Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

Equity Bottom-Up

aka Brands Holding Corp / Equity Bottom-Up

<ul><li>We are reiterating our Buy rating, $30 price target for a.k.a. Brands, but lowering our 2025 projections with the company announcing 1Q25 (March) results after the close on Tuesday.</li><li>With AKA continuing to trade near its 52-week lows, we believe investors are overwhelmingly focused on the company's China exposure and missing the continued strong product demand, store expansion and a.k.a. Brands ability to shift goods quickly away from China.</li><li>Further, the international operations (over 30% of total sales in 2024) could also switch to a plus, with growth still in the forecast and lower inventories allowing for higher returns.</li></ul>

We are reiterating our Buy rating, $30 price target for a.k.a. Brands, but lowering our 2025 projections with the company announcing 1Q25 (March) results after the close on Tuesday.With AKA continuing to trade near its 52-week lows, we believe investors are overwhelmingly focused on the company's China exposure and missing the continued strong product demand, store expansion and a.k.a. Brands ability to shift goods quickly away from China.Further, the international operations (over 30% of total sales in 2024) could also switch to a plus, with growth still in the forecast and lower inventories allowing for higher returns.

AKA: 1Q Preview: China Overhang Overdone? Reiterate Buy, $30 PT

<ul><li>We are reiterating our Buy rating, projections and $30 price target for a.k.a. Brands Holding after visiting Princess Polly stores in Boston and New York City.</li><li>2025 is the year Princess Polly stores expand from the West to the East Coast, with store openings planned for New York City, Long Island, Philadelphia, Columbus, OH and Miami.</li><li>Given what we saw in our store visits, we believe Princess Polly is primed for further success, with the potential to continue to ramp up the brand and drive strong returns going forward, especially as the brand further increases their ability to coordinate and flow goods in the online and store channel.</li></ul>

We are reiterating our Buy rating, projections and $30 price target for a.k.a. Brands Holding after visiting Princess Polly stores in Boston and New York City.2025 is the year Princess Polly stores expand from the West to the East Coast, with store openings planned for New York City, Long Island, Philadelphia, Columbus, OH and Miami.Given what we saw in our store visits, we believe Princess Polly is primed for further success, with the potential to continue to ramp up the brand and drive strong returns going forward, especially as the brand further increases their ability to coordinate and flow goods in the online and store channel.

AKA: Snapping the Store: Princess Polly  Moves East; Reiterate Buy, $30 PT

United States

a.k.a. Brands Holding Corp. is a portfolio of high-growth online fashion brands built for the next generation of consumers. The Company retails apparel, footwear, and accessories for fashion various brands. a.k.a. Brands Holding serves customers worldwide.

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aka Brands Holding Corp (AKA US)

AKA: 1Q Preview: China Overhang Overdone? Reiterate Buy, $30 PT

We are reiterating our Buy rating, $30 price target for a.k.a. Brands, but lowering our 2025 projections with the company announcing 1Q25 (March)...

Small Cap Consumer Research

AKA: Snapping the Store: Princess Polly Moves East; Reiterate Buy, $30 PT

We are reiterating our Buy rating, projections and $30 price target for a.k.a. Brands Holding after visiting Princess Polly stores in Boston and...

Small Cap Consumer Research

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