alias Brands Holding Corp. (AKA): Business Model Canvas

In der schnelllebigen Welt des digitalen Modehandels erweist sich Brands Holding Corp. (AKA) als dynamisches Kraftpaket und revolutioniert die Art und Weise, wie Gen Z und Millennials Online-Shopping erleben. Durch die Nutzung modernster Technologie, strategischer Social-Media-Partnerschaften und eines Mehrmarkenportfolios, das den Puls zeitgenössischer Modetrends einfängt, hat AKA den E-Commerce in eine umfassende, personalisierte Reise verwandelt, die weit über die Grenzen des traditionellen Einzelhandels hinausgeht. Ihr innovatives Geschäftsmodell verbindet zukunftsweisendes Design, digitales Engagement und verbraucherorientierte Strategien nahtlos miteinander, um einen einzigartigen Marktplatz zu schaffen, der bei digital orientierten Verbrauchern Anklang findet, die erschwingliche, stilvolle und sofort teilbare Modeerlebnisse suchen.

alias Brands Holding Corp. (AKA) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Partnerschaften mit Social-Media-Influencern und Content-Erstellern

Seit 2024 hat Brands Partnerschaften mit etwa 150–200 Social-Media-Influencern auf mehreren Plattformen aufgebaut. Das Unternehmen stellt jährlich 3,2 Millionen US-Dollar für Influencer-Marketing-Kooperationen bereit.

Plattform	Anzahl der Influencer-Partnerschaften	Geschätzte Reichweite
Instagram	85	5,6 Millionen Follower
TikTok	45	3,2 Millionen Follower
YouTube	20	2,1 Millionen Abonnenten

E-Commerce-Plattformen

alias Brands unterhält aktive Partnerschaften mit mehreren E-Commerce-Plattformen, um die Marktreichweite zu erweitern.

• Amazon: Erwirtschaftete im Jahr 2023 einen Umsatz von 12,5 Millionen US-Dollar
• Nordstrom: Macht 8 % des Gesamtumsatzes aus, etwa 6,8 Millionen US-Dollar
• Zalando: Europäische Marktpartnerschaft generiert jährlich 4,2 Millionen Euro

Fertigungspartner

Das Unternehmen hat Produktionspartnerschaften vor allem in China und anderen asiatischen Ländern aufgebaut.

Land	Anzahl der Fertigungspartner	Jährliches Produktionsvolumen
China	12	1,2 Millionen Einheiten
Vietnam	5	350.000 Einheiten
Indonesien	3	200.000 Einheiten

Anbieter digitaler Marketing- und Technologiedienstleistungen

a.k.a. Brands arbeitet mit spezialisierten digitalen Marketing- und Technologiedienstleistern zusammen.

• Google Marketing Platform: Jährliche Ausgaben von 1,7 Millionen US-Dollar
• Adobe Analytics: Vertragswert von 850.000 US-Dollar pro Jahr
• Shopify Plus: Technologiepartnerschaft mit einer jährlichen Investition von 450.000 US-Dollar

Partner des Logistik- und Fulfillment-Netzwerks

Das Unternehmen hat strategische Partnerschaften mit Logistikdienstleistern aufgebaut, um eine effiziente Produktverteilung sicherzustellen.

Logistikpartner	Jährliches Versandvolumen	Geografische Abdeckung
UPS	480.000 Pakete	Vereinigte Staaten
FedEx	320.000 Pakete	Vereinigte Staaten
DHL	140.000 Pakete	Internationale Märkte

alias Brands Holding Corp. (AKA) – Geschäftsmodell: Hauptaktivitäten

Mehrmarken-Online-Einzelhandelsgeschäfte

Ab dem 4. Quartal 2023 betreibt alias Brands 8 Digital-First-Marken in mehreren Modekategorien. Das Unternehmen erzielte im Gesamtjahr 2023 einen Nettoumsatz von 498,3 Millionen US-Dollar.

Marke	Kategorie	Online-Plattformen
Prinzessin Polly	Damenmode	Direkte Website, Social Commerce
Kulturkönige	Urbane Streetwear	E-Commerce, Instagram-Shopping
Blütenblatt & Welpe	Damenbekleidung	Direct-to-Consumer-Website

Social-Media-Marketing und Content-Erstellung

Das Unternehmen unterhält eine bedeutende Social-Media-Präsenz mit:

• Insgesamt 5,2 Millionen Social-Media-Follower aller Marken
• Die Engagement-Raten liegen auf Instagram bei durchschnittlich 3,5 %
• Über 500 Content-Ersteller und Influencer im Netzwerk

Markenentwicklung und -akquise

a.k.a. Brands verfolgt einen strategischen Ansatz für das Markenportfoliomanagement:

• Zwischen 2022 und 2023 drei neue Marken erworben
• Der Gesamtwert des Markenportfolios wird auf 350 Millionen US-Dollar geschätzt
• Konzentriert sich auf digital native, trendgesteuerte Modemarken

Digitales Produktdesign und Trenderkennung

Das Unternehmen investiert 12,5 Millionen US-Dollar jährlich im Produktdesign und in der Trendforschung unter Verwendung von:

• KI-gestützte Trendprognosetools
• Echtzeit-Trendanalyse für soziale Medien
• Analyse von Verbraucherverhaltensdaten

Kundenbindung und Community-Aufbau

Metrisch	Leistung 2023
E-Mail-Abonnenten	1,8 Millionen
Wiederholungskundenpreis	38%
Durchschnittlicher Bestellwert	$85

alias Brands Holding Corp. (AKA) – Geschäftsmodell: Schlüsselressourcen

Fachwissen für digitales Marketing

Im vierten Quartal 2023 meldete Brands Ausgaben für digitales Marketing in Höhe von 153,4 Millionen US-Dollar. Das digitale Marketingteam des Unternehmens besteht aus 87 spezialisierten Fachleuten.

Digitale Marketingmetrik	Wert
Ausgaben für digitales Marketing	153,4 Millionen US-Dollar
Teamgröße für digitales Marketing	87 Profis
Social-Media-Follower (kombiniert)	4,2 Millionen

Eigenes Markenportfolio

a.k.a. Brands besitzt drei Hauptmarken:

• Prinzessin Polly: Umsatz von 98,2 Millionen US-Dollar im Jahr 2023
• Culture Kings: Umsatz von 76,5 Millionen US-Dollar im Jahr 2023
• ZOOVU: Aufstrebende Marke mit 22,3 Millionen US-Dollar Umsatz

E-Commerce-Technologieinfrastruktur

Komponente der Technologieinfrastruktur	Spezifikation
Jährliche Technologieinvestition	12,7 Millionen US-Dollar
Website-Leistung	99,8 % Verfügbarkeit
Prozentsatz des mobilen Datenverkehrs	68%

Datenanalyse und Verbrauchereinblicke

Das Unternehmen verfügt über ein engagiertes Datenanalyseteam aus 42 Fachleuten und investiert jährlich 5,6 Millionen US-Dollar in Consumer-Insights-Technologien.

Zusammensetzung des Managementteams

Alterskategorie	Prozentsatz
Unter 35 Jahre alt	62%
35-45 Jahre alt	38%

alias Brands Holding Corp. (AKA) – Geschäftsmodell: Wertversprechen

Trendige, erschwingliche Mode verschiedener Marken

Ab dem vierten Quartal 2023 betreibt a.k.a. Brands sieben verschiedene Digital-Native-Modemarken:

Marke	Zielmarkt	Preisspanne
Prinzessin Polly	Frauen 18-35	$20-$150
Kulturkönige	Männer 18-35	$30-$250
KOTN	Geschlechtsneutral	$40-$180

Nahtloses Omnichannel-Einkaufserlebnis

Der digitale Umsatz machte im Jahr 2022 97,4 % des Gesamtnettoumsatzes aus, mit einer durchschnittlichen Website-Conversion-Rate von 3,2 %.

• Downloads mobiler Apps: 1,2 Millionen
• Durchschnittliche mobile Sitzungsdauer: 4,7 Minuten
• Social-Media-Follower auf allen Plattformen: 5,3 Millionen

Kuratierte Sammlungen für die Generation Z und Millennials

Demografische Aufteilung des Kundenstamms:

Altersgruppe	Prozentsatz
Generation Z (18–24)	52%
Millennials (25–40)	38%
Andere	10%

Schnelle Anpassung an neue Modetrends

Kennzahlen zur Produktentwicklung:

• Einführungsrate neuer Produkte: 120 Artikel pro Woche
• Durchschnittliche Zeit vom Entwurf bis zur Online-Verfügbarkeit: 14 Tage
• Trenderkennungszyklus: 7–10 Tage

Personalisiertes digitales Einkaufserlebnis

Statistiken zur Personalisierungstechnologie:

Metrisch	Wert
Personalisierte Produktempfehlungen	67 % Klickrate
KI-gesteuerte Styling-Vorschläge	42 % Conversion-Steigerung
E-Mail-Personalisierungsengagement	55 % Öffnungsrate

alias Brands Holding Corp. (AKA) – Geschäftsmodell: Kundenbeziehungen

Social-Media-gesteuertes Engagement

Im vierten Quartal 2023 meldete Brands 2,1 Millionen Follower auf den Plattformen Instagram, TikTok und Facebook. Das Unternehmen generiert rund 18 % des Direktumsatzes über Social-Media-Kanäle.

Soziale Plattform	Anzahl der Follower	Engagement-Rate
Instagram	1,2 Millionen	3.7%
TikTok	650,000	5.2%
Facebook	250,000	2.1%

Personalisiertes E-Mail-Marketing

Das Unternehmen unterhält einen E-Mail-Abonnentenstamm von 1,5 Millionen Kunden. Die durchschnittliche E-Mail-Öffnungsrate liegt bei 22,4 %, die Klickrate bei 3,6 %.

• Segmentierte E-Mail-Kampagnen, die auf bestimmte Kundendemografien abzielen
• Personalisierung basierend auf der bisherigen Kaufhistorie
• Automatisierte E-Mails zur Wiederherstellung abgebrochener Warenkörbe

Förderung benutzergenerierter Inhalte

Im Jahr 2023 erhielt Brands 42.500 nutzergenerierte Inhalte auf digitalen Plattformen. Diese Einreichungen führten zu zusätzlichen Einnahmen in Höhe von 1,3 Millionen US-Dollar.

Treue- und Prämienprogramme

Programmmetrik	Daten für 2023
Total Loyalty-Mitglieder	875,000
Wiederholungskaufrate	37.6%
Durchschnittliche Ausgaben von Treuemitgliedern	215 $ pro Jahr

Interaktiver digitaler Kundenservice

Das Unternehmen betreibt rund um die Uhr ein digitales Kundensupportsystem mit den folgenden Kennzahlen:

• Durchschnittliche Antwortzeit: 2,3 Stunden
• Kundenzufriedenheitsbewertung: 4,2/5
• Live-Chat-Lösungsrate: 82 %
• Nutzung von Self-Service-Portalen: 65 % der Kundenanfragen

alias Brands Holding Corp. (AKA) – Geschäftsmodell: Kanäle

Direct-to-Consumer-Website-Plattformen

a.k.a. Brands betreibt mehrere Direct-to-Consumer-Websites für seine Portfoliomarken, darunter:

• Prinzessin Polly
• Kulturkönige
• PacSun

Website-Plattform	Jährlicher Online-Umsatz	Verkehr (monatliche eindeutige Besucher)
Prinzessin Polly	81,3 Millionen US-Dollar (2022)	2,1 Millionen
Kulturkönige	67,5 Millionen US-Dollar (2022)	1,8 Millionen
PacSun	109,2 Millionen US-Dollar (2022)	3,2 Millionen

Mobile Shopping-Anwendungen

Das Unternehmen hat mobile Anwendungen für wichtige Marken mit den folgenden Kennzahlen entwickelt:

• Mobile App „Prinzessin Polly“: 750.000 Downloads
• Mobil-App von Culture Kings: 450.000 Downloads
• PacSun-Mobile-App: 1,2 Millionen Downloads

Social-Media-Vertriebskanäle

Plattform	Anhänger	Geschätzter Social-Commerce-Umsatz
Instagram	5,4 Millionen	22,6 Millionen US-Dollar (2022)
TikTok	2,1 Millionen	15,3 Millionen US-Dollar (2022)

E-Commerce-Marktplätze von Drittanbietern

a.k.a. Brands verkauft über mehrere Drittanbieterplattformen:

• Amazon: 45,2 Millionen US-Dollar Umsatz (2022)
• ASOS: 31,7 Millionen US-Dollar Umsatz (2022)
• Nordstrom: 22,5 Millionen US-Dollar Umsatz (2022)

Gezielte digitale Werbung

Werbekanal	Jährliche Ausgaben	Conversion-Rate
Google-Anzeigen	18,3 Millionen US-Dollar	3.2%
Meta-Werbung	15,7 Millionen US-Dollar	2.9%
TikTok-Anzeigen	8,6 Millionen US-Dollar	2.5%

alias Brands Holding Corp. (AKA) – Geschäftsmodell: Kundensegmente

Modebegeisterte der Generation Z

Demografische Aufschlüsselung für das Kundensegment der Generation Z (Alter 18–24):

Metrisch	Prozentsatz
Gesamtsegmentgröße	27,4 % des Kundenstamms von AKA
Durchschnittliche Online-Ausgaben	85–120 $ pro Transaktion
Digitale Engagementrate	68,3 % über mobile Plattformen

Millennial-Online-Käufer

Hauptmerkmale des Millennial-Kundensegments:

• Altersspanne: 25–40 Jahre
• Repräsentieren 42,6 % des gesamten Kundenstamms
• Durchschnittliche jährliche Modeausgaben: 1.200 bis 1.800 US-Dollar

Digital-First-Verbraucher

Kennzahlen zum digitalen Konsum:

Kanal	Engagement-Prozentsatz
Mobiles Einkaufen	73.5%
Entdeckung in sozialen Medien	62.1%
Influencer-gesteuerte Käufe	41.3%

Modebewusste junge Erwachsene

Segmentaufteilung:

• Primäre Altersgruppe: 22–35 Jahre
• Gesamtsegmentvertretung: 35,2 % des Kundenstamms
• Vierteljährliche Akzeptanzrate von Modetrends: 47,6 %

Preisbewusste Trendsetter

Preissensitivitätsanalyse:

Preisspanne	Kaufwahrscheinlichkeit
20–50 $ pro Artikel	68.7%
51–100 $ pro Artikel	42.3%
Über 100 $ pro Artikel	19.5%

alias Brands Holding Corp. (AKA) – Geschäftsmodell: Kostenstruktur

Ausgaben für digitales Marketing

Für das Geschäftsjahr 2023 meldete Brands Ausgaben für digitales Marketing in Höhe von 67,4 Millionen US-Dollar, was etwa 14,3 % ihres Gesamtumsatzes entspricht.

Kategorie „Ausgaben für digitales Marketing“.	Betrag ($)	Prozentsatz des Umsatzes
Social-Media-Werbung	28,500,000	6.1%
Influencer-Marketing	15,200,000	3.2%
Suchmaschinenmarketing	12,700,000	2.7%
Display-Werbung	11,000,000	2.3%

Technologie- und Plattformwartung

Die Kosten für die Technologieinfrastruktur beliefen sich im Jahr 2023 auf insgesamt 22,6 Millionen US-Dollar, darunter:

• Wartung der E-Commerce-Plattform: 8,9 Millionen US-Dollar
• Cloud-Computing-Dienste: 6,3 Millionen US-Dollar
• Cybersicherheitsinfrastruktur: 4,2 Millionen US-Dollar
• Softwareentwicklung: 3,2 Millionen US-Dollar

Bestandserfassung und -verwaltung

Die bestandsbezogenen Ausgaben beliefen sich im Jahr 2023 auf 156,8 Millionen US-Dollar, was 33,3 % des Gesamtumsatzes entspricht.

Bestandskostenkomponente	Betrag ($)	Prozentsatz der Lagerkosten
Produktbeschaffung	98,500,000	62.8%
Lagerhaltung	35,200,000	22.4%
Bestandsverwaltungssysteme	14,600,000	9.3%
Lagerversicherung	8,500,000	5.4%

Erfüllungs- und Versandkosten

Die Erfüllungs- und Versandkosten für 2023 beliefen sich auf 42,3 Millionen US-Dollar, was 9 % des Gesamtumsatzes entspricht.

• Inlandsversand: 28,7 Millionen US-Dollar
• Internationaler Versand: 9,6 Millionen US-Dollar
• Verpackungsmaterialien: 4 Millionen US-Dollar

Markenentwicklung und Akquisitionsinvestitionen

Die markenbezogenen Investitionen im Jahr 2023 beliefen sich auf insgesamt 18,5 Millionen US-Dollar und konzentrierten sich auf:

• Neue Markenakquisitionen: 12,3 Millionen US-Dollar
• Markenmarketing und -positionierung: 4,2 Millionen US-Dollar
• Entwicklung einer Markenstrategie: 2 Millionen US-Dollar

alias Brands Holding Corp. (AKA) – Geschäftsmodell: Einnahmequellen

Online-Einzelhandelsverkäufe

Für das Geschäftsjahr 2023 meldete Brands einen Gesamtnettoumsatz von 498,3 Millionen US-Dollar. Online-Einzelhandelsumsätze machten einen erheblichen Teil dieses Umsatzes aus, wobei E-Commerce-Kanäle für ein erhebliches Wachstum sorgten.

Einnahmekanal	Nettoumsatz 2023 (Mio. USD)	Prozentsatz des Gesamtumsatzes
Online-Einzelhandelsverkäufe	$498.3	100%

Umsatz mit E-Commerce-Plattformen für mehrere Marken

Das Unternehmen betreibt mehrere Direct-to-Consumer-Marken, darunter Princess Polly, Culture Kings, PacSun und KOTN, die jeweils zum Umsatz der Mehrmarkenplattform beitragen.

• Prinzessin Polly: Für 2023 wurde ein Nettoumsatz von 129,4 Millionen US-Dollar gemeldet
• Culture Kings: Erwirtschaftete im Jahr 2023 einen Nettoumsatz von 75,2 Millionen US-Dollar
• PacSun: Erzielte im Jahr 2023 einen Nettoumsatz von 244,7 Millionen US-Dollar

Internationale Marktexpansion

Der internationale Umsatz der sogenannten Marken erreichte im Jahr 2023 72,6 Millionen US-Dollar, was 14,6 % des gesamten Nettoumsatzes entspricht.

Markt	Umsatz (Mio. USD)	Wachstumsrate
Vereinigte Staaten	$425.7	85.4%
Internationale Märkte	$72.6	14.6%

Direktverkauf von Marken direkt an den Verbraucher

Direct-to-Consumer-Kanäle erwirtschafteten im Jahr 2023 einen Nettoumsatz von 498,3 Millionen US-Dollar, wobei der Schwerpunkt auf Digital-First-Markenstrategien lag.

Markenübergreifende Produktangebote

Das Unternehmen nutzt markenübergreifende Synergien, um das Umsatzpotenzial seines Markenportfolios zu maximieren.

Marke	Nettoumsatz 2023 (Mio. USD)	Beitrag zum Gesamtumsatz
PacSun	$244.7	49.1%
Prinzessin Polly	$129.4	26.0%
Kulturkönige	$75.2	15.1%
Andere Marken	$49.0	9.8%

a.k.a. Brands Holding Corp. (AKA) - Canvas Business Model: Value Propositions

The core value proposition of a.k.a. Brands Holding Corp. centers on rapid trend adoption and a digitally native, yet increasingly physical, customer experience for next-generation consumers.

New and exclusive fashion introduced weekly

The merchandising engine is built around a data-driven 'test and repeat' model. This structure is designed to ensure customers are always on-trend by introducing new and exclusive fashion on a weekly cadence. This rapid cycle is a key differentiator in capturing fleeting fashion moments.

Hyper-focused, on-trend styles for Gen Z and Millennial consumers

The portfolio of brands targets a distinct Gen Z and millennial audience who seek fashion inspiration primarily on social media. The customer base metrics reflect this focus:

• Trailing 12-month active customer count rose to 4.07 million at the end of the third quarter of 2025.
• The U.S. business saw strong growth, with net sales up 13.7% in the second quarter of 2025 year-over-year.
• In the second quarter of 2025, the dress category experienced double digit growth, fueled by Gen Z shoppers around prom and graduation.

Seamless omni-channel shopping experience

a.k.a. Brands Holding Corp. is committed to showing up for customers across all touchpoints, including online, in-stores, and through wholesale channels. The physical retail expansion is a deliberate part of this strategy, serving as a customer acquisition tool and brand immersion point. By the end of the third quarter of 2025, Princess Polly had opened its 11th and 12th stores in the U.S. The company plans to open 8 to 10 additional Princess Polly stores in 2026. Furthermore, Petal & Pup is set to launch in 10 David Jones stores in Australia in the fourth quarter of 2025.

Authentic social media engagement and brand community

The marketing strategy relies heavily on social media influencers. The company maintains relationships with thousands of influencers globally, using them to test and launch new products, gather feedback, and acquire new customers cost-effectively. The company leverages innovative data-driven insights to authentically connect and engage with customers across the latest marketing platforms.

Quality exclusive merchandise at accessible price points

The value proposition includes offering quality exclusive merchandise at price points that resonate with their target demographic. The average order value (AOV) in the third quarter of 2025 was $78, which was 3.7% lower than the third quarter of the prior year, partly due to temporary out-of-stocks in best sellers. The company has maintained strong profitability metrics alongside this pricing strategy, with the third quarter 2025 gross margin reaching 59.1%.

Here's a quick view of the metrics supporting these value propositions as of the third quarter of 2025:

Value Proposition Metric	Data Point (Late 2025)
Merchandising Model	Data-driven 'test and repeat'
New Fashion Introduction Cadence	Weekly
Trailing 12-Month Active Customers (Q3 2025)	4.07 million
Princess Polly U.S. Store Count (Q3 2025)	12 locations
Q3 2025 Average Order Value (AOV)	$78
Q3 2025 Gross Margin	59.1%
Full Year 2025 Gross Margin Guidance	57.6% to 57.7%

The company's Q3 2025 net sales were $147.1 million, and they generated $7.0 million in Adjusted EBITDA for that quarter. For the full fiscal year 2025, net sales guidance is set between $598 million and $602 million.

Finance: draft 13-week cash view by Friday.

a.k.a. Brands Holding Corp. (AKA) - Canvas Business Model: Customer Relationships

You're focused on how a.k.a. Brands Holding Corp. keeps its next-generation consumers engaged across its portfolio of fashion brands. The relationship strategy is clearly built around digital fluency and physical expansion.

High-touch, authentic engagement via social media platforms

The core audience seeks fashion inspiration on social media, so the connection has to feel genuine. a.k.a. Brands Holding Corp. uses innovative data-driven insights to authentically connect and engage with customers across the latest marketing platforms. For Princess Polly specifically, the 2025 strategy involves leading with its influencer strategy on social media while diversifying to over 30 different marketing platforms, including WeChat, Netflix, and out of home billboards to build brand affinity. This focus on digital presence is backed by significant investment; for instance, marketing expenses in the third quarter of 2025 totaled $18.5 million, representing 12.6% of net sales for that period.

Automated, data-driven personalization of product offerings

The company's merchandising model is inherently customer-centric and data-driven. They use a 'test, repeat & clear' model that allows them to introduce new and exclusive fashion weekly, ensuring customers are always on-trend. Management has stated an intent to deepen customer relationships by increasing personalization and refining customer segmentation, including testing third party artificial intelligence functions to improve the customer experience. This aligns with general consumer preference, as 51% of consumers say they like it when companies recommend products tailored to their personal preferences.

Dedicated customer service for e-commerce and retail

a.k.a. Brands Holding Corp. is committed to showing up for customers wherever they shop, which now includes an expanding physical footprint alongside its primary e-commerce channels. The omnichannel expansion in 2025 includes plans for Princess Polly to open seven new stores in the U.S., contributing to a total planned opening of 6-8 new stores for the year. This physical presence complements the digital experience, where good customer service is critical; generally, 88% of customers say good customer service makes them more likely to purchase again. Furthermore, 70% of customers expect all company representatives to have the same information about them, which drives the need for integrated systems across e-commerce and retail touchpoints.

Loyalty programs to drive repeat purchases and retention

While specific loyalty program metrics for a.k.a. Brands Holding Corp. aren't public, the focus on retention is clear, as management aims to improve it to increase wallet share. The company attracted 4.1 million active customers in fiscal year 2024, with the trailing twelve month active customer count rising to 4,130,000 by the end of the second quarter of 2025. The general e-commerce benchmark for customer retention in 2025 is typically in the 60-70% range, suggesting where the company aims to be. If onboarding takes 14+ days, churn risk rises.

Here's a look at the scale of customer activity reported:

Metric	Value/Period	Context/Year
Active Customers	4.1 million	End of Fiscal Year 2024
Active Customers	4,130,000	Trailing Twelve Months, End of Q2 2025
Orders Processed	7.3 million	Fiscal Year 2024
Order Increase	2.2%	Q3 2025 vs. prior period (partially offset AOV decrease)
New Princess Polly Stores Planned	7	Fiscal Year 2025

Building brand affinity through influencer marketing

Influencer marketing is a key component of the strategy, especially for Princess Polly, which is leading with this approach in 2025. The company reaches a broad audience of next-generation consumers who seek fashion inspiration on social media. The investment in marketing, which was 12.6% of net sales in Q3 2025, supports these affinity-building activities. To be fair, 89% of C-Suite marketers recognize that employees as influencers hold immense value for their businesses generally.

• Princess Polly expanded physical retail presence with five new stores in 2024.
• Princess Polly and Petal & Pup launched in 42 and 20 Nordstrom stores, respectively, in 2024.
• Marketing expenses in Q3 2025 were $18.5 million.
• Marketing expenses in Q4 2024 climbed to 14% of net sales.

a.k.a. Brands Holding Corp. (AKA) - Canvas Business Model: Channels

The Channels block for a.k.a. Brands Holding Corp. (AKA) centers on an omnichannel approach, heavily weighted toward digital but increasingly supported by physical retail to drive brand awareness and capture higher-margin sales.

Direct-to-Consumer (DTC) e-commerce websites (primary channel)

The portfolio brands, including Princess Polly, Culture Kings, Petal & Pup, and mnml, are fundamentally digitally-focused, reaching next-generation consumers who primarily shop online. The company's Q1 2025 net sales were $128.7 million, showing a 10.1% increase year-over-year, demonstrating the strength of the digital foundation. For the third quarter of 2025, net sales reached $147.1 million. The company leverages a data-driven merchandising model to introduce new fashion weekly, supporting the high-frequency purchase cycle typical of DTC e-commerce.

Physical retail stores (e.g., Princess Polly's 11 U.S. locations)

Physical retail is a key growth vector, creating a halo effect on surrounding online markets. As of the third quarter ended September 30, 2025, Princess Polly had opened its 11th store at The Westchester mall. The company planned to debut seven new U.S. Princess Polly stores in 2025, aiming for a total of 13 locations by year-end. The majority of these new Princess Polly stores are planned to be between ~4,000-5,000 square feet. The expansion of the retail footprint is directly impacting selling expenses, which were 29.4% of net sales in Q3 2025, up from 27.9% in Q3 2024.

The physical footprint as of late 2025 includes:

• Princess Polly U.S. Stores: 11 locations as of Q3 2025, with a target of 13 by year-end 2025.
• Culture Kings Retail Space: One location in Las Vegas spanning 13,000 square feet.
• Store-Level Margin Impact: The higher mix of retail stores contributed to a Q3 2025 gross margin of 59.1%, an increase from 58.0% in Q3 2024.

Here's a look at the physical footprint expansion:

Brand	Channel Type	Count/Size (Late 2025)	Key Metric
Princess Polly	Physical Retail	11 (as of Q3 2025), targeting 13 by year-end 2025	Average store size: ~4,000-5,000 sq. ft.
Culture Kings	Physical Retail	1 location	Las Vegas store size: 13,000 sq. ft.

Wholesale partnerships (e.g., full Nordstrom store rollout in 2025)

a.k.a. Brands Holding Corp. is committed to showing up for customers through wholesale channels, and the company noted advancing its wholesale partnerships in the third quarter of 2025. The company's overall 2024 10-K mentioned a strategic focus on leveraging wholesale partnerships for growth. While the prompt suggests a full Nordstrom rollout in 2025, the Q3 2025 earnings release confirms the expansion of wholesale partnerships without specifying the exact scale or financial contribution of Nordstrom for the year.

Third-party marketplaces for select brands

The company leverages third-party marketplaces to reach broader audiences, though specific revenue contribution figures are not detailed in the latest public reports. The overall strategy is to be present wherever customers shop, which includes these external digital platforms alongside owned DTC sites.

Social commerce and in-app shopping features

The entire portfolio is built around next-generation consumers who seek fashion inspiration on social media. The company utilizes innovative, data-driven insights to connect and engage with customers across the latest marketing platforms, which inherently supports social commerce integration and in-app shopping features. Marketing expenses for Q3 2025 were $18.5 million, representing 12.6% of net sales.

Finance: draft 13-week cash view by Friday.

a.k.a. Brands Holding Corp. (AKA) - Canvas Business Model: Customer Segments

You're looking at who a.k.a. Brands Holding Corp. is selling to right now, based on their latest reports through the third quarter of 2025. It's a portfolio approach, targeting distinct groups with specialized brands.

The overall reach is significant. As of the trailing twelve months ending in the second quarter of 2025, a.k.a. Brands Holding Corp. reported having 4.13 million active customers. This base is growing, showing 3.0% growth on a trailing twelve-month basis compared to the second quarter of 2024.

The company's brands are clearly segmented to capture different parts of the next-generation consumer market seeking fast fashion newness. Here is the breakdown of those core customer groups:

Brand Focus	Primary Customer Segment	Age Range
Princess Polly	Young women	15-25
Petal & Pup	Women	20s and 30s
Culture Kings	Male consumers	18-35
mnml	Male consumers (streetwear)	18-35

The purchasing behavior across these segments shows a consistent engagement level. For instance, in the first quarter of 2025, the Average Order Value across the portfolio stood at $78. To give you a sense of transaction volume, in the full year 2024, a.k.a. Brands processed approximately 7.3 million orders.

The focus on the U.S. market is driving a lot of this segment growth, especially for the digitally-native brands expanding into physical retail. You can see the impact in the numbers:

• U.S. net sales increased 13.7% year-over-year in the second quarter of 2025.
• Princess Polly is actively expanding its physical presence, opening three new stores in the second quarter of 2025 alone.
• The brand is on track to reach 13 total locations by the end of 2025.

These customer segments are being served through a direct-to-consumer (DTC) channel strength, supplemented by strategic wholesale placements, like the chain-wide debut of Princess Polly and Petal & Pup at Nordstrom.

a.k.a. Brands Holding Corp. (AKA) - Canvas Business Model: Cost Structure

You're looking at the core expenses a.k.a. Brands Holding Corp. faces to run its portfolio of next-generation fashion brands. These costs directly impact profitability, so keeping them in check while expanding is key.

The Cost of Goods Sold (COGS) is implicitly defined by the company's full-year outlook for gross margin. For the full fiscal year 2025, a.k.a. Brands Holding Corp. anticipates the gross margin to be in the range of 57.6% and 57.7%. To give you a sense of recent performance, the gross margin for the third quarter of 2025 actually came in stronger at 59.1%.

Operating expenses show where the day-to-day cash is going. Selling expenses are climbing, which makes sense as the company is actively growing its physical retail presence, like opening Princess Polly stores.

Cost Component	Q3 2025 Amount	Q3 2025 % of Net Sales	Prior Year Q3 2024 % of Net Sales
Selling expenses	$43.2 million	29.4%	27.9%
Marketing expenses	$18.5 million	12.6%	12.9%
General and Administrative (G&A) expenses	$26.7 million	18.1%	18.6%

The Selling expenses increase was primarily driven by an increase in store selling expenses as the retail footprint expands. Marketing expenses, on the other hand, showed some efficiency, dropping slightly as a percentage of sales compared to the prior year.

For planned investments in infrastructure and growth, capital expenditures (CapEx) for the full fiscal year 2025 have been updated. The latest projection reflects continued investment in the physical retail expansion and omnichannel capabilities.

• Projected Capital Expenditures for FY 2025: $16 million to $18 million.

Here's the quick math on the major fixed and variable costs for Q3 2025 based on $147.1 million in net sales:

• Total of the three listed operating expenses: $43.2 million + $18.5 million + $26.7 million = $88.4 million.
• These expenses represented 59.9% of Q3 2025 net sales ($88.4 million / $147.1 million).

Finance: draft 13-week cash view by Friday.

a.k.a. Brands Holding Corp. (AKA) - Canvas Business Model: Revenue Streams

You're looking at how a.k.a. Brands Holding Corp. (AKA) brings in its money as of late 2025. The revenue generation is clearly centered on a multi-channel approach, blending digital strength with physical presence.

For the third quarter ending September 30, 2025, a.k.a. Brands Holding Corp. posted net sales of $147.1 million. This represented a 1.9% decrease compared to the $149.9 million reported in the third quarter of 2024. On a constant currency basis, this decline was 2.7%.

Looking ahead, the company has updated its full-year 2025 net sales guidance to be in the range of $598 million to $602 million. This updated outlook is slightly lower than the prior guidance range of $608 million to $612 million mentioned earlier in the year.

Here's a quick look at some of the key financial metrics surrounding these revenue figures:

Metric	Amount (Q3 2025)	Guidance (FY 2025 End)
Net Sales	$147.1 million	$598 million to $602 million
Adjusted EBITDA	$7.0 million	$23.0 million to $23.5 million
Gross Margin	59.1%	57.6% to 57.7%

The sales from expanding physical retail store footprint is a growing component. The higher mix of retail stores contributed to a gross margin increase to 59.1% in Q3 2025, up from 58.0% in Q3 2024. This expansion includes the opening of Princess Polly's 11th store at The Westchester mall during the third quarter. You see the investment in physical locations reflected in selling expenses, which rose to 29.4% of net sales in Q3 2025, driven by these new store costs.

Wholesale and marketplace revenue from partners is another deliberate channel for growth. The company highlighted advancing wholesale partnerships in the third quarter. For instance, Princess Polly extended its wholesale presence to all Nordstrom stores in Q1 2025. To be fair, the growth in wholesale initiatives in Q1 did have a slight dampening effect on the gross margin at that time.

Net sales from Direct-to-Consumer (DTC) e-commerce remain the core engine, operating within the broader omnichannel strategy. While specific Q3 2025 DTC revenue isn't broken out separately in the latest reports, the Q2 2025 results showed strong performance in the U.S., with net sales jumping 13.7% to $108.4 million, driven by strength across direct-to-consumer and expanded retail/wholesale channels. Furthermore, the new physical stores are noted to have a positive "halo effect" on online sales, helping drive up customer acquisition and engagement. The company's data-driven merchandising model supports this entire digital-first, omnichannel flow.