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The Honest Company (HNST) investor relations material
The Honest Company Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 2025 revenue declined 6.7%-7% year-over-year, mainly due to softness in diapers, apparel, and Honest.com, despite strong growth in wipes and personal care.
Transformation 2.0, "Powering Honest Growth," was launched to focus on core categories (wipes, personal care, diapers) and exit lower-margin businesses (apparel, Honest.com, Canada), with actions expected to be completed by end of 2026.
Positive net income achieved for the third consecutive quarter, rising to $1 million in Q3 2025.
Adjusted EBITDA was $3.5-$4 million, down year-over-year but positive for the eighth consecutive quarter.
Maintained a strong cash position of $71-$71.5 million and no debt at quarter-end.
Financial highlights
Q3 2025 revenue: $92.6-$93 million, down 6.7%-7% year-over-year; organic revenue: $73 million, down 4.7%-5%.
Gross margin: 37.3%, down 140 basis points year-over-year due to tariffs and volume deleverage.
Adjusted EBITDA: $3.5-$4 million (3.8%-4% margin), down from $7.1 million year-over-year.
Net income: $0.8-$1 million, up from $0.2 million in Q3 2024.
Cash and cash equivalents: $71-$71.5 million, no debt.
Outlook and guidance
2025 revenue outlook: -3% to flat, reflecting exits and diaper declines.
Organic revenue (excluding exited categories): expected growth of 4%-6% year-over-year.
Adjusted EBITDA guidance: $21-$23 million, lowered from $27-$30 million.
Transformation 2.0 to incur one-time costs of $25-$35 million, with expected annual cost savings of $8-$15 million.
Quantify revenue impact of strategic exits?
What external factors most impacted Q3 results?
How to reconcile total vs organic revenue outlook?
Expected gross margin uplift from T2.0 exits?
Diaper pricing strategy and early results
Key growth initiatives for wipes/personal care?
How will Transformation 2.0 unlock future growth
Assess early impact of new diaper design and pricing
Detail the expansion strategy for flushable wipes
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Next The Honest Company earnings date
Q4 202527 Feb, 2026
Next The Honest Company earnings date
Q4 202527 Feb, 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.
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