Welcome to our dedicated page for Grove Collaborative Holdings SEC filings (Ticker: GROV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings for Grove Collaborative Holdings, Inc. (NYSE: GROV) provide detailed insight into the company’s financial condition, governance, and key corporate events. As a Delaware public benefit corporation and plastic-neutral retailer in the electronic shopping industry, Grove uses its filings to report on quarterly and annual results, capital structure, debt arrangements, board and executive changes, and shareholder matters.
Investors can review Grove’s Form 8-K filings for information on earnings releases, including net revenue, gross profit, operating expenses, net loss, Adjusted EBITDA, operating cash flow, and operating metrics such as direct-to-consumer total orders, active customers, and net revenue per order. Other 8-K filings describe material definitive agreements, such as amendments to the company’s loan and security agreement that adjust the borrowing base, and changes to a standby equity purchase agreement that affect how and when Grove may sell Class A common stock to an investor.
Additional 8-K items cover governance topics, including the appointment or resignation of directors, committee roles, and executive officer changes, along with related compensation and post-termination benefit arrangements. Filings also document shareholder voting results from annual meetings, including director elections and auditor ratification, and communications about New York Stock Exchange continued listing standards and the required compliance plan.
On this page, Stock Titan surfaces Grove’s SEC disclosures as they are made available from EDGAR and pairs them with AI-powered summaries to clarify complex sections of 10-K, 10-Q, 8-K, and related documents. Users can quickly understand the significance of new filings, track themes such as sustainability metrics and capital structure, and access information on insider and governance changes that appear in Grove’s regulatory reporting.
Grove Collaborative Holdings, Inc. reported first-quarter 2026 net revenue of $36.2 million, down from $43.5 million a year earlier, reflecting lower order volumes after reduced advertising and prior ecommerce platform disruptions. Net loss narrowed sharply to $1.0 million from $3.5 million as operating expenses fell, including fulfillment and advertising.
Gross margin improved to 55% from 53%, and Adjusted EBITDA turned positive at $0.3 million, or a 0.8% margin, compared with a $1.6 million loss last year. The company ended March 31, 2026 with $7.2 million in cash and cash equivalents and total debt of $7.5 million under its Siena Revolver, leaving $1.7 million of additional borrowing capacity.
DTC Total Orders declined to 502,000 from 622,000, and DTC Active Customers fell to 553,000 from 678,000, but DTC Net Revenue Per Order edged up to $67.79 from $66.49 on more targeted promotions and higher-priced baskets. Management states that existing cash and the Siena Revolver should fund operations for at least one year, but over the longer term the company expects to need additional debt or equity financing. The notes also disclose an ongoing investigation by a California district attorneys’ task force into certain marketing and renewal practices, for which a loss is considered probable but not yet reasonably estimable.
Grove Collaborative Holdings, Inc. reported first quarter 2026 net revenue of $36.2 million, down 16.8% year-over-year, but delivered positive Adjusted EBITDA of $0.3 million with a 0.8% margin. Net loss narrowed to $1.0 million from $3.5 million a year earlier, reflecting lower operating expenses and higher gross margin of 54.8%, up 180 basis points.
Operating cash flow improved to a $0.7 million outflow from $6.9 million, while cash, cash equivalents and restricted cash totaled $10.4 million as of March 31, 2026. Direct-to-consumer total orders fell 19.2% and active customers declined 18.5%, but net revenue per order rose 2.0% to $67.79 and plastic intensity improved to 0.84 pounds per $100 in net revenue.
The company raised full‑year 2026 net revenue guidance to a range of $142.5 million to $152.5 million and now expects Adjusted EBITDA between breakeven and positive low single‑digit millions, reiterating that first quarter 2026 marked the expected net revenue trough with sequential improvement anticipated for the remaining quarters of 2026.
Grove Collaborative Holdings, Inc. provides an annual business and sustainability update alongside 2025 results and operational context. For the year, revenue was $173.7 million, down 14.6% year‑over‑year, and net loss narrowed to $11.7 million, a $15.7 million improvement. Full‑year Adjusted EBITDA was $(2.2) million, while the company returned to positive quarterly Adjusted EBITDA in Q4 at $1.6 million (a 3.7% margin). Management attributes the revenue decline primarily to disruption from an ecommerce platform migration that affected mobile, subscription, and VIP functionality. Subscription activity remains central: subscriptions represented 60% of revenue and subscription orders were 79% of total orders in 2025. Grove emphasizes platform stabilization, profitability, cash preservation, and sustainability metrics—including a 2025 plastic intensity of 0.90 lbs per $100 of revenue—and SBTi approval of science‑based targets. Shares outstanding were 42,023,693 as of February 27, 2026.
Grove Collaborative Holdings, Inc. has called its 2026 annual stockholder meeting for June 18, 2026 at 8:00 a.m. Pacific Time as a virtual-only event. Stockholders will vote on electing three Class I directors to terms running to the 2029 meeting and on ratifying Baker Tilly US, LLP as independent auditor for the year ending December 31, 2026.
Holders of 42,028,075 shares of Class A common stock, 10,000 shares of Series A Preferred Stock and 15,000 shares of Series A' Preferred Stock outstanding as of April 24, 2026 may vote together as a single class, with preferred shares carrying high vote multiples. A majority of the combined 54,528,172 votes is needed for quorum.
The proxy details board structure, committee roles and 2025 compensation. Chief Executive Officer Jeff Yurcisin received $1,307,110 in 2025 total compensation, primarily from restricted stock units, while no annual bonuses were paid under the 2025 incentive plan because revenue and adjusted EBITDA targets were not met. The filing also discloses director retainers and extensive equity-based incentives, including RSUs and PSUs with stock-price hurdles.
Grove Collaborative Holdings, Inc. reported initial equity holdings for Chief Technical Officer Keith M. Davey on a Form 3. He holds restricted stock units tied to 117,734 shares of Class A Common Stock, with an exercise price of $0.00 per share.
According to the vesting schedule, one-fourth of these RSUs vest on November 15, 2026, and one-sixteenth of the award vests on each standard quarterly vesting date starting February 15, 2027. Each RSU represents the contingent right to receive one share of Class A Common Stock.
Grove Collaborative Holdings, Inc. Chief Legal Officer and Secretary Gary Scott Giesler filed an initial ownership report showing his equity position. The filing lists direct holdings of 143,845 shares of Class A Common Stock and multiple Restricted Stock Unit (RSU) awards, each RSU representing a contingent right to one share of Class A Common Stock. These RSUs cover 38,200, 17,500, 55,633, 41,667, and 137,931 underlying shares, with an exercise price of $0.00 and vesting in installments on the company’s standard quarterly vesting dates beginning in 2025 and 2026.
Grove Collaborative Holdings, Inc. reports that it has regained compliance with the New York Stock Exchange’s quantitative continued listing standard. The NYSE notified the company that, as of March 17, 2026, it meets the minimum market capitalization and stockholders’ equity requirements of Section 802.01B of the NYSE Listed Company Manual.
Yurcisin Jeffrey Michael reported acquisition or exercise transactions in this Form 4 filing.
Grove Collaborative Holdings, Inc. President & CEO Jeffrey Michael Yurcisin received a grant of 397,552 restricted stock units on March 6, 2026. Each RSU represents a contingent right to receive one share of Class A common stock.
The RSUs will vest in twelve equal installments on each February 15, May 15, August 15 and November 15 of each year, beginning on May 15, 2026. Vesting accelerates after a change in control if his services are terminated by the company without cause or he resigns for good reason. The RSUs have no expiration date.
Siragusa Thomas reported acquisition or exercise transactions in this Form 4 filing.
Grove Collaborative Holdings, Inc. reported that its CFO, Thomas Siragusa, received a grant of 137,931 restricted stock units (RSUs) on March 6, 2026. Each RSU represents a contingent right to receive one share of Class A common stock and has no expiration date.
The RSUs will vest in twelve equal installments on each February 15, May 15, August 15, and November 15 of each year, beginning on May 15, 2026, subject to continued service. Vesting accelerates after a change in control if his service is terminated without cause or he resigns for good reason.
Grove Collaborative Holdings, Inc. is a public benefit, sustainability-focused consumer products company that sells its own Grove brands and over 400 third-party natural home, beauty, personal care and wellness products primarily through a direct-to-consumer ecommerce platform.
In the year ended December 31, 2025, approximately 41% of net revenue came from Grove brands, with 73% of that from home care products. The company has operated at a loss, with an accumulated deficit of $660.2 million as of December 31, 2025, and net losses of $11.7 million in 2025 and $27.4 million in 2024.
Revenue has declined for three consecutive years, including decreases of about 15% in 2025 and 22% in 2024 versus prior years, driven by lower advertising spend, an ecommerce platform migration and a shift toward Adjusted EBITDA profitability. Grove exited brick-and-mortar retail in 2025 and continues to pursue third-party ecommerce channels. The company may need additional financing and has an amended standby equity purchase agreement allowing discretionary common stock sales, subject to share caps and market conditions.