NYSE$AKA

a.k.a. Brands Holding · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

a.k.a. Brands reported a net loss of $8.4 million in Q1 2025 despite achieving 10.1% revenue growth year-over-year and improved gross margin.

a.k.a. Brands started fiscal 2025 strong with revenue of $128.7 million, a 10.1% increase from Q1 2024, driven by growth in U.S. and Australia/New Zealand markets. Despite higher gross margin and adjusted EBITDA improvements, the company reported a net loss of $8.4 million.

  • Revenue grew 10.1% year-over-year to $128.7 million, led by U.S. sales up 14.2%
  • Net loss narrowed slightly to $8.4 million from $8.9 million in Q1 2024
  • Adjusted EBITDA improved to $2.7 million with a margin of 2.1%
  • Active customers rose 7.8% year-over-year to 4.13 million

Headline financials

Total Revenue

$129M

Previous: $117M+10.1%
EPS (adj)

-$0.78

Previous: -$0.85+8.2%
Gross Margin

57.2%

Previous: 56.2%+1.8%
Adjusted EBITDA

$2.67M

Previous: $874K+204.9%
Adjusted EBITDA Margin

2.1%

Previous: 0.7%+200.0%
Active Customers

4.1M

Previous: 3.8M+7.8%
Average Order Value

$78.00

Previous: $77.00+1.3%
Number of Orders

1.7M

Previous: 1.5M+9.2%
Capital Expenditures

-$3.44M

Previous: -$754K-355.7%
Net Income

-$8.35M

Previous: -$8.93M+6.5%
Operating Income

-$5.38M

Previous: -$6.09M+11.7%
Gross Profit

$73.7M

Previous: $65.7M+12.2%

Revenue & EPS history

a.k.a. Brands · Revenue · Quarterly

$129M

Q1 2025+10.1%vs Q1 2024
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Forward guidance

For Q2 2025, a.k.a. Brands expects revenue between $154M and $158M and adjusted EBITDA of $7M to $8M. The company remains focused on strategic expansion and brand momentum, particularly through store growth and wholesale partnerships.

Tailwinds

  • Projected Q2 revenue range: $154M to $158M
  • Adjusted EBITDA expected to improve to $7M–$8M in Q2
  • Active customer growth continues, up 7.8% YoY
  • New Princess Polly stores outperforming expectations
  • Solid wholesale expansion with Nordstrom

Headwinds

  • Ongoing net losses despite top-line growth
  • Operating expenses remain high, especially in G&A
  • Increased debt to $119.9M due to store investments
  • Free cash flow remains negative at -$1.9M
  • Rest of World revenue declined 19% YoY

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.7%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-3.8%

Avg return

30 days after

57%

13 / 23 earnings

Positive

+59.5%

Q1 2025

Best reaction

-38.4%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%-7.6%-19.0%
Q4 2025-4.5%-3.9%+1.8%
Q3 2025+3.3%-1.3%-16.0%
Q1 2025+59.5%+55.3%+38.9%
Q4 2024-13.0%-19.5%-10.7%
Q3 2024-0.1%-14.9%-17.3%
Q2 2024+8.5%+19.0%+38.5%
Q1 2024+23.5%+53.1%-4.5%
Q4 2023-14.3%-26.1%-19.8%
Q3 2023-21.3%-20.3%+30.0%
Q2 2023-21.7%-30.4%-6.2%
Q1 2023+10.6%+6.7%+34.2%
Q4 2022-38.4%-45.4%-68.8%
Q3 2022+17.3%+27.6%+5.8%
Q2 2022+4.1%+19.5%+9.7%
Q1 2022-5.6%+9.8%+14.5%
Q4 2019-32.1%-43.6%-41.3%
Q4 2021-32.1%-43.6%-41.3%
Q3 2020+3.1%+10.8%-3.1%
Q2 2021+3.1%+10.8%-3.1%
Q4 2020+3.1%+10.8%-3.1%
Q3 2021+3.1%+10.8%-3.1%
Q1 2021+3.1%+10.8%-3.1%
Q2 2020
Q1 2020

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