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The Honest Company (HNST) investor relations material
The Honest Company Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Achieved second consecutive quarter of profitability with net income of $4M in Q2 2025, driven by transformation initiatives and strong wipes and baby personal care growth, despite diaper declines and tariff headwinds.
Revenue for Q2 2025 reached $93.5M, up 0.4% year-over-year, with digital and retail channels outperforming category growth.
Gross margin expanded to 40.4%, up 210 basis points year-over-year, reflecting inventory reserve changes and supply chain cost savings.
Operating expenses decreased by $5M year-over-year, mainly due to lower SG&A, legal, and stock-based compensation costs.
Transformation focused on brand maximization, margin enhancement, and operating discipline continues to drive results.
Financial highlights
Q2 2025 revenue: $93.5M (+0.4% YoY); six months: $190.7M (+6.4% YoY).
Net income: $4M in Q2 2025, an $8M improvement year-over-year; six months: $7.1M (vs. $-5.5M 2024).
Adjusted EBITDA: $7.6M in Q2 2025, margin 8.2%, seventh consecutive positive quarter.
Cash and equivalents at June 30, 2025: $72M, no debt outstanding.
Buy rate: $50.54, repeat rate: 32%, household penetration: 7.2% as of FY 2024.
Outlook and guidance
Reaffirmed full-year 2025 guidance: revenue growth of 4–6% and adjusted EBITDA of $27M–$30M.
Second half revenue to be impacted by lapping prior year promotions and diaper assortment changes; new distribution and apparel expected to offset.
Tariff impact expected to be $8M for 2025, with most impact in Q3; ongoing focus on higher-margin products and retail partnerships.
Transitioning away from Honest.com as a shipping channel post-2025, expected to reduce revenue in 2026 but improve gross margin.
Increased marketing spend planned to support new diaper launch and brand loyalty.
Explain the drivers behind the 40% gross margin.
Detail marketing initiatives for the diaper launch.
How will new distribution offset revenue headwinds?
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Next The Honest Company earnings date
Q3 202511 Nov, 2025
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Q3 202511 Nov, 2025
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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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