secwatch.observer — SEC 8-K summary
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Issuer:     Grove Collaborative Holdings, Inc. (GROV)
CIK:        0001841761
Form:       8-K
Filed at:   2026-08-06T20:11:17+00:00
Accession:  0001841761-26-000062
Event type: earnings
Sentiment:  neutral
Materiality: 0.60
Item codes: 2.02, 7.01, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Grove Q2 revenue $36.6M (-16.9% YoY); third straight positive EBITDA $0.5M
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- Net revenue $36.6M, down 16.9% YoY but up 1.0% sequentially; net loss narrowed to $0.9M from $3.6M.
- Adjusted EBITDA positive $0.5M (1.3% margin) vs -$0.9M a year ago; third consecutive quarter of positive EBITDA.
- DTC active customers 509K (-23.3% YoY); DTC orders 489K (-23.6% YoY); DTC net revenue per order $69.19 (+6.1% YoY).
- Gross margin 53.6% (down 190 bps YoY) due to one-time disposals and prior-year inventory sell-through not recurring.
- Reaffirmed FY2026 guidance: net revenue $142.5M-$152.5M, Adjusted EBITDA breakeven to positive low single-digit millions.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1841761/000184176126000062/0001841761-26-000062-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1841761/000184176126000062/grov-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001841761-26-000062

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