Honest Company Gestion
Gestion contrôle des critères 3/4
Le PDG Honest Company est Carla Vernon, nommé en Jan2023, a un mandat de 3.33 ans. La rémunération annuelle totale est $ 4.15M, composée du salaire de 18.7% et des bonus 81.3%, y compris les actions et options de la société. détient directement 1.11% des actions de la société, d'une valeur de $ 4.38M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.2 ans et 4 ans.
Informations clés
Carla Vernon
Directeur général
US$4.1m
Rémunération totale
| Pourcentage du salaire du PDG | 18.66% |
| Durée du mandat du directeur général | 3.3yrs |
| Propriété du PDG | 1.1% |
| Durée moyenne d'occupation des postes de direction | 2.2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4yrs |
Mises à jour récentes de la gestion
Recent updates
HNST: Consistent Execution And Buybacks Will Shape Future Margin And Rating Outlook
Honest Company's analyst price target has moved to $3.50, with the reduction from prior $4 to $6 levels reflecting Q4 results that came in slightly below Street expectations but within guidance, and a shared view among analysts that the stock may require several quarters of consistent execution before any meaningful re rating. Analyst Commentary Analysts have reduced their price targets on Honest Company following the Q4 update, but many still maintain positive ratings while flagging the need for proof of consistent execution before any valuation improvement.
HNST: Consistent Execution Over Coming Quarters Will Drive Re Rating Potential
Narrative Update on Honest Company Analysts have trimmed the blended price target for Honest Company from about $5.95 to roughly $4.91 as they factor in lower revenue growth assumptions, a more modest future P/E of around 34 versus above 100, and the view that the company needs several quarters of consistent execution after Q4 results that were slightly shy of Street expectations but within guidance. Analyst Commentary Recent Street commentary on Honest Company centers on recalibrated price targets that reflect more measured expectations around execution, while still signaling constructive sentiment on the long-term opportunity.HNST: Consistent Execution And Buybacks Will Support Future Margin Upside
Analysts trimmed their price target on Honest Company to $3.50, down from prior targets of $4 to $6. They cited Q4 results that came in slightly below Street expectations but within guidance, and a view that the company must show several quarters of consistent execution before shares can re-rate.
HNST: Consistent Execution And Buyback Program Will Shape Transformation 2.0 Outlook
Analysts have trimmed Honest Company's average price target by about $1 to align with revised firm targets of $5 and $3.50, citing slightly soft Q4 results, the need for several quarters of consistent execution, and a longer timeline before the business outlook becomes clearer. Analyst Commentary Bearish analysts are resetting expectations on Honest Company, trimming price targets and flagging a longer wait before the story becomes clearer.HNST: Consistent Execution And Buyback Program Will Support Future Margin Improvement
Narrative Update The updated analyst price target for Honest Company has shifted to $3.50, reflecting lowered Street targets after Q4 results that were slightly below prior expectations but still within guidance. Analysts are emphasizing the need for several quarters of steadier execution and clearer long term visibility before they expect shares to re-rate meaningfully.The Honest Company: Strong Cash Position As Transformation Gains Traction
Feb 27HNST: Refined Discount Rate And Higher Future P/E Will Support Upside Potential
Analysts have modestly raised their $ fair value estimate for Honest Company, citing updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E, even as recent research includes a downgrade that reflects a more cautious stance on execution and profitability. Analyst Commentary JPMorgan's recent downgrade highlights some concern around Honest Company's execution and path to sustained profitability.HNST: Transformation 2.0 Execution Will Support Future Margin Improvement
Analysts have trimmed their price target for The Honest Company to $3 from $4.25, citing weaker than expected Q3 results, reduced full year guidance, and limited visibility around the recently announced Transformation 2.0 plan. Analyst Commentary Bullish Takeaways Bullish analysts see the reset to a US$3 price target as aligning expectations more closely with current execution, which can reduce the risk of sharp valuation surprises if results continue to track recent trends.HNST: Transformation 2.0 Progress Will Drive Upside Despite Recent Downgrades
Narrative Update Analysts have trimmed their 12 month price target on Honest Company to about $3.00 from roughly $4.25, citing weaker than expected Q3 results, reduced full year guidance, and limited visibility as the company works through its Transformation 2.0 plan. Analyst Commentary Recent Street research highlights a more cautious tone around Honest Company, with bearish analysts focusing on execution risks around Transformation 2.0 and what they describe as limited visibility into the next few quarters.HNST: Transformation 2.0 Execution Will Determine Upside From Depressed Expectations
Analysts have trimmed Honest Company's price target to US$3.00 from US$4.25, citing weaker than expected Q3 results, reduced full year guidance, and low visibility around the newly announced Transformation 2.0 plan. Analyst Commentary Bearish analysts have responded to Honest Company's recent update by trimming price targets and stressing that weak Q3 results and lower full year guidance add uncertainty to the story.HNST: Transformation 2.0 Progress Will Drive Future Margin Expansion And Share Upside
Analysts have lowered their price target on Honest Company from approximately $4.25 to $3.00, citing weaker than expected Q3 results, reduced full year guidance, and ongoing uncertainty around the company’s Transformation 2.0 initiatives. Analyst Commentary Bullish analysts acknowledge the near term challenges facing Honest Company but continue to see a path for the shares to perform in line with the broader market.HNST: Transformation 2.0 Will Improve Margins Despite Lowered Guidance
The analyst price target for Honest Company has been reduced from $4.25 to $3.00 per share, as analysts cite weaker than expected Q3 results, lowered full year guidance, and uncertainty surrounding the company’s Transformation 2.0 initiative. Analyst Commentary Analysts remain cautious on Honest Company following the latest quarter, highlighting a mix of execution challenges and potential upside if the Transformation 2.0 initiative delivers on its objectives.HNST: Transformation 2.0 Will Drive Recovery Despite Lowered Guidance
Analysts have reduced their price target for Honest Company, lowering it from $4.25 to $3 per share. They cite weaker than anticipated third-quarter performance and ongoing uncertainty in the company's outlook.Honest Company's (NASDAQ:HNST) Promising Earnings May Rest On Soft Foundations
Nov 12
Results: The Honest Company, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Nov 08HNST: Earnings Outperformance Will Support Turnaround Momentum Despite Slower Revenue
Narrative Update on Honest Company Analysts have lowered their price target for Honest Company from $5.50 to $4.25 per share. This change reflects expectations for slower growth rates and a slightly reduced valuation multiple, even though recent earnings exceeded consensus.Why We're Not Concerned About The Honest Company, Inc.'s (NASDAQ:HNST) Share Price
Jul 12We Think Honest Company (NASDAQ:HNST) Can Easily Afford To Drive Business Growth
Jun 18
Enhanced Product Availability And Digital Distribution Will Drive Success
Strategic shifts towards digital distribution and efficient operations aim to enhance net margins and profitability.The Honest Company, Inc. (NASDAQ:HNST) Not Flying Under The Radar
Apr 07The Honest Company: The Story Still Needs To Get Better
Mar 27The Honest Company Is Overvalued But A Long-Term Buy
Feb 15The Honest Company: The Recent Surge May Not Be Justified
Dec 09US$6.86 - That's What Analysts Think The Honest Company, Inc. (NASDAQ:HNST) Is Worth After These Results
Nov 15The Honest Company, Inc.'s (NASDAQ:HNST) 36% Jump Shows Its Popularity With Investors
Nov 12The Honest Company Approaches Profitability But Faces Big Competition
Sep 30After Leaping 25% The Honest Company, Inc. (NASDAQ:HNST) Shares Are Not Flying Under The Radar
Aug 31The Honest Company, Inc. (NASDAQ:HNST) Analysts Are Pretty Bullish On The Stock After Recent Results
Aug 11The Honest Company: Looking For A Profitability Beat In Q2
Aug 05Investors Still Aren't Entirely Convinced By The Honest Company, Inc.'s (NASDAQ:HNST) Revenues Despite 28% Price Jump
Jul 14The Honest Company: Exciting Margin Improvement But Risky
Jul 01The Honest Company: Margins Are Getting Healthier
May 21US$4.55: That's What Analysts Think The Honest Company, Inc. (NASDAQ:HNST) Is Worth After Its Latest Results
May 11Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Dec 31 2025 | US$4m | US$773k | -US$16m |
| Sep 30 2025 | n/a | n/a | US$7m |
| Jun 30 2025 | n/a | n/a | US$6m |
| Mar 31 2025 | n/a | n/a | -US$1m |
| Dec 31 2024 | US$5m | US$725k | -US$6m |
| Sep 30 2024 | n/a | n/a | -US$4m |
| Jun 30 2024 | n/a | n/a | -US$12m |
| Mar 31 2024 | n/a | n/a | -US$22m |
| Dec 31 2023 | US$6m | US$711k | -US$39m |
Rémunération vs marché: La rémunération totale de Carla ($USD 4.15M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 2.51M ).
Rémunération et revenus: La rémunération de Carla a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Carla Vernon (54 yo)
3.3yrs
Titularisation
US$4,145,946
Compensation
Ms. Carla Vernon is an Independent Director of Hasbro, Inc. from January 2026. Ms. Vernon is Chief Executive Officer of The Honest Company, Inc. from January 9, 2023 and serves as its Director from January...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 3.3yrs | US$4.15m | 1.11% $ 4.4m | |
| Founder & Director | no data | US$236.67k | 1.04% $ 4.1m | |
| Executive VP & CFO | less than a year | US$1.58m | 0% $ 0 | |
| Senior Vice President of Supply Chain | 1.3yrs | US$978.24k | 0% $ 0 | |
| General Counsel & Corporate Secretary | 5.9yrs | pas de données | 0.30% $ 1.2m | |
| Senior Vice President of Integrated Marketing & Communications | 1.8yrs | pas de données | pas de données | |
| Chief People Officer | 2.8yrs | US$1.35m | 0.068% $ 266.6k | |
| Senior Vice President of Strategy & Enterprise Development | 2.2yrs | pas de données | 0.11% $ 415.3k |
2.2yrs
Durée moyenne de l'emploi
47yo
Âge moyen
Gestion expérimentée: L'équipe de direction de HNST est considérée comme expérimentée (ancienneté moyenne 2.2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 3.3yrs | US$4.15m | 1.11% $ 4.4m | |
| Founder & Director | 8yrs | US$236.67k | 1.04% $ 4.1m | |
| Independent Director | 7.6yrs | US$266.67k | 0.28% $ 1.1m | |
| Independent Chairman of the Board | 5yrs | US$318.70k | 0.25% $ 997.7k | |
| Independent Director | 4yrs | US$262.60k | 0.30% $ 1.2m | |
| Independent Director | 5yrs | US$264.17k | 0.22% $ 864.0k | |
| Independent Director | 2.4yrs | US$249.17k | 0.17% $ 658.1k | |
| Independent Director | 2.4yrs | US$256.67k | 0.18% $ 690.9k | |
| Independent Director | 2.4yrs | US$259.17k | 0.16% $ 627.7k |
4.0yrs
Durée moyenne de l'emploi
58yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de HNST sont considérés comme expérimentés (ancienneté moyenne 4 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/04 03:18 |
| Cours de l'action en fin de journée | 2026/05/04 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The Honest Company, Inc. est couverte par 12 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Aaron Grey | Alliance Global Partners |
| Bryan Spillane | BofA Global Research |
| Anna Glaessgen | B. Riley Securities, Inc. |