Advantage Solutions Inc Class A (ADV)

Advantage Solutions Inc. (ADV) has experienced a significant decline in its stock price over the past six months. As of October 17, 2025, the share price was $1.36, a decrease of 56.85% from $3.14 on October 18, 2024. The Nasdaq, S&P 500, and Dow all posted weekly gains of around 2% in late October 2025, with the Nasdaq up over 20% for the year, suggesting that ADV's decline might be company-specific or related to its industry rather than a general market downturn.

Advantage Solutions' services are seasonal, with the fourth fiscal quarter typically generating a higher proportion of its revenues. This seasonality is common in the consumer goods and retail industries, driven by holiday shopping and increased marketing activities. Adverse events such as deteriorating economic conditions, higher unemployment, increased gas prices, public transportation disruptions, public health crises, or unanticipated adverse weather could lead to lower-than-planned sales during these key revenue-producing seasons.

Advantage Solutions Inc. (ADV) provides outsourced sales, marketing, and technology solutions for consumer goods manufacturers and retailers. The company operates within the consumer goods sector, offering services to drive product sales and enhance brand presence across retail channels. Its business model provides tailored marketing, branding, and merchandising solutions to clients in the consumer goods industry. The company's major products and services are categorized into Sales and Marketing solutions. Sales Solutions include services to enhance sales in retail, foodservice, and e-commerce channels, encompassing field sales, retail operations, and account management services. Marketing Solutions involve developing marketing programs, shopper and consumer marketing solutions, digital marketing solutions, brand activation, content creation, and Advantage Media, covering promotional marketing and brand engagement strategies. Additionally, Advantage Solutions offers retail execution software, data analytics & insights platforms, e-commerce channel management, digital shelf monitoring, in-store and online sampling, retail media, private brand strategy, and supply chain solutions, serving a diverse clientele across various consumer product categories.

Advantage Solutions was founded in Irvine, California, in 1987. While its corporate headquarters relocated to St. Louis, Missouri, in 2023, it maintains its Irvine office as a collaboration hub, along with other key offices across North America. The company has expanded its operations nationally across the U.S. through numerous acquisitions and also has strategic investments in select markets throughout Africa, Asia, Australia, and Europe. Advantage Solutions serves over 4,000 Consumer Packaged Goods brands and numerous retailers with a reach spanning more than 85,000 to 100,000 locations coast to coast.

Advantage Solutions has maintained a strong brand reputation, particularly in the marketing services sector. For the 10th consecutive year, Advantage Solutions was ranked as the No. 1 Promotion and Experiential Marketing Agency Network in the United States by the Ad Age Agency Report 2023. The company also ranked No. 5 among the Largest U.S. Agencies From All Disciplines and No. 15 among the World's Largest Agency Companies. This underscores its strong reputation for delivering strategic and effective consumer experiences for its brand and retail partners.

Advantage Solutions Inc. (ADV) has a diverse ownership base, primarily composed of large institutional investors and original private equity sponsors. The company is owned by 31.18% institutional shareholders, 73.93% Advantage Solutions insiders, and 0.00% retail investors. Major institutional owners include Leonard Green & Partners, L.P., CVC Management Holdings II Ltd., and T. Rowe Price Investment Management, Inc., among others. The largest individual shareholder is Karman Topco LP, owning 179.72 million shares, representing 55.14% of the company. Timothy John Flynn and Adam Levyn are also significant insider shareholders, each holding 15.45 million shares, representing 4.74% of the company.