a.k.a. Brands Holding Corp (NYSE:AKA)

Q2 2026 AKA Brands Holding Corp Earnings Call Transcript

Aug 5, 2026 / 08:30 PM GMT

Release Date Price: $11.31 (+2.35%)

Transcript 10-Q8-K

Key Points

Positve

Adjusted EBITDA grew 16% year-over-year to $8.7 million, the highest quarterly level since Q2 2022, with strong profit flow-through.
Gross margin expanded 360 basis points to 61.1%, driven by lower tariffs and improved full-price selling, especially in streetwear brands.
Rest of world net sales surged 50.5% in Q2, fueled by the new UK distribution center, which is enhancing conversion and delivery speed.
Princess Polly is expanding its store footprint with plans for up to 10 new US stores in 2027, targeting a long-term potential of 100 US stores.
The balance sheet is the strongest since IPO, with inventory down 13.6% and debt down 8.1% year-over-year, while net leverage improved to 3.37x.
Q3-to-date momentum is strong, with overall net sales up high single-digits and US sales up double-digits, supporting confidence in the full-year outlook.

Negative

Australia and New Zealand net sales declined 13% in Q2, pressured by a challenging macro environment and tough prior-year comparisons.
Net sales were essentially flat year-over-year at $160.1 million, with a constant currency decline of 5.3%.
Selling expenses increased to 29.9% of net sales from 28.3% a year ago, driven by higher in-store costs from retail expansion.
The company expects a one-time charge of approximately $3 million in Q3 related to a planned distribution center relocation.
Gross margin is expected to decline to approximately 59% in Q3, reflecting current tariff rates and elevated air freight costs.
Culture Kings' sales in Australia were below expectations, though the brand contributed to margin expansion.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AKA.N - AKA Brands Holding Corp
Q2 2026 AKA Brands Holding Corp Earnings Call
Aug 05, 2026 / 08:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Greetings and welcome to the AKA Brands Holding Corp Second Quarter Fiscal 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star or zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Casey White, General Counsel.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Please go ahead. Good afternoon. Thank you for joining AKA Brands to discuss our second

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.