What is the revenue and EPS growth rate for a.k.a. Brands year over year?

Did a.k.a. Brands beat or miss consensus estimates last quarter?

What is the market's earnings forecast for a.k.a. Brands next quarter?

What factors drove the changes in a.k.a. Brands's revenue and profit?

What were the key takeaways from a.k.a. Brands's earnings call?

What does a.k.a. Brands do and what are its main business segments?

What were the key takeaways from a.k.a. Brands’s earnings call?

What is a.k.a. Brands's gross profit margin?

- **Topline Growth**: FY25 net sales +4.4% to $600M, U.S. region up 7% (66% of total). Q1 2026 tracking mid-single-digit growth.
- **Margin Expansion**: FY25 gross margin +30bps to 57.3% despite 100bps tariff headwinds. FY26 adj. EBITDA guidance $27-29M (+37-47% YoY).
- **Operational Strength**: Inventory down 10% YoY, 50% U.S. sourcing outside China. Culture Kings test-and-repeat model driving 10% SKUs sold-out in 14 days.
- **Growth Catalysts**: 8 new U.S. stores for Princess Polly, AI-driven efficiency, and U.K. market expansion.

**【CEO Summary Section】**
- Full-year net sales grew 4.4% to $600 million, with U.S. region contributing 66% of revenue (up 7% YoY). Princess Polly drove over half of the portfolio, with double-digit net sales growth and 7 new U.S. stores opened in 2025. Culture Kings and mnml saw improved inventory management (10% YoY decline) and test-and-repeat merchandising. 
- Supply chain diversification achieved 50% U.S. sourcing outside China, mitigating 100bps tariff headwinds. Gross margin expanded 30bps to 57.3% despite tariffs. 
- 2026 priorities: AI-driven efficiency (e.g., inventory optimization, marketing), U.S. expansion (8 new Princess Polly stores), and international growth (Australia, U.K.). Q1 2026 net sales growth tracking mid-single digits.

**【CFO Financial Commentary】**
- Q4 2025 net sales $164M (3.1% YoY), FY25 adj. EBITDA $19.7M (3.3% of sales). FY26 guidance: $625-635M net sales (+4.2-5.8%), adj. EBITDA $27-29M (vs. $19.7M in 2025). 
- Key metrics: 
  - Inventory down 10% YoY to $86.2M
  - 2026 EBITDA expansion driven by gross margin recovery (tariffs normalized) and operating leverage
  - Q1 2026 adj. EBITDA $1.5-2M (vs. $2.5M in Q4 2025)

**【Q&A Key Highlights】**
1. **EBITDA Growth Drivers**: CFO Kevin Grant cited 120bps EBITDA expansion (gross margin recovery + expense leverage), with 100bps from gross margin and 20bps from OpEx. 
2. **Retail Channel Mix**: CEO Ciaran Long noted stores generate higher gross margins than online, with 13 U.S. Princess Polly stores (4-wall profitability) and 8 new leases signed. 
3. **Inventory Management**: 10% YoY decline driven by Culture Kings' test-and-repeat model, enabling faster replenishment and lower markdowns. 
4. **Australia Recovery**: 4Q 2025 Australia sales +1.6%, with Culture Kings testing new 5,000 sq.ft. format in Brisbane for U.S. replication.

a.k.a. Brands Holding Corp. (AKA) Q4 2025 Earnings Call Transcript

- **Q3 Results**: $147M net sales (-2% YoY) due to supply chain disruptions, but +4.4% on 2-year stack. Adjusted EBITDA $7M, gross margin 59.1% (+110bps YoY).
- **Supply Chain Recovery**: Q4 sales tracking +low single digits as inventory normalizes. AOV rebounding in Q4 with better in-stock levels.
- **Brand Momentum**: Princess Polly TikTok impressions +80M, Culture Kings exclusive collaborations, Petal & Pup India launch.
- **Financial Strength**: $23-23.5M FY25 EBITDA guidance, debt refinanced to 2028, cash flow +$21M YoY.
- **Strategic Focus**: AI integration (ChatGPT checkout), store expansion, and supply chain diversification driving long-term growth.

**【CEO Summary Section】**
- **Revenue Performance**: Q3 net sales of $147 million (-2% YoY) due to supply chain disruptions, but +4.4% on a 2-year stack. Year-to-date net sales up 5%.
- **Supply Chain Challenges**: Temporary inventory constraints caused out-of-stocks, impacting AOV (-3.7%) and sales. Q4 in-stock levels improving, with 4Q sales tracking +low single digits.
- **Brand Highlights**: 
  - **Princess Polly**: 11th U.S. store opened, TikTok impressions +80M, Australia store launch pending. Q3 U.S. & Australia sales strong despite headwinds.
  - **Petal & Pup**: Strong wholesale growth (Nordstrom +3x YoY), India launch on Nykaa Fashion.
  - **Culture Kings**: Gross margin expansion, exclusive collaborations (Alpha Industries, Von Dutch). Q4 Formula 1 & One Piece collections planned.
- **AI Integration**: Testing ChatGPT instant checkout, image editing tools, and customer experience workflows across brands.

**【CFO Financial Commentary】**
- **Profitability**: Adjusted EBITDA $7M (Q3) / $17M (YTD), up 100bps in gross margin to 59.1%. FY25 EBITDA guidance $23-23.5M.
- **Balance Sheet**: $23.4M cash, debt $111.3M (down 7% YoY). Refinanced credit facility to 2028 with $85M term loan.
- **Key Metrics**: 
  - Inventory $96.7M (-8.8% YoY), expected flat YoY by end-2025.
  - Active customers 4.07M (+50bps YoY), AOV $78 (down 3.7% YoY).
  - Gross margin guidance 56.6-57% for Q4, 57.6-57.7% FY25.

**【Q&A Key Highlights】**
- **Inventory Normalization**: Q4 inventory improving, tracking flat YoY by year-end. AOV rebounding in Q4 with better in-stock levels.
- **Store Strategy**: 12 Princess Polly stores (11 U.S., 1 Australia), 8-10 more planned for 2026. Culture Kings expanding exclusive collaborations.
- **Marketing Efficiency**: Pulled back spend during Q3 out-of-stocks, resuming in Q4 with normalized inventory.
- **Australia Growth**: 3Q of positive comps, Culture Kings first-party brands driving mid-single-digit growth.
- **Supply Chain Diversification**: Reduced China exposure, new suppliers in multiple regions with quality, pricing, and delivery capabilities.


a.k.a. Brands Holding Corp. (AKA) Q3 2025 Earnings Call Transcript

- **Revenue Growth**: 9.5% YoY to $160.5M, U.S. up 14%, Australia flat. Active customers +3%.
- **Brand Expansion**: 10 Princess Polly stores, 8-10 more in 2026. Petal & Pup Nordstrom sales strong.
- **Supply Chain**: Tariff mitigation via diversification and price increases; 90%+ new product outside China.
- **Financial Health**: Debt down 1.6x to $108M, inventory -13%. Full-year EBITDA guidance $24.5-27.5M.
- **Tariff Outlook**: Q3 gross margin 57.6-57.8%, offset from Q4 via diversification.

**【CEO Summary Section】**
- **Revenue Growth**: Net sales rose 9.5% year-over-year to $160.5 million, driven by 14% U.S. growth and stable Australia performance. Active customers increased 3% to 4.13 million.
- **Brand Momentum**: Princess Polly expanded its retail footprint with 3 new stores (total 10), while Petal & Pup saw strong Nordstrom sales. Culture Kings' in-house brands grew double digits in Australia.
- **Supply Chain Resilience**: Tariff mitigation via vendor discounts, diversification (e.g., new global manufacturing partner), and strategic price increases (5-8% U.S. brands) will offset current tariffs from Q4 onward. New sourcing structure reduces China reliance and improves lead times.
- **Expansion Plans**: 8-10 Princess Polly stores planned for 2026, including Australia debut. Omnichannel strategy (e.g., TikTok Shop, Twitch ads) drives engagement, with 30% of store shoppers new to brand.

**【CFO Financial Commentary】**
- **Financial Highlights**: GAAP net sales $160.5M (+7.8% YoY), adjusted EBITDA $7.5M (in line with expectations). Gross margin 57.5% (-20bps YoY) due to tariffs, with 120bps headwind expected in Q3.
- **Leverage Reduction**: Debt down 1.6x YoY to $108.7M, leverage 3.5x vs. 5.5x. Inventory reduced 13% to $92.5M, reflecting healthier streetwear levels.
- **Guidance Update**: Full-year net sales $608-612M (+5-7%), EBITDA $24.5-27.5M. Q3 net sales $154-158M, EBITDA $7.3-7.7M.

**【Q&A Highlights】**
- **Distribution Strategy**: Omnichannel (DTC, stores, wholesale) balances growth and profitability. Nordstrom partnerships (Petal & Pup, Princess Polly) drive brand awareness and full-price selling.
- **Sourcing Progress**: 90%+ of new product sourced outside China, with quality and cost improvements. Test-and-repeat model enables rapid response to trends.
- **Tariff Impact**: Q3 gross margin 57.6-57.8% (120bps tariff headwind). Q4+ offset via diversification and price increases, assuming no rate changes.
- **Debt Management**: Confident in refinancing $108M debt due 2026, with focus on cash generation and leverage reduction.

a.k.a. Brands Holding Corp. (AKA) Q2 2025 Earnings Call Transcript

- **Revenue Beat**: 12% constant currency growth ($129M) driven by 14% U.S. expansion and 6% Australia rebound.
- **Profitability Surge**: Adjusted EBITDA up 200% YoY to $2.7M, gross margin +100bps to 57.2%.
- **Tariff Mitigation**: Q4 China exit via Vietnam/Turkey production, selective price increases, and vendor discounts.
- **Customer Growth**: Active base +7.8% YoY, 8% trailing 12-month expansion.
- **Key Risks**: Q2/Q3 margin pressure from tariffs, offset by Q4 normalization and omni-channel expansion.

**【CEO Summary Section】**
- **Revenue Growth**: Q1 net sales rose 12% on a constant currency basis to $129 million, driven by 14% U.S. growth and 6% Australia/New Zealand expansion.
- **Customer Engagement**: Active customer base increased 7.8% YoY to 4.13 million, with 8% growth in trailing 12 months.
- **Supply Chain Diversification**: 3-pronged tariff mitigation strategy includes China discounts, Vietnam/Turkey production shift (Q4 exit), and selective price increases.
- **Brand Momentum**: Princess Polly opened 7th U.S. store, Petal & Pup expanded to Nordstrom, and Culture Kings in-house brands grew 40% in Australia.

**【CFO Financial Commentary】**
- **Profitability**: Adjusted EBITDA of $2.7 million (vs. $0.9 million YoY), gross margin expanded 100bps to 57.2%.
- **Expense Management**: Selling expenses rose 11.7% due to store openings, but G&A increased 13.2% due to wage growth.
- **Guidance**: Full-year net sales $600-610 million (4-6% growth), adjusted EBITDA $24-27.5 million. Q2 net sales $154-158 million, EBITDA $7-8 million.
- **Balance Sheet**: Cash $26.7 million, net debt $93.2 million, inventory $94.4 million (3% YoY growth).

**【Q&A Highlights】**
- **Tariff Impact**: Q2/Q3 gross margin pressure expected, with normalized margins in Q4 post-China exit.
- **Customer Behavior**: AOV stable at $78, growth driven by order volume rather than price.
- **Store Expansion**: 13 U.S. Princess Polly stores by year-end, with 30% new customers per store opening.
- **Wholesale Growth**: Petal & Pup in Dillard’s and Stitch Fix, Culture Kings U.S. store pipeline expanding.

a.k.a. Brands Holding Corp. (AKA) Q1 2025 Earnings Call Transcript

- **Record 2024 Performance**: $575M sales (+5.2%), 69% EBITDA growth, 200bps gross margin expansion. U.S. sales up 17%, 4M+ active customers.
- **2025 Growth Plan**: $600M+ sales target, 7 new stores, expanded wholesale with Nordstrom. Culture Kings in-house brands like Loiter driving >100% growth.
- **Resilience to Tariffs**: Flat gross margin guidance offset by 6% sales growth. Test-and-repeat model reduces markdown risk, inventory growth < sales growth.
- **Key Drivers**: Direct-to-consumer expansion (30% new store customers), AI-driven personalization, and disciplined cost control ($23.3M EBITDA in 2024).


**【CEO Summary Section】**
- **2024 Fiscal Year Highlights**: Achieved $575 million in net sales (+5.2% YoY), with U.S. sales up 17%. Active customer base grew 9% to 4.07 million. Opened 5 Princess Polly stores and expanded wholesale partnerships with Nordstrom. Gross margin improved 200bps to 57%, and adjusted EBITDA rose 69% to $23.3 million.
- **2025 Outlook**: Target $600-610 million in net sales (+5% midpoint) and $27.5-29.5 million EBITDA. Key initiatives include:
  - **Direct-to-Consumer Growth**: 7 new Princess Polly stores in U.S. by year-end, expanding physical retail presence.
  - **Wholesale Expansion**: Launch Princess Polly and Petal & Puck across all Nordstrom stores, with Culture Kings in-house brands like Loiter driving double-digit growth.
  - **AI Integration**: Leverage flexible tech ecosystem for personalized marketing, inventory optimization, and operational efficiency.
- **Brand Momentum**: Princess Polly U.S. stores attract 30% new customers, with online halo effect in 10-mile radius. Culture Kings' Loiter brand saw Q4 revenue growth >100% YoY.

**【CFO Financial Commentary】**
- **Q4 2024 Results**: 
  - Net sales: $159 million (+6.8% YoY)
  - Gross margin: 55.9% (up 460bps YoY)
  - Adjusted EBITDA: $6.2 million (vs. $1.3 million YoY)
- **2025 Guidance**: 
  - Net sales: $600-610 million (+4-6% YoY)
  - EBITDA: $27.5-29.5 million (+18-27% YoY)
  - Gross margin expected flat YoY due to tariffs and wholesale penetration, but offset by sales growth and cost control.
  - Inventory managed effectively (+5% YoY vs. +6.7% sales growth), reflecting test-and-repeat model efficiency.
- **Liquidity**: $24.2 million cash as of Q4, with $1.3 million remaining in share buyback authorization.

**【Q&A Key Takeaways】**
- **Tariff Mitigation**: Guidance includes all known tariffs; sourcing diversification efforts underway. Ability to pass costs via brand strength and test-and-repeat model offsets impact.
- **Wholesale Contribution**: Long-term potential for 10-20% of revenue, with 2025 impact minimal. Nordstrom partnerships driving brand awareness and incremental sales.
- **Culture Kings Recovery**: Australia comps improving with test-and-repeat model. Loiter brand Q4 gross profit up >100% YoY, signaling regional turnaround.
- **Store Expansion Risks**: Princess Polly stores drive 30% new customers, but U.S. market focus limits near-term dilution. Culture Kings U.S. store opening planned for 2025, leveraging Vegas flagship success.


Actual	-1.32	0	0.12	-0.36	0	-16.2	-0.84	-0.48	-6.58	-1.31	-0.85	-0.22	-0.51	-0.88	-0.78	-0.34	-0.46	-1.35
Forecast	-1.5871	0.3407	0.0882	0.5161	-0.0135	0.1429	-0.64	-0.24	-0.148	-0.4725	-0.735	-0.3175	-0.1967	-0.25	-0.825	-0.505	-0.465	-0.8475
Surprise	+16.83%	-100.00%	+36.05%	-169.75%	+100.00%	-11436.60%	-31.25%	-100.00%	-4345.95%	-177.25%	-15.65%	+30.71%	-159.28%	-252.00%	+5.45%	+32.67%	+1.08%	-59.29%

AKA

AKA fundamentals

AKA Q4 2025 Earnings

Earnings Call

You can ask Aime

AKA

AKA fundamentals

AKA Q4 2025 Earnings

Earnings Call

AKA Earnings Call Summary for Q4/20254:30 PM on Mar 5, 2026

AKA Earnings Call Summary for Q3/20254:30 PM on Nov 5, 2025

AKA Earnings Call Summary for Q2/20254:30 PM on Aug 6, 2025

AKA Earnings Call Summary for Q1/20254:30 PM on May 13, 2025

AKA Earnings Call Summary for Q4/20244:30 PM on Mar 6, 2025

You can ask Aime