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SAN FRANCISCO - Instacart (NASDAQ:CART) and Advantage Solutions (NASDAQ:ADV), a retail services provider with a market capitalization of $508 million, announced Monday a strategic partnership aimed at helping consumer packaged goods companies improve their in-store product execution. According to InvestingPro data, ADV’s stock is currently trading below its Fair Value, suggesting potential upside opportunity for investors.
The new offering combines Instacart’s in-store audit capabilities with Advantage’s retail execution services. Under the partnership, Instacart’s community of approximately 600,000 shoppers will perform in-store audits checking product availability, pricing, placement, and display execution. These audits will generate alerts for Advantage field teams, who will then address high-priority issues. With annual revenues of $3.53 billion and a healthy current ratio of 1.96, Advantage Solutions demonstrates strong operational scale and liquidity to support this initiative.
The companies said the solution allows CPGs to quickly identify and resolve shelf problems such as out-of-stocks and display compliance issues. After Advantage teams complete necessary actions, Instacart shoppers can validate the execution, providing verification of performance.
"Managing in-store inventory is one of the most costly and complex challenges in grocery, and when products aren’t on shelves, everyone loses," said Andrew Nodes, VP and GM of Instacart Business & Supply Chain, in a press release statement.
Dave Peacock, CEO of Advantage Solutions, said the partnership combines "Instacart’s shopper community and technology with Advantage’s relentless retail execution and industry connectivity."
The companies have already launched a pilot program and plan to expand the partnership in 2026. The service creates additional earning opportunities for Instacart shoppers while providing CPGs with real-time visibility into store conditions. Despite recent market volatility causing a 10.34% decline in ADV’s stock price over the past week, analysts maintain a positive outlook with price targets ranging from $2 to $4 per share. Get deeper insights and access to 12 additional ProTips for ADV with a subscription to InvestingPro.
Instacart partners with more than 1,800 retail banners across nearly 100,000 North American stores, while Advantage Solutions provides omnichannel retail services for CPG brands and retailers.
In other recent news, Advantage Solutions reported its Q2 2025 earnings, which showed a mixed performance. The company revealed an earnings per share (EPS) of -$0.09, missing the forecasted $0.12, representing a surprise of -175%. However, Advantage Solutions exceeded revenue expectations, posting $873.71 million against the anticipated $811.72 million. In personnel changes, Advantage Solutions appointed Jeff Harsh as the Chief Operating Officer of its Branded Services segment. Harsh brings extensive experience from his 28-year tenure at The Hershey Company and will report to CEO Dave Peacock. Additionally, the company announced a transition agreement with former executive Andrea Young, significantly reducing her salary from $525,000 to $60,000 annually. Young will remain in a non-executive capacity through August 15, 2026, and is entitled to severance benefits, including cash severance and continued health insurance coverage. These developments reflect ongoing strategic adjustments within Advantage Solutions.
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