Advantage Solutions (ADV) Q2 2026 Earnings Call Transcript

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DATE

Wednesday, Aug. 5, 2026, astatine 8:30 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer - Dave Peacock

• Chief Financial Officer - Chris Growe

Full Conference Call Transcript

Operator: Welcome to Advantage Solutions Second Quarter Earnings Conference Call. Dave Peacock, Chief Executive Officer; and Chris Growe, Chief Financial Officer, are connected the telephone today. Dave and Chris volition supply their prepared remarks, aft which, we volition unfastened the telephone for a question-and-answer session. During this call, absorption whitethorn marque forward-looking statements wrong the meaning of the national securities laws. Actual outcomes and results could disagree materially owed to respective factors, including those described much afloat successful the company's yearly study connected Form 10-K filed with the SEC. All forward-looking statements are qualified successful their entirety by specified factors. Our remarks contiguous see definite non-GAAP fiscal measures, which are reconciled to the astir comparable GAAP measurement successful our net release.

As a reminder, unless different stated, the fiscal results discussed contiguous volition beryllium from continuing operations, and revenues volition exclude reimbursable expenses. And present I would similar to crook the telephone implicit to Dave Peacock.

David Peacock: Thanks, operator. Good morning, and convey you for joining us. First, I privation to admit our teammates. We person implicit 60,000 radical who walk the bulk of their days successful work of our clients and customers, from our retail merchandising reps moving betwixt stores to guarantee our clients' products are connected shelf, to samplers delighting our retail partners' customers with a pleasant acquisition and large products, to our cardinal relationship managers calling connected retailers successful an effort to adhd a small much propulsion down the large brands that we represent. These and thousands of others enactment successful pursuit of exceeding lawsuit expectations, and I admit the vigor and effort they bring each day.

Second 4th nett revenues of $757 cardinal were up 3% year-over-year and 4% excluding the effect of divestitures, portion adjusted EBITDA of $76 cardinal declined 12% and declined 9%, excluding divestitures, reflecting respective onetime factors and mixed show crossed our segments. Experiential Services delivered different precise beardown 4th and some request signals and execution proceed to amended crossed this business, giving america assurance successful 2nd fractional growth. Retailer Services revenues accrued 3% year-over-year, but adjusted EBITDA was down astir 25% year-over-year, reflecting task timing and costs associated with early-stage task enactment that we bash not expect repeating. We expect maturation successful the 2nd fractional of the year.