Retail-Catalog & Mail-Order Houses · SIC 5961

Honest Company, Inc.

HNST

Watch

Latest revenue

$78.1M

as of 2026-03-31

Latest net income

$-42.0K

as of 2026-03-31

Net margin

-0.1%

as of 2026-03-31

Price · 5Y

-26.5% / yr 40.2 pts / yr vs S&P 500 78.4% total
Compare:

Live market

delayed ≤15 min
$3.41
6.90%
Market cap
$375.4M
Enterprise value
$375.4M
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$5.28
52-wk low
$2.07
Beta
Shares out
110.1M

5-year trend

What this company does

AI

Item 1. Business Overview of Business Founded in 2012, The Honest Company (the “Company,” or “Honest,” or which may also be referred to as “we,” “us” or “our”) is a personal care company dedicated to creating cleanly-formulated and sustainably-designed products for everyone from babies to adults. By combining thoughtful design with science-based innovation, we deliver personal care products for everyone from babies to adults, spanning categories across wipes, personal care, diapers, and beauty. Our commitment to our core values, continual innovation and engaging our community has differentiated and elevated our brand and our products. Since our launch, we have cultivated deep trust around…

AI summary unavailable — showing raw filing excerpt

Generated from HNST's filing dated 2026-02-25

Key risks

AI

Item 1A. Risk Factors Investing in our common stock involves a high degree of risk. You should carefully consider the following risk factors, as well as the other information in this Form 10-K, including our consolidated financial statements and the related notes and “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” before deciding whether to invest in shares of our common stock. The risks and uncertainties described below are not the only ones we face. Additional risks and uncertainties that we are unaware of, or that we currently believe are not material, may also become important factors that adversely affect our business. If any of the following…

AI summary unavailable — showing raw filing excerpt

Generated from HNST's filing dated 2026-02-25

Profitability

Gross margin

33.3%

12.8%

Operating margin

-5.0%

197.1%

Net margin

-4.2%

161.0%

Return on equity

-9.2%

163.1%

Return on assets

-7.0%

181.1%

Leverage

Debt / equity

0.33×

21.7%

Long-term debt / equity

-0.16×

Debt / assets

24.7%

16.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$78.1M-19.7%$-42.0K-101.3%-0.1%

Q4 2025

2025-12-31

$88.0M-11.8%$-23.6M-2813.2%-26.8%

Q3 2025

2025-09-30

$92.6M-6.7%$758.0K+359.4%0.8%

Q2 2025

2025-06-30

$93.5M+0.4%$3.9M+194.9%4.1%

Q1 2025

2025-03-31

$97.3M+12.8%$3.3M+331.9%3.3%

Q4 2024

2024-12-31

$99.8M$-809.0K-0.8%

Q3 2024

2024-09-30

$99.2M+15.2%$165.0K+102.0%0.2%

Q2 2024

2024-06-30

$93.0M+10.1%$-4.1M+69.6%-4.4%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Retail-Catalog & Mail-Order Houses · SIC 5961

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Insider activity

Insider buying

$0

Insider selling

$2.4M

Net activity

−$2.4M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-09

Etienne Von Kunssberg

SVP, Supply Chain

Sale16,602$2.75$45.7K
2026-03-05

Dorria L. Ball

Chief People Officer

Sale15,099$2.85$43.0K
2026-03-05

Jonathan Mayle

SVP, Customer Sales

Sale12,725$2.85$36.3K
2026-03-05

Brendan Sheehey

General Counsel

Sale22,556$2.85$64.3K
2026-03-05

Thomas Sternweis

SVP, Enterprise Dev. & Strat.

Sale14,866$2.85$42.4K
2026-03-05

Carla Vernon

Chief Executive Officer

Sale129,335$2.85$368.6K
2026-03-05

Etienne Von Kunssberg

SVP, Supply Chain

Sale12,179$2.85$34.7K
2026-03-05

Stephen Winchell

Chief Innovation Officer

Sale21,287$2.85$60.7K
2026-03-05

Carla Vernon

Chief Executive Officer

Sale129,041$2.85$367.8K
2026-03-03

Stephen Winchell

Chief Innovation Officer

Sale73,685$2.84$209.3K
2025-11-21

Katherine Barton

Chief Growth Officer

Sale5,049$2.53$12.8K
2025-11-20

Stephen Winchell

Chief Innovation Officer

Sale10,595$2.60$27.5K
2025-11-20

Carla Vernon

Chief Executive Officer

Sale97,505$2.60$253.5K
2025-11-20

Thomas Sternweis

SVP, Enterprise Dev. & Strat.

Sale5,071$2.60$13.2K
2025-11-20

Brendan Sheehey

General Counsel

Sale11,849$2.60$30.8K
2025-11-20

Jonathan Mayle

SVP, Customer Sales

Sale4,722$2.60$12.3K
2025-11-20

Katherine Barton

Chief Growth Officer

Sale28,896$2.60$75.1K
2025-11-20

Dorria L. Ball

Chief People Officer

Sale4,767$2.60$12.4K
2025-08-21

Katherine Barton

Chief Growth Officer

Sale4,969$3.63$18.0K
2025-08-20

Dorria L. Ball

Chief People Officer

Sale4,856$3.65$17.7K
2025-08-20

Jonathan Mayle

SVP, Customer Sales

Sale4,806$3.65$17.5K
2025-08-20

Carla Vernon

Chief Executive Officer

Sale99,328$3.65$362.5K
2025-08-20

Thomas Sternweis

SVP, Enterprise Dev. & Strat.

Sale5,153$3.65$18.8K
2025-08-20

Brendan Sheehey

General Counsel

Sale12,059$3.65$44.0K
2025-08-20

Katherine Barton

Chief Growth Officer

Sale29,433$3.65$107.4K
2025-08-20

Stephen Winchell

Chief Innovation Officer

Sale10,841$3.65$39.6K
2025-08-11

Katherine Barton

Chief Growth Officer

Sale6,176$3.89$24.0K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns HNST

Institutional value

$60.6M

Total shares held

20.6M

Distinct holders

78

-60 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.6.6M$19.3M-4.4K (-0.1%)Trimmed
2VANGUARD CAPITAL MANAGEMENT LLC4.2M$12.5MNew
3VANGUARD PORTFOLIO MANAGEMENT LLC1.7M$5.1MNew
4DIMENSIONAL FUND ADVISORS LP1.5M$4.5M-217.2K (-12.4%)Trimmed
5JANE STREET GROUP, LLC1.1M$3.2M+583.7K (+116.6%)Added
6CITIGROUP INC784.0K$2.3M-109.5K (-12.3%)Trimmed
7UBS Group AG704.1K$2.1M-310.9K (-30.6%)Trimmed
8VANGUARD FIDUCIARY TRUST CO699.1K$2.1MNew
9Bank of New York Mellon Corp412.9K$1.2M-46.1K (-10.0%)Trimmed
10Green Alpha Advisors, LLC301.3K$885.8K-287 (-0.1%)Trimmed
11Invesco Ltd.261.9K$769.9K+74.9K (+40.0%)Added
12Nuveen, LLC255.0K$749.8K+2.2K (+0.9%)Added
13Mainstream Capital Management LLC236.1K$694.0K+0 (+0.0%)No change
14Echo Wealth Management, LLC181.2K$532.7K+2.4K (+1.4%)Added
15Inspire Investing, LLC174.7K$513.5K-6.4K (-3.5%)Trimmed
16Pathstone Holdings, LLC168.2K$494.5K-419 (-0.2%)Trimmed
17Mariner, LLC120.5K$354.1K+25.3K (+26.6%)Added
18RHUMBLINE ADVISERS113.3K$333.0K-1.2K (-1.1%)Trimmed
19Creative Planning99.4K$292.2K+60.5K (+155.4%)Added
20DEUTSCHE BANK AG\84.2K$247.5K+11.1K (+15.2%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once HNST's latest filing finishes processing.