ADV
Advantage Solutions Inc.0.8393
-0.0007-0.08%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms guide, details Branded path.
Q&A largely reaffirmed the prepared outlook of flat-to-low-single-digit revenue growth and flat-to-down mid-single-digit EBITDA, citing mix shifts to labor-intensive services and macro caution. Management quantified a $10M interest cost rise from the debt refinancing—SOFR plus 600bps on term loan—but stressed the 2030 extension's value outweighs it. Branded Services catalysts emerged: lapping price-driven losses, new leadership refocusing on execution basics, and a robust pipeline of mid-sized CPG wins, with some insourcing reversals. Benefits inflation hit labor hard; a new adviser targets relief. Branded stabilization matters most. Execution basics win here. Investors watch pipeline conversion amid ongoing IT spend.
Key Stats
Market Cap
273.84MP/E (TTM)
-Basic EPS (TTM)
-0.76Dividend Yield
0%Recent Filings
8-K
1-for-25 reverse split approved
Advantage Solutions stockholders overwhelmingly approved a reverse stock split on March 16, 2026, with 289M votes for a 1-for-10 to 1-for-25 ratio. Board picked 1-for-25, effective March 26 at 5 p.m. ET; trading resumes split-adjusted March 27 under ADV. Cash replaces fractions. Nasdaq compliance drives it.
8-K
Debt exchange extends maturities
Advantage Solutions Inc. subsidiary completed a debt exchange on March 11, 2026, swapping $590.58M (99%+) of 6.50% Senior Secured Notes due 2028 for $559.1M of 9.000% Senior Secured Notes due 2030 and $43.7M cash. Concurrently amended its $500M ABL facility and entered a new $1.035B first lien term loan due 2030, terminating the prior term loan. New debt extends maturities while raising rates; covenants tightened. Lenders secured 100% consent.
8-K
Q4 revenue up, EBITDA down
Advantage Solutions posted Q4 revenue up 4.5% to $932.1M yet Adjusted EBITDA fell 7.3% to $87.7M, with Experiential surging 115% while Branded and Retailer softened. Cash hit $241M after $55M divestiture proceeds and working capital gains; net leverage eased to 4.4x. Guides 2026 revenue flat to low-single-digit growth, EBITDA flat to mid-single-digit decline. Debt weighs heavy.
10-K
FY2025 10-K filing
Advantage Solutions Inc. filed its 10-K for FY2025 ended December 31, 2025, but the provided excerpt lacks financial statements, MD&A, or results of operations, omitting revenue, profitability, EPS, quarterly breakdowns, or segment performance. No topline figures, y/y deltas, Q4 momentum, margins, liquidity, or capital allocation details are disclosed. Non-GAAP metrics not disclosed in the 10-K. Board compensation policy sets $100,000 annual retainers for non-employee directors, plus committee chair fees, with $175,000 equity grants. No annual guidance provided. Client concentration risk could disrupt quarterly revenue flows.
8-K
Notes exchange succeeds
Advantage Solutions' subsidiary secured consents from holders of $589.9M (99%) of 6.50% notes due 2028, enabling exchange for 9% notes due 2030 plus cash and slashing covenants, guarantees, and collateral. Lenders backed parallel term loan amendments. Settlement hits March 11. Deal locks in flexibility.
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