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a.k.a. Brands Holding Corp. (AKA) Presents at UBS Global Consumer and Retail Conference Transcript

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Q4: 2026-03-05 Earnings Summary

EPS of -$1.35 misses by $0.54

 | Revenue of $163.95M (3.10% Y/Y) misses by $501.80K

a.k.a. Brands Holding Corp. (AKA) UBS Global Consumer and Retail Conference March 11, 2026 4:00 PM EDT

Company Participants

Ciaran Long – Chief Executive Officer

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Conference Call Participants

Jay Sole – UBS Investment Bank, Research Division

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Presentation

Jay Sole
UBS Investment Bank, Research Division

All right. Well, hello again. I’m Jay Sole, UBS’ retailing department stores and specialty softlines analyst. And welcome again to the 2026 UBS Global Consumer and Retail Conference. Really excited to have a.k.a. Brands here again to talk to us. I have to say that there’s a very big fan in my household of Princess Polly and it’s my 15-year-old she loves it. So I think that…

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Ciaran Long
Chief Executive Officer

We appreciate your 15-year-old and we appreciate you and your credit card.

Jay Sole
UBS Investment Bank, Research Division

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That’s right. So…

Ciaran Long
Chief Executive Officer

It’s great for us.

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Question-and-Answer Session

Jay Sole
UBS Investment Bank, Research Division

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So there’s a really good story here. And I think that we are going to dive into a little bit. But maybe just before we kind of dig into some of the nuances of why my kid loves your brand. Let’s just talk about high level the business model. It gives us a little bit of overview for anybody who might not be totally up to speed on the company and what you guys do, just maybe start there.

Ciaran Long
Chief Executive Officer

Thanks for having me. Delighted to be here. Yes. So at a.k.a., we’re a group of next-generation fashion brands, very much focused on that Gen Z millennial consumer. We started off all of the brands very much direct to consumer. And over the last couple of years, we started bringing the brands into wholesale, into stores and really just putting product in front of customers wherever they are, certainly, very early days as

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