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The Honest Company
The Honest Company (HNST) investor relations material
The Honest Company Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 2025 revenue declined 6.7%-7% year-over-year, mainly due to softness in Diapers, Apparel, and Honest.com, while Wipes and Personal Care outperformed and outpaced market growth.
Transformation 2.0 (Powering Honest Growth) was launched to focus on core categories (Wipes, Personal Care, Diapers), exit lower-margin businesses (honest.com, Apparel, Canada), and drive profitability and efficiency.
Positive net income was delivered for the third consecutive quarter, with Q3 net income at $0.8-$1 million, and adjusted EBITDA remained positive despite revenue headwinds.
Maintained a strong cash position of $71-$71.5 million and no debt at quarter-end.
Financial highlights
Q3 2025 revenue was $92.6-$93 million, down 6.7%-7% year-over-year, with organic revenue at $73 million, down 4.7%-5%.
Gross margin for Q3 was 37.3%, down 140 basis points year-over-year, mainly due to tariff costs and volume deleverage.
Adjusted EBITDA for Q3 was $3.5-$4 million (3.8%-4% margin), down from $7.1 million year-over-year.
Net income for Q3 was $0.8-$1 million, up from $0.2 million in Q3 2024.
Cash and cash equivalents stood at $71-$71.5 million, with no debt.
Outlook and guidance
Full-year 2025 revenue outlook revised to -3% to flat, reflecting exits and Diaper declines; organic revenue (excluding exited categories) expected to grow 4%-6%.
Adjusted EBITDA guidance lowered to $21-$23 million from $27-$30 million, mainly due to lower revenue and volume deleverage.
Transformation 2.0 will incur one-time costs of $25-$35 million, with anticipated annual cost savings of $8-$15 million.
Short-term revenue disruption expected from strategic exits, but long-term margin improvement anticipated.
Quantify revenue impact of strategic exits?
What external factors most impacted Q3 results?
How to reconcile total vs organic revenue outlook?
Expected gross margin uplift from T2.0 exits?
Diaper pricing strategy and early results
Key growth initiatives for wipes/personal care?
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Next The Honest Company earnings date
Q4 202527 Feb, 2026
The Honest Company
Next The Honest Company earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
The Honest Company, Inc. produces and retail diapers and wipes, skin and personal care, and household and wellness products. The Honest Company's mission is to create the healthiest home products possible and make them affordable for everyone. Their products are made in the USA and certified by leading Consumer Product Safety Authorities in North America. The Honest Company advocates for Chemical Free and Organic goods, supporting safe choices and educating others on healthier options.
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