A.k.a. Brands Holding Corp. · NYSE:AKA
A.k.a. Brands — Q2 2026 Earnings Presentation
18 slides from A.k.a. Brands's earnings presentation, Jul 31, 2026
Slide 1: a.k.a. Brands Second Quarter 2026
a.k.a. 1 BRANDS Second 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 | 55
Slide 6: Q2'26 Financial Highlights
Q2’26 Financial Highlights $160.1M 0.3% 2.1% 50.5% NET SALES NET SALES U.S. NET SALES REST OF WORLD NET DECLINE GROWTH SALES GROWTH 61.1% $8.7M 5.5% 4.4% GROSS MARGIN ADJUSTED EBITDA (1) ADJUSTED EBITDA ACTIVE CUSTOMER (1) MARGIN GROWTH (TTM) CONFIDENTIAL | Property of a.k.a. Brands © 2026 | 6 (1) A
Slide 7: Q2 2026 Financial Summary
Q2 2026 Financial Summary (1) CONFIDENTIAL | Property of a.k.a. Brands © 2026 | 7 (1) See appendix for definitions and reconciliations to the nearest GAAP measures.
Slide 8: Balance Sheet & Inventory
Balance Sheet & Inventory $21.1M $99.9M $79.9M Cash & Equivalents (Q2’26) Total Debt (Q2’26) Inventory (Q2’26) Inventory Improvement Story • Inventory down 14% YoY to $79.9M • Inventory down 7% since the end of FY 2025 • Improved inventory turns; streetwear business fully -14% transitioned to test &
Slide 9: 2026 Outlook
2026 OUTLOOK $625-635M $30-32M NET SALES ADJUSTED EBITDA(1) 11M $18-20M WA DILUTED SHARES CAPEX Q3’26 OUTLOOK $160-164M $8-8.5M NET SALES ADJUSTED EBITDA(1) 11M WA DILUTED SHARES (1) Adjusted EBITDA is a non-GAAP measure. See appendix for definitions and reconciliations to the nearest GAAP measures.
Slide 10: Strategic Initiatives
STRATEGIC INITIATIVES 10 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 • Signed nine leases for new Princess • AI implementation across function
Slide 12: Princess Polly: 2Q26 Updates and 2026 Strategy
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) Signed Leases (9) 2025 Store Highlights • 7 new U.S. locations opened in 2025; all exceeding 4-wall profitability goals • Strong unit economics and brand awareness impact across fleet, 30% customers new to the brand • Each
Slide 14: Slide 14
Slide 15: Petal & Pup 2Q26 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. 2Q26 UPDATES • Solid performance with continued expansion into wholesale and marketplace distributio
Slide 16: Culture Kings and mnml 2Q26 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 17 CONFIDENTIAL | Property of a.k.a. Brands © 2026 | 17
Slide 18: Adjusted EBITDA and Adjusted EBITDA Margin Non-GAAP Measures
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 meas
a.k.a. Brands Holding — Q2 2026 Earnings Presentation on 6ix