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aka Brands Holding Corp (AKA)
NYSE:AKA
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.94Last Year’s EPS
-0.78Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights sustainable top-line momentum, meaningful operational progress (inventory -10%, supply chain diversification, omnichannel store and wholesale expansion), and an encouraging FY2026 financial guide that forecasts improved EBITDA and sales growth. However, fiscal 2025 results were weighed down by tariff-related margin pressure, one-time costs and out-of-stocks that reduced near-term profitability and cash. Management has a clear plan (AI, owned-brand focus, continued retail and wholesale rollout) and expects margins to recover in 2026, so the positives from growth, operational fixes and constructive guidance outweigh the temporary headwinds.Company Guidance
Full-Year Net Sales Growth
Net sales for fiscal 2025 increased 4.4% to $600.0 million (5% on a constant currency basis), continuing consecutive year-over-year growth.
U.S. Market Strength
U.S. net sales grew 7% to $394 million and are up 25% on a 2-year stack; the U.S. now represents 66% of the business, reinforcing expansion plans.
Princess Polly Omnichannel Momentum
Princess Polly delivered double-digit net sales growth, opened 7 new U.S. stores in 2025 (13 U.S. stores, 14 stores globally), launched its first Australia store, and is expanding retail leases (8 new leases executed) and UK distribution.
Wholesale and Partnership Gains
Wholesale performed well across the portfolio with Nordstrom partnerships exceeding expectations for Princess Polly and Petal & Pup; Petal & Pup also launched on Nuuly, Nykaa and David Jones with strong initial results.
Inventory Discipline and Productivity
Inventory ended the year at $86.2 million, down 10% year-over-year (from $95.8M), reflecting improved turns and disciplined inventory management while growing sales.
Supply Chain Diversification
Completed a structural supply chain transformation with ~50% of U.S. sourcing from outside China, increasing flexibility and resilience and enabling faster regional shifts.
Brand & Product Execution in Streetwear
Investments in owned brands at Culture Kings (e.g., Loiter) drove double-digit revenue and gross profit dollar growth; owned brand penetration and faster product cycles are expected to support margin expansion.
Positive Financial Outlook and Guidance
Fiscal 2026 guidance calls for net sales of $625M–$635M (growth of 4.2%–5.8%) and adjusted EBITDA of $27M–$29M, implying meaningful EBITDA expansion versus FY25 adjusted EBITDA of $19.7M.
Early 2026 Momentum and Digital Wins
Quarter-to-date Q1 2026 net sales growth tracking mid-single digits driven by U.S. online channels; total orders grew 6.4% year-over-year in Q4 and trailing-12-month active customers increased to 4.18 million (from 4.07M).
AI Adoption for Operational Leverage
Management is embedding AI across the organization to improve imagery, marketing productivity, inventory and markdown optimization, expecting AI to be a meaningful driver of margin expansion.
AKA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AKA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $10.30 | $9.77 | -5.15% |
Nov 05, 2025 | $12.60 | $12.63 | +0.24% |
Aug 06, 2025 | $11.40 | $12.29 | +7.81% |
May 13, 2025 | $8.70 | $13.88 | +59.54% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does aka Brands Holding Corp (AKA) report earnings?
aka Brands Holding Corp (AKA) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is aka Brands Holding Corp (AKA) earnings time?
aka Brands Holding Corp (AKA) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AKA EPS forecast?
AKA EPS forecast for the fiscal quarter 2026 (Q1) is -0.94.