Every 8-K that The Honest Company, Inc. (HNST) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow HNST and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HNST filings page.
The Honest Company reported Q2 2026 results with softer reported sales but much stronger profitability. Revenue was $83.3 million, down 10.9% year over year as the company exited lower-margin operations and saw diaper declines, while Organic Revenue rose 6.7% to $80.2 million on growth in wipes and personal care products. Gross margin expanded to 48.4%, or 50.1% on an adjusted basis, and Underlying Adjusted Gross Margin improved to 43.8% from 40.4%.
Net income increased to $10.7 million from $3.9 million, with Underlying Adjusted EBITDA of $7.8 million and a 9.8% margin. Operating expenses fell to $30.8 million. The company ended June 30, 2026 with no debt and $105.9 million in cash and cash equivalents, after generating $37.8 million of operating cash flow in the first half and repurchasing about 5.6 million shares for $18.7 million. Based on this performance, management raised its 2026 outlook, guiding to revenue of $319 million–$325 million, Organic Revenue growth of 5%–7%, mid‑40s Adjusted Gross Margin, and Adjusted EBITDA of $23.0 million–$25.0 million.
The Honest Company, Inc. entered into a new long-term headquarters lease with Dellwood Farm LLC for approximately 38,240 rentable square feet at 12121 Bluff Creek Drive in Playa Vista, California. The company plans to relocate its corporate headquarters to this location by May 1, 2027, as its existing headquarters lease is scheduled to expire on April 30, 2027.
The lease term will begin on the later of March 1, 2027 or substantial completion of tenant improvements and will run for 10 years. Base rent starts at $3.50 per square foot per month in the first year, rising to $3.75 in the second year and $7.25 in the third year, then escalating annually to $9.224 per square foot per month by the tenth year. After a ten-month rent abatement in the third year, total base rent over the initial term is expected to be about $33,440,756, plus taxes, insurance, maintenance and other operating expenses. The landlord will provide a one-time tenant improvement allowance of $180.00 per rentable square foot, and the company must provide a $1.2 million irrevocable letter of credit. The lease also includes a five-year renewal option, a right of first refusal on remaining fifth-floor space, and certain early termination rights tied to severe damage, eminent domain or prolonged abatement events.
The Honest Company, Inc. promoted Curtiss Bruce to Chief Financial & Operating Officer effective May 21, 2026, expanding his role to include principal operating officer while he continues as principal financial and accounting officer. In connection with the promotion, he received a long-term incentive grant of time-vesting RSUs with a target value of approximately $200,000, vesting 25% on May 19, 2027 and the remainder in equal installments over the next 12 quarterly vesting dates under the 2021 Equity Incentive Plan.
At the 2026 annual meeting, stockholders elected Class II directors Jessica Alba, Alissa Hsu Lynch and Andrea A. Turner to terms running until the 2029 annual meeting. Stockholders also ratified PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 71,155,449 votes for, 299,331 against and 537,968 abstentions.
The Honest Company reported first quarter 2026 results showing lower overall sales but stronger profitability. Revenue was $78.1 million, down 19.7% as the company exited lower‑priority businesses, while Organic Revenue excluding those exits grew 3.9%, led by wipes and personal care. Gross margin improved to a record 42.6%, with Adjusted Gross Margin at 43.5%, reflecting better freight costs and product mix.
The company posted a small net loss of $0.04 million versus prior net income of $3.3 million, while Adjusted Net Income was $1.3 million and Adjusted EBITDA was $4.0 million with a 5.1% margin. Cash and cash equivalents were $90.4 million with no debt, supported by $5.5 million of operating cash flow. Honest repurchased about 1.1 million shares for $3.0 million and reaffirmed its full‑year 2026 outlook, including revenue of $306–$312 million (down 18–16% versus 2025), Organic Revenue growth of 4–6%, low‑40s Adjusted Gross Margin and Adjusted EBITDA of $20–$23 million.
The Honest Company, Inc. entered into an amendment to its existing credit agreements, updating its senior secured revolving credit facility. The amended facility provides up to $35.0 million in revolving borrowing capacity and now matures on March 31, 2029.
The facility includes a letter of credit sublimit of up to $15.0 million, with $1.5 million in letters of credit outstanding as of March 31, 2026. An uncommitted accordion feature may increase total revolving commitments by up to an additional $35.0 million, for potential commitments of $70.0 million.
Interest will be based on either the Adjusted Term SOFR Rate plus a margin of 1.75%–2.25% or a CB floating rate with smaller margins, determined by the Company’s leverage ratio. The debt is secured by substantially all domestic assets and is subject to covenants, including minimum fixed charge coverage and maximum total leverage ratios. The Company had not borrowed under the facility as of March 31, 2026.
The Honest Company reported 2025 revenue of $371.3 million, down 1.9%, as it exited lower-margin channels and categories. Net loss widened to $15.7 million, but Adjusted Net Income reached $8.3 million and Adjusted EBITDA was $21.8 million, slightly below the prior year.
The company ended 2025 with $89.6 million in cash and cash equivalents, no debt, and operating cash flow of $15.1 million. The board authorized an inaugural share repurchase program of up to $25 million of common stock.
For 2026, management guides reported revenue to $306–$312 million, a 18%–16% decline due to completed exits, while targeting Organic Revenue growth of 4%–6%, low-40s Adjusted Gross Margin and Adjusted EBITDA of $20–$23 million. The board also adopted a change-in-control severance plan providing enhanced cash, benefits and equity vesting for the CEO and other senior officers under qualifying termination scenarios.
The Honest Company (HNST) announced a new restructuring program, “Transformation 2.0: Powering Honest Growth.” Approved on October 30, 2025, the plan targets simplicity, focus and profitability by exiting certain lower margin, non‑strategic categories and channels. Actions include exiting Honest.com fulfillment and apparel and closing retail and online stores in Canada, alongside cost structure optimization and supply chain efficiencies.
The company estimates total costs of $25.0–$35.0 million recognized through the first quarter of 2027, including $15.0–$25.0 million of restructuring costs tied to employee-related actions, contract terminations, asset-related costs and other exit activities. Annualized benefits are expected in the range of $8.0–$15.0 million, with benefits beginning in 2026. Cash outlays tied to the plan are projected at $15.0–$20.0 million for full-year 2026, with an immaterial amount in the fourth quarter of 2025. The restructuring element is expected to be substantially completed by December 31, 2026.