A.k.a. Brands Holding Corp. · NYSE:AKA
A.k.a. Brands — Q3 2026 Earnings Presentation
18 slides from A.k.a. Brands's earnings presentation, Nov 4, 2026
Slide 1: a.k.a. Brands Third Quarter 2026
a.k.a. 1 BRANDS Third Quarter 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts and can be iden
Slide 3: Who We Are
WHO WE A PORTFOLIO OF OMNICHANNEL DIFFERENTIATED OPERATING ACCELERATING THE NEXT ARE FASHION BRANDS MODEL GENERATION OF BRANDS We are operators of Our operating model is We offer unparalleled, emerging, growing built on a data-driven proven support in the fashion brands that merchandising approach,
Slide 4: The a.k.a. Difference
The a.k.a. Difference 1. Next-generation fashion brands with growing online businesses, and rapidly growing stores and wholesale penetration 2. Demand-led, exclusive fashion leading to on-trend, high quality fashion arriving every week 3. Marketing experts with innovation across 20 different platfor
Slide 5: Financials
FINANCIALS CONFIDENTIAL | Property of a.k.a. Brands © 2026 | 5
Slide 6: Financials in line with guidance
THIRD QUARTER 2026 Financials in line with guidance $161.3M 9.7% 14% 79% NET SALES NET SALES U.S. NET SALES REST OF WORLD NET GROWTH GROWTH SALES GROWTH 60.1% $8.2M 5.1% 8.8% GROSS MARGIN ADJUSTED EBITDA(1) ADJUSTED EBITDA ACTIVE CUSTOMER MARGIN(1) GROWTH (TTM) CONFIDENTIAL | Property of a.k.a. Bran
Slide 7: Net sales growth with margin expansion
THIRD QUARTER 2026 Net sales growth with margin expansion NET SALES GROSS MARGIN ADJUSTED EBITDA ACTIVE CUSTOMERS (TTM) $161.3M 60.1% $8.2M 4.43M +9.7% YoY +100 bps YoY +17% YoY +8.8% YoY U.S. +14% · ROW +79% · ANZ -7% Improved full-price selling in 5.1% margin vs. 4.8% Q3'25 Excl. wholesale; 2.12M
Slide 8: Disciplined inventory and continued deleveraging
CAPITAL STRUCTURE Disciplined inventory and continued deleveraging $15.6M $101.9M $95.4M Total Debt (Q3’26), down 8.5% from $111.3M a Cash & Equivalents (Q3’26) Inventory (Q3’26) year ago Q3 INVENTORY ($M) 120 $106.0 Inventory & Balance Sheet $100.0 $96.7 $95.4 Inventory down 1.3% YoY while net sale
Slide 9: Full-year and fourth quarter outlook
FY 2026 GUIDANCE Full-year and fourth quarter outlook FULL YEAR 2026 OUTLOOK Q4 2026 OUTLOOK $626–632M $29–30M $172–178M $7–8M FY 2026 NET SALES FY 2026 ADJ. EBITDA Q4 2026 NET SALES Q4 2026 ADJ. EBITDA 11M $16–17M 11M WA DILUTED SHARES CAPEX WA DILUTED SHARES CONFIDENTIAL | Property of a.k.a. Brand
Slide 10: Strategic Initiatives
STRATEGIC INITIATIVES CONFIDENTIAL | Property of a.k.a. Brands © 2026 | 10
Slide 11: 2026 Strategic Priorities
2026 Strategic Priorities ATTRACT & RETAIN EXPAND TOTAL STRENGTHEN CUSTOMERS ADDRESSABLE MARKET FINANCIALS Direct-to-Consumer Retail Expansion & Wholesale Partnerships Margin & Efficiency • Exclusive, trend-driven merchandising • AI implementation across functions to • 15 U.S. Princess Polly stores
Slide 12: Princess Polly 3Q26 updates
Princess Polly is a leading fashion brand delivering the latest trends, exclusive designs and lower environmental impact looks to trendsetters globally. As industry pioneers in the digital space, Princess Polly is constantly evolving and is now expanding its presence further into physical retail and
Slide 13: Princess Polly Retail Expansion
PRINCESS POLLY RETAIL EXPANSION 2023 Stores (1) 2024 Stores (5) 2025 Stores (7) 2026 Stores (4) 2027 Stores (6+) Store Highlights • Strong unit economics and brand awareness impact across fleet, 30% customers new to the brand • Opened Houston and Orlando in 3Q’26, bringing the U.S. fleet to 15 store
Slide 14: Slide 14
Slide 15: Petal & Pup 3Q26 updates
Petal & Pup is a trend-forward women's fashion brand delivering curated, feminine styles for every occasion, with a growing presence across DTC, leading wholesale partners, and international markets. 3Q26 UPDATES • Event dressing remains a signature strength: August event collection was the most suc
Slide 16: Culture Kings and mnml 3Q26 updates
/ Culture Kings is a premier experiential streetwear destination blending global fashion, music, sport, and culture through immersive retail environments and a portfolio of exclusive in-house brands including, Loiter, 73 Studio, Carré, Saint Morta, and American Thrift. mnml is a digitally-native men
Slide 17: Appendix
APPENDIX CONFIDENTIAL | Property of a.k.a. Brands © 2026 | 17
Slide 18: Adjusted EBITDA non-GAAP definitions and reconciliation
Adjusted EBITDA and Adjusted EBITDA margin are non-GAAP financial measures that management uses to assess our operating performance. Because Adjusted EBITDA and Adjusted EBITDA margin facilitate internal comparisons of our historical operating performance on a more consistent basis, we use these mea
a.k.a. Brands Holding — Q3 2026 Earnings Presentation on 6ix