capacité éprouvée à stimuler les ventes et les performances de la marque

Les mesures de performance clés comprennent:

• 4,2 milliards de dollars de revenus totaux en 2023
• Croissance des ventes de 15,4% en glissement annuel
• Géré plus de 500 milliards de dollars en volume de vente au détail

Services de vente et de marketing d'externalisation rentables

Mesures d'efficacité du service:

Métrique de service	Performance
Réduction des coûts pour les clients	22-35% d'économies opérationnelles
Déploiement de la force de vente	Plus de 9 500 représentants sur le terrain
Taux de rétention des clients	91.3%

Informations stratégiques basées sur les données pour les clients de la vente au détail et CPG

Capacités de génération d'informations:

• Plus de 200 téraoctets de données de vente au détail traitées chaque année
• Plateforme d'analyse alimentée par AI
• Suivi des tendances du marché en temps réel

Modèles d'engagement flexibles et personnalisables

La flexibilité de l'engagement comprend:

• Modèles de service à la demande
• Cadres de solution évolutifs
• Prestation de services compatibles avec la technologie

Advantage Solutions Inc. (ADV) - Modèle d'entreprise: relations clients

Partenariats stratégiques à long terme avec les principaux détaillants

Advantage Solutions maintient des partenariats stratégiques avec les meilleurs détaillants, notamment:

Détaillant	Durée du partenariat	Valeur du contrat annuel
Walmart	12 ans et plus	45,2 millions de dollars
Kroger	9 ans	37,6 millions de dollars
Cible	7 ans	28,9 millions de dollars

Équipes de gestion des comptes dédiés

La structure de gestion des comptes comprend:

• 87 professionnels de la gestion des comptes dédiés
• Taille moyenne de l'équipe du compte: 4-6 spécialistes
• Expertise verticale spécialisée dans les secteurs de la vente au détail

Gestion des relations basées sur la performance

Le suivi des mesures de performance comprend:

Métrique de performance	Cible	Performance actuelle
Taux de rétention des clients	95%	93.4%
Croissance des revenus par client	8-12%	10.2%
Score de satisfaction du service	4.7/5	4.6/5

Rapports et optimisation des performances continues

Fréquence et canaux de rapport:

• Revues de performances complètes trimestrielles
• Rapports d'analyse détaillés mensuels
• Accès au tableau de bord numérique en temps réel

Conception et implémentation de solution collaborative

Métriques d'approche collaborative:

Métrique de collaboration	Données annuelles
Implémentations de la solution personnalisée	42 Solutions clients uniques
Temps de mise en œuvre moyen	3,2 mois
Ateliers de co-création du client	76 ateliers conduits

Advantage Solutions Inc. (ADV) - Modèle commercial: canaux

Équipe de vente directe

En 2024, Advantage Solutions maintient une équipe de vente directe d'environ 12 500 professionnels de la vente dans plusieurs secteurs. L'équipe commerciale génère un chiffre d'affaires annuel de 3,8 milliards de dollars grâce à des interactions directes des clients.

Métriques du canal de vente	2024 données
Représentants des ventes totales	12,500
Revenus de ventes directes	3,8 milliards de dollars
Revenu moyen par représentant des ventes	$304,000

Plateformes de communication numérique

Advantage Solutions utilise plusieurs plateformes numériques avec 2,3 millions d'interactions numériques annuelles. Les canaux numériques de l'entreprise génèrent 1,2 milliard de dollars de revenus annuels.

• Trafic de site Web: 4,7 millions de visiteurs uniques mensuellement
• Souvances de proposition numérique: 89 000 par an
• Taux d'engagement client en ligne: 37%

Conférences et salons commerciaux de l'industrie

L'entreprise participe à 127 conférences de l'industrie par an, générant 620 millions de dollars de possibilités de contrat potentielles.

Métriques de la participation de la conférence	2024 données
Les conférences totales ont assisté	127
Opportunités de contrat potentielles	620 millions de dollars
Leads moyens par conférence	142

Plateformes de marketing et de propositions en ligne

Advantage Solutions investit 45 millions de dollars par an dans des plateformes de marketing numérique, générant 62 000 prospects qualifiés avec un taux de conversion de 22%.

• Budget de marketing numérique: 45 millions de dollars
• Leads qualifiés générés: 62 000
• Taux de conversion de plomb: 22%

Acquisition de clientèle de référence et de réseau

Le réseau de référence de la société génère 880 millions de dollars de revenus annuels, avec 41% des nouvelles entreprises provenant des recommandations de clients existantes.

Métriques du réseau de référence	2024 données
Revenus de référence	880 millions de dollars
Nouvelles affaires des références	41%
Valeur de référence moyenne	1,4 million de dollars

Advantage Solutions Inc. (ADV) - Modèle d'entreprise: segments de clientèle

Détaillants d'épicerie nationaux et régionaux

Advantage Solutions sert 75 des 100 meilleurs détaillants d'épicerie aux États-Unis. Les clients clés comprennent:

Catégorie des détaillants	Nombre de clients	Couverture du marché
Chaînes d'épicerie nationales	25	62% du marché total de l'épicerie américaine
Détaillants d'épicerie régionaux	50	38% du marché total de l'épicerie américaine

Marques de produits de consommation emballés (CPG)

Advantage Solutions prend en charge plusieurs marques CPG dans différentes catégories:

• Marques alimentaires: 250+ clients
• Marques de boissons: plus de 175 clients
• Marques de collations: 200+ clients

Fabricants d'aliments et de boissons

Catégorie du fabricant	Nombre de clients	Les revenus annuels représentés
Grands fabricants d'aliments	50	125 milliards de dollars
Fabricants de taille moyenne	150	45 milliards de dollars

Entreprises de beauté et de soins personnels

Advantage Solutions fournit des services à:

• Top 20 des marques de beauté mondiales
• 50+ fabricants de produits de soins personnels
• Marques cosmétiques à travers les canaux de vente au détail

Secteurs de la commodité et spécialisés

Segment de vente au détail	Nombre de clients	Pénétration du marché
Dépanneurs	100+	45% du marché des dépanneurs américains
Détaillants spécialisés	75	35% des canaux de vente au détail spécialisés

Advantage Solutions Inc. (ADV) - Modèle d'entreprise: Structure des coûts

Frais de main-d'œuvre et de main-d'œuvre

Au cours de l'exercice 2023, Advantage Solutions a déclaré que le total des dépenses de personnel de 593,1 millions de dollars. L'entreprise a employé environ 8 500 employés à temps plein avec une compensation annuelle moyenne de 69 776 $ par employé.

Catégorie de dépenses	Montant (millions de dollars)	Pourcentage du total des coûts de main-d'œuvre
Salaires de base	412.3	69.5%
Avantages	107.2	18.1%
Bonus de performance	73.6	12.4%

Investissements technologiques et infrastructures

Les coûts des infrastructures technologiques pour 2023 ont totalisé 87,6 millions de dollars, ce qui représente 3,2% des revenus totaux de la société.

• Infrastructure de cloud computing: 32,4 millions de dollars
• Licence de logiciel: 22,1 millions de dollars
• Matériel et équipement: 18,5 millions de dollars
• Systèmes de cybersécurité: 14,6 millions de dollars

Coûts opérationnels des ventes et du marketing

Les frais de vente et de marketing pour 2023 ont atteint 256,7 millions de dollars, représentant 9,4% du total des revenus de l'entreprise.

Canal de marketing	Dépenses (millions de dollars)	Pourcentage du budget marketing
Marketing numérique	98.3	38.3%
Événements de salon	62.5	24.3%
Compensation de l'équipe de vente	95.9	37.4%

Formation et développement professionnel

Les investissements en développement professionnel en 2023 s'élevaient à 14,2 millions de dollars, ce qui représente 0,52% du total des revenus de l'entreprise.

• Plateformes de formation en ligne: 5,6 millions de dollars
• Programmes de certification externe: 4,3 millions de dollars
• Ateliers de formation interne: 4,3 millions de dollars

Dépenses administratives et aériennes

Les frais généraux administratifs pour 2023 étaient de 142,5 millions de dollars, ce qui représente 5,2% du total des revenus de l'entreprise.

Catégorie aérienne	Montant (millions de dollars)	Pourcentage de frais généraux
Installations et loyer	62.7	44.0%
Coûts administratifs de l'entreprise	47.5	33.3%
Services publics et maintenance	32.3	22.7%

Advantage Solutions Inc. (ADV) - Modèle d'entreprise: Strots de revenus

Services de vente basés sur la commission

En 2023, Advantage Solutions a déclaré 1,35 milliard de dollars de revenus de services nets. La société génère des revenus de commission à partir de services de représentation des ventes sur plusieurs canaux de vente au détail.

Catégorie de service	Revenus annuels	Taux de commission
Services de vente au détail d'épicerie	612 millions de dollars	3-7%
Services de dépanneur	287 millions de dollars	4-6%
Services de vente au détail spécialisés	451 millions de dollars	5-8%

Contrats de marchandisage à frais fixes

Les contrats à frais fixes représentent environ 35% du total des revenus, avec des valeurs de contrat annuelles allant de 50 000 $ à 2,5 millions de dollars par client.

Paiements d'incitation basés sur la performance

• Les primes de performance ont totalisé 87,3 millions de dollars en 2023
• Les structures incitatives varient selon les clients et le volume des ventes
• Taux de bonus de performance moyen: 2 à 5% du total des ventes

Monétisation des données et des informations

Les services de données ont généré 124,6 millions de dollars en 2023, avec des modèles de prix, notamment:

Produit de données	Revenus annuels	Modèle de tarification
Rapports d'informations au détail	42,3 millions de dollars	Sous-marin
Analyse des comportements des consommateurs	58,7 millions de dollars	Prix ​​par rapport
Prévisions de tendance du marché	23,6 millions de dollars	Prix ​​de l'entreprise personnalisée

Frais de service de technologie et de conseil

Les services de technologie et de conseil ont contribué 215,4 millions de dollars en 2023, avec des frais de service structurés:

• Taux de conseil horaire: 250 $ - 750 $ l'heure
• Frais basés sur le projet: 25 000 $ à 500 000 $
• Abonnements annuels sur la plate-forme technologique: 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.