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.
Grove Collaborative Holdings, Inc. SEC filings document the reporting record of a Delaware public benefit corporation with Class A common stock listed on the New York Stock Exchange under GROV. Form 8-K filings furnish earnings releases and investor presentations, while other current reports address NYSE quantitative listing compliance, executive appointments, board and audit committee changes, and amendments to asset-based lending arrangements.
Proxy materials cover annual meeting voting matters, director elections, auditor ratification, virtual meeting procedures, and governance disclosures. The filings also describe capital-structure items, registered securities, material agreements, and formal risk and compliance topics associated with Grove's direct-to-consumer consumer products business.
Grove Collaborative Holdings, Inc. reported that on August 7, 2026 it received a notice from the New York Stock Exchange stating that it is not in compliance with Section 802.01B of the NYSE Listed Company Manual, which requires an average global market capitalization of at least $50 million over a consecutive 30 trading-day period and stockholders’ equity of at least $50 million. The company must submit a business plan within 45 days showing how it expects to regain compliance within a nine‑month Cure Period. The notice has no immediate impact on the listing of Grove’s Class A common stock, and the shares are expected to continue trading on the NYSE while the company prepares and submits its plan, subject to ongoing compliance with other NYSE continued listing standards. If Grove does not submit an acceptable plan, the NYSE could initiate delisting proceedings.
Grove Collaborative Holdings, Inc. reported Q2 2026 net revenue of $36.6 million, down from $44.0 million a year earlier, with a net loss of $0.9 million versus $3.6 million. Gross profit was $19.6 million. Adjusted EBITDA turned positive at $0.5 million, compared with a $0.9 million loss.
For the first six months of 2026, revenue was $72.8 million and net loss $1.9 million. Cash and cash equivalents were $8.3 million (total cash and restricted cash $11.4 million), and Siena Revolver borrowings totaled $7.5 million. The company has a stockholders’ deficit of $17.5 million and $24.8 million of redeemable convertible preferred stock outstanding. Management believes existing liquidity and revolver availability will fund operations for at least one year, but over the longer term expects to raise additional debt or equity capital. Direct-to-consumer metrics weakened: DTC Total Orders were 489 thousand and DTC Active Customers 509 thousand, both below prior-year levels, while DTC Net Revenue Per Order increased to $69.19. A California multi‑district attorney task force is reviewing the company’s subscription practices; a loss is considered probable, though the amount is not yet estimated.
Grove Collaborative Holdings reported fiscal second-quarter 2026 results with net revenue of $36.6 million, down 16.9% year-over-year but up 1.0% sequentially. Gross margin was 53.6%. Operating expenses fell to $20.4 million, a 27.0% decline, reducing net loss to $0.9 million, a net loss margin of 2.5%.
Adjusted EBITDA was positive $0.5 million with a 1.3% margin, the third consecutive positive quarter, and operating cash flow was $1.3 million. Cash, cash equivalents and restricted cash totaled $11.4 million at June 30, 2026. DTC orders and active customers fell more than 23% year-over-year, while DTC net revenue per order rose 6.1% to $69.19. Plastic Intensity improved to 0.84 pounds of plastic per $100 in net revenue from 0.93 pounds.
For 2026, the company reaffirmed full‑year net revenue guidance of approximately $142.5 million to $152.5 million and Adjusted EBITDA of breakeven to positive low single‑digit millions, and continues to expect sequential net revenue improvement in each remaining quarter of 2026.
Grove Collaborative Holdings, Inc. reported that Chief Financial Officer and Principal Financial Officer Tom Siragusa has given notice of his intention to resign to pursue another opportunity. He will continue in his role until August 16, 2026, while the company conducts a search for a successor. The company stated that his departure is not due to any disagreement over operations, policies, or financial reporting.
The company also held its 2026 annual meeting of stockholders on June 18, 2026. Class I directors Larry Cheng, Stuart Landesberg, and Kristine Miller were elected to serve until the 2029 annual meeting. Stockholders additionally ratified the appointment of Baker Tilly US, LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.
Grove Collaborative Holdings, Inc. director John B. Replogle exercised derivative positions that converted 12,488 shares of Class B common stock into the same number of Class A common shares on February 14, 2025. These are reported as derivative exercises/conversions, not open‑market purchases or sales.
Following the transactions, he directly holds 577,385 Class A shares and has an additional 58 Class A shares held indirectly through Replogle Family LLC. The converted shares remain subject to earnout price conditions tied to the Class A share VWAP milestones described in the company’s merger agreement.
Grove Collaborative Holdings director Stuart Landesberg reported exercising derivative securities on February 14, 2025, converting a total of 92,429 shares of Class B common stock into the same number of Class A common shares at a stated price of $0.00 per share. Following these conversions, he directly holds 1,663,283 Class A shares and indirectly holds 136,151 Class A shares through The Landesberg Living Trust, where he and his spouse are co‑trustees. The converted shares are described as Class A Earnout Shares that vest in tranches if the daily volume weighted average price of Class A stock reaches $62.50 and $75.00 for specified 20‑out‑of‑30 trading‑day periods, subject to change‑of‑control provisions.
Grove Collaborative Holdings, Inc. CFO Thomas Siragusa filed an amended Form 3 to correct his reported ownership of Class A Common Stock. The amendment shows he holds 29,831 shares, including 780 shares that were previously omitted. These 780 shares vest only if stock price VWAP hurdles of $62.50 and $75 are met before the tenth anniversary of the 6/16/2022 business combination.
Grove Collaborative Holdings, Inc. CFO Thomas Siragusa reported routine equity compensation activity involving restricted stock units and related tax withholding. On May 15, 2026, he exercised RSUs to acquire a total of 34,151 shares of Class A Common Stock at an exercise price of $0.00 per share.
To satisfy tax obligations on these vesting awards, the company retained 13,476 shares at $1.24 per share, classified as tax-withholding dispositions and not open-market sales. Following these transactions, Siragusa directly held 94,678 shares of Class A Common Stock.
The footnotes explain that each RSU converts into one share of Class A Common Stock and describe several RSU awards that vest in equal quarterly installments on February 15, May 15, August 15 and November 15, with schedules running through August 15, 2026 and commencing on May 15, 2025 and May 15, 2026, subject to his continued service.
Grove Collaborative Holdings director John B. Replogle reported the vesting and settlement of 59,200 Restricted Stock Units (RSUs) into the same number of shares of Class A Common Stock at an exercise price of $0.0000 per share. Following this derivative exercise, he directly owns 564,902 Class A shares. The filing also shows an additional 53 Class A shares held indirectly through Replogle Family LLC, for which he serves as manager.
Grove Collaborative Holdings, Inc. director Stuart Landesberg reported an equity award transaction involving Restricted Stock Units (RSUs) tied to Class A Common Stock. He exercised RSUs to acquire 59,200 shares of Class A Common Stock at a stated price of $0.0000 per share.
Following this exercise, Landesberg directly owns 1,583,447 shares of Class A Common Stock. In addition, 123,558 shares of Class A Common Stock are held indirectly through The Landesberg Living Trust, dated October 15, 2021, for which he and his spouse serve as co‑trustees. The filing notes that each RSU represents a contingent right to receive one share of Class A Common Stock and that the RSUs will fully vest on the earlier of May 15, 2026 or the date of the 2026 Annual Meeting of Stockholders.