Advantage Solutions

Q2 FY2026 EarningsQ2 FY26 revenue of $889.5M slightly beat consensus by 0.24%, driven by strong 19.7% YoY growth in Experiential Services. However, GAAP Net Loss of -$62.7M was significantly wider than the expected -$31.2M, impacted by higher execution costs and a $20.4M debt financing charge. While management reiterated full-year revenue and Adjusted EBITDA guidance, the ongoing pressure in Branded Services and temporary headwinds in Retailer Services indicate a fragile recovery path.