The Honest Company (HNST)
Sells clean-focused diapers, wipes, personal care, and beauty through retail and ecommerce partners.
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Sells clean-focused wipes, personal care, diapers, and beauty products for babies to adults. The business is one operating segment, now centered on retail and ecommerce partners after exiting Honest.com fulfillment, apparel, and Canada retail/online stores under its profitability reset.
Offers cleanly formulated and sustainably designed wipes, personal care, diapers, and beauty products for babies to adults. Wipes span baby, flushable, sanitizing, and makeup-removal uses, while diapers and skin-care products carry the brand's conscious-consumer positioning.
Distribution is centered on retail and ecommerce partners after Honest.com stopped serving as a shipping and fulfillment channel. The business reports one operating segment and is concentrated in the United States, with Amazon, Target, and Walmart shaping the channel mix.
Execution depends on focused category management, third-party suppliers and manufacturers, and retailer relationships. Product claims in clean, natural, and sustainable categories face labeling scrutiny, while the Powering Honest Growth reset has narrowed channels and categories around profitability.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 12, 2026 | Morgan Stanley | Target | Target: $3.40 | Target: $5.70 |
| Aug 6, 2026 | Telsey Advisory | Reiterate | Rating: —Target: $4 | Target: $5 |
| Aug 6, 2026 | Northland Securities | Target | Target: — | Target: $5.50 |
| Aug 6, 2026 | Industrial Alliance Securities | Target | Target: $4 | Target: $5 |
| May 7, 2026 | Morgan Stanley | Target | Target: $3 | Target: $3.40 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $105.9M · Total debt $9.5M · Total assets $220.1M · Shareholders' equity $167.0M
- Revenue
- $83.3M
- Operating income
- $9.6M
- Net income
- $10.7M
No dividends on record.
| Institutions | 48.39% | 51.92M shares | |
|---|---|---|---|
| 155 holders · as of Jun 30, 2026 | |||
| Insiders | 13.34% | 14.31M shares | |
| 17 holders · as of Sep 15, 2026 | |||
| Other | 38.27% | 41.06M shares | |
| remainder | |||
107.28M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 6.54% | 7.01M | as of Jun 30, 2026 |
Jessica Warren1Insiderdirector | 6.10% | 6.31M | filed May 22, 2026 |
Mak Capital One LLCInstitution | 4.45% | 4.78M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.93% | 4.22M | as of Jun 30, 2026 |
Arrowmark Colorado Holdings LLCInstitution | 2.73% | 2.92M | as of Jun 30, 2026 |
- Jessica Warren's transaction reports restate only vehicles that traded; the 2024 ownership statement (6.31M) plus the 234.6K net shares acquired since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Thomas Sternweis | officer: SVP, Enterprise Dev. & Strat. | −25,000 | $5.48 |
| Aug 21, 2026 | Etienne von Kunssberg | officer: SVP, Supply Chain | −4,578 | $5.01 |
| Aug 20, 2026 | Etienne von Kunssberg | officer: SVP, Supply Chain | −2,617 | $4.99 |
| Aug 20, 2026 | Jonathan Mayle | officer: SVP, Customer Sales | −6,161 | $4.99 |
| Aug 20, 2026 | Brendan Sheehey | officer: General Counsel | −9,664 | $4.99 |
- Procter & Gamble
Dominant CPG rival across diapers, wipes, family care, and skin care
- Kimberly-Clark
Huggies and Cottonelle pressure core diaper and wipes shelves
- Kenvue
Consumer-health scale in baby care, skin health, and beauty
- Edgewell Personal Care
Wet Ones creates direct competition in portable and sanitizing wipes
- Unilever (ADR)
Global personal-care brands compete in skin cleansing and beauty
- Clorox
Burt's Bees overlaps with natural personal care and clean beauty
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| The Honest Company | $5.30 | −0.56% | $586.7M | — | 74.8 | 1.7 | −10.9% |
| Procter & Gamble | $147.60 | +1.04% | $347.33B | 22.1 | 21.1 | 4.0 | +1.5% |
| Kimberly-Clark | $99.57 | +1.87% | $32.44B | 16.6 | 14.2 | 2.0 | +0.6% |
| Kenvue | $17.96 | +1.64% | $33.93B | 20.3 | 15.1 | 2.2 | +3.0% |
| Edgewell Personal Care | $28.01 | +3.43% | $1.25B | — | 12.0 | 0.6 | −9.1% |
| Unilever (ADR) | $63.17 | +1.61% | $133.93B | 21.1 | — | 2.5 | −17.9% |
| Clorox | $87.33 | +2.89% | $10.26B | 17.6 | 15.1 | 1.5 | −2.0% |
| Median | 20.3 | 15.1 | 2.1 | −0.7% |