10-Q quarterly report · filed Aug 5, 2026

Honest Company, Inc. (HNST) Q2 2026 10-Q Quarterly Report

Short answer

Honest Company, Inc. (HNST) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $83M (down 10.9% year over year) with net income of $11M.

Q2 2026 key financials · XBRL

Revenue
$83M
−10.9% YoY · +6.7% QoQ
Net income
$11M
+176.2% YoY · +25547.6% QoQ
Operating margin
11.5%
Gross margin
48.4%
EPS (diluted)
$0.09
+200.0% YoY

Source: XBRL data from the Honest Company, Inc. (HNST) Q2 2026 10-Q on SEC EDGAR. USD.

Honest Company, Inc. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Powering Honest Growth costs $1.0M in Q2 2026; $26.3M recognized cumulatively
  • Annualized transformation benefits projected at $14.0M–$17.0M
  • Tariff refunds $11.9M; $6.6M reduction in cost of revenue
  • Diaper revenue and margin pressured by price reductions and retailer competition
  • Tariffs, inflation, supply-chain costs, and geopolitical uncertainty remain key headwinds

Risk Factors

  • New international-business risk triggered by ongoing Russia, Ukraine, and Middle East conflicts despite no direct operations there
  • Supply-chain risk from China and Mexico sourcing, with sanctions enforcement potentially requiring additional compliance diligence
  • Regulatory risk from foreign data-privacy laws, particularly stricter European Union requirements
  • Cost inflation risk from petrochemical raw materials, energy, shipping, logistics, manufacturing, and labor
  • Demand risk from regional instability and potential global economic slowdown reducing consumer purchases

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

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