Advantage Solutions (ADV)
NASDAQ:ADV
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.43Last Year’s EPS
6.76Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but stable picture: strong operational and financial momentum in Experiential Services, improved Retailer Services performance, robust cash generation and meaningful progress on technology, centralized labor and AI initiatives. However, significant weakness persists in Branded Services (double-digit revenue and EBITDA declines), margin mix pressures from growth concentrated in lower-margin businesses, near-term elevated DSOs related to system implementations, and ongoing macro headwinds. Management reiterated cautious full-year guidance and emphasized a timeline for realizing technology-driven efficiencies in 2027.Company Guidance
Total Company Revenue and EBITDA Growth
Total company net revenues of $723 million, up 4% year-over-year and up 4.7% on a pro forma basis (excluding divestitures). Adjusted EBITDA of $68 million, up >16% year-over-year and up 22% on a pro forma basis, driven by strong incremental margins in Experiential Services and improved Retailer Services profitability.
Experiential Services Surge
Experiential Services generated $270 million of revenue, up 22% year-over-year, and $26 million of adjusted EBITDA, up 116% year-over-year. Events grew over 19% with improved execution rates, strong incremental margins (~30%+ incremental margin noted historically) and meaningful increases in event volumes and new customer wins.
Retailer Services Improvement
Retailer Services produced $227 million of revenue (up 4% YoY) and $21 million of adjusted EBITDA (up 14% YoY). Performance benefited from new business wins, pricing, ramp of key client programs and project timing with pipeline momentum and strong conversion in retail merchandising.
Strong Cash Generation and Conversion
Generated $74 million of adjusted unlevered free cash flow in the quarter with a conversion rate of 110% for the quarter. Full-year adjusted unlevered free cash flow guidance reiterated at $250 million to $275 million and net free cash flow conversion targeted at ~25% of adjusted EBITDA.
Liquidity and Debt Reduction
Ended the quarter with $144 million in cash (up from $121 million YoY) and executed a meaningful debt paydown of roughly $130 million during the quarter. Net leverage improved to 4.2x adjusted EBITDA from 4.4x in the prior quarter and management reiterated a long-term target of 3.5x or below.
Technology, Centralized Labor and AI Initiatives
Major enterprise transformation nearing completion: last phase of SAP implementation launched, Oracle in place, Workday rollout underway. Centralized labor model (CLM) driving improved retail execution and profitability; AI-enabled staffing and scheduling tools and data-lake/ML initiatives improving hiring speed, labor utilization and workforce productivity. Management expects most efficiency benefits to be realized beginning in 2027.
Strategic Partnerships and Market Expansion
Pilot expanded with Instacart showing positive initial results for real-time signal-based merchandising and pricing/assortment decisions. Company is in active discussions to expand services beyond grocery into non-food retailers, signaling new growth avenues.
Operational Hiring and Productivity Gains
Significant increase in net hires and a meaningful reduction in cost per hire during the quarter; retention consistent with prior year. Improvements in hiring speed and onboarding supporting better execution and fixed-cost coverage in high-growth Experiential business.
ADV Earnings History
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 |
|---|---|---|---|
May 06, 2026 | $37.78 | $43.56 | +15.30% |
Mar 03, 2026 | $13.81 | $13.73 | -0.56% |
Nov 06, 2025 | $30.75 | $30.00 | -2.44% |
Aug 07, 2025 | $33.50 | $41.00 | +22.39% |
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 (ADV) report earnings?
Advantage Solutions (ADV) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is Advantage Solutions (ADV) earnings time?
Advantage Solutions (ADV) earnings time is at Aug 12, 2026, 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 2026 (Q2) is -0.43.