AKA NYSE Earnings call
A.k.a Brands Holding Corp. (AKA) · Q2 2026 results and valuation
Share price: $9.20 · 2026-11-11
Results Q2 2026 vs Q1 2026 · previous quarter · published 5 Aug 2026 and 12 May 2026
Net loss narrowed on the previous quarter. Management sounded cautious, though noticeably more positive answering analysts.
Only a basic analysis is available for this company at the moment.
1 · Numbers
Loss narrowed
Net income vs Q1 2026
Outlook given
Net income -161.0K vs -7.1M
Revenue +20.8%
Net income -161.0K vs -3.6M in Q2 2025 and -7.1M last quarter.
2 · How management spoke
Cautious
Among the least upbeat of all company calls
Answers to analysts: very upbeat, and more positive than the script.
Similar to last call.
3 · What stood out
Guidance
A.k.a. Brands expects gross margin of approximately 59% and adjusted EBITDA of between $8 million and $8.5 million in the third quarter.
Valuation
Is A.k.a Brands Holding Corp. undervalued?
Reverse DCF. Average free cash flow of the last three fiscal years (the last year was negative) (2025-12-31), grown for 10 years, discounted back, plus a terminal value. “Implied growth” is the rate the current price assumes.
The projected cash flow doesn't cover the debt, so the price is far above the model's fair value.
Current price
$9.20
close of 2026-11-11
Market implies growth of iThe yearly free-cash-flow growth, for the next 10 years, that today’s share price already assumes. If you believe the company grows faster than this, the stock is cheap under this model; slower, and it is expensive.
+14.9% for 10 yrs
Fair value / share
$-1.91
Buy below
$-1.43
Price vs fair value
n/a
Price vs buy-below price
n/a
Read between the lines
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Figure
AKA's Rest of World sales grew more than 50% in the quarter, marking another bright spot.
Source quote
“As I mentioned, our sales growth of more than 50% in the Rest of World was another bright spot in the quarter.”
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Guidance
The company updated its guidance to expect net sales between $160 million and $164 million for the third quarter.
Source quote
“For the third quarter, we expect net sales to be between $160 million and $164 million.”
Tone
How upbeat the language was, compared with other companiesiTone counts positive minus negative finance words, adjusted for length. Executives mostly speak positively, so the labels compare each call with every company's latest call: “typical” is the middle third, “very upbeat” the top tenth, “cautious” the bottom tenth.. Dot: Q2 2026. Ring: Q1 2026.
Management was more positive answering analysts than in its script — usually a sign it was comfortable with the details it was asked about.
Sentences that drove the tone
“At the same time, we are expanding our wholesale and marketplace partnerships, which are exceeding expectations, expanding brand awareness, attracting new customers and creating incremental growth opportunities.”
“Importantly, Q3 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...”
“Macy's was a notable Q2 callout and newly remains a strong growth partner with tops now the #1 performing category on the platform, reinforcing the strength of our expanding separates...”
Full figures
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Metric | Q2 2026period end 2026-06-30 | Q1 2026period end 2026-03-31 | Change | Q2 2025 | YoY |
|---|---|---|---|---|---|
| Revenue | 160.1M | 132.5M | +20.8% | 160.5M | −0.3% |
| Gross profit | 97.8M | 83.6M | +17.0% | 92.3M | +6.0% |
| Operating income | 1.2M | -4.1M | Turned profit | -491.0K | Turned profit |
| Net income | -161.0K | -7.1M | Loss narrowed | -3.6M | Loss narrowed |
| EPS | -0.01 | -0.66 | Loss narrowed | -0.34 | Loss narrowed |
| P/E | 12-mo loss | 12-mo loss | — | 12-mo loss | — |
Topics
Most discussed now
- New Q3 to date momentum has accelerated in all regions with overall net sales growth in the high single digits...
- In the second quarter, A.k.a. Brands generated net sales of $160.1 million, essentially flat to the prior year, while driving adjusted...
- Brands is a fundamentally repositioned operating model anchored on profitability and durability.
- A.k.a. Brands is seeing clear proof points of success across both its women's and men's businesses, reinforcing that its strategic…
- They also have a nice halo effect for the online business, and A.k.a. Brands justs see really, really strong productivity.
Faded since Q1 2026
- Fading For a further discussion of risks related to A.k.a. Brands' business, please see its filings with the SEC.
- Fading The majority of that underlying gross margin expansion came from A.k.a. Brands' streetwear brands.
- Fading This quarter, that work translated into financial performance with streetwear delivering meaningful gross margin improvement year-over-year.
- Fading Small percentage of the business
Latest announcements
Official filings, newest first.
- Results of operations; Regulation FD disclosure · SEC 8-K
- Director or officer change · SEC 8-K
- Shareholder vote results · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Material agreement; New financial obligation; Regulation FD disclosure · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K