Overview

* AKA Brands ( AKA ) Q3 net sales decreased 1.9%, missing analyst expectations

* Adjusted EBITDA for Q3 missed analyst estimates

* Company advanced strategic initiatives, including debt refinancing and retail expansion

Outlook

* AKA Brands ( AKA ) lowers full-year 2025 net sales guidance to $598 mln - $602 mln

* Company revises full-year 2025 adjusted EBITDA forecast to $23.0 mln - $23.5 mln

* Guidance considers impact of tariffs enacted during 2025

Result Drivers

* SUPPLY CHAIN DISRUPTIONS - Temporary disruptions affected in-stock levels and fashion newness, limiting ability to meet customer demand

* RETAIL EXPANSION - Princess Polly's retail expansion contributed to higher gross margins

* ORDER GROWTH - Increase in number of orders driven by growth in Australia and New Zealand

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Miss $147.08 $154.86

mln mln (5

Analysts

)

Q3 Net -$4.96

Income mln

Q3 Miss $7 mln $7.38

Adjusted mln (5

EBITDA Analysts

)

Q3 Gross 59.10%

Margin

Q3 Gross $86.98

Profit mln

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 ( AKA ) is $21.50, about 43.7% above its November 4 closing price of $12.11

Press Release:

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(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.)