The Honest Company, Inc.

NasdaqGS:HNST 株式レポート

時価総額:US$394.3m

Honest Company マネジメント

マネジメント 基準チェック /34

Honest Companyの CEO はCarla Vernonで、 Jan2023年に任命され、 の在任期間は 3.33年です。 の年間総報酬は$ 4.15Mで、 18.7%給与と81.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.11%を直接所有しており、その価値は$ 4.38M 。経営陣と取締役会の平均在任期間はそれぞれ2.2年と4年です。

主要情報

Carla Vernon

最高経営責任者

US$4.1m

報酬総額

CEO給与比率18.66%
CEO在任期間3.3yrs
CEOの所有権1.1%
経営陣の平均在職期間2.2yrs
取締役会の平均在任期間4yrs

経営陣の近況

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 27

HNST: 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
Honest Company's (NASDAQ:HNST) Promising Earnings May Rest On Soft Foundations

Results: The Honest Company, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Nov 08
Results: The Honest Company, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

HNST: 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 12
Why We're Not Concerned About The Honest Company, Inc.'s (NASDAQ:HNST) Share Price

We Think Honest Company (NASDAQ:HNST) Can Easily Afford To Drive Business Growth

Jun 18
We Think Honest Company (NASDAQ:HNST) Can Easily Afford To Drive Business Growth
User avatar

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 07
The Honest Company, Inc. (NASDAQ:HNST) Not Flying Under The Radar

The Honest Company: The Story Still Needs To Get Better

Mar 27

The Honest Company Is Overvalued But A Long-Term Buy

Feb 15

The Honest Company: The Recent Surge May Not Be Justified

Dec 09

US$6.86 - That's What Analysts Think The Honest Company, Inc. (NASDAQ:HNST) Is Worth After These Results

Nov 15
US$6.86 - That's What Analysts Think The Honest Company, Inc. (NASDAQ:HNST) Is Worth After These Results

The Honest Company, Inc.'s (NASDAQ:HNST) 36% Jump Shows Its Popularity With Investors

Nov 12
The Honest Company, Inc.'s (NASDAQ:HNST) 36% Jump Shows Its Popularity With Investors

The Honest Company Approaches Profitability But Faces Big Competition

Sep 30

After Leaping 25% The Honest Company, Inc. (NASDAQ:HNST) Shares Are Not Flying Under The Radar

Aug 31
After Leaping 25% The Honest Company, Inc. (NASDAQ:HNST) Shares Are Not Flying Under The Radar

The Honest Company, Inc. (NASDAQ:HNST) Analysts Are Pretty Bullish On The Stock After Recent Results

Aug 11
The Honest Company, Inc. (NASDAQ:HNST) Analysts Are Pretty Bullish On The Stock After Recent Results

The Honest Company: Looking For A Profitability Beat In Q2

Aug 05

Investors Still Aren't Entirely Convinced By The Honest Company, Inc.'s (NASDAQ:HNST) Revenues Despite 28% Price Jump

Jul 14
Investors Still Aren't Entirely Convinced By The Honest Company, Inc.'s (NASDAQ:HNST) Revenues Despite 28% Price Jump

The Honest Company: Exciting Margin Improvement But Risky

Jul 01

The Honest Company: Margins Are Getting Healthier

May 21

US$4.55: That's What Analysts Think The Honest Company, Inc. (NASDAQ:HNST) Is Worth After Its Latest Results

May 11
US$4.55: That's What Analysts Think The Honest Company, Inc. (NASDAQ:HNST) Is Worth After Its Latest Results

CEO報酬分析

Honest Company の収益と比較して、Carla Vernon の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025US$4mUS$773k

-US$16m

Sep 30 2025n/an/a

US$7m

Jun 30 2025n/an/a

US$6m

Mar 31 2025n/an/a

-US$1m

Dec 31 2024US$5mUS$725k

-US$6m

Sep 30 2024n/an/a

-US$4m

Jun 30 2024n/an/a

-US$12m

Mar 31 2024n/an/a

-US$22m

Dec 31 2023US$6mUS$711k

-US$39m

報酬と市場: Carlaの 総報酬 ($USD 4.15M ) は、 US市場 ($USD 2.51M ) の同規模の企業の平均を上回っています。

報酬と収益: Carlaの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Carla Vernon (54 yo)

3.3yrs
在職期間
US$4,145,946
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Carla Vernon
CEO & Director3.3yrsUS$4.15m1.11%
$ 4.4m
Jessica Warren
Founder & Directorno dataUS$236.67k1.04%
$ 4.1m
Curtiss Bruce
Executive VP & CFOless than a yearUS$1.58m0%
$ 0
Etienne von Kunssberg
Senior Vice President of Supply Chain1.3yrsUS$978.24k0%
$ 0
Brendan Sheehey
General Counsel & Corporate Secretary5.9yrsデータなし0.30%
$ 1.2m
Brenna Mast
Senior Vice President of Integrated Marketing & Communications1.8yrsデータなしデータなし
Dorria Ball
Chief People Officer2.8yrsUS$1.35m0.068%
$ 266.6k
Thomas Sternweis
Senior Vice President of Strategy & Enterprise Development2.2yrsデータなし0.11%
$ 415.3k
2.2yrs
平均在職期間
47yo
平均年齢

経験豊富な経営陣: HNSTの経営陣は 経験豊富 であると考えられます ( 2.2年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Carla Vernon
CEO & Director3.3yrsUS$4.15m1.11%
$ 4.4m
Jessica Warren
Founder & Director8yrsUS$236.67k1.04%
$ 4.1m
Katherine Bayne
Independent Director7.6yrsUS$266.67k0.28%
$ 1.1m
James White
Independent Chairman of the Board5yrsUS$318.70k0.25%
$ 997.7k
John Hartung
Independent Director4yrsUS$262.60k0.30%
$ 1.2m
Susan Gentile
Independent Director5yrsUS$264.17k0.22%
$ 864.0k
Michael Barkley
Independent Director2.4yrsUS$249.17k0.17%
$ 658.1k
Alissa Lynch
Independent Director2.4yrsUS$256.67k0.18%
$ 690.9k
Andrea Turner
Independent Director2.4yrsUS$259.17k0.16%
$ 627.7k
4.0yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: HNSTの 取締役会経験豊富 であると考えられます ( 4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/04 08:15
終値2026/05/01 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Honest Company, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
Aaron GreyAlliance Global Partners
Bryan SpillaneBofA Global Research
Anna GlaessgenB. Riley Securities, Inc.