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 fourth quarter 2025 revenue of $42.4 million, down 14.3% year-over-year, as fewer direct-to-consumer orders followed reduced advertising and ecommerce platform disruptions. This was partly offset by $2.9 million of QVC revenue tied to the 8Greens acquisition.
Despite lower sales, profitability improved sharply. Gross margin rose to 53.0%, operating expenses fell 29.7% to $24.1 million, and net loss narrowed to $1.6 million from $12.6 million. Adjusted EBITDA turned positive at $1.6 million with breakeven operating cash flow, while cash, cash equivalents, and restricted cash totaled $11.8 million.
For full year 2025, revenue was $173.7 million, down 14.6%, but net loss improved to $11.7 million and operating expenses declined 20.7%. Plastic Intensity improved to 0.90 pounds per $100 of revenue. For 2026, Grove expects net revenue of $140–$150 million and approximately breakeven Adjusted EBITDA, with revenue troughing in the first quarter and improving as its ecommerce platform stabilizes and customer experience metrics recover.
Grove Collaborative Holdings, Inc. President & CEO Jeffrey Michael Yurcisin reported multiple equity transactions involving restricted stock units (RSUs) and Class A Common Stock on February 15, 2026. Several RSU awards were exercised for shares at a price of $0.00 per share, and portions of the resulting stock were withheld by the company to cover tax obligations at $1.52 per share. After these exercises and tax-withholding dispositions, he directly held 562,026 shares of Class A Common Stock.
Grove Collaborative Holdings, Inc. reported that CFO Thomas Siragusa completed a series of equity compensation transactions involving restricted stock units and Class A Common Stock. On February 15, 2026, multiple RSU awards were exercised or converted into Class A shares at a price of $0.00 per share, increasing his direct ownership. In connection with these vestings, a portion of the Class A shares was automatically withheld at $1.52 per share to satisfy tax withholding obligations, with the company retaining those shares as noted in the footnotes. After these transactions, Siragusa directly owned 74,003 shares of Class A Common Stock.
Grove Collaborative Holdings director Stuart Landesberg reported equity award activity involving restricted stock units and Class A common stock. On February 15, 2026, he exercised 45,059 restricted stock units, converting them into 45,059 shares of Class A common stock at a stated price of $0.00 per share.
To cover associated tax withholding obligations from this vesting, 18,466 Class A shares were retained by the company at $1.52 per share, described as not exceeding the related tax liability. After these transactions, Landesberg directly held 1,524,247 Class A shares, and an additional 123,558 Class A shares were held indirectly through The Landesberg Living Trust, dated October 15, 2021, for which he and his spouse serve as co‑trustees.
Morgan Stanley and Morgan Stanley Smith Barney LLC report beneficial ownership of 2,946,993 shares of Grove Collaborative Holdings, Inc. Class A common stock, representing 7.1% of the class as of 12/31/2025.
The firms report 1 share with sole voting power and 2,946,993 shares with shared dispositive power, indicating they can direct the sale of these shares but largely do not hold voting authority. They state the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Grove Collaborative.
Grove Collaborative Holdings, Inc. (GROV) reported insider equity activity for President & CEO and director Jeffrey Yurcisin on 11/17/2025. Multiple restricted stock unit (RSU) awards were converted into Class A Common Stock through transactions coded "M", with shares withheld in "F" transactions at $1.47 per share to cover tax obligations. Following these transactions, Yurcisin directly beneficially owned 514,395 shares of Class A Common Stock and continued to hold several RSU grants, including awards covering 21,250, 2,500, 40,000, and 44,541 underlying shares that vest over time subject to continued service and, for one grant, change-in-control conditions.
Grove Collaborative Holdings, Inc. (GROV) reported insider equity activity for its CFO related to restricted stock unit (RSU) vesting on 11/17/2025. Multiple RSU awards were converted (coded “M”) into Class A common shares, and a portion of the newly delivered shares was withheld (coded “F”) by the company at $1.47 per share to cover tax obligations, with the amount retained stated as not exceeding the tax liability.
After the reported transactions, the CFO beneficially owned 60,443 shares of Class A common stock directly, along with ongoing RSU holdings that continue to vest over time. The RSU grants each represent the right to receive one share of Class A common stock, with various schedules vesting in quarterly installments on February 15, May 15, August 15 and November 15, some running through February 15, 2026 and August 15, 2026, subject to continued service.
Grove Collaborative Holdings, Inc. (GROV) reported an insider equity transaction by director John B. Replogle. On 11/17/2025, 3,923 shares of Class A Common Stock were acquired through the exercise of restricted stock units, reported with transaction code "M." Following this transaction, he beneficially owns 505,702 shares directly and 53 shares indirectly through Replogle Family LLC, where he serves as manager.
The underlying RSUs represent a right to receive one share of Class A Common Stock per unit. These RSUs vested 30% on November 15, 2022, then 7.5% for each subsequent quarter of continuous service for the following year, and 5% for each subsequent quarter of continuous service for the following two years, with no expiration date.
Grove Collaborative Holdings, Inc. (GROV) reported an insider equity transaction by a director. On 11/17/2025, the director exercised 45,057 restricted stock units (RSUs), receiving an equal number of Class A common shares. To cover tax withholding obligations tied to this vesting event, the company retained 16,077 shares at a price of $1.47 per share, which reduced the number of shares the director kept. After these transactions, the director beneficially owned 1,497,654 Class A shares directly and 123,558 shares indirectly through The Landesberg Living Trust. Each RSU represents the right to receive one Class A share, and the RSU award vests in twelve equal installments each February 15, May 15, August 15 and November 15 beginning May 15, 2023, with accelerated vesting in certain change-of-control termination scenarios. The RSUs have no expiration date.
Grove Collaborative (GROV) reported Q3 2025 results with revenue of $43.7M versus $48.3M a year ago as the company continues focusing on its direct-to-consumer channel. Gross profit was $23.3M and operating loss narrowed to $2.7M from $6.7M, reflecting lower operating expenses.
Net loss was $3.0M (vs. $1.3M), while year‑to‑date net cash used in operations improved to $6.9M from $10.0M. Cash and cash equivalents were $8.9M as of Sept 30, 2025, with total cash including restricted at $12.3M. The Siena revolving credit facility had $7.5M outstanding and was extended to Apr 10, 2028; additional borrowing capacity was $0.7M.
The company completed two small cash acquisitions in Q1 2025: Grab Green ($2.2M) and 8Greens ($0.6M), adding customer relationships and trademarks. Stockholders’ deficit widened to $16.1M. Management believes existing cash will fund operations for at least one year from issuance. Class A shares outstanding were 41,387,655 as of Nov 7, 2025.