A.k.a. Brands Holding Corp. · NYSE:AKA
A.k.a. Brands — FY2025 Earnings Presentation
18 slides from A.k.a. Brands's earnings presentation, Mar 5, 2026
Slide 1: a.k.a. Brands Fourth Quarter and FY 2025
a.k.a. 1 BRANDS May 2025 All Hands Fourth Quarter and FY 2025
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: FY 2025 Financial Summary
FY 2025 Financial Summary Topline growth with gross margin expansion despite macro headwinds Net Sales ($M) Gross Margin (%) Adj. EBITDA ($M) (1) 650 59 30 630 28.0 ~58.0 58 600 57.3 25 600 57 23 57 575 20 56 20 546 55.2 550 55 15 14 54 500 53 10 52 450 5 51 400 50 0 FY2023 FY2024 FY2025 FY2026E FY2
Slide 7: Q4'25 Financial Highlights
Q4’25 Financial Highlights $164M 3.1% 5.3% 1.6% NET SALES NET SALES U.S. SALES AUSTRALIA NET GROWTH GROWTH SALES GROWTH 55.6% $2.5M 1.5% 2.7% GROSS MARGIN ADJUSTED EBITDA ADJUSTED EBITDA ACTIVE CUSTOMER MARGIN GROWTH (TTM) CONFIDENTIAL | Property of a.k.a. Brands © 2026 | 7 (1)Adjusted EBITDA is a n
Slide 8: Balance Sheet & Inventory
Balance Sheet & Inventory Inventory down 10% YoY, Debt refinanced in 4Q25 to extend maturity to 2028 $20.3M $111.1M $86.2M Cash & Equivalents (YE) Total Debt (YE) Inventory (YE) vs. $24.2M at YE 2024 Maturity extended to 2028 (refinanced Oct’25) -10% YoY vs. $95.8M Inventory ($M) Inventory Improveme
Slide 9: 2026 Outlook
2026 OUTLOOK $625-635M $27-29M NET SALES ADJUSTED EBITDA(1) 11M $18-20M WA DILUTED SHARES CAPEX Q1’26 OUTLOOK $130-132M $1.5-2M NET SALES ADJUSTED EBITDA(1) 10.8M WA DILUTED SHARES (1)Adjusted EBITDA is a non-GAAP measure. See appendix for definitions and reconciliations to the nearest GAAP measures
Slide 10: 2026 Strategy
2026 STRATEGY 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 eight leases for new Princess • AI implementation across functi
Slide 12: Princess Polly brand performance 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 (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 14: Slide 14
Slide 15: Petal & Pup performance and 2026 strategy
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. 2025 PERFORMANCE • Solid performance led by strength in dresses and event wear • Nordstrom wholesale
Slide 16: Culture Kings and mnml performance and strategy
/ 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 © 2025 | 17
Slide 18: Reconciliation of Non-GAAP Financial Measures
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES(in thousands, except per share data)(unaudited) Adjusted EBITDA and Adjusted EBITDA Margin Adjusted EBITDA and Adjusted EBITDA margin are non-GAAP financial measures that management uses to assess our operating performance. Because Adjusted EBITDA and Ad