The Honest Company
Sells clean-focused diapers, wipes, personal care, and beauty through retail and ecommerce partners.
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Profile
Sells clean-focused wipes, personal care, diapers, and beauty products for babies to adults. The business is one operating segment, now centered on retail and ecommerce partners after exiting Honest.com fulfillment, apparel, and Canada retail/online stores under its profitability reset.
Offers cleanly formulated and sustainably designed wipes, personal care, diapers, and beauty products for babies to adults. Wipes span baby, flushable, sanitizing, and makeup-removal uses, while diapers and skin-care products carry the brand's conscious-consumer positioning.
Distribution is centered on retail and ecommerce partners after Honest.com stopped serving as a shipping and fulfillment channel. The business reports one operating segment and is concentrated in the United States, with Amazon, Target, and Walmart shaping the channel mix.
Execution depends on focused category management, third-party suppliers and manufacturers, and retailer relationships. Product claims in clean, natural, and sustainable categories face labeling scrutiny, while the Powering Honest Growth reset has narrowed channels and categories around profitability.
Company facts
Categories
Key statistics
Year to date +117% · Average volume (30d) 2.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Morgan Stanley | Target | $3.40 | $5.70 | ||
| Aug 6, 2026 | Telsey Advisory | Reiterate | Market Perform | $4 | $5 | |
| Aug 6, 2026 | Northland Securities | Target | $5.50 | |||
| Aug 6, 2026 | Industrial Alliance Securities | Target | $4 | $5 | ||
| May 7, 2026 | Morgan Stanley | Target | $3 | $3.40 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.01 | $0.04 | +332.0% | $77.8M | $83.3M | +7.0% | +40.78% |
| May 6, 2026Q1 FY26 | $0.01 | $0.01 | 0.0% | $76.2M | $78.1M | +2.4% | +10.03% |
| Feb 25, 2026Q4 FY25 | $0.02 | $0.00 | −81.1% | $88.6M | $88.0M | −0.6% | +20.78% |
| Nov 5, 2025Q3 FY25 | −$0.01 | $0.01 | +200.0% | $88.6M | $92.6M | +4.5% | −29.39% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $97.3M | $93.5M | $92.6M | $88.0M | $78.1M | $83.3M | |
| Gross profit | $37.7M | $37.8M | $34.5M | $13.8M | $33.3M | $40.4M | |
| Operating income | $2.5M | $2.9M | $313.0K | −$20.0M | −$659.0K | $9.6M | |
| Net income | $3.3M | $3.9M | $758.0K | −$23.6M | −$42.0K | $10.7M | |
| Diluted EPS | $0.03 | $0.03 | $0.01 | −$0.21 | −$0.00 | $0.09 | |
| Gross margin | 38.7% | 40.4% | 37.3% | 15.7% | 42.6% | 48.4% | |
| Operating margin | 2.6% | 3.1% | 0.3% | -22.7% | -0.8% | 11.5% |
Fiscal years (4-quarter sums)FY21 $318.6M · FY22 $313.7M · FY23 $344.4M · FY24 $378.3M · FY25 $371.3M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $105.9M · Total debt $9.5M · Total assets $220.1M · Shareholders' equity $167.0M
Dividends
No dividends on record.
Ownership
Shares outstanding 110.08M · Float 99.81M · 90.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.56M | 5.96% | 13F | May 13, 2026 |
| Mak Capital One LLC | 4.78M | 4.34% | 13F | May 15, 2026 |
| Vanguard Capital Management LLC | 4.25M | 3.86% | 13F | May 15, 2026 |
| Carla Vernon · director, officer: Chief Executive Officer | 4.19M | 3.81% | Form 4 | Aug 24, 2026 |
| Portolan Capital Management, LLC | 3.05M | 2.77% | 13F | May 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Etienne von Kunssberg | officer: SVP, Supply Chain | −4,578 | $5.01 |
| Aug 20, 2026 | Etienne von Kunssberg | officer: SVP, Supply Chain | −2,617 | $4.99 |
| Aug 20, 2026 | Jonathan Mayle | officer: SVP, Customer Sales | −6,161 | $4.99 |
| Aug 20, 2026 | Brendan Sheehey | officer: General Counsel | −9,664 | $4.99 |
| Aug 20, 2026 | Thomas Sternweis | officer: SVP, Enterprise Dev. & Strat. | −6,403 | $4.99 |
Peers
- Procter & Gamble
Dominant CPG rival across diapers, wipes, family care, and skin care
- Kimberly-Clark
Huggies and Cottonelle pressure core diaper and wipes shelves
- Kenvue
Consumer-health scale in baby care, skin health, and beauty
- Edgewell Personal Care
Wet Ones creates direct competition in portable and sanitizing wipes
- Unilever (ADR)
Global personal-care brands compete in skin cleansing and beauty
- Clorox
Burt's Bees overlaps with natural personal care and clean beauty
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| The Honest Company | $5.69 | +0.35% | $624.1M | — | 71.6 | 1.8 | −10.9% |
| Procter & Gamble | $143.75 | +0.01% | $341.75B | 21.7 | 20.5 | 3.9 | +1.5% |
| Kimberly-Clark | $110.00 | +0.42% | $36.36B | 18.6 | 15.5 | 2.2 | +0.6% |
| Kenvue | $19.17 | +0.03% | $36.81B | 22.0 | 16.0 | 2.4 | +3.0% |
| Edgewell Personal Care | $29.05 | −0.03% | $1.34B | — | 12.4 | 0.7 | −9.1% |
| Unilever (ADR) | $63.77 | −2.01% | $140.18B | 21.7 | — | 2.6 | −17.9% |
| Clorox | $102.46 | −0.11% | $12.40B | 21.3 | 17.7 | 1.8 | −2.0% |
| Median | 21.7 | 16.0 | 2.3 | −0.7% |