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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
a.k.a. Brands Holding (AKA) investor relations material
a.k.a. Brands Holding KeyBanc Capital Markets Consumer Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.KeyBanc Capital Markets Consumer Conference 2025 summary12 Dec, 2025
Brand performance and strategy
Princess Polly drives growth through omnichannel presence, frequent new product drops, and strong marketing across 20+ channels, including TikTok and physical retail expansion, with stores showing a halo effect on online sales.
Petal & Pup targets a slightly older demographic, focusing on wholesale growth, especially with Nordstrom, and expanding internationally through partners like Nykaa and David Jones.
Culture Kings leverages experiential retail, collaborations, and a test-and-repeat merchandising model, with notable activations tied to cultural events and partnerships, driving brand heat and sales.
Channel and geographic expansion
Physical retail is expanding, with 12 Princess Polly stores and plans for 8–10 more in 2026, including international locations; stores attract new customers and boost local online sales.
Wholesale presence is growing domestically and internationally, with strong results at Nordstrom and ASOS, and further expansion planned for all brands.
Technology and operational initiatives
AI adoption accelerates creativity and efficiency, with initiatives in image editing, product descriptions, customer experience, and instant checkout via ChatGPT.
The Shopify ecosystem enables rapid testing and scaling of tech innovations across brands, supporting both demand generation and cost management.
What structural drivers sustain gross margin?
How does new sourcing enhance inventory agility?
Culture Kings' 2026 wholesale growth strategy?
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Next a.k.a. Brands Holding earnings date
Q4 20259 Mar, 2026
Next a.k.a. Brands Holding earnings date
Q4 20259 Mar, 2026
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Frequently asked questions
a.k.a. Brands Holding Corp. operates a diversified portfolio of fashion brands that cater primarily to the Gen Z and millennial demographics through online retail. Its portfolio includes brands such as Princess Polly, Culture Kings, Petal & Pup, and mnml, offering a range of apparel, footwear, and accessories. With a focus on online retail, a.k.a. Brands also operates physical stores under the Culture Kings brand. The company is headquartered in San Francisco, California, and its shares are listed on the NYSE.
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