Advantage Solutions Inc. (ADV): ​​Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico das soluções de varejo, a Advantage Solutions Inc. (ADV) surge como uma potência, transformando como marcas e varejistas se conectam com os consumidores. Com um modelo de negócios sofisticado que se estende vários setores de consumidores. Sua abordagem exclusiva combina uma força de trabalho nacional, análise de dados avançada e modelos de engajamento flexíveis para criar valor incomparável para varejistas e marcas de bens embalados de consumidores, posicionando -os como um líder inovador no complexo ecossistema de varejo.

Advantage Solutions Inc. (ADV) - Modelo de Negócios: Principais Parcerias

Cadeias de supermercados de varejo e marcas de bens embalados de consumidores (CPG)

A partir de 2024, a Advantage Solutions mantém parcerias estratégicas com as principais redes de compras de varejo e marcas de CPG:

Tipo de parceiro	Número de parcerias	Contribuição anual da receita
Correntes de supermercado principais	35	US $ 487,6 milhões
Colaborações da marca CPG	120+	US $ 312,3 milhões

Provedores de tecnologia de marketing e análise de dados

A Advantage Solutions colabora com as principais empresas de tecnologia de marketing e análise de dados:

• Nielsen Holdings
• IRI em todo o mundo
• Numerador
• Grupo Kantar

Parceiro de tecnologia	Valor do contrato	Volume de processamento de dados
Nielsen Holdings	US $ 42,5 milhões	3.2 Petabytes/ano
IRI em todo o mundo	US $ 38,7 milhões	2.9 Petabytes/ano

Empresas de vendas e merchandising de terceiros

As principais parcerias de vendas e merchandising importantes incluem:

• Agente de campo
• Merchandising Solutions Inc.
• Grupo de desempenho de varejo

Parceiro de merchandising	Valor anual do contrato	Locais de varejo cobertos
Agente de campo	US $ 22,3 milhões	12.500 locais de varejo
Merchandising Solutions Inc.	US $ 18,9 milhões	9.700 locais de varejo

Plataforma digital e fornecedores de serviços de tecnologia

As parcerias de tecnologia digital incluem:

• Salesforce
• Microsoft Azure
• Amazon Web Services

Fornecedor de tecnologia	Gasto anual	Escopo de serviço
Salesforce	US $ 15,6 milhões	CRM e automação de marketing
Microsoft Azure	US $ 12,4 milhões	Infraestrutura em nuvem

Agências de marketing e consultoria estratégicos

Parcerias estratégicas de marketing e consultoria:

• McKinsey & Empresa
• Bain & Empresa
• Boston Consulting Group

Parceiro de consultoria	Valor do contrato	Tipos de projeto
McKinsey & Empresa	US $ 8,7 milhões	Planejamento estratégico
Bain & Empresa	US $ 6,5 milhões	Otimização de desempenho

Advantage Solutions Inc. (ADV) - Modelo de negócios: Atividades -chave

Serviços de vendas e merchandising para ambientes de varejo

A Advantage Solutions gerencia serviços de merchandising para mais de 50 marcas importantes em mais de 125.000 lojas nos Estados Unidos. A empresa gera aproximadamente US $ 3,4 bilhões em receita anual de atividades de merchandising de varejo.

Categoria de serviço	Cobertura anual da loja	Número de marcas servidas
Serviços de merchandising	125,000+	50+

Marketing de varejo e gerenciamento de campanhas promocionais

A empresa executa aproximadamente 500.000 campanhas de marketing anualmente para marcas de bens embalados de consumidores (CPG), com foco em estratégias promocionais na loja.

• Design e implementação de campanha
• Desenvolvimento de materiais promocionais
• Estratégias de ativação da marca

Insights de consumidores orientados a dados e pesquisa de mercado

A vantagem de soluções processa mais de 2,5 milhões de pontos de dados do consumidor mensalmente, gerando inteligência de mercado acionável para os clientes.

Métricas de análise de dados	Volume mensal
Pontos de dados do consumidor	2,5 milhões

Execução de varejo e representação da marca

A empresa mantém uma força de trabalho de aproximadamente 70.000 representantes de campo que apóiam diretamente a colocação da marca e o desempenho na loja em vários canais de varejo.

• Representação direta da marca
• Otimização de colocação do produto
• Rastreamento de desempenho na loja

Soluções de marketing digital e omnichannel

A Advantage Solutions gerencia serviços de marketing digital para mais de 25 grandes marcas, com as receitas de campanhas digitais atingindo US $ 450 milhões anualmente.

Métricas de marketing digital	Desempenho anual
Receita de campanha digital	US $ 450 milhões
As marcas serviram digitalmente	25+

Advantage Solutions Inc. (ADV) - Modelo de Negócios: Recursos Principais

Grande força de trabalho em todo o país

A partir do quarto trimestre 2023, a Advantage Solutions emprega 48.300 profissionais de campo nos Estados Unidos.

Categoria de força de trabalho	Número de profissionais
Representantes de vendas	29,500
Especialistas em merchandising	18,800

Plataformas avançadas de análise de dados e tecnologia

Investimento de infraestrutura de tecnologia em 2023: US $ 42,3 milhões.

• Sistemas de gerenciamento de dados baseados em nuvem
• Plataformas de rastreamento de desempenho em tempo real
• Ferramentas de insights do consumidor orientadas pela IA

Extensa rede de varejo

Cobertura do cliente em 2024:

Segmento de varejo	Número de clientes
Supermercados	3,200
Lojas de conveniência	2,800
Comerciantes de massa	1,500

Insights de consumidores proprietários

Banco de dados de inteligência de mercado contém 12,5 milhões de pontos de dados de interação do consumidor anualmente.

Infraestrutura de prestação de serviços

Cobertura operacional: 50 estados, com 78 centros de serviço regional.

Métrica de infraestrutura	Quantidade
Centros de Serviço Regional	78
Plataformas de gerenciamento de força de trabalho móvel	6 sistemas integrados

Advantage Solutions Inc. (ADV) - Modelo de Negócios: Proposições de Valor

Soluções abrangentes de varejo em vários setores de consumidores

A vantagem Solutions serve 25+ categorias de produtos de consumo com soluções de varejo especializadas. A empresa opera em vários setores, incluindo:

Setor	Cobertura de mercado
Bens embalados de consumidores (CPG)	93% das principais marcas de CPG
Mercado	85% das principais cadeias de supermercados
Conveniência/farmácia	78% de penetração no mercado

Capacidade comprovada de impulsionar as vendas e o desempenho da marca

As principais métricas de desempenho incluem:

• Receita total de US $ 4,2 bilhões em 2023
• 15,4% de crescimento de vendas ano a ano
• Gerenciou mais de US $ 500 bilhões em volume de vendas no varejo

Serviços de vendas e marketing terceirizados econômicos

Métricas de eficiência de serviço:

Métrica de serviço	Desempenho
Redução de custos para clientes	22-35% de economia operacional
Implantação da força de vendas	Mais de 9.500 representantes de campo
Taxa de retenção de clientes	91.3%

Insights estratégicos orientados a dados para clientes de varejo e CPG

Recursos de geração de insight:

• Mais de 200 terabytes de dados de varejo processados ​​anualmente
• Plataforma de análise movida a IA
• Rastreamento de tendências no mercado em tempo real

Modelos de engajamento flexíveis e personalizáveis

A flexibilidade de engajamento inclui:

• Modelos de serviço sob demanda
• Estruturas de solução escaláveis
• Entrega de serviço habilitada para tecnologia

Advantage Solutions Inc. (ADV) - Modelo de Negócios: Relacionamentos do Cliente

Parcerias estratégicas de longo prazo com os principais varejistas

A Advantage Solutions mantém parcerias estratégicas com os principais varejistas, incluindo:

Varejista	Duração da parceria	Valor anual do contrato
Walmart	Mais de 12 anos	US $ 45,2 milhões
Kroger	9 anos	US $ 37,6 milhões
Alvo	7 anos	US $ 28,9 milhões

Equipes de gerenciamento de contas dedicadas

A estrutura de gerenciamento de contas inclui:

• 87 profissionais de gerenciamento de contas dedicados
• Tamanho médio da equipe da conta: 4-6 especialistas
• Experiência vertical especializada em setores de varejo

Gerenciamento de relacionamento baseado em desempenho

O rastreamento de métricas de desempenho inclui:

Métrica de desempenho	Alvo	Desempenho atual
Taxa de retenção de clientes	95%	93.4%
Crescimento da receita por cliente	8-12%	10.2%
Pontuação de satisfação do serviço	4.7/5	4.6/5

Relatórios de desempenho contínuos e otimização

Frequência de relatórios e canais:

• Revisões de desempenho abrangentes trimestrais
• Relatórios de análise detalhados mensais
• Acesso ao painel digital em tempo real

Projeto e implementação de soluções colaborativas

Métricas de abordagem colaborativa:

Métrica de colaboração	Dados anuais
Implementações de solução personalizadas	42 soluções de cliente exclusivas
Tempo médio de implementação	3,2 meses
Oficinas de co-criação de clientes	76 workshops realizados

Advantage Solutions Inc. (ADV) - Modelo de Negócios: Canais

Equipe de vendas diretas

A partir de 2024, a Advantage Solutions mantém uma equipe de vendas direta de aproximadamente 12.500 profissionais de vendas em vários setores. A equipe de vendas gera receita anual de US $ 3,8 bilhões por meio de interações diretas dos clientes.

Métricas de canal de vendas	2024 dados
Total de representantes de vendas	12,500
Receita de vendas direta	US $ 3,8 bilhões
Receita média por representante de vendas	$304,000

Plataformas de comunicação digital

A Advantage Solutions utiliza várias plataformas digitais com 2,3 milhões de interações digitais anuais. Os canais digitais da empresa geram US $ 1,2 bilhão em receita anual.

• Tráfego do site: 4,7 milhões de visitantes únicos mensalmente
• Submissões de proposta digital: 89.000 anualmente
• Taxa on -line de envolvimento do cliente: 37%

Conferências e feiras do setor

A empresa participa de 127 conferências do setor anualmente, gerando US $ 620 milhões em possíveis oportunidades de contrato.

Métricas de participação na conferência	2024 dados
As conferências totais compareceram	127
Oportunidades de contrato em potencial	US $ 620 milhões
Leads médios por conferência	142

Plataformas de marketing on -line e propostas

A Advantage Solutions investe US $ 45 milhões anualmente em plataformas de marketing digital, gerando 62.000 leads qualificados com uma taxa de conversão de 22%.

• Orçamento de marketing digital: US $ 45 milhões
• Leads qualificados gerados: 62.000
• Taxa de conversão de chumbo: 22%

Aquisição de clientes baseada em referência e rede

A rede de referência da empresa gera US $ 880 milhões em receita anual, com 41% dos novos negócios originários das recomendações de clientes existentes.

Métricas de rede de referência	2024 dados
Receita de referência	US $ 880 milhões
Novos negócios de referências	41%
Valor médio de referência	US $ 1,4 milhão

Advantage Solutions Inc. (ADV) - Modelo de Negócios: Segmentos de Clientes

Varejistas nacionais e regionais

A Advantage Solutions atende a 75 dos 100 principais varejistas de supermercado nos Estados Unidos. Os principais clientes incluem:

Categoria de varejista	Número de clientes	Cobertura de mercado
Cadeias nacionais de supermercado	25	62% do mercado total de supermercados dos EUA
Varejistas regionais de supermercado	50	38% do mercado total de supermercados dos EUA

Marcas de bens embalados de consumidores (CPG)

A Advantage Solutions suporta várias marcas de CPG em várias categorias:

• Marcas de comida: mais de 250 clientes
• Marcas de bebidas: mais de 175 clientes
• Marcas de lanches: mais de 200 clientes

Fabricantes de alimentos e bebidas

Categoria de fabricante	Número de clientes	Receita anual representada
Grandes fabricantes de alimentos	50	US $ 125 bilhões
Fabricantes de tamanho médio	150	US $ 45 bilhões

Empresas de beleza e cuidados pessoais

A Advantage Solutions fornece serviços para:

• As 20 principais marcas de beleza global
• Mais de 50 fabricantes de produtos para cuidados pessoais
• Marcas de cosméticos em canais de varejo

Setores de conveniência e varejo especializados

Segmento de varejo	Número de clientes	Penetração de mercado
Lojas de conveniência	100+	45% do mercado de lojas de conveniência dos EUA
Varejistas especializados	75	35% dos canais de varejo especiais

Advantage Solutions Inc. (ADV) - Modelo de Negócios: Estrutura de Custo

Despesas de trabalho e força de trabalho

No ano fiscal de 2023, a Advantage Solutions registrou despesas totais de pessoal de US $ 593,1 milhões. A empresa empregou aproximadamente 8.500 funcionários em período integral com uma remuneração média anual de US $ 69.776 por funcionário.

Categoria de despesa	Valor (US $ milhões)	Porcentagem de custos totais de mão -de -obra
Salários da base	412.3	69.5%
Benefícios	107.2	18.1%
Bônus de desempenho	73.6	12.4%

Investimentos de tecnologia e infraestrutura

Os custos de infraestrutura de tecnologia para 2023 totalizaram US $ 87,6 milhões, representando 3,2% da receita total da empresa.

• Infraestrutura de computação em nuvem: US $ 32,4 milhões
• Licenciamento de software: US $ 22,1 milhões
• Hardware e equipamento: US $ 18,5 milhões
• Sistemas de segurança cibernética: US $ 14,6 milhões

Custos operacionais de vendas e marketing

As despesas de vendas e marketing de 2023 atingiram US $ 256,7 milhões, representando 9,4% da receita total da empresa.

Canal de marketing	Despesas (US $ milhões)	Porcentagem de orçamento de marketing
Marketing digital	98.3	38.3%
Eventos de feiras	62.5	24.3%
Compensação da equipe de vendas	95.9	37.4%

Treinamento e desenvolvimento profissional

Os investimentos em desenvolvimento profissional em 2023 totalizaram US $ 14,2 milhões, representando 0,52% da receita total da empresa.

• Plataformas de treinamento on -line: US $ 5,6 milhões
• Programas de certificação externa: US $ 4,3 milhões
• Oficinas de treinamento interno: US $ 4,3 milhões

Despesas administrativas e indiretas

A sobrecarga administrativa de 2023 foi de US $ 142,5 milhões, compreendendo 5,2% da receita total da empresa.

Categoria de sobrecarga	Valor (US $ milhões)	Porcentagem de sobrecarga
Instalações e aluguel	62.7	44.0%
Custos administrativos corporativos	47.5	33.3%
Utilitários e manutenção	32.3	22.7%

Advantage Solutions Inc. (ADV) - Modelo de negócios: fluxos de receita

Serviços de vendas baseados em comissão

Em 2023, a Advantage Solutions registrou US $ 1,35 bilhão em receitas de serviço líquido. A empresa gera receitas da Comissão a partir de serviços de representação de vendas em vários canais de varejo.

Categoria de serviço	Receita anual	Taxa de comissão
Serviços de varejo de supermercado	US $ 612 milhões	3-7%
Serviços de loja de conveniência	US $ 287 milhões	4-6%
Serviços de varejo especializados	US $ 451 milhões	5-8%

Contratos de merchandising de taxa fixa

Os contratos de taxa fixa representam aproximadamente 35% da receita total, com valores anuais de contrato que variam de US $ 50.000 a US $ 2,5 milhões por cliente.

Pagamentos de incentivo baseados em desempenho

• Os bônus de desempenho totalizaram US $ 87,3 milhões em 2023
• As estruturas de incentivo variam de acordo com o volume de clientes e vendas
• Taxa média de bônus de desempenho: 2-5% do total de vendas

Dados e insights Monetização

Os serviços de dados geraram US $ 124,6 milhões em 2023, com modelos de preços, incluindo:

Produto de dados	Receita anual	Modelo de preços
Relatórios de Insights de varejo	US $ 42,3 milhões	Baseado em assinatura
Análise de comportamento do consumidor	US $ 58,7 milhões	Preço por relatório
Previsões de tendências de mercado	US $ 23,6 milhões	Preços corporativos personalizados

Taxas de serviço de tecnologia e consultoria

Os serviços de tecnologia e consultoria contribuíram com US $ 215,4 milhões em 2023, com taxas de serviço estruturadas como:

• Taxas de consultoria por hora: US $ 250 a US $ 750 por hora
• Taxas baseadas em projetos: US $ 25.000 a US $ 500.000
• Assinaturas anuais da plataforma de tecnologia: US $ 10.000 a US $ 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.