a.k.a. Brands Holding Corp. (AKA) AI Stock Analysis

NYSE: AKAAI research summary: business, growth, valuation, analysts, bull and bear case.

AKA AI stock analysis summary

AI Research

a.k.a. Brands Holding Corp. is an online fashion company operating brands such as Princess Polly and Culture Kings. In FY2025, revenue grew 4.4% to $600.2M, though the company recorded a net loss of -$31.4M. Its trailing twelve-month revenue stands at $603.6M alongside net debt of $195.2M.

Market cap
$112.4M
Revenue (TTM)
$603.6M
P/E
—
fwd 11.3x
1Y return
-20.5%
S&P 500 16.8%
Avg. target
$19.75
93.1% vs last close

Bull case

  • Analysts hold a mean price target of $19.75, implying an upside of 93.1% relative to the last close of $10.23.
  • The stock's forward P/E of 11.3x and price-to-sales ratio of 0.2x trade below the US-listed Consumer Cyclical peer medians of 14.1x and 0.7x.
  • Revenue expanded at a 5-year compound annual growth rate of 22.7% through FY2025.

Bear case

  • The company remains unprofitable, recording a net loss of -$31.4M in FY2025 and a trailing twelve-month profit margin of -4.4%.
  • Balance sheet leverage is elevated with a debt-to-equity ratio of 2.26 and net debt of $195.2M compared to $21.1M in cash.
  • For the quarter ended June 30, 2026, quarterly earnings fell 50.0% year-over-year while revenue fell 0.3%.

What a.k.a. Brands does

Based in San Francisco, California, a.k.a. Brands Holding Corp. operates a portfolio of digital fashion brands serving consumers globally, with key markets in the United States and Australia. Established in 2018, its brand roster includes Princess Polly, Culture Kings, Petal & Pup, mnml, and Rebdolls, providing apparel, footwear, and accessories. The company complements its digital e-commerce presence with eight Culture Kings physical retail locations designed to offer immersive shopping experiences. It utilizes data-driven insights and consumer trend analysis to optimize operations across both physical and digital retail channels.

Growth and profitability

Annual revenue grew from $562.2M in FY2021 to $600.2M in FY2025, reflecting a 5-year compound annual growth rate of 22.7%. During this period, profitability remained negative, with net income moving from -$6.0M in FY2021 to -$176.7M in FY2022, -$98.9M in FY2023, -$26.0M in FY2024, and -$31.4M in FY2025. Gross margin was 54.4% in FY2025, compared to 57.0% in FY2024. Over the trailing twelve months, revenue reached $603.6M with an operating margin of 0.7% and a net profit margin of -4.4%. For the latest quarter ending June 30, 2026, quarterly revenue fell 0.3% year-over-year, while quarterly earnings fell 50.0%.

AKA income statement →

Balance sheet and cash flow

As of June 30, 2026, a.k.a. Brands held $21.1M in cash and short-term investments against total debt of $216.3M, leaving net debt at $195.2M. The company reported a current ratio of 1.11 and a debt-to-equity ratio of 2.26, supported by $95.6M in shareholders' equity and $405.0M in total assets. During FY2025, operating cash flow generated $16.4M, while capital expenditures totaled $17.1M, leading to free cash flow of -$633,000. Cash usage also included $2.0M allocated toward share buybacks.

AKA balance sheet →

Valuation and performance

At a share price of $10.23, a.k.a. Brands has a market capitalization of $112.4M and an enterprise value of $314.9M. The stock trades at a forward P/E of 11.3x and a price-to-sales multiple of 0.2x, lower than the median of its US-listed Consumer Cyclical peers at 14.1x forward P/E and 0.7x sales. However, its EV/EBITDA of 96.5x exceeds the peer median of 11.1x. Over the past year, the shares fell 20.5%, lagging the S&P 500 index return of 16.8%, and have fallen 90.0% over the last five years.

AKA key metrics →

What analysts expect

Wall Street coverage consists of 2 Strong Buy and 2 Hold ratings among 4 analysts. The mean price target is $19.75, representing upside of 93.1% over the last closing price of $10.23. Analysts project an EPS of -$1.70 on revenue of $629.8M for the fiscal year ending December 31, 2026, followed by an EPS of -$1.14 on revenue of $661.6M in FY2027. Over the last four quarters, the company beat EPS estimates 2 times. The next earnings release is scheduled for November 4, 2026.

AKA forecast and price target →

Key risks and what to watch

  • Total debt of $216.3M presents financial risk against a cash balance of $21.1M as of June 30, 2026.
  • Free cash flow was negative at -$633,000 in FY2025 after capital expenditures of $17.1M.
  • The stock demonstrates higher volatility with a beta of 1.38 and a 1-year share price drop of 20.5%.
  • Earnings execution has been mixed, with only 2 EPS beats across the last 4 quarters.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this AKA AI stock analysis

This page is an AI-written research summary of a.k.a. Brands Holding Corp. (AKA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: AKA income statement, AKA balance sheet, AKA key metrics, AKA analyst forecast, AKA chart. See the AKA stock overview for the latest quote and news.

AKA AI stock analysis FAQ

Does a.k.a. Brands pay a dividend?

a.k.a. Brands does not pay a dividend.

What is the analyst price target for AKA stock?

The mean analyst price target is $19.75, which is 93.1% above the last closing price of $10.23.

How much debt does a.k.a. Brands hold?

As of June 30, 2026, the company had $216.3M in total debt and $195.2M in net debt, with a debt-to-equity ratio of 2.26.

What are the consensus revenue estimates for AKA?

Analysts estimate full-year revenue of $629.8M for the fiscal year ending December 31, 2026, and $661.6M for FY2027.

More Consumer Cyclical AI stock analysis