---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-049530"
form_type: "8-K"
ticker: "HNST"
cik: "0001530979"
company_name: "Honest Company, Inc."
filed_at: "2025-11-05T23:59:59+00:00"
generated_at: "2026-05-17T00:16:22.804647+00:00"
event_type: "other_material"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Honest Q3 rev -6.7% to $93M, net income $0.8M; launches $25-35M restructuring plan

## Summary
- Q3 revenue $92.6M (-6.7% YoY); organic revenue (ex exits) $72.6M (-4.7% YoY).
- Net income $0.8M vs $0.2M last year; eighth consecutive quarter of positive Adjusted EBITDA ($3.5M).
- Transformation 2.0: exiting Honest.com fulfillment, apparel, and Canada; costs $25-35M through Q1 2027.
- Annual benefits $8-15M expected starting 2026; exiting categories comprised 22% of Q3 revenue.
- Full-year 2025 revenue and Adjusted EBITDA outlook updated but not specified in the release.

## SEC filing metadata
- accession: 0001628280-25-049530
- form_type: 8-K
- ticker: HNST
- cik: 0001530979
- company_name: Honest Company, Inc.
- filed_at: 2025-11-05T23:59:59+00:00
- event_type: other_material
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 2.05, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1530979/000162828025049530/0001628280-25-049530-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1530979/000162828025049530/hnst-20251030.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-049530
- JSON: https://secwatch.observer/filing/0001628280-25-049530.json
- Plain text: https://secwatch.observer/filing/0001628280-25-049530.txt

## Source-grounded claims
- claim_id: b07edd03199ec287066ad9f972cf30214b89f21f
  claim: Honest Company, Inc. announced a restructuring with charges of approximately $15.0 million to $25.0 million affecting exiting Honest.com fulfillment and apparel, as well as exiting retail and online stores in Canada.
  evidence_excerpt: Powering Honest Growth is aimed at improving simplicity, focus and profitability, which includes exiting certain lower margin, non-strategic categories and channels, including exiting Honest.com fulfillment and apparel, as well as exiting retail and online stores in Canada, optimizing the Company's cost structure by rightsizing selling, general and administrative expenses and implementing supply chain efficiencies. Powering Honest Growth is projected to result in the following: • Costs associated with Powering Honest Growth, including restructuring costs, are expected to be approximately $25.0 million to $35.0 million to be recognized through the first quarter of 2027, with no expense incurred during the three months ended September 30, 2025. ◦ Restructuring costs related to exiting the Company's lower margin, non-strategic portfolios are expected to be approximately $15.0 million to $25.0 million and include employee-related costs, contract terminations, and other associated exit cost
  evidence_url: https://www.sec.gov/Archives/edgar/data/1530979/000162828025049530/0001628280-25-049530-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.