View Future GrowthHonest Company 過去の業績過去 基準チェック /06Honest Companyは27.6%の年平均成長率で業績を伸ばしているが、Personal Products業界はdecliningで0.01%毎年増加している。売上は成長しており、年平均4.9%の割合である。主要情報27.56%収益成長率39.31%EPS成長率Personal Products 業界の成長20.87%収益成長率4.93%株主資本利益率-11.23%ネット・マージン-5.39%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0 (vs US$0.03 in 1Q 2025)First quarter 2026 results: EPS: US$0 (down from US$0.03 in 1Q 2025). Revenue: US$78.1m (down 20% from 1Q 2025). Net loss: US$42.0k (down 101% from profit in 1Q 2025). Revenue is expected to decline by 1.3% p.a. on average during the next 3 years, while revenues in the Personal Products industry in the US are expected to grow by 3.7%. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 16The Honest Company, Inc. to Report Q1, 2026 Results on May 06, 2026The Honest Company, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.14 loss per share (further deteriorated from US$0.061 loss in FY 2024). Revenue: US$371.3m (down 1.9% from FY 2024). Net loss: US$15.7m (loss widened 156% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Personal Products industry in the US are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 12The Honest Company, Inc. to Report Q4, 2025 Results on Feb 25, 2026The Honest Company, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026分析記事 • Nov 12Honest Company's (NASDAQ:HNST) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from The Honest Company, Inc. ( NASDAQ:HNST ) was underwhelming for investors, despite...お知らせ • Oct 23The Honest Company, Inc. to Report Q3, 2025 Results on Nov 05, 2025The Honest Company, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025すべての更新を表示Recent updatesお知らせ • May 28The Honest Company, Inc. Appoints Curtiss Bruce as Principal Operating Officer, Effective May 21, 2026On May 20, 2026, the Board of Directors of The Honest Company, Inc. approved the promotion of Curtiss Bruce to the position of Chief Financial & Operating Officer, effective May 21, 2026. In this position, in addition to serving as the Company’s principal financial officer and principal accounting officer, Mr. Bruce will serve as the Company’s principal operating officer. Mr. Bruce, age 53, has served as the Company’s Chief Financial Officer since June 2025. Prior to joining the Company, Mr. Bruce served as Senior Vice President of Corporate Financial Planning and Analysis and Investor Relations at The Hain Celestial Group, a natural and organic products company, where he modernized financial systems and enhanced investor engagement. Mr. Bruce previously held senior finance roles at Keurig Dr Pepper, a beverage company, from July 2019 to March 2023, Kellogg Company, a food manufacturing company, from 2015 to 2019, Kraft Heinz, a food manufacturing company, from 2012 to 2015, and Mars, Incorporated, a confectionery, food and pet care company, from 2008 to 2012. Mr. Bruce holds an MBA in finance and supply chain from Penn State University and a bachelor's degree in accounting from Millersville University of Pennsylvania.Recent Insider Transactions • May 26CEO & Director recently sold US$375k worth of stockOn the 20th of May, Carla Vernon sold around 119k shares on-market at roughly US$3.14 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Carla has been a net seller over the last 12 months, reducing personal holdings by US$991k.Major Estimate Revision • May 13Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.043 to US$0.031 per share. Revenue forecast steady at US$310.2m. Net income forecast to grow 92% next year vs 32% growth forecast for Personal Products industry in the US. Consensus price target up from US$3.50 to US$4.07. Share price fell 2.3% to US$3.37 over the past week.Price Target Changed • May 11Price target increased by 16% to US$4.07Up from US$3.50, the current price target is an average from 6 analysts. New target price is 12% above last closing price of US$3.64. Stock is down 28% over the past year. The company is forecast to post earnings per share of US$0.031 next year compared to a net loss per share of US$0.14 last year.Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0 (vs US$0.03 in 1Q 2025)First quarter 2026 results: EPS: US$0 (down from US$0.03 in 1Q 2025). Revenue: US$78.1m (down 20% from 1Q 2025). Net loss: US$42.0k (down 101% from profit in 1Q 2025). Revenue is expected to decline by 1.3% p.a. on average during the next 3 years, while revenues in the Personal Products industry in the US are expected to grow by 3.7%. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.New Risk • May 07New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$19m Forecast net loss in 2 years: US$8.9m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$8.9m net loss in 2 years). Significant insider selling over the past 3 months (US$905k sold).Seeking Alpha • May 07The Honest Company: 3 Year Update With A 'Hold' But Increased Price TargetSummary The Honest Company remains rated 'Hold' with a new $2.21/share price target, reflecting improved fundamentals but insufficient risk-adjusted upside. HNST has transitioned from digital to retail channels, exited low-margin categories, and achieved significant gross margin expansion to 43.5%. The company is now debt-free, generating positive free cash flow and adjusted EBITDA, with organic growth expected to normalize at 4-6%. Despite operational improvements, current valuation (44x 2025-26 P/E) and restructuring risks keep the stock unattractive for new investment at current levels. Read the full article on Seeking Alphaナラティブの更新 • May 02HNST: Consistent Execution And Buybacks Will Shape Future Margin And Rating OutlookHonest 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.ナラティブの更新 • Apr 18HNST: Consistent Execution Over Coming Quarters Will Drive Re Rating PotentialNarrative 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.お知らせ • Apr 16The Honest Company, Inc. to Report Q1, 2026 Results on May 06, 2026The Honest Company, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Apr 10The Honest Company, Inc., Annual General Meeting, May 21, 2026The Honest Company, Inc., Annual General Meeting, May 21, 2026.ナラティブの更新 • Apr 03HNST: Consistent Execution And Buybacks Will Support Future Margin UpsideAnalysts 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.ナラティブの更新 • Mar 19HNST: Consistent Execution And Buyback Program Will Shape Transformation 2.0 OutlookAnalysts 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.Recent Insider Transactions Derivative • Mar 09CEO & Director notifies of intention to sell stockCarla Vernon intends to sell 126k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of March. If the sale is conducted around the recent share price of US$2.93, it would amount to US$368k. For the year to December 2023, Carla's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Carla's direct individual holding has increased from 756.22k shares to 1.03m. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Mar 06Insider recently sold US$209k worth of stockOn the 3rd of March, Stephen Winchell sold around 74k shares on-market at roughly US$2.84 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.3m more than they bought in the last 12 months.ナラティブの更新 • Mar 05HNST: Consistent Execution And Buyback Program Will Support Future Margin ImprovementNarrative 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.お知らせ • Mar 03The Honest Company Introduces Sensitive Rich Cream, Delivering Gentle Care for All AgesThe Honest Company announced Sensitive Rich Cream, the newest addition to the company's growing Sensitive Personal Care Collection. The deeply nourishing moisturizer is thoughtfully designed for all ages and is ideal for dry, sensitive skin types. It is gentle enough for a baby's delicate skin yet effective enough to soothe dryness at any age. The rich, luxurious formula delivers 48 hours of lasting moisture while helping visibly reduce redness and support the skin's moisture barrier. It's self-care that effortlessly fits into daily routine - and it feels as good as it performs. Soothing Hydration & Barrier Support: Infused with barrier-supporting ingredients like Shea Butter, Honest's Soothing Phyto-Blend™? and a calming blend of Bisabolol + Ginger Root Extract, this formula delivers 48 hours of rich hydration. Perfect for daily wear, Honest Sensitive Rich Cream helps visibly reduce redness and supports the skin's moisture barrier for softer, radiant, healthy-looking skin. Based on a three-week clinical study with 48 children aged six-months to five-years, 100% had a visible reduction in skin redness and dryness, as observed by a clinical grader. Safe for Baby & the Whole Family: Delivers nourishing hydration head-to-toe and suitable for all ages, bringing soothing moisture to the entire family. The new Honest Sensitive Rich Cream is the kind of everyday essential you'll reach for repeatedly to support skin looking healthier and feeling softer and smoother with every use.Breakeven Date Change • Feb 27Forecast breakeven date pushed back to 2027The 6 analysts covering Honest Company previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 92% to 2026. The company is expected to make a profit of US$5.94m in 2027. Average annual earnings growth of 147% is required to achieve expected profit on schedule.Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.14 loss per share (further deteriorated from US$0.061 loss in FY 2024). Revenue: US$371.3m (down 1.9% from FY 2024). Net loss: US$15.7m (loss widened 156% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Personal Products industry in the US are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Feb 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to US$2.79. The fair value is estimated to be US$2.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 89%. For the next 3 years, revenue is forecast to decline by 4.2% per annum. Earnings are forecast to grow by 98% per annum over the same time period.お知らせ • Feb 26+ 1 more updateThe Honest Company, Inc. Provides Earnings Guidance for the Fiscal Year 2026The Honest Company, Inc. provided earnings guidance for the fiscal year 2026. For the year, the company expects revenue of $306 million to $312 million range (or -18% to -16% compared to prior year). Organic Revenue Growth is 4% to 6%. As previously disclosed, the Company’s long-term financial algorithm consists of revenue growth of 4% to 6% annually and continued Adjusted EBITDA Margin expansion. Additionally, Organic Revenue excludes revenue from categories and channels exited as part of Powering Honest Growth. Due to the loss of these revenue streams, the company anticipates a high-teens percentage decrease in 2026 reported revenue compared to 2025.お知らせ • Feb 24The Honest Company Brings Back Scented Sanitizing Wipes with Naturally Derived FragrancesThe Honest Company announced the return of scented options for the brand's fan-favorite Fragrance Free Sanitizing Wipes. Now available again in Lavender and Grapefruit scents, the fragrant wipes build on the brand's trusted antibacterial formula that is effective and safe for use on hands. Perfect for cough and cold season, travel days, school routines, and everyday moments in between, Honest Sanitizing Wipes provide a convenient way to clean hands when soap and water are not readily available for adults and families on-the-go. Redesigned in fresh packaging, the naturally scented wipes return in travel-size 15-count packs, and are also offered in 50-count sizes that are made with a hard top lid and flexible seal to keep wipes wet. Ingredient Overview: Kills 99.99% of germs. Made with 65% plant-derived alcohol and a touch of aloe + glycerin. Made with naturally derived fragrance. Made without Benzalkonium Chloride (BZK), synthetic fragrances, parabens, phenoxyethanol or elementalchlorine processing. EWG Verified®?, Dermatologist tested, toxicologist audited + cruelty free. Complies with the alcohol levels recommended by the Centers for Disease Control and Prevention (CDC) for hand sanitizing products when soap and water are not available. The returning lineup joins Honest Sanitizing Sprays on shelves to give shoppers more flexibility across sizes and scents, while maintaining the same proven performance of Honest's Sanitizing Wipes.ナラティブの更新 • Feb 19HNST: Refined Discount Rate And Higher Future P/E Will Support Upside PotentialAnalysts 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.お知らせ • Feb 12The Honest Company, Inc. to Report Q4, 2025 Results on Feb 25, 2026The Honest Company, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026ナラティブの更新 • Feb 05HNST: Transformation 2.0 Execution Will Support Future Margin ImprovementAnalysts 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.お知らせ • Feb 03The Honest Company, Inc. Expands Skincare Portfolio with New Hydrorich CreamThe Honest Company, Inc. announced the launch of its new Hydrorich Cream, the latest addition to the brand's growing skincare collection. Designed for dry to extra-dry skin, the ultra-rich cream is clinically tested to deliver up to 48 hours of hydration. Hydrorich Cream is formulated with two types of Hyaluronic Acid to deliver a natural glow and smooth the appearance of fine lines caused by dryness, making it especially well-suited for winter routines or any time the skin needs an additional moisture boost. Its advanced-technology formula made with moisture-locking ingredients helps skin look visibly smoother and more luminous with a dewy finish that enhances natural radiance. Advanced Hydrorich Cream is the latest expression of Honest's skincare expertise, reflecting the brand's ongoing commitment to high-performance formulas designed to care for all skin types. Building on its legacy of hydration--anchored by the cult-favorite Hydrogel Cream--this richer moisturizer delivers deep, lasting moisture with skin barrier supporting ingredients, proving that effective skincare can be both powerful and thoughtfully formulated.ナラティブの更新 • Jan 21HNST: Transformation 2.0 Progress Will Drive Upside Despite Recent DowngradesNarrative 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.ナラティブの更新 • Jan 07HNST: Transformation 2.0 Execution Will Determine Upside From Depressed ExpectationsAnalysts 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.ナラティブの更新 • Dec 22HNST: Transformation 2.0 Progress Will Drive Future Margin Expansion And Share UpsideAnalysts 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.Major Estimate Revision • Dec 10Consensus EPS estimates increase by 455%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.0038 to US$0.021. Revenue forecast unchanged at US$371.0m. Net income forecast to shrink 58% next year vs 24% growth forecast for Personal Products industry in the US . Consensus price target of US$3.74 unchanged from last update. Share price rose 2.5% to US$2.89 over the past week.Price Target Changed • Dec 10Price target decreased by 7.4% to US$3.74Down from US$4.04, the current price target is an average from 7 analysts. New target price is 30% above last closing price of US$2.89. Stock is down 60% over the past year. The company is forecast to post earnings per share of US$0.021 next year compared to a net loss per share of US$0.061 last year.ナラティブの更新 • Dec 08HNST: Transformation 2.0 Will Improve Margins Despite Lowered GuidanceThe 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.ナラティブの更新 • Nov 24HNST: Transformation 2.0 Will Drive Recovery Despite Lowered GuidanceAnalysts 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.Recent Insider Transactions • Nov 24CEO & Director recently sold US$254k worth of stockOn the 20th of November, Carla Vernon sold around 98k shares on-market at roughly US$2.60 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Carla has been a net seller over the last 12 months, reducing personal holdings by US$1.6m.Recent Insider Transactions Derivative • Nov 23CEO & Director notifies of intention to sell stockCarla Vernon intends to sell 98k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of November. If the sale is conducted around the recent share price of US$2.53, it would amount to US$247k. For the year to December 2023, Carla's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Carla's direct individual holding has increased from 756.22k shares to 937.13k. Company insiders have collectively sold US$4.3m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Nov 12Honest Company's (NASDAQ:HNST) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from The Honest Company, Inc. ( NASDAQ:HNST ) was underwhelming for investors, despite...Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to US$2.52, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Personal Products industry in the US. Total loss to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$4.74 per share.分析記事 • Nov 08Results: The Honest Company, Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesOne of the biggest stories of last week was how The Honest Company, Inc. ( NASDAQ:HNST ) shares plunged 22% in the week...ナラティブの更新 • Nov 07HNST: Earnings Outperformance Will Support Turnaround Momentum Despite Slower RevenueNarrative 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.Buy Or Sell Opportunity • Nov 06Now 42% undervalued after recent price dropOver the last 90 days, the stock has fallen 41% to US$2.33. The fair value is estimated to be US$4.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.9% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.お知らせ • Nov 06The Honest Company, Inc. Updates Earnings Guidance for the Full Fiscal Year 2025The Honest Company, Inc. updated earnings guidance for the full fiscal year 2025. For the year, the revenue outlook is now in the range of negative 3% to flat due to potential risks to revenue related to the wind down of strategic exits, declines in diaper revenue during the year and anticipated in the fourth quarter, and uncertainty in a dynamic macroeconomic environment. Prior revenue outlook was 4% to 6%. Revenue expected to be between $367 million to $378 million. Organic Revenue to reflect Organic Revenue growth of 4% to 6%. Organic Revenue expected to be between $292 million to $298 million.お知らせ • Oct 23The Honest Company, Inc. to Report Q3, 2025 Results on Nov 05, 2025The Honest Company, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025Recent Insider Transactions • Aug 24CEO & Director recently sold US$363k worth of stockOn the 20th of August, Carla Vernon sold around 99k shares on-market at roughly US$3.65 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Carla has been a net seller over the last 12 months, reducing personal holdings by US$1.8m.Recent Insider Transactions Derivative • Aug 22CEO & Director notifies of intention to sell stockCarla Vernon intends to sell 99k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of August. If the sale is conducted around the recent share price of US$3.65, it would amount to US$363k. For the year to December 2023, Carla's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Carla's direct individual holding has increased from 536.89k shares to 846.86k. Company insiders have collectively sold US$5.2m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Aug 15Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.096 to US$0.112. Revenue forecast steady at US$395.7m. Net income forecast to grow 83% next year vs 24% growth forecast for Personal Products industry in the US. Consensus price target down from US$7.39 to US$7.00. Share price rose 5.3% to US$3.94 over the past week.Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.035 (up from US$0.041 loss in 2Q 2024). Revenue: US$93.5m (flat on 2Q 2024). Net income: US$3.87m (up US$7.95m from 2Q 2024). Profit margin: 4.1% (up from net loss in 2Q 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in the US. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Aug 07The Honest Company, Inc. Reaffirms Earnings Guidance for the Full Year Ending December 31, 2025The Honest Company, Inc. reaffirmed earnings guidance for the full year ending December 31, 2025. For the period, the company expected revenue growth of 4% to 6%.お知らせ • Jul 24The Honest Company, Inc. to Report Q2, 2025 Results on Aug 06, 2025The Honest Company, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jul 16the Honest Company Launches New and Improved Clean Conscious DiapersThe Honest Company announced the next generation of diaperering: the new and improved Clean Conscious Diapers®?. A trusted brand for baby's delicate skin, Honest listened to parents' feedback and redesigned their beloved diapers, now offering better leak protection and enhanced features for each age and stage. The Honest Company understands that small changes are a big deal, and these latest product enhancements will improve the performance of the Clean Conscious Diapers people love today. Honest is committed to making careful, thoughtful decisions about every ingredient and material update. With the new and improved Cleanconscious Diapers, The Honest Company is introducing enhanced leak protection and comfort. Meticiculously redesigned from the bottom up, these diapers deliver up to 100% Leak Protection with Comfort Dry Technology. They are designed to protect delicate skin with a plant-based inner liner for gentle skin contact where it matters most. A breathable outer layer helps promote healthy-looking skin and helps reduce irritation from wetness, while a softer backsheet is designed for baby's comfort. With rigorous third-party testing for over 350 harmful chemicals (OEKO-TEX®? STANDARD 100 Certified), Honest gives parents peace of mind with every change. Honest is dedicated to creating safe, effective, and high-quality products guided by the strict Honest Standard--a set of principles that shape every step of product innovation and development to help ensure all products meet the Company's high standards for safety and quality. This top-of-the-line diaper offers: Up to 100% Leak protection with Comfort Dry Technology; Plant-based inner liner & softer backsheet; Tested for 350+ harmful chemicals (OEKO- TEX®? STANDARD 100 certified), dermatologist-tested, and made with FSC®?-certified fluff pulp and other controlled material; Hypoallergenic & Fragrance Free; Made without elemental chlorine, parabens, and natural rubber latex. This "every stage" diaper is built for performance and designed to grow with baby. Thoughtful, stage-specific features include a belly button cutout in Newborn and Size 1, double poo pockets for Sizes 1-2, and super stretchy and soft sides for active toddlers in Sizes 3-7. Movement and comfort are further supported with flexible stretch wings and snug-fit leg cuffs.分析記事 • Jul 12Why We're Not Concerned About The Honest Company, Inc.'s (NASDAQ:HNST) Share PriceThere wouldn't be many who think The Honest Company, Inc.'s ( NASDAQ:HNST ) price-to-sales (or "P/S") ratio of 1.3x is...Breakeven Date Change • Jul 06Forecast breakeven date moved forward to 2025The 7 analysts covering Honest Company previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$9.32m in 2025. Earnings growth of 70% is required to achieve expected profit on schedule.分析記事 • Jun 18We Think Honest Company (NASDAQ:HNST) Can Easily Afford To Drive Business GrowthThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Recent Insider Transactions Derivative • May 25CEO & Director notifies of intention to sell stockCarla Vernon intends to sell 99k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of May. If the sale is conducted around the recent share price of US$5.32, it would amount to US$526k. For the year to December 2023, Carla's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Carla's direct individual holding has increased from 486.74k shares to 756.22k. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.03 (up from US$0.015 loss in 1Q 2024). Revenue: US$97.3m (up 13% from 1Q 2024). Net income: US$3.25m (up US$4.66m from 1Q 2024). Profit margin: 3.3% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • May 08+ 1 more updateThe Honest Company, Inc. Re-Affirms Earnings Guidance for the Full Year 2025The Honest Company, Inc. re-affirmed earnings guidance for the full year 2025. For the year, the company expects Revenue growth of 4% to 6%.お知らせ • Apr 24The Honest Company, Inc. to Report Q1, 2025 Results on May 07, 2025The Honest Company, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025新しいナラティブ • Apr 23Enhanced Product Availability And Digital Distribution Will Drive Success Strategic shifts towards digital distribution and efficient operations aim to enhance net margins and profitability. お知らせ • Apr 19The Honest Company, Inc., Annual General Meeting, May 28, 2025The Honest Company, Inc., Annual General Meeting, May 28, 2025.分析記事 • Apr 07The Honest Company, Inc. (NASDAQ:HNST) Not Flying Under The RadarThere wouldn't be many who think The Honest Company, Inc.'s ( NASDAQ:HNST ) price-to-sales (or "P/S") ratio of 1.2x is...Seeking Alpha • Mar 27The Honest Company: The Story Still Needs To Get BetterSummary With grand plans for market leadership likely off the table, the path to upside for The Honest Company probably centers on a sale. A major like Kimberly-Clark or P&G could easily improve margins and distribution; the math for a buyout at $8 per share or more can work. But a seemingly strong turnaround over the past two years has been aided by one-time moves and a key accounting change. HNST can still drive upside, but a lower price and/or execution is needed to make the story more attractive. Read the full article on Seeking AlphaRecent Insider Transactions • Mar 17Senior Vice President of Customer Sales recently sold US$183k worth of stockOn the 11th of March, Jonathan Mayle sold around 37k shares on-market at roughly US$4.87 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$948k. Insiders have been net sellers, collectively disposing of US$8.7m more than they bought in the last 12 months.Recent Insider Transactions • Mar 11Chief People Officer recently sold US$104k worth of stockOn the 7th of March, Dorria Ball sold around 21k shares on-market at roughly US$4.91 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.7m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Mar 07Senior Vice President of Customer Sales notifies of intention to sell stockJonathan Mayle intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of March. If the sale is conducted around the recent share price of US$4.89, it would amount to US$67k. Since September 2024, Jonathan's direct individual holding has decreased from 298.51k shares to 5.30k. Company insiders have collectively sold US$7.8m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$0.061 loss per share (improved from US$0.41 loss in FY 2023). Revenue: US$378.3m (up 9.9% from FY 2023). Net loss: US$6.12m (loss narrowed 84% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Personal Products industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 27The Honest Company, Inc. Provides Earnings Guidance for the Year 2025The Honest Company, Inc. provides earnings guidance for the year 2025, For the Company expects revenue 4% to 6% (versus Full Year 2024).お知らせ • Feb 25The Honest Company Announces the Appointment of Etienne von Kunssberg as SVP of Supply ChainThe Honest Company announced Etienne von Kunssberg as the Company’s new SVP of Supply Chain, effective February 24, 2025. Reporting directly to Vernón, von Kunssberg will work alongside Honest’s executive leadership team and lead the Supply Chain function. As the head of supply chain, he will support the Company’s day-to-day and long-term agendas to ensure effective operations. With this change Steve Winchell, Chief Innovation Officer, will now direct his focus to driving Innovation, Safety, and Regulatory work. The Company thanks Winchell for his impressive results across supply chain during his tenure. Von Kunssberg brings more than 20 years of experience leading a wide range of organizations through transformation and expansion. Throughout his career, von Kunssberg has supported some of the world’s most recognizable brands where he has driven efficiency, optimized processes, and delivered significant operational changes. He previously held supply chain leadership roles at well-known brands like Dole Packaged Foods and Henkel and brings extensive experience from his tenure at notable companies such as Procter & Gamble and Coty.Seeking Alpha • Feb 15The Honest Company Is Overvalued But A Long-Term BuySummary The Honest Company is a buy opportunity due to revenue growth, stock momentum, and a focused management team. The company is a niche player among peers but is growing, and the share price is up significantly over the past year, signifying strong momentum. Risks include dependency on goods made in China, insider selling, legal challenges, and mixed profitability metrics. Hedge funds increased holdings recently. Honest Company has a solid foundation with no significant debt, strong digital marketing, and consumer-friendly policies, making it a potential buying opportunity on dips in the share price. Read the full article on Seeking Alphaお知らせ • Feb 13The Honest Company, Inc. to Report Q4, 2024 Results on Feb 26, 2025The Honest Company, Inc. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025お知らせ • Jan 09David Loretta to Retire as Chief Financial Officer of The Honest Company, IncOn January 6, 2025, David Loretta, Chief Financial Officer (“CFO”) of The Honest Company, Inc. (the Company), notified the Company of his intention to retire during the 2025 fiscal year, effective as of a date that is mutually acceptable to Mr. Loretta and the Company after a successor has been hired (the “Retirement Date”). The Company has initiated a search, with the assistance of a leading executive search firm, to identify a successor for the CFO position. Mr. Loretta will continue to serve as CFO and will continue to receive his current base salary and other benefits currently provided to him to serve as CFO until the Retirement Date. Mr. Loretta’s decision to retire was not the result of any disagreement between Mr. Loretta and the Company.Recent Insider Transactions Derivative • Dec 11Founder & Director notifies of intention to sell stockJessica Warren intends to sell 465k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of December. If the sale is conducted around the recent share price of US$7.55, it would amount to US$3.5m. Since December 2023, Jessica's direct individual holding has increased from 4.47m shares to 5.36m. Company insiders have collectively sold US$7.0m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Dec 09The Honest Company: The Recent Surge May Not Be JustifiedSummary The Honest Company, founded by Jessica Alba, has seen a 207% stock increase in six months despite past scandals affecting its reputation and fundamentals. The company targets a growing market for premium baby care products, but its reputation risks and past controversies pose significant challenges. Financial performance has improved under new management, with positive cash flow and reduced operating losses, but the stock is currently overvalued at $8.33. Despite the potential, I recommend a strong sell due to overvaluation, suggesting a fair price of $5 per share for a reasonable investment. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Dec 01General Counsel & Corporate Secretary exercised options to buy US$415k worth of stock.On the 27th of November, Brendan Sheehey exercised 100.00k options at around US$5.66, then sold 50.00k of them at US$8.15 each and kept the remainder. Since March 2024, Brendan's direct individual holding has increased from 150.93k shares to 201.58k. Company insiders have collectively sold US$7.0m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Nov 19General Counsel & Corporate Secretary notifies of intention to sell stockBrendan Sheehey intends to sell 108k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of November. If the sale is conducted around the recent share price of US$7.01, it would amount to US$754k. Since December 2023, Brendan's direct individual holding has increased from 108.44k shares to 179.81k. Company insiders have collectively sold US$5.2m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Nov 17Senior Vice President of Customer Sales recently sold US$137k worth of stockOn the 15th of November, Jonathan Mayle sold around 21k shares on-market at roughly US$6.50 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$324k. Insiders have been net sellers, collectively disposing of US$5.2m more than they bought in the last 12 months.分析記事 • Nov 15US$6.86 - That's What Analysts Think The Honest Company, Inc. (NASDAQ:HNST) Is Worth After These ResultsShareholders will be ecstatic, with their stake up 54% over the past week following The Honest Company, Inc. 's...Breakeven Date Change • Nov 13Forecast breakeven date moved forward to 2025The 8 analysts covering Honest Company previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 80% to 2024. The company is expected to make a profit of US$2.48m in 2025. Average annual earnings growth of 69% is required to achieve expected profit on schedule.お知らせ • Nov 13The Honest Company, Inc. Raises Earnings Guidance for the Full Year 2024The Honest Company, Inc. raised earnings guidance for the full year 2024. Based on strong performance in the first three quarters of the year, the company is increasing its full year 2024 outlook for revenue. The company now expects revenue to be high single digit percentage growth versus full year 2023, compared with previous revenue guidance of mid-to-high single digit percentage growth versus full year 2023.分析記事 • Nov 12The Honest Company, Inc.'s (NASDAQ:HNST) 36% Jump Shows Its Popularity With InvestorsThe Honest Company, Inc. ( NASDAQ:HNST ) shareholders would be excited to see that the share price has had a great...お知らせ • Oct 30The Honest Company, Inc. to Report Q3, 2024 Results on Nov 12, 2024The Honest Company, Inc. announced that they will report Q3, 2024 results After-Market on Nov 12, 2024Seeking Alpha • Sep 30The Honest Company Approaches Profitability But Faces Big CompetitionSummary The Honest Company focuses on clean, sustainably designed products and is growing in diapers, personal care, and household sectors. Financially stable with a current ratio over 3 and positive operating cash flow since 2023, positioning well for future profitability. Competition is intense, but HNST's cost-reduction strategy is improving margins, with profitability expected by 2026. Stock is a hold; keep an eye on gross margins for continued cost reductions and potential future profitability. Read the full article on Seeking Alpha分析記事 • Aug 31After Leaping 25% The Honest Company, Inc. (NASDAQ:HNST) Shares Are Not Flying Under The RadarDespite an already strong run, The Honest Company, Inc. ( NASDAQ:HNST ) shares have been powering on, with a gain of...Recent Insider Transactions • Aug 25Chief Financial Officer recently sold US$324k worth of stockOn the 21st of August, David Loretta sold around 76k shares on-market at roughly US$4.28 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Recent Insider Transactions • Aug 18Independent Chairman of the Board recently sold US$279k worth of stockOn the 13th of August, James White sold around 70k shares on-market at roughly US$3.98 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by US$203k.Major Estimate Revision • Aug 15Consensus estimates of losses per share improve by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$360.2m to US$368.5m. EPS estimate increased from -US$0.128 per share to -US$0.091 per share. Personal Products industry in the US expected to see average net income growth of 55% next year. Consensus price target up from US$4.55 to US$5.21. Share price rose 31% to US$4.23 over the past week.分析記事 • Aug 11The Honest Company, Inc. (NASDAQ:HNST) Analysts Are Pretty Bullish On The Stock After Recent ResultsThe Honest Company, Inc. ( NASDAQ:HNST ) just released its latest quarterly results and things are looking bullish. It...Price Target Changed • Aug 11Price target increased by 13% to US$5.13Up from US$4.55, the current price target is an average from 6 analysts. New target price is 39% above last closing price of US$3.68. Stock is up 161% over the past year. The company is forecast to post a net loss per share of US$0.092 next year compared to a net loss per share of US$0.42 last year.Reported Earnings • Aug 09Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: US$0.041 loss per share (improved from US$0.14 loss in 2Q 2023). Revenue: US$93.0m (up 10% from 2Q 2023). Net loss: US$4.08m (loss narrowed 70% from 2Q 2023). Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Personal Products industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Breakeven Date Change • Aug 09Forecast to breakeven in 2026The 7 analysts covering Honest Company expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 65% per year to 2025. The company is expected to make a profit of US$5.86m in 2026. Average annual earnings growth of 98% is required to achieve expected profit on schedule.お知らせ • Aug 09The Honest Company, Inc. Raises Earnings Guidance for the Full Year 2024The Honest Company, Inc. raised earnings guidance for the full year 2024. The Company expects net revenue growth of Mid-to-High Single Digit percentage against Low-to-Mid Single Digit percentage forecasted earlier.Seeking Alpha • Aug 05The Honest Company: Looking For A Profitability Beat In Q2Summary The Honest Company, Inc. is soon reporting its Q2 results, likely showing moderate, expected growth. Recent margin improvements could drive an EPS beat, as great gross margin expansion isn't factored into the Wall Street consensus with The Honest Company's conservative guidance range. The Honest Company stock's valuation remains fairly balanced ahead of earnings. Read the full article on Seeking Alphaお知らせ • Jul 26The Honest Company, Inc. to Report Q2, 2024 Results on Aug 08, 2024The Honest Company, Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024Major Estimate Revision • Jul 19Consensus EPS estimates upgraded to US$0.10 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.128 to -US$0.105 per share. Revenue forecast steady at US$360.2m. Personal Products industry in the US expected to see average net income growth of 22% next year. Consensus price target of US$4.55 unchanged from last update. Share price rose 12% to US$3.63 over the past week.収支内訳Honest Company の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:HNST 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 26352-19128731 Dec 25371-16129730 Sep 253837137730 Jun 253906141731 Mar 25389-1133731 Dec 24378-6132730 Sep 24369-4133730 Jun 24356-12130731 Mar 24347-22128631 Dec 23344-39131630 Sep 23336-53138630 Jun 23334-57140631 Mar 23328-53137631 Dec 22314-49135730 Sep 22312-45132730 Jun 22310-39128831 Mar 22306-40129831 Dec 21319-30138830 Sep 21316-34132830 Jun 21311-31130731 Mar 21309-19123631 Dec 20301-14116631 Dec 19236-311025質の高い収益: HNSTは現在利益が出ていません。利益率の向上: HNSTは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: HNSTは利益を出していないが、過去 5 年間で年間27.6%の割合で損失を削減してきた。成長の加速: HNSTの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: HNSTは利益が出ていないため、過去 1 年間の収益成長をPersonal Products業界 ( -21.9% ) と比較することは困難です。株主資本利益率高いROE: HNSTは現在利益が出ていないため、自己資本利益率 ( -11.23% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YHousehold 、過去の業績が好調な企業。View Financial Health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2026/05/31 12:01終値2026/05/29 00:00収益2026/03/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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やYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。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 PartnersBryan SpillaneBofA Global ResearchAnna GlaessgenB. Riley Securities, Inc.9 その他のアナリストを表示
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0 (vs US$0.03 in 1Q 2025)First quarter 2026 results: EPS: US$0 (down from US$0.03 in 1Q 2025). Revenue: US$78.1m (down 20% from 1Q 2025). Net loss: US$42.0k (down 101% from profit in 1Q 2025). Revenue is expected to decline by 1.3% p.a. on average during the next 3 years, while revenues in the Personal Products industry in the US are expected to grow by 3.7%. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 16The Honest Company, Inc. to Report Q1, 2026 Results on May 06, 2026The Honest Company, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.14 loss per share (further deteriorated from US$0.061 loss in FY 2024). Revenue: US$371.3m (down 1.9% from FY 2024). Net loss: US$15.7m (loss widened 156% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Personal Products industry in the US are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 12The Honest Company, Inc. to Report Q4, 2025 Results on Feb 25, 2026The Honest Company, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
分析記事 • Nov 12Honest Company's (NASDAQ:HNST) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from The Honest Company, Inc. ( NASDAQ:HNST ) was underwhelming for investors, despite...
お知らせ • Oct 23The Honest Company, Inc. to Report Q3, 2025 Results on Nov 05, 2025The Honest Company, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
お知らせ • May 28The Honest Company, Inc. Appoints Curtiss Bruce as Principal Operating Officer, Effective May 21, 2026On May 20, 2026, the Board of Directors of The Honest Company, Inc. approved the promotion of Curtiss Bruce to the position of Chief Financial & Operating Officer, effective May 21, 2026. In this position, in addition to serving as the Company’s principal financial officer and principal accounting officer, Mr. Bruce will serve as the Company’s principal operating officer. Mr. Bruce, age 53, has served as the Company’s Chief Financial Officer since June 2025. Prior to joining the Company, Mr. Bruce served as Senior Vice President of Corporate Financial Planning and Analysis and Investor Relations at The Hain Celestial Group, a natural and organic products company, where he modernized financial systems and enhanced investor engagement. Mr. Bruce previously held senior finance roles at Keurig Dr Pepper, a beverage company, from July 2019 to March 2023, Kellogg Company, a food manufacturing company, from 2015 to 2019, Kraft Heinz, a food manufacturing company, from 2012 to 2015, and Mars, Incorporated, a confectionery, food and pet care company, from 2008 to 2012. Mr. Bruce holds an MBA in finance and supply chain from Penn State University and a bachelor's degree in accounting from Millersville University of Pennsylvania.
Recent Insider Transactions • May 26CEO & Director recently sold US$375k worth of stockOn the 20th of May, Carla Vernon sold around 119k shares on-market at roughly US$3.14 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Carla has been a net seller over the last 12 months, reducing personal holdings by US$991k.
Major Estimate Revision • May 13Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.043 to US$0.031 per share. Revenue forecast steady at US$310.2m. Net income forecast to grow 92% next year vs 32% growth forecast for Personal Products industry in the US. Consensus price target up from US$3.50 to US$4.07. Share price fell 2.3% to US$3.37 over the past week.
Price Target Changed • May 11Price target increased by 16% to US$4.07Up from US$3.50, the current price target is an average from 6 analysts. New target price is 12% above last closing price of US$3.64. Stock is down 28% over the past year. The company is forecast to post earnings per share of US$0.031 next year compared to a net loss per share of US$0.14 last year.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0 (vs US$0.03 in 1Q 2025)First quarter 2026 results: EPS: US$0 (down from US$0.03 in 1Q 2025). Revenue: US$78.1m (down 20% from 1Q 2025). Net loss: US$42.0k (down 101% from profit in 1Q 2025). Revenue is expected to decline by 1.3% p.a. on average during the next 3 years, while revenues in the Personal Products industry in the US are expected to grow by 3.7%. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
New Risk • May 07New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$19m Forecast net loss in 2 years: US$8.9m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$8.9m net loss in 2 years). Significant insider selling over the past 3 months (US$905k sold).
Seeking Alpha • May 07The Honest Company: 3 Year Update With A 'Hold' But Increased Price TargetSummary The Honest Company remains rated 'Hold' with a new $2.21/share price target, reflecting improved fundamentals but insufficient risk-adjusted upside. HNST has transitioned from digital to retail channels, exited low-margin categories, and achieved significant gross margin expansion to 43.5%. The company is now debt-free, generating positive free cash flow and adjusted EBITDA, with organic growth expected to normalize at 4-6%. Despite operational improvements, current valuation (44x 2025-26 P/E) and restructuring risks keep the stock unattractive for new investment at current levels. Read the full article on Seeking Alpha
ナラティブの更新 • May 02HNST: Consistent Execution And Buybacks Will Shape Future Margin And Rating OutlookHonest 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.
ナラティブの更新 • Apr 18HNST: Consistent Execution Over Coming Quarters Will Drive Re Rating PotentialNarrative 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.
お知らせ • Apr 16The Honest Company, Inc. to Report Q1, 2026 Results on May 06, 2026The Honest Company, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Apr 10The Honest Company, Inc., Annual General Meeting, May 21, 2026The Honest Company, Inc., Annual General Meeting, May 21, 2026.
ナラティブの更新 • Apr 03HNST: Consistent Execution And Buybacks Will Support Future Margin UpsideAnalysts 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.
ナラティブの更新 • Mar 19HNST: Consistent Execution And Buyback Program Will Shape Transformation 2.0 OutlookAnalysts 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.
Recent Insider Transactions Derivative • Mar 09CEO & Director notifies of intention to sell stockCarla Vernon intends to sell 126k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of March. If the sale is conducted around the recent share price of US$2.93, it would amount to US$368k. For the year to December 2023, Carla's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Carla's direct individual holding has increased from 756.22k shares to 1.03m. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Mar 06Insider recently sold US$209k worth of stockOn the 3rd of March, Stephen Winchell sold around 74k shares on-market at roughly US$2.84 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.3m more than they bought in the last 12 months.
ナラティブの更新 • Mar 05HNST: Consistent Execution And Buyback Program Will Support Future Margin ImprovementNarrative 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.
お知らせ • Mar 03The Honest Company Introduces Sensitive Rich Cream, Delivering Gentle Care for All AgesThe Honest Company announced Sensitive Rich Cream, the newest addition to the company's growing Sensitive Personal Care Collection. The deeply nourishing moisturizer is thoughtfully designed for all ages and is ideal for dry, sensitive skin types. It is gentle enough for a baby's delicate skin yet effective enough to soothe dryness at any age. The rich, luxurious formula delivers 48 hours of lasting moisture while helping visibly reduce redness and support the skin's moisture barrier. It's self-care that effortlessly fits into daily routine - and it feels as good as it performs. Soothing Hydration & Barrier Support: Infused with barrier-supporting ingredients like Shea Butter, Honest's Soothing Phyto-Blend™? and a calming blend of Bisabolol + Ginger Root Extract, this formula delivers 48 hours of rich hydration. Perfect for daily wear, Honest Sensitive Rich Cream helps visibly reduce redness and supports the skin's moisture barrier for softer, radiant, healthy-looking skin. Based on a three-week clinical study with 48 children aged six-months to five-years, 100% had a visible reduction in skin redness and dryness, as observed by a clinical grader. Safe for Baby & the Whole Family: Delivers nourishing hydration head-to-toe and suitable for all ages, bringing soothing moisture to the entire family. The new Honest Sensitive Rich Cream is the kind of everyday essential you'll reach for repeatedly to support skin looking healthier and feeling softer and smoother with every use.
Breakeven Date Change • Feb 27Forecast breakeven date pushed back to 2027The 6 analysts covering Honest Company previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 92% to 2026. The company is expected to make a profit of US$5.94m in 2027. Average annual earnings growth of 147% is required to achieve expected profit on schedule.
Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.14 loss per share (further deteriorated from US$0.061 loss in FY 2024). Revenue: US$371.3m (down 1.9% from FY 2024). Net loss: US$15.7m (loss widened 156% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Personal Products industry in the US are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Feb 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to US$2.79. The fair value is estimated to be US$2.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 89%. For the next 3 years, revenue is forecast to decline by 4.2% per annum. Earnings are forecast to grow by 98% per annum over the same time period.
お知らせ • Feb 26+ 1 more updateThe Honest Company, Inc. Provides Earnings Guidance for the Fiscal Year 2026The Honest Company, Inc. provided earnings guidance for the fiscal year 2026. For the year, the company expects revenue of $306 million to $312 million range (or -18% to -16% compared to prior year). Organic Revenue Growth is 4% to 6%. As previously disclosed, the Company’s long-term financial algorithm consists of revenue growth of 4% to 6% annually and continued Adjusted EBITDA Margin expansion. Additionally, Organic Revenue excludes revenue from categories and channels exited as part of Powering Honest Growth. Due to the loss of these revenue streams, the company anticipates a high-teens percentage decrease in 2026 reported revenue compared to 2025.
お知らせ • Feb 24The Honest Company Brings Back Scented Sanitizing Wipes with Naturally Derived FragrancesThe Honest Company announced the return of scented options for the brand's fan-favorite Fragrance Free Sanitizing Wipes. Now available again in Lavender and Grapefruit scents, the fragrant wipes build on the brand's trusted antibacterial formula that is effective and safe for use on hands. Perfect for cough and cold season, travel days, school routines, and everyday moments in between, Honest Sanitizing Wipes provide a convenient way to clean hands when soap and water are not readily available for adults and families on-the-go. Redesigned in fresh packaging, the naturally scented wipes return in travel-size 15-count packs, and are also offered in 50-count sizes that are made with a hard top lid and flexible seal to keep wipes wet. Ingredient Overview: Kills 99.99% of germs. Made with 65% plant-derived alcohol and a touch of aloe + glycerin. Made with naturally derived fragrance. Made without Benzalkonium Chloride (BZK), synthetic fragrances, parabens, phenoxyethanol or elementalchlorine processing. EWG Verified®?, Dermatologist tested, toxicologist audited + cruelty free. Complies with the alcohol levels recommended by the Centers for Disease Control and Prevention (CDC) for hand sanitizing products when soap and water are not available. The returning lineup joins Honest Sanitizing Sprays on shelves to give shoppers more flexibility across sizes and scents, while maintaining the same proven performance of Honest's Sanitizing Wipes.
ナラティブの更新 • Feb 19HNST: Refined Discount Rate And Higher Future P/E Will Support Upside PotentialAnalysts 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.
お知らせ • Feb 12The Honest Company, Inc. to Report Q4, 2025 Results on Feb 25, 2026The Honest Company, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
ナラティブの更新 • Feb 05HNST: Transformation 2.0 Execution Will Support Future Margin ImprovementAnalysts 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.
お知らせ • Feb 03The Honest Company, Inc. Expands Skincare Portfolio with New Hydrorich CreamThe Honest Company, Inc. announced the launch of its new Hydrorich Cream, the latest addition to the brand's growing skincare collection. Designed for dry to extra-dry skin, the ultra-rich cream is clinically tested to deliver up to 48 hours of hydration. Hydrorich Cream is formulated with two types of Hyaluronic Acid to deliver a natural glow and smooth the appearance of fine lines caused by dryness, making it especially well-suited for winter routines or any time the skin needs an additional moisture boost. Its advanced-technology formula made with moisture-locking ingredients helps skin look visibly smoother and more luminous with a dewy finish that enhances natural radiance. Advanced Hydrorich Cream is the latest expression of Honest's skincare expertise, reflecting the brand's ongoing commitment to high-performance formulas designed to care for all skin types. Building on its legacy of hydration--anchored by the cult-favorite Hydrogel Cream--this richer moisturizer delivers deep, lasting moisture with skin barrier supporting ingredients, proving that effective skincare can be both powerful and thoughtfully formulated.
ナラティブの更新 • Jan 21HNST: Transformation 2.0 Progress Will Drive Upside Despite Recent DowngradesNarrative 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.
ナラティブの更新 • Jan 07HNST: Transformation 2.0 Execution Will Determine Upside From Depressed ExpectationsAnalysts 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.
ナラティブの更新 • Dec 22HNST: Transformation 2.0 Progress Will Drive Future Margin Expansion And Share UpsideAnalysts 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.
Major Estimate Revision • Dec 10Consensus EPS estimates increase by 455%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.0038 to US$0.021. Revenue forecast unchanged at US$371.0m. Net income forecast to shrink 58% next year vs 24% growth forecast for Personal Products industry in the US . Consensus price target of US$3.74 unchanged from last update. Share price rose 2.5% to US$2.89 over the past week.
Price Target Changed • Dec 10Price target decreased by 7.4% to US$3.74Down from US$4.04, the current price target is an average from 7 analysts. New target price is 30% above last closing price of US$2.89. Stock is down 60% over the past year. The company is forecast to post earnings per share of US$0.021 next year compared to a net loss per share of US$0.061 last year.
ナラティブの更新 • Dec 08HNST: Transformation 2.0 Will Improve Margins Despite Lowered GuidanceThe 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.
ナラティブの更新 • Nov 24HNST: Transformation 2.0 Will Drive Recovery Despite Lowered GuidanceAnalysts 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.
Recent Insider Transactions • Nov 24CEO & Director recently sold US$254k worth of stockOn the 20th of November, Carla Vernon sold around 98k shares on-market at roughly US$2.60 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Carla has been a net seller over the last 12 months, reducing personal holdings by US$1.6m.
Recent Insider Transactions Derivative • Nov 23CEO & Director notifies of intention to sell stockCarla Vernon intends to sell 98k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of November. If the sale is conducted around the recent share price of US$2.53, it would amount to US$247k. For the year to December 2023, Carla's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Carla's direct individual holding has increased from 756.22k shares to 937.13k. Company insiders have collectively sold US$4.3m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Nov 12Honest Company's (NASDAQ:HNST) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from The Honest Company, Inc. ( NASDAQ:HNST ) was underwhelming for investors, despite...
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to US$2.52, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Personal Products industry in the US. Total loss to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$4.74 per share.
分析記事 • Nov 08Results: The Honest Company, Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesOne of the biggest stories of last week was how The Honest Company, Inc. ( NASDAQ:HNST ) shares plunged 22% in the week...
ナラティブの更新 • Nov 07HNST: Earnings Outperformance Will Support Turnaround Momentum Despite Slower RevenueNarrative 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.
Buy Or Sell Opportunity • Nov 06Now 42% undervalued after recent price dropOver the last 90 days, the stock has fallen 41% to US$2.33. The fair value is estimated to be US$4.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.9% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
お知らせ • Nov 06The Honest Company, Inc. Updates Earnings Guidance for the Full Fiscal Year 2025The Honest Company, Inc. updated earnings guidance for the full fiscal year 2025. For the year, the revenue outlook is now in the range of negative 3% to flat due to potential risks to revenue related to the wind down of strategic exits, declines in diaper revenue during the year and anticipated in the fourth quarter, and uncertainty in a dynamic macroeconomic environment. Prior revenue outlook was 4% to 6%. Revenue expected to be between $367 million to $378 million. Organic Revenue to reflect Organic Revenue growth of 4% to 6%. Organic Revenue expected to be between $292 million to $298 million.
お知らせ • Oct 23The Honest Company, Inc. to Report Q3, 2025 Results on Nov 05, 2025The Honest Company, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
Recent Insider Transactions • Aug 24CEO & Director recently sold US$363k worth of stockOn the 20th of August, Carla Vernon sold around 99k shares on-market at roughly US$3.65 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Carla has been a net seller over the last 12 months, reducing personal holdings by US$1.8m.
Recent Insider Transactions Derivative • Aug 22CEO & Director notifies of intention to sell stockCarla Vernon intends to sell 99k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of August. If the sale is conducted around the recent share price of US$3.65, it would amount to US$363k. For the year to December 2023, Carla's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Carla's direct individual holding has increased from 536.89k shares to 846.86k. Company insiders have collectively sold US$5.2m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Aug 15Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.096 to US$0.112. Revenue forecast steady at US$395.7m. Net income forecast to grow 83% next year vs 24% growth forecast for Personal Products industry in the US. Consensus price target down from US$7.39 to US$7.00. Share price rose 5.3% to US$3.94 over the past week.
Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.035 (up from US$0.041 loss in 2Q 2024). Revenue: US$93.5m (flat on 2Q 2024). Net income: US$3.87m (up US$7.95m from 2Q 2024). Profit margin: 4.1% (up from net loss in 2Q 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in the US. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Aug 07The Honest Company, Inc. Reaffirms Earnings Guidance for the Full Year Ending December 31, 2025The Honest Company, Inc. reaffirmed earnings guidance for the full year ending December 31, 2025. For the period, the company expected revenue growth of 4% to 6%.
お知らせ • Jul 24The Honest Company, Inc. to Report Q2, 2025 Results on Aug 06, 2025The Honest Company, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jul 16the Honest Company Launches New and Improved Clean Conscious DiapersThe Honest Company announced the next generation of diaperering: the new and improved Clean Conscious Diapers®?. A trusted brand for baby's delicate skin, Honest listened to parents' feedback and redesigned their beloved diapers, now offering better leak protection and enhanced features for each age and stage. The Honest Company understands that small changes are a big deal, and these latest product enhancements will improve the performance of the Clean Conscious Diapers people love today. Honest is committed to making careful, thoughtful decisions about every ingredient and material update. With the new and improved Cleanconscious Diapers, The Honest Company is introducing enhanced leak protection and comfort. Meticiculously redesigned from the bottom up, these diapers deliver up to 100% Leak Protection with Comfort Dry Technology. They are designed to protect delicate skin with a plant-based inner liner for gentle skin contact where it matters most. A breathable outer layer helps promote healthy-looking skin and helps reduce irritation from wetness, while a softer backsheet is designed for baby's comfort. With rigorous third-party testing for over 350 harmful chemicals (OEKO-TEX®? STANDARD 100 Certified), Honest gives parents peace of mind with every change. Honest is dedicated to creating safe, effective, and high-quality products guided by the strict Honest Standard--a set of principles that shape every step of product innovation and development to help ensure all products meet the Company's high standards for safety and quality. This top-of-the-line diaper offers: Up to 100% Leak protection with Comfort Dry Technology; Plant-based inner liner & softer backsheet; Tested for 350+ harmful chemicals (OEKO- TEX®? STANDARD 100 certified), dermatologist-tested, and made with FSC®?-certified fluff pulp and other controlled material; Hypoallergenic & Fragrance Free; Made without elemental chlorine, parabens, and natural rubber latex. This "every stage" diaper is built for performance and designed to grow with baby. Thoughtful, stage-specific features include a belly button cutout in Newborn and Size 1, double poo pockets for Sizes 1-2, and super stretchy and soft sides for active toddlers in Sizes 3-7. Movement and comfort are further supported with flexible stretch wings and snug-fit leg cuffs.
分析記事 • Jul 12Why We're Not Concerned About The Honest Company, Inc.'s (NASDAQ:HNST) Share PriceThere wouldn't be many who think The Honest Company, Inc.'s ( NASDAQ:HNST ) price-to-sales (or "P/S") ratio of 1.3x is...
Breakeven Date Change • Jul 06Forecast breakeven date moved forward to 2025The 7 analysts covering Honest Company previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$9.32m in 2025. Earnings growth of 70% is required to achieve expected profit on schedule.
分析記事 • Jun 18We Think Honest Company (NASDAQ:HNST) Can Easily Afford To Drive Business GrowthThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Recent Insider Transactions Derivative • May 25CEO & Director notifies of intention to sell stockCarla Vernon intends to sell 99k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of May. If the sale is conducted around the recent share price of US$5.32, it would amount to US$526k. For the year to December 2023, Carla's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Carla's direct individual holding has increased from 486.74k shares to 756.22k. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.03 (up from US$0.015 loss in 1Q 2024). Revenue: US$97.3m (up 13% from 1Q 2024). Net income: US$3.25m (up US$4.66m from 1Q 2024). Profit margin: 3.3% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • May 08+ 1 more updateThe Honest Company, Inc. Re-Affirms Earnings Guidance for the Full Year 2025The Honest Company, Inc. re-affirmed earnings guidance for the full year 2025. For the year, the company expects Revenue growth of 4% to 6%.
お知らせ • Apr 24The Honest Company, Inc. to Report Q1, 2025 Results on May 07, 2025The Honest Company, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
新しいナラティブ • Apr 23Enhanced Product Availability And Digital Distribution Will Drive Success Strategic shifts towards digital distribution and efficient operations aim to enhance net margins and profitability.
お知らせ • Apr 19The Honest Company, Inc., Annual General Meeting, May 28, 2025The Honest Company, Inc., Annual General Meeting, May 28, 2025.
分析記事 • Apr 07The Honest Company, Inc. (NASDAQ:HNST) Not Flying Under The RadarThere wouldn't be many who think The Honest Company, Inc.'s ( NASDAQ:HNST ) price-to-sales (or "P/S") ratio of 1.2x is...
Seeking Alpha • Mar 27The Honest Company: The Story Still Needs To Get BetterSummary With grand plans for market leadership likely off the table, the path to upside for The Honest Company probably centers on a sale. A major like Kimberly-Clark or P&G could easily improve margins and distribution; the math for a buyout at $8 per share or more can work. But a seemingly strong turnaround over the past two years has been aided by one-time moves and a key accounting change. HNST can still drive upside, but a lower price and/or execution is needed to make the story more attractive. Read the full article on Seeking Alpha
Recent Insider Transactions • Mar 17Senior Vice President of Customer Sales recently sold US$183k worth of stockOn the 11th of March, Jonathan Mayle sold around 37k shares on-market at roughly US$4.87 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$948k. Insiders have been net sellers, collectively disposing of US$8.7m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 11Chief People Officer recently sold US$104k worth of stockOn the 7th of March, Dorria Ball sold around 21k shares on-market at roughly US$4.91 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.7m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Mar 07Senior Vice President of Customer Sales notifies of intention to sell stockJonathan Mayle intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of March. If the sale is conducted around the recent share price of US$4.89, it would amount to US$67k. Since September 2024, Jonathan's direct individual holding has decreased from 298.51k shares to 5.30k. Company insiders have collectively sold US$7.8m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$0.061 loss per share (improved from US$0.41 loss in FY 2023). Revenue: US$378.3m (up 9.9% from FY 2023). Net loss: US$6.12m (loss narrowed 84% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Personal Products industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 27The Honest Company, Inc. Provides Earnings Guidance for the Year 2025The Honest Company, Inc. provides earnings guidance for the year 2025, For the Company expects revenue 4% to 6% (versus Full Year 2024).
お知らせ • Feb 25The Honest Company Announces the Appointment of Etienne von Kunssberg as SVP of Supply ChainThe Honest Company announced Etienne von Kunssberg as the Company’s new SVP of Supply Chain, effective February 24, 2025. Reporting directly to Vernón, von Kunssberg will work alongside Honest’s executive leadership team and lead the Supply Chain function. As the head of supply chain, he will support the Company’s day-to-day and long-term agendas to ensure effective operations. With this change Steve Winchell, Chief Innovation Officer, will now direct his focus to driving Innovation, Safety, and Regulatory work. The Company thanks Winchell for his impressive results across supply chain during his tenure. Von Kunssberg brings more than 20 years of experience leading a wide range of organizations through transformation and expansion. Throughout his career, von Kunssberg has supported some of the world’s most recognizable brands where he has driven efficiency, optimized processes, and delivered significant operational changes. He previously held supply chain leadership roles at well-known brands like Dole Packaged Foods and Henkel and brings extensive experience from his tenure at notable companies such as Procter & Gamble and Coty.
Seeking Alpha • Feb 15The Honest Company Is Overvalued But A Long-Term BuySummary The Honest Company is a buy opportunity due to revenue growth, stock momentum, and a focused management team. The company is a niche player among peers but is growing, and the share price is up significantly over the past year, signifying strong momentum. Risks include dependency on goods made in China, insider selling, legal challenges, and mixed profitability metrics. Hedge funds increased holdings recently. Honest Company has a solid foundation with no significant debt, strong digital marketing, and consumer-friendly policies, making it a potential buying opportunity on dips in the share price. Read the full article on Seeking Alpha
お知らせ • Feb 13The Honest Company, Inc. to Report Q4, 2024 Results on Feb 26, 2025The Honest Company, Inc. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025
お知らせ • Jan 09David Loretta to Retire as Chief Financial Officer of The Honest Company, IncOn January 6, 2025, David Loretta, Chief Financial Officer (“CFO”) of The Honest Company, Inc. (the Company), notified the Company of his intention to retire during the 2025 fiscal year, effective as of a date that is mutually acceptable to Mr. Loretta and the Company after a successor has been hired (the “Retirement Date”). The Company has initiated a search, with the assistance of a leading executive search firm, to identify a successor for the CFO position. Mr. Loretta will continue to serve as CFO and will continue to receive his current base salary and other benefits currently provided to him to serve as CFO until the Retirement Date. Mr. Loretta’s decision to retire was not the result of any disagreement between Mr. Loretta and the Company.
Recent Insider Transactions Derivative • Dec 11Founder & Director notifies of intention to sell stockJessica Warren intends to sell 465k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of December. If the sale is conducted around the recent share price of US$7.55, it would amount to US$3.5m. Since December 2023, Jessica's direct individual holding has increased from 4.47m shares to 5.36m. Company insiders have collectively sold US$7.0m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Dec 09The Honest Company: The Recent Surge May Not Be JustifiedSummary The Honest Company, founded by Jessica Alba, has seen a 207% stock increase in six months despite past scandals affecting its reputation and fundamentals. The company targets a growing market for premium baby care products, but its reputation risks and past controversies pose significant challenges. Financial performance has improved under new management, with positive cash flow and reduced operating losses, but the stock is currently overvalued at $8.33. Despite the potential, I recommend a strong sell due to overvaluation, suggesting a fair price of $5 per share for a reasonable investment. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Dec 01General Counsel & Corporate Secretary exercised options to buy US$415k worth of stock.On the 27th of November, Brendan Sheehey exercised 100.00k options at around US$5.66, then sold 50.00k of them at US$8.15 each and kept the remainder. Since March 2024, Brendan's direct individual holding has increased from 150.93k shares to 201.58k. Company insiders have collectively sold US$7.0m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Nov 19General Counsel & Corporate Secretary notifies of intention to sell stockBrendan Sheehey intends to sell 108k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of November. If the sale is conducted around the recent share price of US$7.01, it would amount to US$754k. Since December 2023, Brendan's direct individual holding has increased from 108.44k shares to 179.81k. Company insiders have collectively sold US$5.2m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Nov 17Senior Vice President of Customer Sales recently sold US$137k worth of stockOn the 15th of November, Jonathan Mayle sold around 21k shares on-market at roughly US$6.50 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$324k. Insiders have been net sellers, collectively disposing of US$5.2m more than they bought in the last 12 months.
分析記事 • Nov 15US$6.86 - That's What Analysts Think The Honest Company, Inc. (NASDAQ:HNST) Is Worth After These ResultsShareholders will be ecstatic, with their stake up 54% over the past week following The Honest Company, Inc. 's...
Breakeven Date Change • Nov 13Forecast breakeven date moved forward to 2025The 8 analysts covering Honest Company previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 80% to 2024. The company is expected to make a profit of US$2.48m in 2025. Average annual earnings growth of 69% is required to achieve expected profit on schedule.
お知らせ • Nov 13The Honest Company, Inc. Raises Earnings Guidance for the Full Year 2024The Honest Company, Inc. raised earnings guidance for the full year 2024. Based on strong performance in the first three quarters of the year, the company is increasing its full year 2024 outlook for revenue. The company now expects revenue to be high single digit percentage growth versus full year 2023, compared with previous revenue guidance of mid-to-high single digit percentage growth versus full year 2023.
分析記事 • Nov 12The Honest Company, Inc.'s (NASDAQ:HNST) 36% Jump Shows Its Popularity With InvestorsThe Honest Company, Inc. ( NASDAQ:HNST ) shareholders would be excited to see that the share price has had a great...
お知らせ • Oct 30The Honest Company, Inc. to Report Q3, 2024 Results on Nov 12, 2024The Honest Company, Inc. announced that they will report Q3, 2024 results After-Market on Nov 12, 2024
Seeking Alpha • Sep 30The Honest Company Approaches Profitability But Faces Big CompetitionSummary The Honest Company focuses on clean, sustainably designed products and is growing in diapers, personal care, and household sectors. Financially stable with a current ratio over 3 and positive operating cash flow since 2023, positioning well for future profitability. Competition is intense, but HNST's cost-reduction strategy is improving margins, with profitability expected by 2026. Stock is a hold; keep an eye on gross margins for continued cost reductions and potential future profitability. Read the full article on Seeking Alpha
分析記事 • Aug 31After Leaping 25% The Honest Company, Inc. (NASDAQ:HNST) Shares Are Not Flying Under The RadarDespite an already strong run, The Honest Company, Inc. ( NASDAQ:HNST ) shares have been powering on, with a gain of...
Recent Insider Transactions • Aug 25Chief Financial Officer recently sold US$324k worth of stockOn the 21st of August, David Loretta sold around 76k shares on-market at roughly US$4.28 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Recent Insider Transactions • Aug 18Independent Chairman of the Board recently sold US$279k worth of stockOn the 13th of August, James White sold around 70k shares on-market at roughly US$3.98 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by US$203k.
Major Estimate Revision • Aug 15Consensus estimates of losses per share improve by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$360.2m to US$368.5m. EPS estimate increased from -US$0.128 per share to -US$0.091 per share. Personal Products industry in the US expected to see average net income growth of 55% next year. Consensus price target up from US$4.55 to US$5.21. Share price rose 31% to US$4.23 over the past week.
分析記事 • Aug 11The Honest Company, Inc. (NASDAQ:HNST) Analysts Are Pretty Bullish On The Stock After Recent ResultsThe Honest Company, Inc. ( NASDAQ:HNST ) just released its latest quarterly results and things are looking bullish. It...
Price Target Changed • Aug 11Price target increased by 13% to US$5.13Up from US$4.55, the current price target is an average from 6 analysts. New target price is 39% above last closing price of US$3.68. Stock is up 161% over the past year. The company is forecast to post a net loss per share of US$0.092 next year compared to a net loss per share of US$0.42 last year.
Reported Earnings • Aug 09Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: US$0.041 loss per share (improved from US$0.14 loss in 2Q 2023). Revenue: US$93.0m (up 10% from 2Q 2023). Net loss: US$4.08m (loss narrowed 70% from 2Q 2023). Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Personal Products industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Aug 09Forecast to breakeven in 2026The 7 analysts covering Honest Company expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 65% per year to 2025. The company is expected to make a profit of US$5.86m in 2026. Average annual earnings growth of 98% is required to achieve expected profit on schedule.
お知らせ • Aug 09The Honest Company, Inc. Raises Earnings Guidance for the Full Year 2024The Honest Company, Inc. raised earnings guidance for the full year 2024. The Company expects net revenue growth of Mid-to-High Single Digit percentage against Low-to-Mid Single Digit percentage forecasted earlier.
Seeking Alpha • Aug 05The Honest Company: Looking For A Profitability Beat In Q2Summary The Honest Company, Inc. is soon reporting its Q2 results, likely showing moderate, expected growth. Recent margin improvements could drive an EPS beat, as great gross margin expansion isn't factored into the Wall Street consensus with The Honest Company's conservative guidance range. The Honest Company stock's valuation remains fairly balanced ahead of earnings. Read the full article on Seeking Alpha
お知らせ • Jul 26The Honest Company, Inc. to Report Q2, 2024 Results on Aug 08, 2024The Honest Company, Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
Major Estimate Revision • Jul 19Consensus EPS estimates upgraded to US$0.10 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.128 to -US$0.105 per share. Revenue forecast steady at US$360.2m. Personal Products industry in the US expected to see average net income growth of 22% next year. Consensus price target of US$4.55 unchanged from last update. Share price rose 12% to US$3.63 over the past week.
