Form 8-K

8-K — A.K.A. BRANDS HOLDING CORP.

Accession: 0001865107-26-000043

Filed: 2026-08-05

Period: 2026-08-05

CIK: 0001865107

SIC: 5961 (RETAIL-CATALOG & MAIL-ORDER HOUSES)

Item: Results of Operations and Financial Condition

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — aka-20260805.htm (Primary)

EX-99.1 (exhibit991-q22026earningsr.htm)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: aka-20260805.htm · Sequence: 1

aka-20260805

0001865107FALSE00018651072026-08-052026-08-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 5, 2026

a.k.a. Brands Holding Corp.

(Exact name of Registrant as Specified in Its Charter)

Delaware 001-40828 87-0970919

(State or Other Jurisdiction

of Incorporation) (Commission File Number) (IRS Employer

Identification No.)

100 Montgomery Street, Suite 2270

San Francisco, California 94104

(Address of Principal Executive Offices, including Zip Code)

415-295-6085

(Registrant’s Telephone Number, Including Area Code)

N/A

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class: Trading Symbol(s): Name of each exchange on which registered:

Common Stock, par value $0.001 per share AKA New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☒

Item 2.02 Results of Operations and Financial Condition.

On August 5, 2026, a.k.a. Brands Holding Corp. (the "Company") issued a press release announcing its financial results for its second quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

In accordance with General Instructions B.2 and B.6 of Form 8-K, the information included in Items 2.02 and 7.01 of this Current Report on Form 8-K and Exhibit 99.1 hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 7.01 Regulation FD Disclosure.

The disclosure contained in Item 2.02 is incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

The following exhibits are filed as part of this report:

Exhibit No. Description

99.1

Press release dated August 5, 2026

104 Cover page interactive data file (embedded within the inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

a.k.a. Brands Holding Corp.

Date: August 5, 2026

By: /s/ Kevin Grant

Name: Kevin Grant

Title: Chief Financial Officer

EX-99.1

Filename: exhibit991-q22026earningsr.htm · Sequence: 2

Document

Exhibit 99.1

a.k.a. Brands Holding Corp. Reports Second Quarter 2026 Financial Results

Reiterates Full Year 2026 Outlook

Princess Polly Targets a Minimum of 100 U.S. Stores Long Term

Culture Kings Signs Puerto Rico Store Lease, Nears Agreement on New Store in Major U.S. Market

SAN FRANCISCO – August 5, 2026 – a.k.a. Brands Holding Corp. (“a.k.a. Brands” or the “Company”) (NYSE: AKA), a portfolio of next generation fashion brands, today announced financial results for the quarter ended June 30, 2026.

Results for the Second Quarter

•Net sales decreased 0.3% to $160.1 million, compared to $160.5 million in the second quarter of 2025, down 5.3% on a constant currency basis1.

•Net loss was $0.2 million, or $(0.01) per share, in the second quarter of 2026, compared to net loss of $3.6 million, or $(0.34) per share, in the second quarter of 2025.

•Adjusted EBITDA2 was $8.7 million in the second quarter of 2026, compared to $7.5 million in the second quarter of 2025.

“Our second quarter results further validate that a.k.a. Brands has been fundamentally repositioned to deliver profitable, durable growth,” said Ciaran Long, Chief Executive Officer, a.k.a. Brands. “We generated net sales of $160.1 million and delivered adjusted EBITDA growth of 16% year-over-year to $8.7 million, driven by expanded distribution across stores, wholesale and marketplace, a strengthened operational foundation, and continued financial discipline across the business. We also ended the quarter with our strongest balance sheet since becoming a public company, providing increased flexibility to invest in both growth and profitability.

“For the quarter, we delivered on our growth expectations in the U.S. and Rest of World, with net sales up 2% and more than 50%, respectively, while ANZ was pressured by a challenging macro backdrop and a tough prior-year comparison from the clearance of non-go forward goods. Importantly, quarter to date momentum has accelerated in all regions, with overall net sales growth in the high-single-digits alongside healthy margins, giving us continued confidence in our outlook for the second half.

“Our brands advanced their strategic priorities this quarter. Princess Polly’s Grove pop-up exceeded expectations, and the brand remains on track for four new U.S. stores by year end and up to ten more in 2027, with a long-term opportunity for at least 100 U.S. stores. Our new U.K. distribution center is elevating the customer experience, accelerating growth in the UK and reinforcing Princess Polly’s international growth potential. Petal & Pup continues to build distribution of its expanding lifestyle assortment by adding more specialty wholesale partners. Our streetwear brands, led by Culture Kings, announced plans to open its first U.S. store since 2022, and Culture Kings’ continued shift toward a full-price, test-and-repeat model meaningfully helped expand margins across the group. We remain confident that our omnichannel expansion and strengthened financial foundation position us for sustainable, profitable growth over the long term,” concluded Long.

Second Quarter Financial Details

•Net sales decreased 0.3% to $160.1 million, compared to $160.5 million in the second quarter of 2025. The decrease was driven by a 0.5% decrease in the number of orders. On a constant currency basis1, net sales decreased 5.3%.

•Gross margin was 61.1%, compared to 57.5% in the second quarter of 2025. The increase in gross margin was primarily driven by lower tariff rates and the improved full price selling on our streetwear brands.

1 In order to provide a framework for assessing the performance of our underlying business, excluding the effects of foreign currency rate fluctuations, we compare the percent change in the results from one period to another period using a constant currency methodology wherein current and comparative prior period results for our operations reporting in currencies other than U.S. dollars are converted into U.S. dollars at constant exchange rates (i.e., the rates in effect on December 31, 2025, which was the last day of our prior fiscal year) rather than the actual exchange rates in effect during the respective periods.

2 See additional information at the end of this press release regarding non-GAAP financial measures.

•Selling expenses were $47.8 million, compared to $45.4 million in the second quarter of 2025. Selling expenses were 29.9% of net sales, compared to 28.3% of net sales in the second quarter of 2025. The increase was primarily driven by an increase in store selling expenses as our retail footprint expands.

•Marketing expenses were $21.4 million, compared to $19.9 million in the second quarter of 2025. Marketing expenses were 13.3% of net sales, compared to 12.4% of net sales in the second quarter of 2025.

•General and administrative (“G&A”) expenses were $27.5 million, compared to $27.5 million in the second quarter of 2025. G&A expenses were 17.2% of net sales, compared to 17.1% of net sales in the second quarter of 2025.

•Adjusted EBITDA2 was $8.7 million, or 5.5% of net sales, compared to $7.5 million, or 4.7% of net sales, in the second quarter of 2025.

Balance Sheet and Cash Flow

•Cash and cash equivalents at the end of the second quarter totaled $21.1 million, compared to $20.3 million at the end of fiscal year 2025.

•Inventory at the end of the second quarter totaled $79.9 million, compared to $86.2 million at the end of fiscal year 2025 and $92.5 million at the end of the second quarter of 2025.

•Debt at the end of the second quarter totaled $99.9 million, compared to $111.1 million at the end of fiscal year 2025 and $108.7 million at the end of the second quarter of 2025.

•Cash flow provided by operations for the six months ended June 30, 2026 was $18.7 million, compared to cash flow provided by operations of $10.0 million for the six months ended June 30, 2025.

Outlook

We are providing the following guidance for the full year ending December 31, 2026 and the third quarter ending September 30, 2026:

(in millions)

FY 2026 Outlook

Net Sales

$625 - $635

Adjusted EBITDA3

$30 - $32

Weighted average diluted share count

Capital expenditures

$18 - $20

(in millions)

Third Quarter 2026 Outlook

Net Sales

$160 - $164

Adjusted EBITDA3

$8 - $8.5

Weighted average diluted share count

The guidance and forward-looking statements made in this press release and on the conference call are based on management’s expectations as of the date of this press release. See “Forward-Looking Statements” for additional information.

Conference Call

A conference call to discuss the Company’s second quarter results is scheduled for August 5, 2026, at 4:30 p.m. ET. Those who wish to participate in the call may do so by dialing (877) 858-5495 or (201) 689-8853. The conference call will also be webcast live at https://ir.aka-brands.com in the Events and Presentations section. A recording will be available shortly after the conclusion of the call. To access the replay, please dial (877) 660-6853 or (201) 612-7415 for international callers, conference ID 13761431. An archive of the webcast will be available on a.k.a. Brands’ investor relations website.

3 The Company has not provided a quantitative reconciliation of its Adjusted EBITDA outlook to a GAAP net income (loss) outlook because it is unable, without making unreasonable efforts, to project certain reconciling items. These items include, but are not limited to, future equity-based compensation expense, income taxes, interest expense and transaction costs. These items are inherently variable and uncertain and depend on various factors, some of which are outside of the Company’s control or ability to predict. See additional information at the end of this press release regarding non-GAAP financial measures.

About a.k.a. Brands

a.k.a. Brands maintains a portfolio of global fashion brands, Princess Polly, Culture Kings, Petal & Pup and mnml. Through these brands, we reach a broad audience of next-generation consumers who seek fashion inspiration on social media and primarily shop online. Our brands are hyper-focused on the customer and serving them newness and a seamless experience throughout the entire shopping journey. We leverage a data-driven ‘test and repeat’ merchandising model that allows us to introduce new and exclusive fashion weekly, so our customers are always on-trend. We leverage innovative data-driven insights to authentically connect and engage with customers across the latest marketing platforms. Further, we are committed to showing up for customers wherever they shop, whether that’s online, in-stores or through wholesale channels. Leveraging our industry expertise and operational synergies, we help accelerate our brands so they can grow faster, reach broader audiences, achieve greater scale and enhance their profitability. We believe we are disrupting the status quo and pioneering a new approach to fashion.

Forward-Looking Statements

This press release 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 be identified by terms such as "estimates," "projected," "expects," "anticipates," "forecasts," "plans," "intends," "believes," "seeks," "may," "will," "should," "future," "propose," "target," "continue," "could," "potential," "predict," "would," or similar expressions and the negatives of those terms. These forward-looking statements include, but are not limited to, statements regarding the Company's outlook for the third quarter and full year 2026, including net sales, Adjusted EBITDA, capital expenditures and weighted average diluted shares, which represent management's current estimates and are subject to the risks and uncertainties described below.

Forward-looking statements are based on information available at the time those statements are made and on our current expectations and projections about future events, and are subject to risks and uncertainties. If any of these risks or uncertainties materialize, or if any assumptions prove incorrect, actual performance or results may differ materially from those expressed in or suggested by the forward-looking statements. These forward-looking statements are not guarantees of future performance, conditions or results, and involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside the Company's control.

These risks and uncertainties include, without limitation: the effects of economic downturns and unstable market conditions on consumer demand and our business; our ability in the future to continue to comply with the New York Stock Exchange's (“NYSE”) listing standards and maintain the listing of our common stock on the NYSE; risks related to doing business in China, including the imposition of tariffs and duties on goods imported from China; our ability to anticipate rapidly-changing consumer preferences in the apparel, footwear and accessories industries; our ability to execute our strategic initiatives, including transitioning Culture Kings to a data-driven, short lead time merchandising cycle; our ability to acquire new customers, retain existing customers or maintain average order value levels; the effectiveness of our marketing and our level of customer traffic; merchandise return rates; our ability to manage our inventory effectively; our success in identifying brands to acquire, integrate and manage on our platform; our ability to expand into new markets, including our entry into the United Kingdom through Princess Polly's U.K. distribution operations, which involves risks related to regulatory compliance, customs and trade requirements, consumer behavior differences and operational complexity; our ability to successfully execute our physical retail expansion strategy, including the opening and operation of new Princess Polly stores in the U.S. and Australia and a second U.S. Culture Kings location, which involves risks related to lease commitments, build-out costs, site selection, new market performance and the diversion of management attention and resources; the global nature of our business, including international economic and geopolitical instability, legal, compliance and supply chain risks (including as a result of trade policies, including the negotiation or termination of trade agreements and the imposition of tariffs on imports into the U.S. and Australia, including the potential for additional or escalating tariffs on goods sourced from China and other countries, which could increase our cost of goods sold, reduce gross margins and require changes to our sourcing strategy); interruptions in or increased costs of shipping and distribution, which could affect our ability to deliver our products to the market; our use of social media platforms and influencer sponsorship initiatives, which could adversely affect our reputation or subject us to fines or other penalties; our ability to successfully implement and integrate artificial intelligence tools and technologies across our operations, including risks related to data quality, system reliability, regulatory developments affecting the use of AI and our ability to realize anticipated cost savings and margin improvements from such initiatives; fluctuating operating results; the inherent challenges in measuring certain of our key operating metrics, and the risk that real or perceived inaccuracies in such metrics may harm our reputation and negatively affect our business; the potential for tax liabilities that may increase the costs to our consumers; our ability to attract and retain highly qualified personnel, including key members of our leadership team; fluctuations in wage rates and the price, availability and quality of raw materials and finished goods, which could increase costs; foreign currency

fluctuations; the effect of claims, lawsuits, government investigations, other legal or regulatory proceedings or commercial or contractual disputes; and other risks and uncertainties set forth in the sections entitled "Risk Factors," "Management's Discussion and Analysis of Financial Condition and Results of Operations" and "Forward-Looking Statements" in the Company's Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission (the "SEC") on March 5, 2026, the Company's Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, the Company's Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, and any other reports that the Company may file with the SEC.

You should not rely upon forward-looking statements as predictions of future events. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances reflected in the forward-looking statements will be achieved or occur. We may not actually achieve the plans, intentions or expectations disclosed in our forward-looking statements, and you should not place undue reliance on our forward-looking statements. Moreover, neither we nor any other person assumes responsibility for the accuracy and completeness of the forward-looking statements. a.k.a. Brands does not undertake any obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

Use of Non-GAAP Financial Measures and Other Operating Metrics

In addition to results determined in accordance with U.S. generally accepted accounting principles ("GAAP"), this press release includes certain non-GAAP financial measures, including Adjusted EBITDA and Adjusted EBITDA margin. Management utilizes these non-GAAP financial measures for evaluating our ongoing operations, generating future operating plans, making strategic decisions regarding the allocation of capital, and for internal planning and forecasting purposes.

We believe that these non-GAAP financial measures, when reviewed collectively with our GAAP financial information, provide meaningful supplemental information to both management and investors in assessing our operating performance by excluding certain expenses that may not be indicative of our ongoing core operating performance, and in analyzing historical performance and planning, forecasting and analyzing future periods. These non-GAAP measures are in addition to, and not a substitute for or superior to, measures of financial performance prepared in accordance with GAAP, should not be considered in isolation, and the non-GAAP financial measures used by the Company may be different from similarly-titled non-GAAP financial measures used by other companies.

With respect to our forward-looking Adjusted EBITDA guidance, we have not provided a quantitative reconciliation to the most directly comparable forward-looking GAAP measure (net income (loss)) because we are unable, without making unreasonable efforts, to project certain reconciling items. These items include, but are not limited to, future equity-based compensation expense, income taxes, interest expense and transaction costs. These items are inherently variable and uncertain and depend on various factors, some of which are outside of the Company's control or ability to predict, and for this reason we are unable to assess their probable significance.

For a reconciliation of historical non-GAAP financial measures to their most directly comparable GAAP measures, please see the reconciliation tables at the end of this press release. We encourage reviewing this reconciliation in conjunction with the non-GAAP financial measures for each period presented, rather than relying on any single financial measure. In future periods, we may exclude similar items, may incur income and expenses similar to such excluded items, and may include other expenses, costs or non-recurring items in our non-GAAP measures.

Additional Information

This press release does not purport to be all-inclusive or to contain all of the information you may desire. This press release shall not constitute an offer to sell or the solicitation of an offer to buy securities, nor shall there be any sale of securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. Recipients should not rely on this press release as the basis for any investment decision and should refer to the Company's filings with the SEC for complete information. Certain information contained in this press release relating to industry trends, market size and the Company's market position is based on the Company's estimates and internal data, as well as information obtained from third-party sources. While the Company believes such information to be reasonable, it has not independently verified and cannot guarantee the accuracy or completeness of information obtained from third-party sources.

Investor Contact

investors@aka-brands.com

Media Contact

media@aka-brands.com

a.k.a. BRANDS HOLDING CORP.

CONDENSED CONSOLIDATED STATEMENTS OF INCOME

(in thousands, except share and per share data)

(unaudited)

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 2026 2025

Net sales $ 160,068 $ 160,524 $ 292,532 $ 289,181

Cost of sales 62,224 68,180 111,059 123,181

Gross profit 97,844 92,344 181,473 166,000

Operating expenses:

Selling 47,821 45,399 88,777 83,583

Marketing 21,352 19,918 38,103 35,091

General and administrative 27,505 27,518 57,531 53,200

Total operating expenses 96,678 92,835 184,411 171,874

Income (loss) from operations 1,166 (491) (2,938) (5,874)

Other expense

Interest expense (2,201) (2,500) (4,379) (5,163)

Other income (expense)

775 (624) 133 (919)

Total other expense

(1,426) (3,124) (4,246) (6,082)

Loss before income taxes (260) (3,615) (7,184) (11,956)

Benefit from (provision for) income tax 99 (10) (111) (19)

Net loss $ (161) $ (3,625) $ (7,295) $ (11,975)

Net loss per share:

Basic and diluted

$ (0.01) $ (0.34) $ (0.67) $ (1.13)

Weighted average shares outstanding:

Basic and diluted

10,906,511 10,711,466 10,813,830 10,583,844

a.k.a. BRANDS HOLDING CORP.

CONDENSED CONSOLIDATED BALANCE SHEETS

(in thousands)

(unaudited)

June 30,

2026 December 31,

2025

Assets

Current assets:

Cash and cash equivalents $ 21,050 $ 20,273

Accounts receivable, net

9,633 10,650

Inventory

79,908 86,177

Prepaid expenses and other current assets 13,545 12,371

Total current assets 124,136 129,471

Property and equipment, net 41,400 39,315

Operating lease right-of-use assets 101,932 88,624

Intangible assets, net 39,022 43,470

Goodwill 95,648 93,695

Deferred tax assets 8 8

Other assets 2,892 2,799

Total assets $ 405,038 $ 397,382

Liabilities and stockholders’ equity

Current liabilities:

Accounts payable $ 42,414 $ 31,248

Accrued liabilities 27,966 33,532

Sales returns reserve 7,811 7,889

Deferred revenue 12,687 12,707

Income taxes payable 244 243

Operating lease liabilities, current 14,270 13,052

Current portion of long-term debt 6,375 6,375

Total current liabilities 111,767 105,046

Long-term debt 93,491 104,695

Operating lease liabilities 102,156 87,668

Other long-term liabilities 2,055 2,202

Total liabilities 309,469 299,611

Stockholders’ equity:

Preferred stock — —

Common stock 128 128

Additional paid-in capital 477,961 476,124

Accumulated other comprehensive loss (50,388) (53,644)

Accumulated deficit (332,132) (324,837)

Total stockholders’ equity 95,569 97,771

Total liabilities and stockholders’ equity $ 405,038 $ 397,382

a.k.a. BRANDS HOLDING CORP.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(in thousands)

(unaudited)

Six Months Ended June 30,

2026 2025

Cash flows from operating activities:

Net loss $ (7,295) $ (11,975)

Adjustments to reconcile net loss to net cash provided by operating activities:

Depreciation expense 4,888 3,901

Amortization expense 4,674 4,802

Amortization of debt issuance costs 302 286

Lease incentives 1,854 2,268

Loss on disposal of businesses — 600

Non-cash operating lease expense 6,850 5,857

Equity-based compensation 2,340 3,902

Changes in operating assets and liabilities:

Accounts receivable, net

1,010 (16,625)

Inventory 7,121 5,140

Prepaid expenses and other current assets (1,290) 2,304

Accounts payable 10,747 12,957

Income taxes payable (5) (1,097)

Accrued liabilities (5,877) 276

Sales returns reserve

(100) 2,124

Deferred revenue (121) 490

Lease liabilities (6,372) (5,197)

Net cash provided by operating activities 18,726 10,013

Cash flows from investing activities:

Purchases of property and equipment (6,911) (7,922)

Net cash used in investing activities

(6,911) (7,922)

Cash flows from financing activities:

Proceeds from line of credit, net of issuance costs

— 27,300

Repayment of line of credit (8,200) (26,300)

Repayment of debt (3,187) (4,200)

Taxes paid related to net share settlement of equity awards (595) (376)

Proceeds from issuances under equity-based compensation plans 92 126

Repurchase of shares — (367)

Net cash used in financing activities

(11,890) (3,817)

Effect of exchange rate changes on cash, cash equivalents and restricted cash

866 816

Net (decrease) increase in cash, cash equivalents and restricted cash

791 (910)

Cash, cash equivalents and restricted cash at beginning of period

22,514 26,479

Cash, cash equivalents and restricted cash at end of period

$ 23,305 $ 25,569

Reconciliation of cash, cash equivalents and restricted cash:

Cash and cash equivalents

$ 21,050 $ 23,105

Restricted cash, included in prepaid expenses and other current assets

38 590

Restricted cash, included in other assets

2,217 1,874

Total cash, cash equivalents and restricted cash $ 23,305 $ 25,569

a.k.a. BRANDS HOLDING CORP.

KEY FINANCIAL AND OPERATING METRICS AND NON-GAAP MEASURES

(unaudited)

Three Months Ended June 30, Six Months Ended June 30,

(dollars in thousands) 2026 2025 2026 2025

Gross margin

61.1 % 57.5 % 62.0 % 57.4 %

Net loss

$ (161) $ (3,625) $ (7,295) $ (11,975)

Net loss margin

(0.1) % (2.3) % (2.5) % (4.1) %

Adjusted EBITDA2

$ 8,728 $ 7,520 $ 13,876 $ 10,186

Adjusted EBITDA margin2

5.5 % 4.7 % 4.7 % 3.5 %

Key Operational Metrics and Regional Sales

Three Months Ended June 30, Six Months Ended June 30,

(metrics in millions, except AOV; sales in thousands) 2026 2025 % Change 2026 2025 % Change

Key Operational Metrics

Active customers4

4.31 4.13 4.4 % 4.31 4.13 4.4 %

Average order value

$ 78 $ 78 — % $ 78 $ 78 — %

Number of orders

2.04 2.05 (0.5) % 3.77 3.71 1.6 %

Sales by Region

U.S. $ 110,708 $ 108,440 2.1 % $ 201,556 $ 196,494 2.6 %

Australia & New Zealand

39,769 45,713 (13.0) % 76,701 81,306 (5.7) %

Rest of world 9,591 6,371 50.5 % 14,275 11,381 25.4 %

Total $ 160,068 $ 160,524 (0.3) % $ 292,532 $ 289,181 1.2 %

Year-over-year growth on a constant currency basis1

(5.3) % (2.9) %

Active Customers

We view the number of active customers as a key indicator of our growth, our value proposition and consumer awareness of our brand, and their desire to purchase our products. In any particular period, we determine our number of active customers by counting the total number of unique customer accounts who have made at least one purchase in the preceding 12-month period, measured from the last date of such period.

Average Order Value

We define average order value (“AOV”) as net sales in a given period divided by the total orders placed in that period. AOV may fluctuate as we expand into new categories or geographies or as our assortment changes.

Number of Orders

We define the number of orders as the total number of orders placed by our customers, prior to product returns, across our platform or in our stores in any given period. An order is counted on the day the customer places the order. We consider the number of orders to be a key indicator of our ability to attract and retain customers, as well as an indicator of the desirability of our products.

4 Trailing twelve months.

a.k.a. BRANDS HOLDING CORP.

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 Adjusted EBITDA margin facilitate internal comparisons of our historical operating performance on a more consistent basis, we use these measures for business planning purposes.

We also believe this information will be useful for investors to facilitate comparisons of our operating performance and better identify trends in our business. We expect Adjusted EBITDA margin to increase over the long-term as we continue to scale our business and achieve greater leverage in our operating expenses.

We calculate Adjusted EBITDA as net income (loss) adjusted to exclude: interest and other expense; provision for (benefit from) income taxes; depreciation and amortization expense; equity-based compensation expense; costs to establish or relocate distribution centers; transaction costs; costs related to severance from headcount reductions; goodwill and intangible asset impairment; sales tax penalties; insured losses, net of any recoveries; and one-time or non-recurring items. We calculate Adjusted EBITDA margin as Adjusted EBITDA as a percentage of net sales. Adjusted EBITDA and Adjusted EBITDA margin are considered non-GAAP financial measures under the SEC’s rules because they exclude certain amounts included in net income (loss) and net income (loss) margin, the most directly comparable financial measures calculated in accordance with GAAP.

A reconciliation of non-GAAP Adjusted EBITDA to net loss for the three and six months ended June 30, 2026 and 2025, is as follows:

Three Months Ended June 30, Six Months Ended June 30,

(dollars in thousands) 2026 2025 2026 2025

Net loss $ (161) $ (3,625) $ (7,295) $ (11,975)

Add (deduct):

Total other expense

1,426 3,124 4,246 6,082

Provision for income tax

(99) 10 111 19

Depreciation and amortization expense 4,835 4,329 9,562 8,703

Equity-based compensation expense 1,169 1,843 2,340 3,902

Distribution center relocation costs

256 — 740 737

Non-routine legal matters

1,037 1,489 3,687 2,200

Non-routine items5 265 350 485 518

Adjusted EBITDA $ 8,728 $ 7,520 $ 13,876 $ 10,186

Net loss margin (0.1) % (2.3) % (2.5) % (4.1) %

Adjusted EBITDA margin 5.5 % 4.7 % 4.7 % 3.5 %

5 Non-routine items include severance from headcount reductions, one time supply chain sourcing costs and sales tax penalties.

XML — IDEA: XBRL DOCUMENT

XML

Filename: R1.htm · Sequence: 7

v3.26.1

Cover

Aug. 05, 2026

Cover [Abstract]

Document Type

8-K

Document Period End Date

Aug. 05, 2026

Entity Registrant Name

a.k.a. Brands Holding Corp.

Entity Incorporation, State or Country Code

Entity File Number

001-40828

Entity Tax Identification Number

87-0970919

Entity Address, Address Line One

100 Montgomery Street, Suite 2270

Entity Address, City or Town

San Francisco

Entity Address, State or Province

Entity Address, Postal Zip Code

94104

City Area Code

415

Local Phone Number

295-6085

Written Communications

false

Soliciting Material

false

Pre-commencement Tender Offer

false

Pre-commencement Issuer Tender Offer

false

Title of 12(b) Security

Common Stock, par value $0.001 per share

Trading Symbol

AKA

Security Exchange Name

NYSE

Entity Emerging Growth Company

true

Entity Ex Transition Period

true

Amendment Flag

false

Entity Central Index Key

0001865107

- Definition

Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.

+ References

No definition available.

+ Details

Name:

dei_AmendmentFlag

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Area code of city

+ References

No definition available.

+ Details

Name:

dei_CityAreaCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Cover page.

+ References

No definition available.

+ Details

Name:

dei_CoverAbstract

Namespace Prefix:

dei_

Data Type:

xbrli:stringItemType

Balance Type:

Period Type:

duration

- Definition

For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

+ References

No definition available.

+ Details

Name:

dei_DocumentPeriodEndDate

Namespace Prefix:

dei_

Data Type:

xbrli:dateItemType

Balance Type:

Period Type:

duration

- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

dei_

Data Type:

dei:submissionTypeItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the City or Town

+ References

No definition available.

+ Details

Name:

dei_EntityAddressCityOrTown

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Code for the postal or zip code

+ References

No definition available.

+ Details

Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the state or province.

+ References

No definition available.

+ Details

Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

dei_

Data Type:

dei:stateOrProvinceItemType

Balance Type:

Period Type:

duration

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityCentralIndexKey

Namespace Prefix:

dei_

Data Type:

dei:centralIndexKeyItemType

Balance Type:

Period Type:

duration

- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Indicate if an emerging growth company has elected not to use the extended transition period for complying with any new or revised financial accounting standards.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 7A

-Section B

-Subsection 2

+ Details

Name:

dei_EntityExTransitionPeriod

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

Period Type:

duration

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

Period Type:

duration

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

Period Type:

duration

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

Period Type:

duration

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

dei_WrittenCommunications

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration