Honest Company, Inc. director Andrea Turner reported two open-market sales of common stock. On August 10, 2026, she sold 34,396 shares at a weighted average price of $5.30 per share, in multiple trades between $5.24 and $5.46. On August 11, 2026, she sold 29,899 shares at a weighted average price of $5.21 per share, in trades between $5.19 and $5.25. A related footnote states that her holdings include 92,936 restricted stock units payable in an equivalent number of Honest common shares.
Honest Company, Inc. insider Jonathan Mayle, SVP, Customer Sales, reported selling 79,000 shares of common stock on 2026-08-10 in an open-market or private transaction at a weighted average price of $5.22 per share, with individual sale prices ranging from $5.19 to $5.27. Following this transaction, he reports 370,155 shares of direct ownership, which includes 369,282 restricted stock units payable in an equivalent number of shares.
Jonathan Mayle filed to sell up to 79,000 shares of HNST common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of $412,111.40, on or after August 10, 2026 on NASDAQ. The shares relate to multiple restricted stock awards granted between March 2025 and November 2025. The filing also lists a prior sale of 6,236 shares of common stock for $19,580.42 on May 20, 2026.
The Honest Company reported revenue of $83,303 thousand for the three months ended June 30, 2026, down from $93,459 thousand a year earlier, but with significantly higher profitability. Net income rose to $10,687 thousand (diluted EPS $0.09) from $3,870 thousand ($0.03).
For the first half of 2026, revenue was $161,402 thousand and net income $10,646 thousand. Operating cash flow improved to $37,769 thousand, lifting cash and cash equivalents to $105,899 thousand, while the company had no borrowings under its $35,000 thousand revolving credit facility.
The Powering Honest Growth program has generated $26.3 million of cumulative costs through June 30, 2026, toward an expected $28.0–31.0 million, and is projected to deliver $14.0–17.0 million in annualized benefits. The company repurchased about 5.6 million shares for $18.7 million in the first half and recorded $11.9 million of IEEPA tariff refunds that reduced cost of revenue and boosted margins.
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.
Bruce Curtiss James III reported acquisition or exercise transactions in this Form 4 filing.
Honest Company, Inc. Chief Financial Officer Bruce Curtiss James III received a grant of 59,958 shares of common stock in the form of Restricted Stock Units (RSUs) on May 21, 2026. These RSUs were awarded at no cash cost to him.
The RSUs vest over four years, with 25% vesting on May 19, 2027, and the remaining 75% vesting in 12 equal quarterly installments on each February 19, May 19, August 19, and November 19 thereafter, subject to his continuous service under the company’s 2021 Equity Incentive Plan. After this award, he directly holds 586,115 shares, including 548,064 RSUs that will settle in an equivalent number of shares of common stock.
Honest Company, Inc. senior vice president of supply chain Etienne von Kunssberg sold 4,544 shares of common stock in an open-market transaction at $3.34 per share. Following this sale, he holds 284,913 Restricted Stock Units, payable in an equivalent number of Honest Company common shares.