AI Earnings Predictions for a.k.a. Brands Holding Corp. (AKA)

EX-99.1

2 exhibit991-q22026earningsr.htm

EX-99.1

Document

Exhibit 99.1

a.k.a. Brands Holding Corp. Reports Second Quarter 2026 Financial Results

Reiterates Full Year 2026 Outlook

Princess Polly Targets a Minimum of 100 U.S. Stores Long Term

Culture Kings Signs Puerto Rico Store Lease, Nears Agreement on New Store in Major U.S. Market

SAN FRANCISCO – August 5, 2026 – a.k.a. Brands Holding Corp. (“a.k.a. Brands” or the “Company”) (NYSE: AKA), a portfolio of next generation fashion brands, today announced financial results for the quarter ended June 30, 2026.

Results for the Second Quarter

•Net sales decreased 0.3% to $160.1 million, compared to $160.5 million in the second quarter of 2025, down 5.3% on a constant currency basis1.

•Net loss was $0.2 million, or $(0.01) per share, in the second quarter of 2026, compared to net loss of $3.6 million, or $(0.34) per share, in the second quarter of 2025.

•Adjusted EBITDA2 was $8.7 million in the second quarter of 2026, compared to $7.5 million in the second quarter of 2025.

“Our second quarter results further validate that a.k.a. Brands has been fundamentally repositioned to deliver profitable, durable growth,” said Ciaran Long, Chief Executive Officer, a.k.a. Brands. “We generated net sales of $160.1 million and delivered adjusted EBITDA growth of 16% year-over-year to $8.7 million, driven by expanded distribution across stores, wholesale and marketplace, a strengthened operational foundation, and continued financial discipline across the business. We also ended the quarter with our strongest balance sheet since becoming a public company, providing increased flexibility to invest in both growth and profitability.

“For the quarter, we delivered on our growth expectations in the U.S. and Rest of World, with net sales up 2% and more than 50%, respectively, while ANZ was pressured by a challenging macro backdrop and a tough prior-year comparison from the clearance of non-go forward goods. Importantly, quarter to date momentum has accelerated in all regions, with overall net sales growth in the high-single-digits alongside healthy margins, giving us continued confidence in our outlook for the second half.

“Our brands advanced their strategic priorities this quarter. Princess Polly’s Grove pop-up exceeded expectations, and the brand remains on track for four new U.S. stores by year end and up to ten more in 2027, with a long-term opportunity for at least 100 U.S. stores. Our new U.K. distribution center is elevating the customer experience, accelerating growth in the UK and reinforcing Princess Polly’s international growth potential. Petal & Pup continues to build distribution of its expanding lifestyle assortment by adding more specialty wholesale partners. Our streetwear brands, led by Culture Kings, announced plans to open its first U.S. store since 2022, and Culture Kings’ continued shift toward a full-price, test-and-repeat model meaningfully helped expand margins across the group. We remain confident that our omnichannel expansion and strengthened financial foundation position us for sustainable, profitable growth over the long term,” concluded Long.

Second Quarter Financial Details

•Net sales decreased 0.3% to $160.1 million, compared to $160.5 million in the second quarter of 2025. The decrease was driven by a 0.5% decrease in the number of orders. On a constant currency basis1, net sales decreased 5.3%.

•Gross margin was 61.1%, compared to 57.5% in the second quarter of 2025. The increase in gross margin was primarily driven by lower tariff rates and the improved full price selling on our streetwear brands.

1 In order to provide a framework for assessing the performance of our underlying business, excluding the effects of foreign currency rate fluctuations, we compare the percent change in the results from one period to another period using a constant currency methodology wherein current and comparative prior period results for our operations reporting in currencies other than U.S. dollars are converted into U.S. dollars at constant exchange rates (i.e., the rates in effect on December 31, 2025, which was the last day of our prior fiscal year) rather than the actual exchange rates in effect during the respective periods.

2 See additional information at the end of this press release regarding non-GAAP financial measures.

•Selling expenses were $47.8 million, compared to $45.4 million in the second quarter of 2025. Selling expenses were 29.9% of net sales, compared to 28.3% of net sales in the second quarter of 2025. The increase was primarily driven by an increase in store selling expenses as our retail footprint expands.

•Marketing expenses were $21.4 million, compared to $19.9 million in the second quarter of 2025. Marketing expenses were 13.3% of net sales, compared to 12.4% of net sales in the second quarter of 2025.

•General and administrative (“G&A”) expenses were $27.5 million, compared to $27.5 million in the second quarter of 2025.

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aka-202603050001865107false00018651072026-03-052026-03-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 5, 2026

a.k.a. Brands Holding Corp. (Exact name of Registrant as Specified in Its Charter)

Delaware001-4082887-0970919 (State or Other Jurisdiction of Incorporation)(Commission File Number)(IRS Employer Identification No.)

100 Montgomery Street, Suite 2270 San Francisco, California 94104 (Address of Principal Executive Offices, including Zip Code) 415-295-6085 (Registrant’s Telephone Number, Including Area Code) N/A (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below): ☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each class: Trading Symbol(s): Name of each exchange on which registered: Common Stock, par value $0.001 per share AKA New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☒

Item 2.02 Results of Operations and Financial Condition.

On March 5, 2026, a.k.a. Brands Holding Corp. (the "Company") issued a press release announcing its financial results for the fiscal quarter and year ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. In accordance with General Instructions B.2 and B.6 of Form 8-K, the information contained in Items 2.02 and 7.01 of this Current Report on Form 8-K and Exhibit 99.1 hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 7.01 Regulation FD Disclosure.

The disclosure contained in Item 2.02 is incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits.

(d)    Exhibits. The following exhibits are filed as part of this report:

Exhibit No.Description 99.1Press release dated March 5, 2026

104Cover page interactive data file (embedded within the inline XBRL document)

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

a.k.a. Brands Holding Corp.

Date: March 5, 2026 By:/s/ Ciaran Long Name:Ciaran Long Title:Chief Executive Officer

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