AKA Brands Q4 sales rise but just miss estimates

aka Brands Holding

05/03/2026 21:26

Overview

Fashion brand portfolio's Q4 net sales rose 3.1% yr/yr, slightly missing analyst expectations

Adjusted EBITDA for Q4 missed analyst estimates

Company announced eight new Princess Polly store leases in the U.S.

Outlook

Company expects fiscal 2026 net sales between $625 mln and $635 mln

AKA Brands anticipates fiscal 2026 adjusted EBITDA between $27 mln and $29 mln

Result Drivers

SUPPLY CHAIN DIVERSIFICATION - Co reduced inventory by 10% and diversified supply chain, contributing to Q4 performance

RETAIL EXPANSION - Co announced eight new Princess Polly store leases in the U.S., aiming to expand retail presence

Company press release: ID:nBw2jGZgSa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Miss*
$163.95 mln
$164.45 mln (5 Analysts)
Q4 EPS
-$1.35
Q4 Net Income
-$14.50 mln
Q4 Adjusted EBITDA
Miss
$2.50 mln
$6.05 mln (5 Analysts)
Q4 Gross Margin
55.60%
Q4 Gross Profit
$91.08 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the apparel & accessories retailers peer group is "buy."

Wall Street's median 12-month price target for AKA Brands Holding Corp is $19.00, about 84.5% above its March 4 closing price of $10.30

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)