a.k.a. Brands (AKA) closed the last trading session at $11.1, gaining 0.1% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $20.5 indicates an 84.7% upside potential.The mean estimate comprises four short-term price targets with a standard deviation of $11.09. While the lowest estimate of $9.00 indicates a 18.9% decline from the current price level, the most optimistic analyst expec ...

Group 1 - a.k.a. Brands reported a quarterly loss of $0.34 per share, better than the Zacks Consensus Estimate of a loss of $0.46, but worse than a loss of $0.22 per share a year ago, representing an earnings surprise of +26.09% [1] - The company posted revenues of $160.52 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.66%, compared to year-ago revenues of $148.93 million [2] - a.k.a. Brands shares have declined approximately 39.7% since the beginning of the year, while the S&P 500 has gained 7.1% [3] Group 2 - The earnings outlook for a.k.a. Brands is mixed, with the current consensus EPS estimate for the coming quarter at -$0.44 on revenues of $155.12 million, and -$2.13 on revenues of $606.93 million for the current fiscal year [7] - The Zacks Industry Rank for Retail - Apparel and Shoes is currently in the bottom 22% of over 250 Zacks industries, indicating potential challenges for the stock's performance [8]

Financial Data and Key Metrics Changes - Net sales increased approximately 9.5% on a constant currency basis to $160.5 million, marking the fifth consecutive quarter of growth [6][26] - Adjusted EBITDA was $7.5 million, in line with expectations, compared to $8 million in the same period last year [8][32] - Gross margin declined 20 basis points to 57.5%, slightly ahead of expectations, impacted by elevated tariffs [28][29] - Active customer count rose to 4.13 million, a 3% increase year over year [27] Business Line Data and Key Metrics Changes - U.S. net sales grew 14% to $108 million, driven by successful merchandising and marketing initiatives [6][26] - Australia region's net sales were flat at $45.7 million, ahead of expectations due to improved margins [6][26] - Princess Polly, the largest brand, accounted for approximately half of total revenue, with strong performance in dresses and omnichannel strategy [13][16] Market Data and Key Metrics Changes - Active customers grew 3% on a trailing twelve-month basis, with global orders increasing by 7% [7] - Princess Polly's TikTok shop revenue increased by 60% year over year, indicating strong engagement on social media platforms [14] - Culture Kings in Australia saw double-digit revenue growth in the second quarter, reflecting successful turnaround efforts [22] Company Strategy and Development Direction - The company is focused on expanding its direct-to-consumer channels and enhancing brand awareness through physical retail growth and wholesale partnerships [12][17] - Plans to open 8 to 10 new Princess Polly stores in 2026, continuing to leverage data for optimal locations [7][43] - Emphasis on diversifying the supply chain to mitigate tariff impacts and enhance operational flexibility [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the macro environment and highlighted the resilience of the business model despite tariff challenges [24][25] - The company anticipates that sourcing diversification and strategic price increases will offset tariff impacts in Q4 and beyond [11][35] - Positive outlook for the second half of the year, with expectations for net sales growth between 5% to 7% [35] Other Important Information - The company ended the quarter with $23.1 million in cash and cash equivalents, down from $25.5 million a year ago [33] - Inventory levels decreased by 13% year over year, indicating improved inventory management [33] - The company is committed to long-term brand building and sustainable fashion practices, as evidenced by Princess Polly's B Corp certification [15] Q&A Session Summary Question: Thoughts on distribution model between DTC, e-commerce, and wholesale - Management highlighted the success of the omnichannel strategy, with strong growth in U.S. sales and positive customer reactions in stores [40][42] Question: Long-term sourcing structure approach - Management discussed the shift from predominantly sourcing in China to diversifying supply chains, enhancing flexibility and resilience [44][46] Question: Gross margin dynamics in the third quarter - Management confirmed a similar 120 basis point headwind from tariffs in Q3, but expected slight gross margin expansion due to improved inventory management [53][54] Question: Active customer growth and order frequency - Management attributed growth in active customers to effective engagement strategies and the test and repeat merchandising model [56][58] Question: Inventory position ahead of the holiday season - Management expressed confidence in inventory levels returning to desired positions by the holiday season, despite a lighter inventory at the end of Q2 [72][74] Question: Breakdown of U.S. business growth - Management noted strong demand across channels, with positive results from Nordstrom partnerships and retail store performance [79][80] Question: Pricing strategy across different channels - Management indicated successful pricing actions taken across brands, allowing for offsetting tariff impacts and maintaining gross margins [82][84] Question: Opportunities beyond Nordstrom for wholesale - Management acknowledged potential for expanding wholesale partnerships, particularly for Petal and Pup, while focusing on direct-to-consumer for Princess Polly [85][86]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________________________________________________________ FORM 10-Q __________________________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURI ...

Exhibit 99.1 Active Customer Growth of 3.0% on a Trailing Twelve-Month Basis Compared to the Second Quarter of 2024 SAN FRANCISCO – August 6, 2025 – a.k.a. Brands Holding Corp. (NYSE: AKA), a portfolio of next generation fashion brands, today announced financial results for the quarter ended June 30, 2025. Results for the Second Quarter "Our sourcing diversification initiatives are on schedule, and we have already received products from our new vendors and are pleased with the timelines, quality and cost. I ...

Summary of AKA Brands Conference Call Company Overview - **Company**: AKA Brands - **Brands**: Princess Polly, Petal and Pup, Culture Kings, Minimal - **Target Audience**: Next generation consumers, primarily Gen Z and Millennials, who seek fashion inspiration on social media and shop online [1][2] Core Competencies and Differentiation - **Exclusive Products**: All products are exclusive to AKA's brands, allowing for a test and repeat merchandising model that introduces new styles weekly [3][4] - **Marketing Strategy**: Focus on influencer-led marketing, particularly with smaller, authentic influencers rather than mega influencers [4] - **Brand Positioning**: - **Princess Polly**: Targets teens and college consumers with on-trend fashion at accessible prices [4] - **Petal and Pup**: Caters to a slightly older demographic (25-40 years) with elevated styles [4] - **Culture Kings**: Combines sports, music, and fashion, with a mix of first-party and exclusive third-party products [5] Market Expansion and Performance - **US Market Growth**: The US market is 17 times larger than Australia, with 70% of AKA's business now in the US. US sales grew 14% last quarter, marking the sixth consecutive quarter of growth [8][11] - **Store Openings**: Eight stores for Princess Polly are currently open, with plans to reach 13 by year-end. Stores are seen as effective for introducing new customers, with 30% of in-store customers being new to the brand [21][22] Consumer Trends and Insights - **Consumer Engagement**: Active customer count grew 8% year-over-year, with over 4 million active customers. Customers engage daily with new styles introduced weekly [26][31] - **Wholesale Partnerships**: Successful partnership with Nordstrom, with 95% of customers being new to the brands. Petal and Pup is seeing category expansion opportunities through this channel [15][16][18] Marketing and Customer Acquisition - **Marketing Spend**: Approximately 12% of sales are spent on marketing, focusing on influencer marketing and evolving content across various platforms [35][37] - **Customer Acquisition Strategy**: Focus on expanding the customer base through diverse marketing channels, including TikTok and Pinterest [27][28] Financial Performance and Projections - **Profitability**: All brands are profitable and generate cash. The company aims for low teens EBITDA margins as it scales [54][56] - **Dynamic Environment**: The company is prepared for a dynamic market environment, leveraging short lead times for product flexibility [39][42] Challenges and Opportunities - **Tariff Impact**: The company is actively working to mitigate tariff impacts by diversifying its supply chain away from China and negotiating discounts with vendors [42][43] - **Growth in Australia**: Australia has returned to growth with a 6% increase in Q1, driven by improved performance of women's brands and the Culture Kings model [44][45] Long-term Outlook - **Growth Potential**: Significant growth opportunities in the US market across online, wholesale, and store channels. The test and repeat model is expected to reduce merchandising risk and enhance gross margins [57][59] - **Future Strategy**: Continued investment in marketing and store openings, with a focus on being where customers are, whether online or in physical locations [22][60]

a.k.a. Brands Holding (AKA) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Emily Schwartz - Head - Investor Relations & CommunicationsCiaran Long - CEOKevin Grant - CFODana Telsey - CEO and Chief Research Officer Conference Call Participants Ryan Meyers - Senior Research AnalystAshley Owens - Vice President & Senior Equity Research AnalystEric Beder - CEO & Senior Research Analyst Operator Please note that this call is being recorded. I will now turn the conference over to our host, Emi ...

a.k.a. Brands Holding (AKA) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Speaker0 Please note that this call is being recorded. I will now turn the conference over to our host, Emily Schwartz, Investor Relations. Thank you. You may begin. Speaker1 Good afternoon. Thank you for joining AK Brands to discuss our first twenty twenty five results released this afternoon, which can be found on our website at ir.akabrands.com. With me on the call today is Keiran Long, Chief Executive Officer and Kevin Grant, Chi ...

__________________________________________________________________________________________________ Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q __________________________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECUR ...

a.k.a. Brands Holding Corp. First Quarter 2025 Financial Results [First Quarter 2025 Performance Highlights](index=1&type=section&id=First%20Quarter%202025%20Performance%20Highlights) a.k.a. Brands reported strong Q1 2025 performance with 10.1% net sales growth and Adjusted EBITDA more than doubling Q1 2025 Financial Highlights vs. Q1 2024 | Metric | Q1 2025 | Q1 2024 | Change | Constant Currency Change | | :--- | :--- | :--- | :--- | :--- | | Net Sales ($) | $128.7M | $116.8M | +10.1% | +12.3% | | U.S. Net Sales | - | - | +14.2% | - | | Gross Margin (%) | 57.2% | 56.2% | +1.0 ppt | - | | Net Loss ($) | $(8.4)M | $(8.9)M | Improved | - | | Adjusted EBITDA ($) | $2.7M | $0.9M | +200% | - | - The active customer base grew by **7.8%** on a trailing twelve-month basis, indicating strong brand demand[1](index=1&type=chunk)[3](index=3&type=chunk) - Omnichannel expansion is on track, with Princess Polly opening its **seventh store** in Soho, which was the strongest opening to date, and plans to open **six more stores** in 2025[3](index=3&type=chunk) - The company is encouraged by the early results from Princess Polly and Petal & Pup's wholesale debuts across Nordstrom's entire store fleet[3](index=3&type=chunk) [Financial Outlook](index=2&type=section&id=Outlook) The company issued Q2 2025 net sales guidance and updated full-year 2025 outlook for net sales and Adjusted EBITDA Q2 2025 Outlook | Metric | Guidance Range ($) | | :--- | :--- | | Net Sales | $154M - $158M | | Adjusted EBITDA | $7.0M - $8.0M | Full Fiscal Year 2025 Outlook | Metric | Guidance Range ($) | | :--- | :--- | | Net Sales | $600M - $610M | | Adjusted EBITDA | $24.0M - $27.5M | | Capital Expenditures ($) | ~$12M - $14M | [Consolidated Financial Statements](index=6&type=section&id=Consolidated%20Financial%20Statements) This section presents the unaudited condensed consolidated financial statements for Q1 2025, including income, balance sheet, and cash flows [Condensed Consolidated Statements of Income](index=6&type=section&id=CONDENSED%20CONSOLIDATED%20STATEMENTS%20OF%20INCOME) Q1 2025 net sales grew 10.1% to $128.7 million, gross margin expanded, and net loss improved Q1 2025 Income Statement Summary (in thousands) | Metric | Q1 2025 | Q1 2024 | | :--- | :--- | :--- | | Net sales | $128,657 | $116,840 | | Gross profit | $73,656 | $65,674 | | Loss from operations | $(5,383) | $(6,093) | | Net loss | $(8,350) | $(8,933) | | Net loss per share ($) | $(0.78) | $(0.85) | [Condensed Consolidated Balance Sheets](index=7&type=section&id=CONDENSED%20CONSOLIDATED%20BALANCE%20SHEETS) As of March 31, 2025, total assets were $396.6 million, with cash at $26.7 million and total debt at $119.9 million Balance Sheet Summary (in thousands) | Metric | March 31, 2025 | December 31, 2024 | | :--- | :--- | :--- | | Cash and cash equivalents | $26,679 | $24,192 | | Inventory | $94,401 | $95,750 | | Total assets | $396,569 | $385,204 | | Total debt (current + long-term) | $119,910 | $111,711 | | Total liabilities | $285,090 | $267,570 | | Total stockholders' equity | $111,479 | $117,634 | [Condensed Consolidated Statements of Cash Flows](index=8&type=section&id=CONDENSED%20CONSOLIDATED%20STATEMENTS%20OF%20CASH%20FLOWS) Q1 2025 net cash used in operating activities improved to $(1.9) million, with a net cash increase of $2.4 million Q1 2025 Cash Flow Summary (in thousands) | Metric | Q1 2025 | Q1 2024 | | :--- | :--- | :--- | | Net cash used in operating activities | $(1,875) | $(7,687) | | Net cash used in investing activities | $(3,436) | $(755) | | Net cash provided by financing activities | $7,595 | $8,899 | | Net increase (decrease) in cash | $2,392 | $(133) | [Key Operating Metrics and Non-GAAP Measures](index=9&type=section&id=KEY%20FINANCIAL%20AND%20OPERATING%20METRICS%20AND%20NON-GAAP%20MEASURES) This section presents key operational metrics and reconciles non-GAAP Adjusted EBITDA, which improved to $2.7 million in Q1 2025 [Key Operational Metrics and Regional Sales](index=9&type=section&id=Key%20Operational%20Metrics%20and%20Regional%20Sales) Q1 2025 key operational metrics show active customers grew 7.8% and orders increased 9.2%, with U.S. sales rising 14.2% Key Operational Metrics (vs. Q1 2024) | Metric | Q1 2025 | Q1 2024 | % Change | | :--- | :--- | :--- | :--- | | Active customers (millions) | 4.13 | 3.83 | +7.8% | | Average order value ($) | $78 | $77 | +1.3% | | Number of orders (millions) | 1.66 | 1.52 | +9.2% | Sales by Region (in thousands, vs. Q1 2024) | Region | Q1 2025 | Q1 2024 | % Change | | :--- | :--- | :--- | :--- | | U.S. | $88,054 | $77,138 | +14.2% | | Australia & New Zealand | $35,593 | $33,516 | +6.2% | | Rest of world | $5,010 | $6,186 | (19.0)% | | **Total** | **$128,657** | **$116,840** | **+10.1%** | [Reconciliation of Non-GAAP Financial Measures](index=10&type=section&id=RECONCILIATION%20OF%20NON-GAAP%20FINANCIAL%20MEASURES) This section reconciles GAAP net loss to non-GAAP Adjusted EBITDA, which reached $2.7 million in Q1 2025, representing a 2.1% margin Reconciliation of Net Loss to Adjusted EBITDA (in thousands) | Line Item | Q1 2025 | Q1 2024 | | :--- | :--- | :--- | | **Net loss** | **$(8,350)** | **$(8,933)** | | Total other expense, net | $2,958 | $2,821 | | Provision for income tax | $9 | $19 | | Depreciation and amortization | $4,374 | $4,298 | | Equity-based compensation | $2,059 | $1,956 | | Other adjustments | $1,615 | $713 | | **Adjusted EBITDA** | **$2,665** | **$874** | | **Adjusted EBITDA margin (%)** | **2.1%** | **0.7%** |