The earnings call presented a mixed performance with notable growth in experiential and retailer services, as well as a strong cash position and successful private brand advisory. However, significant challenges remain in branded services, with declining revenues and the impact of transformation investments on profitability. The company's initiatives to improve operational efficiency and labor management are positive indicators for future performance.

Company Guidance -

Q3 2025

During the Advantage Solutions Second Quarter 2025 Earnings Call, the company provided guidance indicating a challenging yet optimistic outlook for the remainder of the year. The firm reported second-quarter revenues of $736 million and an adjusted EBITDA of $86 million, reflecting year-over-year declines of 2% and 4%, respectively. Despite these declines, Advantage Solutions is confident about sequential improvements in the second half of the year, driven by operational enhancements and staffing recoveries. The company anticipates revenue and adjusted EBITDA to be flat to down low single digits compared to the previous year. They expect stronger cash generation in the second half, with adjusted unlevered free cash flow conversion aiming to exceed 50% of adjusted EBITDA. The guidance is supported by favorable demand signals for experiential and retail merchandising services and a reduction in shared service costs. The leadership remains focused on transformation investments, aimed at achieving a 30% lift in labor utilization and improving service efficiency. The company is also advancing its AI-enabled Pulse system to enhance decision-making and operational efficiency, positioning Advantage Solutions to navigate market challenges while aiming for a return to a net free cash flow conversion rate of at least 25% of adjusted EBITDA in the coming years.

Experiential Services Growth

Experiential services generated $249 million in revenue and $26 million in adjusted EBITDA, up 6% and 14% year-over-year, respectively. The recovery in staffing levels enabled more events to be executed in the quarter.

Retailer Services Performance

Retailer Services reported an 8% growth in adjusted EBITDA to $26 million. Improved staffing levels and increased merchandising activity contributed to growth.

Cash Flow and Liquidity Position

The company ended the quarter with $103 million of cash on hand and expects stronger cash generation in the second half of the year. They maintain ample liquidity with approximately $400 million available on the untapped revolving credit facility.

Private Brand Advisory Success

Daymon, the company's private brand advisory, has won over 30 awards this year for best-in-class work, indicating strong market recognition and capability.

Centralized Labor Management System

A new centralized labor management model is set to be operational by early 2026, expected to yield a 30% lift in available hours for teammates, improving retention and productivity.

Advantage Solutions (ADV) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ADV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.15 / -	-0.123	―	―	―
Aug 07, 2025	2025 (Q2)	0.11 / 0.27	-0.27	200.00% (+0.54)
May 12, 2025	2025 (Q1)	0.06 / -0.17	0.137	-224.09% (-0.31)
Mar 07, 2025	2024 (Q4)	0.12 / -0.58	0.087	-766.67% (-0.67)
Nov 07, 2024	2024 (Q3)	0.11 / -0.12	0.121	-201.65% (-0.24)
Aug 07, 2024	2024 (Q2)	0.10 / -0.27	0.121	-323.14% (-0.39)
May 09, 2024	2024 (Q1)	0.08 / 0.14	-0.113	221.24% (+0.25)
Feb 29, 2024	2023 (Q4)	0.13 / 0.09	0.16	-45.63% (-0.07)
Nov 07, 2023	2023 (Q3)	0.13 / 0.12	0.07	72.86% (+0.05)
Aug 04, 2023	2023 (Q2)	0.10 / 0.12	0.13	-6.92% (>-0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ADV Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$1.34	$1.64	+22.39%
May 12, 2025	$1.47	$1.20	-18.37%
Mar 07, 2025	$2.36	$2.15	-8.90%
Nov 07, 2024	$3.35	$3.73	+11.34%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Advantage Solutions Inc (ADV) report earnings?

Advantage Solutions Inc (ADV) is schdueled to report earning on Nov 11, 2025, TBA (Confirmed).

What is Advantage Solutions Inc (ADV) earnings time?

Advantage Solutions Inc (ADV) earnings time is at Nov 11, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ADV EPS forecast?

ADV EPS forecast for the fiscal quarter 2025 (Q3) is 0.15.

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