Honest Company Q4 revenue $88M (-11.8% YoY); announces $25M buyback program

Honest Company, Inc.

2025-FY EPS reported -$0.14 vs consensus -$0.04 ▼ miss (-243.1%)

Q4 revenue $88.0M, down 11.8% YoY; organic revenue $71.3M up 0.7%; net loss $23.6M, adjusted net income $0.4M.
FY2025 revenue $371.3M (-1.9%); gross margin 33.3%; net loss $15.7M; adjusted EBITDA $21.8M; cash $89.6M.
Board approved first-ever $25M share repurchase program; funded from cash and operations; no expiration date.
New severance plan for CEO and named executive officers provides enhanced benefits (2x salary for CEO) on change-in-control termination and standard severance otherwise.
FY2026 outlook provided in line with long-term algorithm; management cites momentum entering 2026.

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