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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Grove Collaborative
Grove Collaborative (GROV) investor relations material
Grove Collaborative Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Nov, 2026
Executive summary
Q3 net revenue was $36.821M, down 15.8% YoY but up 0.7% QoQ for a second consecutive quarter of sequential growth.
Net income was $0.102M versus a $2.960M loss; Adjusted EBITDA was $1.4M for a fourth consecutive positive quarter.
Positive net income and Adjusted EBITDA were achieved together for the first time as a public company; FY2026 guidance narrowed to $144M–$146M revenue and $1M–$2M Adjusted EBITDA.
Financial highlights
Q3 operating income was $0.245M versus a $2.731M loss YoY; nine-month operating loss narrowed to $1.439M from $9.729M.
Gross margin was 55.8%, up 250 bps YoY; results included a $1.2M tariff refund recorded as a reduction in cost of goods sold.
Operating expenses fell 22.1% YoY to $20.3M, reflecting lower fulfillment, personnel and advertising costs.
Nine-month revenue was $109.614M versus $131.307M; nine-month net loss narrowed to $1.827M from $10.133M.
Outlook and guidance
FY2026 revenue guidance narrowed to $144M–$146M, within the prior $142.5M–$152.5M range; Adjusted EBITDA guidance is $1M–$2M.
Q4 revenue is expected modestly below Q3, which included $1.2M from a QVC Today's Special Value program not expected to recur; DTC revenue is expected approximately flat QoQ.
The stated goal for 2027 is a return to YoY revenue growth; no quarter-by-quarter growth timing was given.
Prior-year platform disruption and lower advertising investment are expected to have a diminishing impact on YoY comparisons in 2027.
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Latest events from Grove Collaborative
- Second straight quarter of positive Adjusted EBITDA amid falling revenue.GROV
Q4 2023 - Trust-led curation and disciplined costs underpin a return to growth.GROVEmerging Growth Conference 97
- Q2 2026 saw positive adjusted EBITDA, improved cash flow, and sequential revenue growth.GROVQ2 2026
- Positive adjusted EBITDA and margin gains offset a 16.8%–17% revenue decline in Q1 2026.GROVQ1 2026
- Shareholders will vote virtually on director elections and auditor ratification for 2026.GROVProxy filing
- Director elections, auditor ratification, and ESG oversight highlight this year's proxy agenda.GROVProxy filing
- Positive adjusted EBITDA and margin gains in Q4; 2026 targets breakeven EBITDA and revenue growth.GROVQ4 2025
- Q3 2025 revenue fell 9.4% year-over-year as cost controls and platform migration shaped results.GROVQ3 2025
- Q2 2024 saw positive Adjusted EBITDA, improved margins, and a $42M debt paydown amid revenue decline.GROVQ2 2024
Next Grove Collaborative earnings date
Q4 20265 Mar, 2027
Grove Collaborative
Next Grove Collaborative earnings date
Q4 20265 Mar, 2027
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Frequently asked questions
Grove Collaborative Holdings Inc. is a company that delivers eco-friendly household and personal care products. The company offers a range of sustainable products, including cleaning supplies, personal care items, baby products, and home essentials. Grove Collaborative focuses on providing environmentally responsible alternatives, with many of its products made from natural ingredients and designed to reduce plastic waste. The company operates primarily through an e-commerce platform, allowing consumers to shop for a variety of sustainable brands and products online. The company is headquartered in San Francisco, California, and its shares are listed on the New York Stock Exchange.