Advantage Solutions Inc (NAS:ADV)

Q2 2026 Advantage Solutions Inc Earnings Call Transcript

Aug 5, 2026 / 12:30 PM GMT

Release Date Price: $33.02 (-20.85%)

Transcript

Key Points

Positve

Experiential Services delivered another very strong quarter with event volumes up 18% and revenue growth of 19%, driven by robust demand for product demonstrations.
The company is reiterating its full-year 2026 revenue and adjusted EBITDA guidance, reflecting confidence in its growth initiatives.
Cash generation remains solid, with adjusted unlevered free cash flow of $19 million in Q2 and a strong first-half conversion rate of 79% of adjusted EBITDA.
The company is making progress on its AI integration, with several pilots aimed at improving efficiency and execution, such as photo verification and event manager compliance tools.
CPG merchandising projects in branded services showed encouraging growth, with project work increasing to nearly 25% of total work in the first half, up from 15% a year ago.

Negative

Branded Services revenue declined 13% year-over-year, with adjusted EBITDA down 36%, as the recovery is taking longer than expected due to constrained CPG spending and client insourcing.
Retailer Services adjusted EBITDA decreased approximately 25% year-over-year, impacted by project timing, a difficult comparison, and higher execution costs on new projects.
Overall adjusted EBITDA declined 12% year-over-year, reflecting one-time factors and mixed performance across segments.
Net debt levels remain elevated at approximately 4.5 times trailing EBITDA, indicating a high leverage position.
The company faces ongoing margin pressure due to business mix, with faster-growing Experiential Services having lower margins, which is expected to continue impacting profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ADV.OQ - Advantage Solutions Inc.
Q2 2026 Advantage Solutions Inc Earnings Call
Aug 05, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Advantage Solutions Second Quarter Earnings Conference Call. Dave Peacock, Chief Executive Officer, and Chris Grohe, Chief Financial Officer, are on the call today. Dave and Chris will provide their prepared remarks after which we will open the call for a question-and-answer session. During this call, management may make forward-looking statements within the meaning of the federal securities laws.

Actual outcomes and results could differ materially due to several factors. Including those described more fully in the company's annual report on Form 10-K filed with the SEC.

All forward-looking statements are qualified in their entirety by such factors. Our remarks today include certain non-GAAP

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