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
4 questions for HNST
Anna Glaessgen
B. Riley Securities
4 questions for HNST
Owen Rickert
Northland Securities
4 questions for HNST
Andrea Teixeira
JPMorgan Chase & Co.
2 questions for HNST
Dana Telsey
Telsey Advisory Group
2 questions for HNST
Dara Mohsenian
Morgan Stanley
1 question 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 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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