secwatch.observer — SEC 8-K summary
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Issuer:     Honest Company, Inc. (HNST)
CIK:        0001530979
Form:       8-K
Filed at:   2026-02-25T23:59:59+00:00
Accession:  0001628280-26-011624
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1530979/000162828026011624/0001628280-26-011624-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1530979/000162828026011624/hnst-20260225.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-011624

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer