10-Q quarterly report · filed May 6, 2026

Honest Company, Inc. (HNST) Q1 2026 10-Q Quarterly Report

Short answer

Honest Company, Inc. (HNST) filed its Q1 2026 10-Q quarterly report on May 6, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $78M (down 19.7% year over year) with net income of −$42,000.

Q1 2026 key financials · XBRL

Revenue
$78M
−19.7% YoY
Net income
−$42,000
−101.3% YoY
Operating margin
-0.8%
Gross margin
42.6%
EPS (diluted)
$0.00
−100.0% YoY

Source: XBRL data from the Honest Company, Inc. (HNST) Q1 2026 10-Q on SEC EDGAR. USD.

Honest Company, Inc. Q1 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue, profitability, segments, cash flow, and capital deployment figures unavailable in provided excerpt
  • Powering Honest Growth costs $1.3M this quarter, including $686K cost of revenue and $606K restructuring
  • Transformation costs approximately $25.3M recognized to date, with $30.0M–$35.0M expected through Q1 2027
  • Annualized benefits projected at approximately $10.0M–$15.0M, partly offset by lower revenue from exited portfolios
  • Headwinds: tariffs, inflation, supply-chain disruptions, diaper distribution losses, and price-sensitive consumers

Risk Factors

  • New or changed risk: International business uncertainties, including expanded foreign sourcing and sales exposure
  • Regulatory risk: EU data-privacy requirements and heightened sanctions enforcement increasing compliance diligence
  • Operational risk: Global supply-chain disruption delaying raw materials and finished goods from China and other countries
  • Market risk: Regional instability and economic slowdown potentially reducing consumer demand
  • Financial risk: Petrochemical, energy, shipping, input, logistics, manufacturing, and labor-cost inflation pressuring expenses

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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