Honest Co., Inc. (The) (HNST)
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-05
$4.440.00%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-05
QuarterlyIQ Insights · HNST
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
2 Raising Full Year 2026 Financial Outlook The Company is raising its full year 2026 financial outlook for Revenue, Organic Revenue growth, Adjusted Gross Margin and Adjusted EBITDA.
Stated in 2 of 3 supplied quarters. Management reported: “2 Raising Full Year 2026 Financial Outlook The Company is raising its full year 2026 financial outlook for Revenue, Organic Revenue growth, Adjusted Gross Margin and Adjusted EBITDA.” “2 Raising Full Year 2026 Financial Outlook The Company is raising its full year 2026 financial outlook for Revenue, Organic Revenue growth, Adjusted Gross Margin and Adjusted EBITDA.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 49% of the time over the next year (vs 61% for the rest of the cohort, n=2777).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“2 Raising Full Year 2026 Financial Outlook The Company is raising its full year 2026 financial outlook for Revenue, Organic Revenue growth, Adjusted Gross Margin and Adjusted EBITDA.”
“2 Raising Full Year 2026 Financial Outlook The Company is raising its full year 2026 financial outlook for Revenue, Organic Revenue growth, Adjusted Gross Margin and Adjusted EBITDA.”
Underlying Adjusted Gross Margin (1) , calculated by excluding the discrete costs of Powering Honest Growth and the partial liquidation of the remaining apparel inventory was 48.9%, an increase of 1,…
Stated in 2 of 3 supplied quarters. Management reported: “Underlying Adjusted Gross Margin (1) , calculated by excluding the discrete costs of Powering Honest Growth and the partial liquidation of the remaining apparel inventory was 48.9%, an increase of 1,160 bps.” “Underlying Adjusted Gross Margin (1) , calculated by excluding the discrete costs of Powering Honest Growth, tariff refunds and the partial liquidation of the remaining apparel inventory was 43.8%.”
“Underlying Adjusted Gross Margin (1) , calculated by excluding the discrete costs of Powering Honest Growth and the partial liquidation of the remaining apparel inventory was 48.9%, an increase of 1,…”
“Underlying Adjusted Gross Margin (1) , calculated by excluding the discrete costs of Powering Honest Growth, tariff refunds and the partial liquidation of the remaining apparel inventory was 43.8%.”
Balance Sheet and Cash Flow As of September 30, 2026, the Company had no debt outstanding and $103.0 million in cash and cash equivalents, an increase of $31.5 million, primarily related to inventory…
Stated in 2 of 3 supplied quarters. Management reported: “Balance Sheet and Cash Flow As of September 30, 2026, the Company had no debt outstanding and $103.0 million in cash and cash equivalents, an increase of $31.5 million, primarily related to inventory reductions, higher net income and proceeds from stock option exercises, partially offset by repurchases of common stock versus the prior year period.” “Balance Sheet and Cash Flow As of June 30, 2026, the Company had no debt outstanding and $105.9 million in cash and cash equivalents, an increase of $33.8 million, primarily related to inventory reductions and higher net income, partially offset by repurchases of common stock versus the prior year period.”
“Balance Sheet and Cash Flow As of September 30, 2026, the Company had no debt outstanding and $103.0 million in cash and cash equivalents, an increase of $31.5 million, primarily related to inventory…”
“Balance Sheet and Cash Flow As of June 30, 2026, the Company had no debt outstanding and $105.9 million in cash and cash equivalents, an increase of $33.8 million, primarily related to inventory redu…”
Consumption of our higher-growth, higher-margin wipes and personal care platforms increased 13.2% in aggregate, four times the 3.3% aggregate growth of their comparative categories.
Stated in 2 of 3 supplied quarters. Management reported: “Consumption of our higher-growth, higher-margin wipes and personal care platforms increased 13.2% in aggregate, four times the 3.3% aggregate growth of their comparative categories.” “Tracked channel consumption (2) for the Company increased 7.7% versus 2.3% for the comparative categories in the same period.”
“Consumption of our higher-growth, higher-margin wipes and personal care platforms increased 13.2% in aggregate, four times the 3.3% aggregate growth of their comparative categories.”
“Tracked channel consumption (2) for the Company increased 7.7% versus 2.3% for the comparative categories in the same period.”
Resolve derivative litigation through settlement and implement corporate governance reforms to address governance deficiencies.
Over the trailing year it converted 4.35x of net income into operating cash flow. Historically, Consumer Staples names rated robust grew net income 68% of the time over the next year (vs 49% for the rest of the cohort, n=1558).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=2613).
Not investment advice. As of 2026-11-05.