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a.k.a. Brands Holding (AKA) investor relations material

a.k.a. Brands Holding The Gateway Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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The Gateway Conference 2025 summary3 Sep, 2025

Brand portfolio and market approach

  • Operates a portfolio of four brands targeting next-generation consumers through an omnichannel strategy, including direct-to-consumer, retail stores, and wholesale channels.

  • Brands include Princess Polly (teen/college), Culture Kings (streetwear), Petal and Pop (women 25-40), and Minimal (men's streetwear).

  • Expansion in the US is a key focus, with Princess Polly and Petal and Pop now present in all Nordstrom stores and Princess Polly operating 11 US retail locations.

  • Culture Kings leverages unique in-store experiences and exclusive products, with a flagship Las Vegas store driving both sales and marketing activations.

  • Influencer marketing, especially with micro-influencers and athletes, is central to brand growth and authenticity.

Operating model and merchandising strategy

  • Employs a data-driven, test-and-repeat merchandising model, launching around 100 new styles weekly and scaling successful products.

  • Maintains low inventory risk and strong gross margins by quickly adjusting buy quantities based on real-time sales data.

  • Social media and influencer marketing are managed in-house, focusing on authentic, cost-effective partnerships.

  • Asset-light operations utilize Shopify and third-party logistics, allowing investment in market share and brand awareness.

  • Marketing activations and collaborations with major brands (e.g., McLaren, WWE) amplify reach and engagement.

Omnichannel and wholesale expansion

  • Princess Polly's retail stores are exceeding sales and EBITDA expectations, with plans to open 8-10 more US locations next year.

  • Retail presence drives new customer acquisition and boosts online sales in surrounding regions.

  • Petal and Pop and Princess Polly have rapidly expanded into Nordstrom, moving from online tests to chain-wide presence in under a year.

  • Wholesale channels are generating strong brand awareness and inbound leads for further expansion.

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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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