Every material Form 8-K Honest Company, Inc. has filed with the SEC since June 18, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Honest Company reported third quarter 2026 revenue of $84.6 million, down 8.6% from a year earlier, while Organic Revenue, which excludes exited operations, rose 9.2% to $79.3 million. Net income rose to $91.3 million, but it includes an $89.4 million discrete income tax benefit, and the company raised its full-year 2026 outlook and authorized a new $30 million share repurchase program.
Q3 2026 revenue was $84.6 million, down 8.6%; Organic Revenue was $79.3 million, up 9.2%.
Net income was $91.3 million, including an $89.4 million income tax benefit; Underlying Adjusted Net Income was $3.1 million.
Full-year 2026 revenue outlook was raised to $322 million to $325 million, from $319 million to $325 million.
Board approved a new share repurchase program of up to $30 million on October 30, 2026.
Honest Company reported second-quarter 2026 revenue of $83.3 million, down 10.9% from a year earlier, while organic revenue rose 6.7% and net income increased to $10.7 million, helped by $6.6 million in tariff refunds. The company raised its full-year 2026 outlook for revenue, organic revenue growth, adjusted gross margin and adjusted EBITDA, which matters to shareholders because the higher guidance is the company's forward view on profitability.
Revenue of $83.3 million fell 10.9% from $93.5 million; organic revenue rose 6.7% to $80.2 million.
Net income of $10.7 million compared with $3.9 million a year earlier; underlying adjusted net income was $5.1 million after excluding tariff refunds.
Full-year 2026 revenue outlook raised to $319 million to $325 million from $306 million to $312 million; adjusted EBITDA outlook raised to $23.0 million to $25.0 million from $20.0 million to $23.0 million.
As of June 30, 2026, the company had no debt, $105.9 million in cash, and about $6.3 million remaining under its share repurchase program.
Honest Company entered a 10-year lease dated June 14, 2026 for about 38,240 rentable square feet in Playa Vista, California, and plans to move its headquarters there by May 1, 2027. The filing puts expected net base rent over the initial term at approximately $33.4 million and requires a $1.2 million letter of credit, which are the main financial commitments for shareholders to note.
Lease with Dellwood Farm LLC covers about 38,240 rentable square feet at 12121 Bluff Creek Drive, Suite 500, Playa Vista, California.
Lease term starts on the later of March 1, 2027 or substantial completion of tenant improvements, and runs 10 years.
Expected total base rent, net of a ten-month abatement, is approximately $33,440,756; landlord provides a $180.00 per square foot tenant improvement allowance.
Company must provide an irrevocable $1.2 million letter of credit; current headquarters lease expires April 30, 2027.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Honest Company, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →