Honest Co., Inc. (The) (HNST)
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
$5.95+1.71%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
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.
Management is raising the full year 2026 financial outlook for revenue, organic revenue growth, adjusted gross margin, and adjusted EBITDA.
Stated as a priority in 2 of last 2 quarters. Management raised full year 2026 revenue guidance from $306M-$312M to $319M-$325M, organic revenue growth from 4%-6% to 5%-7%, and adjusted EBITDA from $20M-$23M to $23M-$25M. The trajectory shows management delivering on raising financial outlook amid improving organic growth and profitability.
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 50% of the time over the next year (vs 61% for the rest of the cohort, n=2767).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The Company is raising its full year 2026 financial outlook for Revenue, Organic Revenue growth, Adjusted Gross Margin and Adjusted EBITDA.”
“the Company is reaffirming its full year 2026 financial outlook for revenue, Organic Revenue growth, Adjusted Gross Margin and Adjusted EBITDA.”
Focus on accelerating organic revenue growth driven by wipes and personal care products, offsetting declines in diaper revenue.
Newly stated in 2026-Q2. Organic Revenue grew 6.7% to $80.2M driven by wipes and personal care products growth, offsetting diaper revenue declines. This reflects management's focus on accelerating growth in higher-margin platforms with positive momentum.
“Organic Revenue increased 6.7% driven by growth in wipes and personal care products, partially offset by a decline in diaper revenue.”
Drive margin expansion through tariff refunds, favorable product mix, and operational efficiencies while managing operating expenses.
Newly stated in 2026-Q2. Gross margin expanded by 800 basis points to 48.4% driven by tariff refunds and product mix improvements. Operating expenses declined by $4.1M to $30.8M, reflecting operational efficiencies. The trajectory shows management making progress on margin and cost control.
“Gross margin of 48.4% increased 800 bps; operating expenses decreased $4.1 million to $30.8 million.”
Generate positive operating cash flow and increase cash and cash equivalents while managing inventory and share repurchases.
Newly stated in 2026-Q2. The company generated $37.8M net cash from operating activities in the first half of 2026 and increased cash and cash equivalents by $33.8M to $105.9M. This reflects management's focus on strengthening liquidity and balance sheet health.
“Cash and cash equivalents of $105.9 million increased $33.8 million; net cash provided by operating activities was $37.8 million.”
Resolve derivative litigation through settlement and implement corporate governance reforms to address governance deficiencies.
Newly stated in 2026-Q1. Management disclosed reaching a settlement agreement on derivative litigation including corporate governance reforms. This reflects progress on legal and governance priorities but no direct financial metrics are available to assess impact.
“The Settling Parties reached an agreement in principle on the substantive terms of the Settlement, including corporate governance reforms.”
Over the trailing year it converted 4.35x of net income into operating cash flow. Historically, Consumer Staples names rated robust grew net income 67% of the time over the next year (vs 49% for the rest of the cohort, n=1569).
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 51% of the time over the next year (vs 52% for the rest of the cohort, n=1251).
Not investment advice. As of 2026-09-04.