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a.k.a. Brands (AKA) investor relations material
a.k.a. Brands KeyBanc Capital Markets Consumer Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Brand performance and strategy
Princess Polly drives growth through omnichannel presence, frequent new product drops, and strong marketing across 20+ channels, including TikTok and physical retail expansion, with stores showing a halo effect on online sales.
Petal & Pup targets a slightly older demographic, focusing on wholesale growth, especially with Nordstrom, and expanding internationally through partners like Nykaa and David Jones.
Culture Kings leverages experiential retail, collaborations, and a test-and-repeat merchandising model, with notable activations tied to cultural events and partnerships, driving brand heat and sales.
Channel and geographic expansion
Physical retail is expanding, with 12 Princess Polly stores and plans for 8–10 more in 2026, including international locations; stores attract new customers and boost local online sales.
Wholesale presence is growing domestically and internationally, with strong results at Nordstrom and ASOS, and further expansion planned for all brands.
Technology and operational initiatives
AI adoption accelerates creativity and efficiency, with initiatives in image editing, product descriptions, customer experience, and instant checkout via ChatGPT.
The Shopify ecosystem enables rapid testing and scaling of tech innovations across brands, supporting both demand generation and cost management.
- TimeTickerHeadlineOpen
- 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy.
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