A.K.A. Brands Holding Corp. (AKA): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo acelerado do varejo de moda digital, a A.K.A. Brands Holding Corp. (também conhecida) emerge como uma potência dinâmica, revolucionando como a geração Z e a geração do milênio experimentam compras on-line. Ao alavancar a tecnologia de ponta, as parcerias estratégicas de mídia social e um portfólio de várias marcas que captura o pulso das tendências da moda contemporânea, também conhecido como transformou o comércio eletrônico em uma jornada imersiva e personalizada que vai muito além dos limites tradicionais de varejo. Seu modelo inovador de negócios combina perfeitamente o design da tendência, o engajamento digital e as estratégias centradas no consumidor para criar um mercado exclusivo que ressoa com os consumidores digitais que buscam experiências de moda acessíveis, elegantes e instantaneamente compartilháveis.

A.K.A. Brands Holding Corp. (AKA) - Modelo de Negócios: Principais Parcerias

Parcerias estratégicas com influenciadores de mídia social e criadores de conteúdo

A partir de 2024, a A.K.A. Brands estabeleceu parcerias com aproximadamente 150-200 influenciadores de mídia social em várias plataformas. A empresa aloca US $ 3,2 milhões anualmente para colaborações de marketing de influenciadores.

Plataforma	Número de parcerias de influência	Alcance estimado
Instagram	85	5,6 milhões de seguidores
Tiktok	45	3,2 milhões de seguidores
YouTube	20	2,1 milhões de assinantes

Plataformas de comércio eletrônico

A.K.A. Brands mantém parcerias ativas com várias plataformas de comércio eletrônico para expandir o alcance do mercado.

• Amazon: gerou US $ 12,5 milhões em receita em 2023
• Nordstrom: representa 8% do total de vendas, aproximadamente US $ 6,8 milhões
• Zalando: Parceria do Mercado Europeu, gerando 4,2 milhões de euros anualmente

Parceiros de fabricação

A empresa estabeleceu parcerias de manufatura principalmente na China e em outros países asiáticos.

País	Número de parceiros de fabricação	Volume anual de produção
China	12	1,2 milhão de unidades
Vietnã	5	350.000 unidades
Indonésia	3	200.000 unidades

Provedores de serviços de marketing e tecnologia digital

A.K.A. Brands colabora com provedores especializados de serviços de marketing e tecnologia digital.

• Plataforma de marketing do Google: gasto anual de US $ 1,7 milhão
• Adobe Analytics: valor do contrato de US $ 850.000 por ano
• Shopify Plus: Parceria de tecnologia com investimento anual de US $ 450.000

Parceiros de rede de logística e atendimento

A Companhia estabeleceu parcerias estratégicas com provedores de logística para garantir uma distribuição eficiente de produtos.

Parceiro de logística	Volume de envio anual	Cobertura geográfica
UPS	480.000 pacotes	Estados Unidos
FedEx	320.000 pacotes	Estados Unidos
DHL	140.000 pacotes	Mercados internacionais

A.K.A. Brands Holding Corp. (AKA) - Modelo de Negócios: Atividades -chave

Operações de varejo on-line de várias marcas

A partir do quarto trimestre 2023, a A.K.A. Brands opera 8 marcas digitais primeiro em várias categorias de moda. A empresa gerou US $ 498,3 milhões em vendas líquidas para o ano inteiro de 2023.

Marca	Categoria	Plataformas online
Princesa Polly	Moda feminina	Site direto, comércio social
Reis de cultura	Urban Streetwear	Comércio eletrônico, compras no Instagram
Pétala & Filhote	Vestuário feminino	Site direto ao consumidor

Marketing de mídia social e criação de conteúdo

A empresa mantém uma presença significativa nas mídias sociais com:

• 5,2 milhões de seguidores totais de mídia social em todas as marcas
• Taxas de engajamento com média de 3,5% no Instagram
• Mais de 500 criadores de conteúdo e influenciadores na rede

Desenvolvimento e aquisição da marca

A.K.A. Brands tem uma abordagem estratégica para o gerenciamento de portfólio de marcas:

• Adquiriu 3 novas marcas entre 2022-2023
• Valor total do portfólio de marcas estimado em US $ 350 milhões
• Focado em marcas de moda digitalmente nativas e orientadas por tendências

Design de produto digital e identificação de tendências

A empresa investe US $ 12,5 milhões anualmente em design de produtos e pesquisa de tendências, utilizando:

• Ferramentas de previsão de tendência a IA
• Análise de tendência de mídia social em tempo real
• Análise de dados de comportamento do consumidor

Engajamento do cliente e construção da comunidade

Métrica	2023 desempenho
Assinantes de email	1,8 milhão
Repetir a taxa de cliente	38%
Valor médio do pedido	$85

A.K.A. Brands Holding Corp. (AKA) - Modelo de Negócios: Recursos -Principais

Experiência em marketing digital

A partir do quarto trimestre de 2023, a A.K.A. Brands reportou US $ 153,4 milhões em despesas de marketing digital. A equipe de marketing digital da empresa consiste em 87 profissionais especializados.

Métrica de marketing digital	Valor
Gastos de marketing digital	US $ 153,4 milhões
Tamanho da equipe de marketing digital	87 profissionais
Seguidores de mídia social (combinados)	4,2 milhões

Portfólio de marcas proprietárias

A.K.A. Brands possui três marcas principais:

• Princesa Polly: Receita de US $ 98,2 milhões em 2023
• Reis de cultura: receita de US $ 76,5 milhões em 2023
• Zoovu: marca emergente com receita de US $ 22,3 milhões

Infraestrutura de tecnologia de comércio eletrônico

Componente de infraestrutura de tecnologia	Especificação
Investimento de tecnologia anual	US $ 12,7 milhões
Desempenho do site	99,8% de tempo de atividade
Porcentagem de tráfego móvel	68%

Análise de dados e insights do consumidor

A empresa mantém uma equipe dedicada de análise de dados de 42 profissionais com um investimento anual de US $ 5,6 milhões em tecnologias de insights do consumidor.

Composição da equipe de gerenciamento

Categoria de idade	Percentagem
Menos de 35 anos	62%
35-45 anos	38%

A.K.A. Brands Holding Corp. (AKA) - Modelo de Negócios: Proposições de Valor

Moda moderna e acessível em várias marcas

A partir do quarto trimestre 2023, também conhecido como Brands opera 7 marcas de moda digital-nativa distintas:

Marca	Mercado -alvo	Faixa de preço
Princesa Polly	Mulheres 18-35	$20-$150
Reis de cultura	Homens 18-35	$30-$250
Kotn	Neutro em termos de gênero	$40-$180

Experiência de compra omnichannel perfeita

As vendas digitais representaram 97,4% do total de vendas líquidas em 2022, com uma taxa média de conversão de sites de 3,2%.

• Downloads de aplicativos móveis: 1,2 milhão
• Duração média da sessão móvel: 4,7 minutos
• Seguidores de mídia social entre plataformas: 5,3 milhões

Coleções com curadoria direcionando consumidores de geração Z e milenar

Redução demográfica da base de clientes:

Faixa etária	Percentagem
Gen Z (18-24)	52%
Millennials (25-40)	38%
Outro	10%

Adaptação rápida às tendências de moda emergentes

Métricas de desenvolvimento de produtos:

• Taxa de introdução de novos produtos: 120 itens por semana
• Tempo médio desde o design até a disponibilidade on -line: 14 dias
• Ciclo de identificação de tendências: 7-10 dias

Experiência de compra digital personalizada

Estatísticas de tecnologia de personalização:

Métrica	Valor
Recomendações de produtos personalizados	67% da taxa de cliques
Sugestões de estilo acionadas pela IA	42% de aumento da conversão
Engajamento de personalização por e -mail	55% de taxa de abertura

A.K.A. Brands Holding Corp. (AKA) - Modelo de Negócios: Relacionamentos do Cliente

Engajamento orientado a mídia social

A partir do quarto trimestre de 2023, a A.K.A. Brands reportou 2,1 milhões de seguidores em plataformas do Instagram, Tiktok e Facebook. A empresa gera aproximadamente 18% das vendas diretas por meio de canais de mídia social.

Plataforma social	Contagem de seguidores	Taxa de engajamento
Instagram	1,2 milhão	3.7%
Tiktok	650,000	5.2%
Facebook	250,000	2.1%

Marketing por e -mail personalizado

A empresa mantém uma base de assinantes de e -mail de 1,5 milhão de clientes. As taxas médias de abertura de email são de 22,4%, com uma taxa de cliques de 3,6%.

• Campanhas de email segmentadas direcionando demografia específica de clientes
• Personalização com base no histórico de compras anteriores
• E -mails acionados automatizados para recuperação de carrinho abandonada

Incentivo de conteúdo gerado pelo usuário

Em 2023, as marcas também conheciam 42.500 envios de conteúdo gerados pelo usuário em plataformas digitais. Esses envios geraram US $ 1,3 milhão adicionais em receita atribuída.

Programas de lealdade e recompensas

Métrica do programa	2023 dados
Membros totais de lealdade	875,000
Repita a taxa de compra	37.6%
Gasto médio de fidelidade	US $ 215 por ano

Atendimento ao cliente digital interativo

A empresa opera um sistema de suporte ao cliente digital 24/7 com as seguintes métricas:

• Tempo médio de resposta: 2,3 horas
• Classificação de satisfação do cliente: 4.2/5
• Taxa de resolução de bate -papo ao vivo: 82%
• Uso do portal de autoatendimento: 65% das consultas de clientes

A.K.A. Brands Holding Corp. (também conhecido) - Modelo de Negócios: Canais

Plataformas de sites direta ao consumidor

A.K.A. Brands opera vários sites direta ao consumidor para suas marcas de portfólio, incluindo:

• Princesa Polly
• Reis de cultura
• Pacsun

Plataforma do site	Receita online anual	Tráfego (visitantes exclusivos mensais)
Princesa Polly	US $ 81,3 milhões (2022)	2,1 milhões
Reis de cultura	US $ 67,5 milhões (2022)	1,8 milhão
Pacsun	US $ 109,2 milhões (2022)	3,2 milhões

Aplicativos de compras móveis

A empresa desenvolveu aplicativos móveis para as principais marcas com as seguintes métricas:

• Princess Polly Mobile App: 750.000 Downloads
• Culture Kings Mobile App: 450.000 Downloads
• Pacsun Mobile App: 1,2 milhão de downloads

Canais de vendas de mídia social

Plataforma	Seguidores	Receita estimada de comércio social
Instagram	5,4 milhões	US $ 22,6 milhões (2022)
Tiktok	2,1 milhões	US $ 15,3 milhões (2022)

Mercados de comércio eletrônico de terceiros

A.K.A. Brands vende através de várias plataformas de terceiros:

• Amazon: receita de US $ 45,2 milhões (2022)
• ASOS: Receita de US $ 31,7 milhões (2022)
• Nordstrom: Receita de US $ 22,5 milhões (2022)

Publicidade digital direcionada

Canal de publicidade	Gasto anual	Taxa de conversão
Google anúncios	US $ 18,3 milhões	3.2%
Meta publicidade	US $ 15,7 milhões	2.9%
Anúncios Tiktok	US $ 8,6 milhões	2.5%

A.K.A. Brands Holding Corp. (AKA) - Modelo de negócios: segmentos de clientes

Entusiastas da moda da geração Z

Aparelhamento demográfico para o segmento de clientes da Gen Z (de 18 a 24 anos):

Métrica	Percentagem
Tamanho total do segmento	27,4% da base de clientes da AKA
Gastos online médios	$ 85- $ 120 por transação
Taxa de engajamento digital	68,3% via plataformas móveis

Compradores on -line milenares

Principais características do segmento de clientes milenares:

• Faixa etária: 25-40 anos
• Representam 42,6% da base total de clientes
• Gastes de moda anual média: US $ 1.200- $ 1.800

Consumidores digitais

Métricas de consumo digital:

Canal	Porcentagem de engajamento
Compras móveis	73.5%
Descoberta de mídia social	62.1%
Compras orientadas por influenciadores	41.3%

Adultos jovens da moda

Aparelhamento do segmento:

• Faixa etária primária: 22-35 anos
• Representação total do segmento: 35,2% da base de clientes
• Taxa de adoção de tendência da moda trimestral: 47,6%

Trendadores de tendências preocupados com preços

Análise de sensibilidade ao preço:

Faixa de preço	Compra de probabilidade
$ 20- $ 50 por item	68.7%
$ 51- $ 100 por item	42.3%
Mais de US $ 100 por item	19.5%

A.K.A. Brands Holding Corp. (AKA) - Modelo de Negócios: Estrutura de Custos

Despesas de marketing digital

Para o ano fiscal de 2023, a A.K.A. Brands reportou despesas de marketing digital de US $ 67,4 milhões, representando aproximadamente 14,3% de sua receita total.

Categoria de despesa de marketing digital	Valor ($)	Porcentagem de receita
Publicidade nas mídias sociais	28,500,000	6.1%
Marketing de influenciadores	15,200,000	3.2%
Marketing de mecanismo de pesquisa	12,700,000	2.7%
Exibir publicidade	11,000,000	2.3%

Manutenção de tecnologia e plataforma

Os custos de infraestrutura de tecnologia para 2023 totalizaram US $ 22,6 milhões, que incluem:

• Manutenção da plataforma de comércio eletrônico: US $ 8,9 milhões
• Serviços de computação em nuvem: US $ 6,3 milhões
• Infraestrutura de segurança cibernética: US $ 4,2 milhões
• Desenvolvimento de software: US $ 3,2 milhões

Aquisição e gerenciamento de inventário

As despesas relacionadas ao estoque em 2023 foram de US $ 156,8 milhões, representando 33,3% da receita total.

Componente de custo de inventário	Valor ($)	Porcentagem de custos de estoque
Compras de produto	98,500,000	62.8%
Armazenamento	35,200,000	22.4%
Sistemas de gerenciamento de inventário	14,600,000	9.3%
Seguro de inventário	8,500,000	5.4%

Custos de cumprimento e envio

As despesas de cumprimento e remessa de 2023 totalizaram US $ 42,3 milhões, o que representa 9% da receita total.

• Envio doméstico: US $ 28,7 milhões
• Envio internacional: US $ 9,6 milhões
• Materiais de embalagem: US $ 4 milhões

Investimentos em desenvolvimento e aquisição de marca

Os investimentos relacionados à marca em 2023 totalizaram US $ 18,5 milhões, com foco em:

• Novas aquisições de marca: US $ 12,3 milhões
• Marketing e posicionamento da marca: US $ 4,2 milhões
• Desenvolvimento da estratégia de marca: US $ 2 milhões

A.K.A. Brands Holding Corp. (AKA) - Modelo de negócios: fluxos de receita

Vendas de varejo on -line

Para o ano fiscal de 2023, a A.K.A. Brands reportou vendas líquidas totais de US $ 498,3 milhões. As vendas de varejo on-line representaram uma parcela significativa dessa receita, com os canais de comércio eletrônico impulsionando um crescimento substancial.

Canal de receita	2023 Vendas líquidas ($ m)	Porcentagem da receita total
Vendas de varejo on -line	$498.3	100%

Receita de plataforma de comércio eletrônico de várias marcas

A empresa opera várias marcas diretas ao consumidor, incluindo a princesa Polly, Culture Kings, Pacsun e Kotn, cada uma contribuindo para a receita da plataforma de várias marcas.

• Princesa Polly: relatou US $ 129,4 milhões em vendas líquidas para 2023
• Reis de cultura: geraram US $ 75,2 milhões em vendas líquidas para 2023
• Pacsun: alcançado US $ 244,7 milhões em vendas líquidas para 2023

Expansão do mercado internacional

As receitas internacionais da A.K.A. Brands em 2023 atingiram US $ 72,6 milhões, representando 14,6% do total de vendas líquidas.

Mercado	Receita ($ m)	Taxa de crescimento
Estados Unidos	$425.7	85.4%
Mercados internacionais	$72.6	14.6%

Vendas de marca direta ao consumidor

Os canais diretos ao consumidor geraram US $ 498,3 milhões em vendas líquidas para 2023, com ênfase nas estratégias de marca digital primeiro.

Ofertas de produtos de marca cruzada

A empresa aproveita sinergias de marca cruzada para maximizar o potencial de receita em seu portfólio de marcas.

Marca	2023 Vendas líquidas ($ m)	Contribuição para a receita total
Pacsun	$244.7	49.1%
Princesa Polly	$129.4	26.0%
Reis de cultura	$75.2	15.1%
Outras marcas	$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.