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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.
The Honest Company
The Honest Company (HNST) investor relations material
The Honest Company Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Aug, 2026
Executive summary
Q2 2026 reported revenue was $83.3 million, down 10.9% year-over-year, but organic revenue grew 6.7% due to strong performance in wipes and personal care, offsetting declines in diapers and exited categories.
Net income for Q2 2026 rose to $10.7 million, up from $3.9 million year-over-year, driven by tariff refunds, cost reductions, and improved product mix.
Underlying adjusted gross margin reached 43.8% (up 340 bps), and underlying adjusted EBITDA margin hit a record 9.8% (up 160 bps).
Record profitability and strong cash position enabled accelerated reinvestment and a raised full-year outlook.
Continued execution of Powering Honest Growth transformation, focusing on brand maximization, margin enhancement, and operating discipline.
Financial highlights
Organic revenue increased 6.7% to $80.2 million, offsetting declines from strategic exits and diaper revenue.
Gross margin reached 48.4% (+800 bps); adjusted gross margin was 50.1% (+970 bps), including tariff refunds and apparel liquidation; underlying adjusted gross margin was 43.8% (+340 bps).
Adjusted EBITDA for Q2 2026 was $14.5 million (17.3% margin); underlying adjusted EBITDA was $7.8 million (9.8% margin).
Free cash flow for the first half of 2026 was $35.3 million, a significant improvement from negative $3.8 million a year ago.
Cash and cash equivalents as of June 30, 2026, were $105.9 million, up from $89.6 million at year-end 2025.
Outlook and guidance
Full-year 2026 revenue outlook raised to $319–$325 million (from $306–$312 million), with organic revenue growth expected at 5–7% (previously 4–6%).
Adjusted gross margin forecasted in the mid-40% range (previously low-40%), and adjusted EBITDA guidance increased to $23–$25 million.
Powering Honest Growth restructuring expected to be substantially completed by year-end 2026, with total costs of $28–31 million and annualized benefits of $14–17 million.
New apparel licensing agreement expected to be immaterial for 2026 results.
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Latest events from The Honest Company
- Record revenue, margin gains, and raised guidance highlight strong demand and digital growth.HNST
CEO Sitdown - Directors and auditor were approved with no shareholder questions or objections.HNSTAGM 2026
- Organic revenue up 3.9% and record 43.5% margin offset reported revenue decline.HNSTQ1 2026
- Vote on three director nominees and auditor ratification at the May 2026 annual meeting.HNSTProxy filing
- Strategic focus and governance enhancements drive financial strength and shareholder value.HNSTProxy filing
- 2025 organic revenue rose 5.3%; 2026 targets 4–6% organic growth and margin expansion.HNSTQ4 2025
- Q3 2024 revenue up 15%, margin expansion, and raised outlook signal strong profitable growth.HNSTQ3 2024
- Record revenue and margin gains led to raised outlook and positive adjusted EBITDA.HNSTQ2 2024
- Financial stability, retail expansion, and product innovation drive strong growth outlook.HNSTVirtual Consumer Company Showcase
Next The Honest Company earnings date
Q3 20265 Nov, 2026
The Honest Company
Next The Honest Company earnings date
Q3 20265 Nov, 2026
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Frequently asked questions
The Honest Company, Inc. produces and retail diapers and wipes, skin and personal care, and household and wellness products. The Honest Company's mission is to create the healthiest home products possible and make them affordable for everyone. Their products are made in the USA and certified by leading Consumer Product Safety Authorities in North America. The Honest Company advocates for Chemical Free and Organic goods, supporting safe choices and educating others on healthier options.