a.k.a. Brands Holding Corp.

NYSE•AKA

CEO: Mr. Ciaran Joseph Long

Sector: Consumer Cyclical

Industry: Specialty Retail

Listing Date: 2021-09-22

a.k.a. Brands Holding Corp. operates a portfolio of online fashion brands in the United States, Australia, and internationally. The company offers streetwear apparel, dresses, tops, bottoms, shoes, headwear, and accessories through its online stores under the Princess Polly, Petal & Pup, Culture Kings, and mnml brands. It also operates physical stores under the Culture Kings brand. The company was founded in 2018 and is headquartered in San Francisco, California. a.k.a. Brands Holding Corp. is a subsidiary of New Excelerate, L.P

Contact Information

100 Montgomery Street, Suite 2270, San Francisco, CA, 94104, United States

415-295-6085

www.aka-brands.com

Market Cap

$100.09M

P/E (TTM)

-3.2

35.5

Dividend Yield

52W High

$16.90

52W Low

$7.00

52W Range

23%

Rank56Top 81.7%

2.5

F-Score

Modified Piotroski Analysis

Based on 6-year fundamentals

Weak • 2.5 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2020-2025

Financial Dashboard

Q4 2025 Data

Revenue

$163.95M+0.00%

4-Quarter Trend

EPS

-$1.35+0.00%

4-Quarter Trend

FCF

-$3.04M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Sales Increased 4% Net sales reached $600.2M in 2025, driven by 6% order growth, partially offset by lower average order value.

U.S. Sales Show Stronger Growth U.S. net sales grew 7% to $394.3M, outpacing overall revenue growth, reflecting successful domestic expansion efforts.

Gross Margin Expanded 30 BPS Gross margin expanded 30 basis points to 57% due to higher retail mix and full-price selling strategies implemented.

Customer Base Expanded Attracted 4.2 million active customers, a 3% increase year-over-year, while order volume increased 6% to 7.77M.

Risk Factors

China Sourcing Concentration Risk Reliance on China-based suppliers exposes operations to political uncertainty, tariffs, and potential supply chain disruptions.

Rapid Consumer Preference Shifts Industry demands quick adaptation to trends; failure to anticipate shifts risks customer relationship harm and diminished brand loyalty.

Inventory Management Challenges Ineffective inventory forecasting or failure to manage brand expansion risks obsolescence and adverse profit margin impacts.

Material Legal Settlement Paid Settled copyright infringement claims for $16.5M total cost, including $1.1M paid in 2025, impacting liquidity.

Outlook

Accelerate Omnichannel Store Growth Plan to open 8 to 10 additional Princess Polly stores across the U.S. and Australia during 2026.

Focus on International Expansion Intend to launch Princess Polly distribution in the U.K. in 2026 to meet European customer demand and lead times.

Drive Operational Efficiencies Will invest in AI and automation leveraging collective scale to reduce variable costs and enhance overall portfolio profitability.

Continue Brand Acquisition Strategy Maintain a strong pipeline evaluating potential targets that demonstrate profitability and strong customer followings for scaling.

Peer Comparison

Revenue (TTM)

SPWH

$1.21B

-1.1%

CURV

$1.04B

-7.3%

CAAS

$725.26M

+16.7%

Gross Margin (Latest Quarter)

DIBS

73.5%

+3.4pp

PLBY

73.3%

+5.7pp

BARK

60.4%

-2.4pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
DIBS	$199.91M	-14.4	-14.4%	14.1%
PLBY	$165.26M	-15.5	754.2%	8.1%
BARK	$142.76M	-4.4	-35.9%	37.8%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

8.4%

Steady Growth

4Q Net Income CAGR

N/M

Profitability Shift

Cash Flow Stability

75%

Volatile Cash Flow

Deep Research

Next earnings:May 12, 2026

EPS:-$0.94

Revenue:$131.17M

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data