earnings
confidence high
sentiment neutral
materiality 0.70
Grove Q4 revenue $42.4M (-14%), Adj EBITDA positive $1.6M; guides FY26 revenue $140-150M
Grove Collaborative Holdings, Inc.
- Q4 revenue $42.4M, down 14.3% YoY; net loss $1.6M vs $12.6M loss prior year.
- Q4 Adjusted EBITDA positive $1.6M (3.7% margin) vs negative $1.6M prior year.
- Full year 2025 revenue $173.7M (down 14.6%); net loss $11.7M improved $15.7M.
- DTC orders fell 25% to 539k; active customers down 13% to 599k; net revenue per order up 4% to $70.
- FY26 guidance: revenue $140-150M, Adj EBITDA approx breakeven; expects Q1 trough then sequential improvement.