A.k.a. Brands Holding Corp. · NYSE:AKA
A.k.a. Brands — Q1 2026 Earnings Presentation
20 slides from A.k.a. Brands's earnings presentation, May 12, 2026
Slide 1: a.k.a. Brands First Quarter 2026
a.k.a. 1 BRANDS First Quarter 2026
Slide 2: Note on Forward-Looking Statements
Note on 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
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: Q1'26 Financial Highlights
Q1’26 Financial Highlights $132.5M 3.0% 3.2% 3.8% NET SALES NET SALES U.S. NET SALES AUSTRALIA NET GROWTH GROWTH SALES GROWTH 59% $5.1M 3.9% 3.1% ADJUSTED GROSS ADJUSTED EBITDA (1) ADJUSTED EBITDA ACTIVE CUSTOMER MARGIN (1) MARGIN(1) GROWTH (TTM) (63.1% reported gross margin) CONFIDENTIAL | Property
Slide 7: Q1 2026 Tariff and One-Time Adjustments
Q1 2026 Tariff and One-Time Adjustments Background • a.k.a. Brands paid $25.8M in IEEPA tariffs since inception, $18.6M flowing through COGS and $7.2M capitalized in inventory. • Following the Supreme Court's decision to overturn the tariffs, the Company submitted a refund claim with CBP and recogni
Slide 8: Q1 2026 Financial Summary
Q1 2026 Financial Summary (1) Q1 Net Sales ($M) Q1 Gross Margin (%) Q1 Adj. EBITDA ($M) 135.0 64.0 6.0 132.5 63.1 5.1 130.0 128.7 62.0 5.0 125.0 60.0 (1) 59.0 4.0 120.5 120.0 58.0 57.2 116.8 56.9 56.2 3.0 2.7 115.0 56.0 2.2 2.0 110.0 54.0 0.9 1.0 105.0 52.0 100.0 50.0 0.0 Q1'23 Q1'24 Q1'25 Q1'26 Q1'
Slide 9: Balance Sheet & Inventory
Balance Sheet & Inventory $12.9M $109.6M $67.7M Cash & Equivalents (Q1’26) Total Debt (Q1’26) Inventory (Q1’26) Inventory ($M) Inventory Improvement Story 120 112.5 • Inventory down 28% YoY to $67.7M, including $12M strategic 110 write-off of legacy streetwear inventory 100 94.4 • Inventory down 21.
Slide 10: 2026 Outlook
2026 OUTLOOK $625-635M $30-32M NET SALES ADJUSTED EBITDA(1) 11M $18-20M WA DILUTED SHARES CAPEX Q2’26 OUTLOOK $160-164M $8.5-9M NET SALES ADJUSTED EBITDA(1) 10.9M WA DILUTED SHARES (1)Adjusted EBITDA is a non-GAAP measure. See appendix for definitions and reconciliations to the nearest GAAP measures
Slide 11: Strategic Initiatives
STRATEGIC INITIATIVES 11 CONFIDENTIAL | Property of a.k.a. Brands © 2026 | 11
Slide 12: 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 eight leases for new Princess • AI implementation across functi
Slide 13: Princess Polly
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 14: Princess Polly Retail Expansion
PRINCESS POLLY RETAIL EXPANSION 2023 Stores (1) 2024 Stores (5) 2025 Stores (7) Signed Leases (8) 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 • E
Slide 15: Slide 15
Slide 16: Petal & Pup
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. 1Q26 UPDATES • Solid Q1 performance; event dressing highest-growth category across all regions and c
Slide 17: Culture Kings and mnml
/ 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 18: Appendix
APPENDIX 18 CONFIDENTIAL | Property of a.k.a. Brands © 2026 | 18
Slide 19: Adjusted EBITDA and Adjusted EBITDA margin definitions
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
Slide 20: Adjusted Gross Margin definition
Adjusted Gross Margin is a non-GAAP financial measure that management uses to assess our operating performance. Because Adjusted Gross Margin facilitates internal comparison of our historical operating performance on a more consistent basis, we use this measure for business planning purposes. We als
a.k.a. Brands Holding — Q1 2026 Earnings Presentation on 6ix