aka Brands Holding Corp (AKA)
NYSE:AKA
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.35Last Year’s EPS
-0.34Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple meaningful operational and financial improvements — revenue growth, a large underlying gross margin expansion (59% normalized), substantial inventory reduction, order and active customer growth, omnichannel and wholesale traction, and improved adjusted EBITDA and margin trends. These positives were tempered by one-time strategic charges (a $12M inventory write-off), historic tariff payments and partial refunds, a modest cash balance, and rising operating expense ratios as the company invests in retail and capabilities. Management reiterated full-year guidance and provided a Q2 margin target (~60%), signaling confidence that structural changes are driving improved earnings power. Overall, the highlights materially outweigh the lowlights, though some execution and macro risks remain.Company Guidance
Revenue Growth
Net sales of $132.5M in Q1 FY26, up 3% year-over-year and slightly ahead of company outlook.
Improved Profitability and EBITDA
Adjusted EBITDA rose to $5.1M from $2.7M a year ago (approximately +89%), and adjusted EBITDA margin expanded 180 basis points to 3.9%.
Underlying Gross Margin Expansion
Underlying adjusted gross margin (excluding one-time tariff and strategic inventory items) reached 59%, an expansion of 180 basis points year-over-year; management cites inventory discipline, stronger full-price sell-through, and the rollout of a test-and-repeat model as drivers.
Inventory Reduction and Healthier Turns
Inventory declined to $67.7M, down 28% from $94.4M a year ago; the company reports a $45M reduction in inventory over three years, improving turns and enabling reinvestment.
Customer and Order Growth
Total orders were 1.7M, up 4.2% year-over-year; trailing 12-month active customers (ex-wholesale) increased 3.1% to 4.26M, supporting broader customer base expansion.
Omnichannel Expansion and Retail Momentum
Princess Polly expanding physical retail (13 U.S. stores, Bondi Beach store in Australia, pop-up at The Grove), 8 new U.S. store leases executed (4 expected by year-end), and improved DC presence with UK distribution hub launched in March driving accelerated international sales and conversion.
Wholesale and Brand Distribution Gains
Petal & Pup expanded wholesale footprint with strong Nordstrom performance, launches in Von Maur and Dillard's tests, and 30 new specialty accounts; Culture Kings' in-house brands (73 Studio, Loiter, etc.) showing improved full-price mix and gross margin.
Tariff Reversal Benefit Recognized
Recognized a receivable in Q1 related to IEEPA tariff refunds following a Supreme Court decision and successful CBP refund submission (company paid $25.8M historically and has received approximately $6M to date), contributing to reported margin improvement.
Maintained Guidance and Positive Outlook
Fiscal 2026 guidance reiterated: net sales $625M–$635M and adjusted EBITDA $30M–$32M; Q2 guide: net sales $160M–$164M (low-single-digit growth), adjusted EBITDA $8.5M–$9M and gross margin around 60%.
Leverage and Financial Discipline
Total debt declined to $109.6M from $119.9M year-over-year; management cites a 70% debt reduction over three years and emphasizes strengthened financial foundation and disciplined investments in AI and operations.
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 |
|---|---|---|---|
May 12, 2026 | $11.73 | $11.49 | -2.05% |
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% |
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 Aug 12, 2026, After Close (Confirmed).
What is aka Brands Holding Corp (AKA) earnings time?
aka Brands Holding Corp (AKA) earnings time is at Aug 12, 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 (Q2) is -0.35.