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A.K.A. BRANDS HOLDING CORP.

For the period ended Sep 30, 2026. Filed Nov 4, 2026.

View on SEC.gov

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Sep 30, 2026 · Filed Nov 4, 2026

AKA$9.70-2.9%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Table of Contents

FORM 10-Q

TABLE OF CONTENTS

Page
PART I - FINANCIAL INFORMATION
Item 1.Financial Statements6
Condensed Consolidated Balance Sheets6
Condensed Consolidated Statements of Income7
Condensed Consolidated Statements of Comprehensive Income8
Condensed Consolidated Statements of Changes in Stockholders’ Equity9
Condensed Consolidated Statements of Cash Flows11
Notes to Condensed Consolidated Financial Statements12
Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations25
Item 3.Quantitative and Qualitative Disclosures About Market Risk38
Item 4.Controls and Procedures38
PART II - OTHER INFORMATION
Item 1.Legal Proceedings41
Item 1A.Risk Factors41
Item 2.Unregistered Sales of Equity Securities, Use of Proceeds and Issuer Purchases of Equity Securities42
Item 3.Defaults Upon Senior Securities42
Item 4.Mine Safety Disclosures42
Item 5.Other Information42
Item 6.Exhibits43
Signatures44

FORWARD-LOOKING STATEMENTS

All statements other than statements of historical facts contained in this Quarterly Report on Form 10-Q, including statements regarding our future results of operations and financial position, or that describe our plans, goals, intentions, objectives, strategies, expectations, beliefs and assumptions, are forward-looking statements. The words “believe,” “may,” “might,” “will,” “estimate,” “continue,” “anticipate,” “intend,” “expect,” “project,” “plan,” “objective,” “could,” “would,” “should” and similar expressions are intended to identify forward-looking statements. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends that we believe may affect our financial condition, results of operations, business strategy, short-term and long-term business operations and objectives, and financial needs. We caution that the forward-looking statements in this Quarterly Report on Form 10-Q are subject to a number of known and unknown risks, uncertainties and assumptions that may cause our actual results, performance or achievements to be materially different from any future results, performances or achievements expressed or implied by the forward-looking statements. Factors that could contribute to these differences include, among other things:

economic downturns and market conditions beyond our control, including periods of inflation;

the quality of global financial markets;

risks related to doing business in China, including changes in the political and economic policies of the Chinese government or in relations between China and the United States;

rapid changes in consumer preferences in the apparel, footwear and accessories industry;

our ability to acquire new customers in a cost-effective manner;

our ability to retain existing customers and maintain average order value levels;

the effectiveness of our marketing and our ability to maintain high customer traffic;

the rate of merchandise returns;

our ability to manage inventory effectively;

our ability to procure sufficient quantities of third-party merchandise on favorable terms;

our ability to identify brands to acquire or to integrate and manage our acquisitions and investments effectively;

the effectiveness of our growth strategy;

our ability to expand into new markets;

risks related to doing business internationally, including international economic, geopolitical instability, legal, compliance and supply chain risks;

interruptions in or increased costs of shipping;

risks related to our direct-to-consumer business model;

risks related to sales of our products through wholesale and third-party marketplace providers;

risks related to our use of social media and influencers in marketing, including potential impact to our reputation or regulatory scrutiny;

our ability to achieve projected results or to meet the expectations of securities analysts or investors;

fluctuations in our operating results;

our ability to track our key operating metrics accurately;

our ability to maintain our corporate integrity or the image and reputation of our brands;

our ability to continue to comply with the New York Stock Exchange (the “NYSE”) listing standards and maintain the listing of our common stock on the NYSE;

potential liability for uncollected sales tax in certain jurisdictions;

foreign currency exchange rate fluctuations;

the effects of weather conditions, natural disasters or other unexpected events, including global health crises;

our ability to attract or retain key personnel, manage executive officer succession effectively or hire, develop and motivate key employees;

risks related to our decentralized brand management structure;

increases in labor costs or fluctuations in wage rates or the price, availability or quality of raw materials and finished goods;

risks related to distribution, including expansion of the capacity of our fulfillment centers;

our ability to meet stakeholder expectations for ethically- and sustainably-sourced fashion;

declines in the fair value of intangible assets, or impairment of goodwill, of a business unit;

our ability to comply with changing laws or regulations or contractual or other obligations related to data privacy and security;

our reliance upon third-party suppliers and manufacturers;

changes in accounting standards and subjective assumptions, estimates and judgments by management relating to complex accounting matters;

our and our suppliers’ compliance with laws or regulations regarding consumer protection, promotions, safety or other matters;

risks related to climate change;

our ability to comply with changing U.S., Australian or international trade policy, tariff or import/export regulations;

our reliance on overseas manufacturing and supply partners, including vendors located in jurisdictions presenting an increased risk of bribery and corruption;

inadequacy, interruption or integration or security failure of our and third parties’ information technology systems;

security breaches or resulting loss, theft, misuse or unauthorized disclosure or access of customer, supplier or sensitive company information;

risks related to customer use of mobile devices to shop;

restrictions or changes to “cookie” technology as a means of tracking consumer behavior;

third-party claims of infringement, misappropriation or other violation of intellectual property rights;

our ability to adequately establish, maintain, protect or enforce our intellectual property or proprietary rights, or prevent third parties from making unauthorized use of such rights, such as by counterfeiting of our products;

risks related to collecting payments from customers;

system interruptions that impair customer access to our sites or other performance failures in our technology infrastructure;

the impact of our indebtedness, including future indebtedness, on our business and growth prospects;

our ability to service our indebtedness;

limitations on our operations as a result of restrictive covenants in our financing documents;

our ability to refinance our indebtedness;

our ability to raise capital or generate cash flows necessary to expand our operations;

risks related to Summit Partners LP’s control of us;

volatility in our stock price, including as a result of sales of substantial amounts of our common stock;

our decisions concerning the allocation of capital including the extent to which we repurchase shares of our common stock;

our ability to develop and maintain proper and effective internal control over financial reporting; and

the other risk factors set forth under Item 1A of Part I of our Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission (the “SEC”) on March 5, 2026 (the “2025 Form 10-K”).

Moreover, we operate in a very competitive and rapidly changing environment, and new risks emerge from time to time. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. In light of these risks, uncertainties and assumptions, the forward-looking events and circumstances discussed in this Quarterly Report on Form 10-Q may not occur, and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements.

You should not rely upon forward-looking statements as predictions of future events. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances reflected in the forward-looking statements will be achieved or occur. Moreover, neither we nor any other person assumes responsibility for the accuracy and completeness of the forward-looking statements. We undertake no obligation to update publicly any forward-looking statements for any reason after the date of this Quarterly Report on Form 10-Q to conform these statements to actual results or changes in our expectations, unless otherwise required by law.

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