Earnings summaries and quarterly performance for Honest Company.
Executive leadership at Honest Company.
Carla Vernón
Chief Executive Officer
Brendan Sheehey
General Counsel
Curtiss Bruce
Chief Financial Officer
Dorria Ball
Chief People Officer
Etienne von Kunssberg
Senior Vice President, Supply Chain
Jonathan Mayle
Senior Vice President, Customer Sales
Kate Barton
Chief Growth Officer
Steve Winchell
Chief Innovation Officer
Thomas Sternweis
Senior Vice President, Strategy and Enterprise Development
Board of directors at Honest Company.
Research analysts who have asked questions during Honest Company earnings calls.
Aaron Grey
Alliance Global Partners
6 questions for HNST
Anna Glaessgen
B. Riley Securities
6 questions for HNST
Owen Rickert
Northland Securities
6 questions for HNST
Dara Mohsenian
Morgan Stanley
3 questions for HNST
Andrea Teixeira
JPMorgan Chase & Co.
2 questions for HNST
Dana Telsey
Telsey Advisory Group
2 questions for HNST
Shovon Chowdhury
JPMorgan
2 questions for HNST
Laura Champine
Loop Capital Markets LLC
1 question for HNST
Ryan Meyers
Lake Street Capital Markets
1 question for HNST
Recent press releases and 8-K filings for HNST.
- The Honest Company reported $294 million in organic revenue for Full Year 2025, an increase of 5.3% year-over-year, with adjusted gross margins of 38.7% and adjusted EBITDA of $21.8 million. The company ended 2025 with $90 million cash on hand and no debt.
- The company completed its "Powering Honest Growth" transformation, exiting Honest.com direct fulfillment, the apparel category, and its Canadian business to focus on core categories of wipes, personal care, and diapers. This program is expected to deliver $10 million to $15 million in annualized savings.
- For Full Year 2026, The Honest Company expects organic revenue growth in the range of 4%-6%, adjusted gross margins in the low 40s, and adjusted EBITDA between $20 million-$23 million.
- The Board of Directors authorized a $25 million share repurchase program, effective immediately.
- Honest Company achieved its Full Year 2025 Financial Outlook and reported FY 2025 Organic Revenue growth of +5.3%.
- For Q4 2025, the company reported Revenue of $88.0 million and Adjusted EBITDA of $3.8 million.
- The company announced a $25 million inaugural share repurchase authorization.
- Honest Company provided a Full Year 2026 Financial Outlook, projecting Revenue between $306 million and $312 million and Adjusted EBITDA between $20 million and $23 million.
- Adjusted Gross Margin improved to 38.7% for FY 2025 and is estimated to be in the Low 40%s for 2026.
- The Honest Company reported organic revenue of $294 million for full year 2025, an increase of 5.3% year-over-year, with Q4 2025 organic revenue growing by 1%. For full year 2025, adjusted EBITDA was $21.8 million and adjusted gross margins were 38.7%. The company ended 2025 with $90 million cash on hand and no debt.
- The Board of Directors authorized a $25 million share repurchase program, effective immediately.
- For 2026, the company expects organic revenue growth of 4%-6%, adjusted gross margins in the low 40s, and adjusted EBITDA between $20 million and $23 million. Reported revenue is expected to decline by 18%-16% due to strategic exits.
- In 2025, the company executed the "Powering Honest Growth" transformation by exiting Honest.com direct fulfillment, the apparel category, and its Canadian business, narrowing its focus to wipes, personal care, and diapers. Wipes and personal care delivered strong consumption growth, offsetting double-digit declines in diapers.
- Honest Company reported organic revenue of $294 million for fiscal year 2025, representing a 5.3% increase year-over-year, with adjusted EBITDA of $22 million.
- The company concluded 2025 with a strong balance sheet, including $89.6 million in cash and cash equivalents and zero debt.
- A $25 million share repurchase program was authorized by the board of directors, signaling confidence in the company's strategy and commitment to delivering shareholder value.
- For fiscal year 2026, Honest Company projects organic revenue growth of 4%-6%, adjusted gross margins in the low 40s%, and adjusted EBITDA between $20 million and $23 million.
- The "Powering Honest Growth" transformation, involving exits from Honest.com direct fulfillment, apparel, and the Canadian business, is expected to generate $10 million to $15 million in annualized savings.
- For Q4 2025, The Honest Company reported revenue of $88.0 million, an 11.8% decrease, and a net loss of $23.6 million. For the full year 2025, revenue was $371.3 million, a 1.9% decrease, with a net loss of $15.7 million.
- The company's Board of Directors approved an inaugural share repurchase program for up to $25 million of its outstanding common stock on February 20, 2026.
- The full year 2026 financial outlook projects revenue in the $306 million to $312 million range (a 16% to 18% decrease compared to 2025), Organic Revenue Growth of 4% to 6%, and Adjusted EBITDA in the $20 million to $23 million range.
- As of December 31, 2025, cash and cash equivalents were $89.6 million, an increase of $14.1 million from the prior year.
- The Honest Company reported Q3 2025 revenue of $93 million, a 7% decline year-over-year, primarily due to underperformance in diapers, apparel, and Honest.com, while achieving positive net income of $1 million and Adjusted EBITDA of $4 million.
- The company launched "Transformation 2.0, Powering Honest Growth" to focus on core categories (wipes, personal care, and diapers) by exiting lower-margin, non-strategic areas including Honest.com direct fulfillment, its apparel partnership, and direct sales to Canadian retailers by the end of 2025.
- This strategic transformation is projected to incur one-time costs of $25-$35 million but generate annual cost savings of $8-$15 million.
- For FY 2025, the company lowered its guidance, now expecting as-reported revenue to be -3% to flat and Adjusted EBITDA in the range of $21 million-$23 million.
- The Honest Company reported mixed Q3 2025 earnings, with revenue of $93 million (down 7% year-over-year) and adjusted EBITDA of $3.5 million. Net income for the quarter was $1 million.
- The company launched Transformation 2.0, a strategic initiative to focus on core categories (Wipes, Personal Care, Diapers) and exit lower margin, non-strategic categories and channels, aiming for $8-15 million in annual recurring cost savings.
- Honest updated its FY 2025 financial outlook, revising revenue guidance to -3% to Flat (from 4%-6%) and adjusted EBITDA to $21-23 million (from $27-30 million), attributing the change to strategic exits and the macroeconomic environment.
- The balance sheet remains healthy, with $71 million in cash and no debt as of the end of Q3 2025.
- The Honest Company reported Q3 2025 revenue of $93 million, a 6.7% decrease compared to the prior year, and delivered positive net income of $1 million.
- The company launched "Transformation 2.0: Powering Honest Growth" to simplify its business model by exiting certain lower margin, non-strategic categories and channels, which represented 22% of revenue for the three months ended September 30, 2025.
- This transformation is expected to incur $25.0 million to $35.0 million in costs through the first quarter of 2027, with anticipated annualized benefits of $8.0 million to $15.0 million beginning in 2026.
- The full-year 2025 revenue outlook was updated to -3% to flat (from a prior outlook of 4% to 6%), and Adjusted EBITDA guidance was revised to $21 million to $23 million (from a prior outlook of $27 million to $30 million).
Quarterly earnings call transcripts for Honest Company.
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