Grove Collaborative Holdings Inc Stock Price, News & Analysis

Grove Collaborative Holdings (NYSE: GROV), the world's first plastic-neutral retailer and sustainable consumer products company, will release its Q2 2025 financial results on August 7, 2025, after market close.

The company will host an investor conference call and webcast at 5:00 PM ET / 2:00 PM PT on the same day. Investors can access the webcast at investors.grove.co or join via phone using specific dial-in numbers for domestic and international callers. A replay will be available until September 7, 2025.

Grove Collaborative (NYSE: GROV), the world's first plastic neutral retailer, has released groundbreaking survey results in partnership with The 5 Gyres Institute regarding American awareness of microplastics. The research reveals that 79% of Americans consider microplastics a human and environmental health crisis, with 90% expressing concern about their presence in human bodies.

Key findings show that while 77% of Americans have heard of microplastics, only 51% understand what they are. The study highlights a significant demand for corporate action, with 82% of Americans looking to the private sector for solutions, though only 54% trust companies' current efforts. Consumers strongly support initiatives like prohibiting microbeads (86%), creating better filtration solutions (85%), and adopting compostable materials (87%).

HumanCo Investments (HCI), owning over 5% of Grove Collaborative Holdings (NYSE: GROV), has sent a letter to the company's Board urging a comprehensive review of strategic alternatives, including a potential sale. HCI believes Grove, currently trading at $1.19, could be valued at 0.70x - 0.90x 2025E revenue, representing a potential 90-140% premium or $2.25-$2.90 per share.

Grove, a digital marketplace for non-toxic household products with 700,000 active customers and expected annual revenue of $185 million, has achieved EBITDA positivity in FY 2024. Despite investing over $650 million in capital and having $500 million in NOLs, Grove's market value has declined 95% from its $1.5 billion IPO valuation. HCI argues Grove's undervaluation stems from limited market visibility and suggests partnering with a larger entity to unlock growth potential.

Grove Collaborative (GROV) has partnered with RELEX Solutions to enhance its retail planning capabilities and support sustainable growth. The eco-conscious e-commerce retailer will implement RELEX's technology to improve forecasting, replenishment, pricing, and inventory management. The partnership aims to replace manual processes with automated, data-driven planning to better handle Grove's growing product range and short product lifecycles. This strategic move will help Grove optimize its operations while maintaining its commitment to sustainability and customer service. Jennifer Pann, VP of Merchandising & E-Commerce at Grove, emphasized the importance of smarter inventory planning to serve customers with trusted essentials while adhering to company values.

Grove Collaborative Holdings (NYSE: GROV) has received a notice from the NYSE regarding non-compliance with listing standards on May 15, 2025. The company failed to maintain both an average global market capitalization of $50 million over 30 trading days and stockholders' equity of $50 million. Grove must submit a business plan within 45 days demonstrating how it will regain compliance within 18 months.

While there is no immediate impact on GROV's listing status, the company's continued listing depends on NYSE's acceptance of the plan. If accepted, Grove will remain listed during the cure period, subject to compliance with other standards and progress review. If the plan is rejected or not submitted timely, NYSE could initiate delisting proceedings.

Grove Collaborative (NYSE: GROV) reported challenging Q1 2025 financial results with revenue declining 18.7% year-over-year to $43.5 million. The company posted a net loss of $3.5 million and negative Adjusted EBITDA of $1.6 million. Key metrics showed declines with DTC Total Orders down 20% to 622,000 and Active Customers falling 16% to 678,000. The performance was impacted by lower advertising spend and a $2-3 million revenue hit from eCommerce platform migration issues. Despite challenges, the company highlighted improved advertising efficiencies and stronger new customer economics. Grove revised its 2025 guidance, expecting mid-single-digit to low double-digit revenue decline and Adjusted EBITDA between negative to positive low single-digit millions. The company secured an amended Asset-Based-Loan Facility extending maturity to April 2028 with increased availability.

Grove Collaborative (NYSE: GROV), the world's first plastic neutral retailer, has released its sixth annual Sustainability Report for 2024-2025 and announced the approval of its Science-Based Targets (SBTs) by the Science Based Targets initiative. The company has set ambitious goals including reducing Scope 1 GHG emissions by 42% by 2030 and ensuring 88.5% of suppliers have science-based targets by 2029.

As part of its Beyond Plastic™ initiative, Grove has avoided 8.1 million pounds of single-use plastic waste since 2020, reaching 54% of its 2030 goal of 15 million pounds. In 2024, the company collected 2.0 million pounds of plastic and achieved its lowest plastic-to-revenue ratio of 1.05 pounds per $100. Additionally, 81% of Grove's owned brand assortment now meets its Beyond Plastic™ standards, up from 79% in 2023.

The company has also expanded its focus to include human health initiatives, implementing stricter standards for product vetting and ingredient safety while maintaining its commitment to environmental sustainability.

Grove Collaborative Holdings (NYSE: GROV), the world's first plastic-neutral retailer and sustainable consumer products company, will release its Q1 2025 financial results on May 14, 2025, after market close.

The company will host an investor conference call and webcast at 5:00pm ET / 2:00pm PT. Investors can access the webcast at investors.grove.co or join via phone at 877-413-7205 (International: +1 201-689-8537). A replay will be available until June 15, 2025.

Grove operates as a one-stop online destination for sustainable everyday essentials, offering products across categories including:

• Household cleaning
• Personal care
• Health and wellness
• Clean beauty
• Kitchen and pantry
• Baby and pet care

The company partners with over 300 brands focused on sustainable solutions, emphasizing plastic-free alternatives and environmental responsibility.

Grove Collaborative (NYSE: GROV) has launched a new connected TV (CTV) advertising campaign aimed at reaching 57 million conscientious consumers. The campaign marks a strategic expansion of the company's marketing efforts, highlighting its evolution beyond environmental sustainability to focus on overall home health.

The 30-second advertisement, directed by Happy Monster's Amos Goss, showcases American families in their daily routines, emphasizing Grove's curated selection of sustainable home essentials across categories including personal care, cleaning, wellness, baby, pet, and kitchen products. The company introduced a new tagline: 'Your Home, Healthier', reflecting their commitment to providing trusted, vetted products for both family and planetary health.

The campaign, managed by CTV agency Keynes Digital, will be distributed across major streaming platforms and digital channels, targeting consumers who prioritize sustainability and personal health in their shopping decisions.