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HNHNST

The Honest Company, Inc.

Rising onWhy it's trendingStrong bullish X conversationPrice and volume picking up
$HNST·$601M·Household & Personal Products·Consumer Defensive
$5.07-2.7%1Y+26.4%
Mentions · last 7 days
2026-08-05: 11 posts2026-08-06: 157 posts2026-08-07: 39 posts2026-08-08: 8 posts2026-08-09: 3 posts2026-08-10: 3 posts2026-08-11: 4 posts225+1%
Price updated 6h ago·X counts updated 1d ago
HNHNST
$HNSTThe Honest Company, Inc.
$5.07-2.69%225 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HNST, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-11

The move is getting stronger, with heavier trading behind it.

The Honest Company just posted the print bulls have been waiting for — record margins, raised guidance, and a genuine multi-year turnaround.

The Honest Company sells baby, personal care, and household products via retail and DTC. Founded by Jessica Alba, it went through a bruising post-IPO period but Q2 confirmed the turnaround is landing hard.

Where it stands:

  • Q2 was a genuine beat: revenue of $83.3M beat $77.8M by 7%, gross margin 48.4%, net income surging to $10.7M, organic revenue up 6.7%, and adjusted EBITDA margin at a record 9.8%.
  • Management raised full-year guidance — a mid-year raise from a company that historically over-promises is a real signal that the momentum is sustainable.
  • EPS surprise of 332% ($0.04 vs $0.01 estimate) shows the operating-leverage story is compounding fast.
  • Shares are up ~50% this week hitting new 52-week highs — the market is finally rewarding the multi-year turnaround.
  • Free cash flow yield of 9.5% is exceptional at this stage — this is now a genuinely cash-generating business.
  • Position at 84th percentile of range, 38% above 50-day MA, and 69% above 200-day MA — this is a real breakout move.
  • Insider tape shows no open-market transactions — no signal either direction, which is fine for a defensive-consumer name.

Accelerating is the honest read: fundamentals, tape, and sell-side are all agreeing. What sustains the leg: Q3 print with continued organic revenue growth clearing 5% and adjusted EBITDA margin holding at 8%+. What breaks it: a comparable-store or DTC channel slowdown, or a broader consumer-staples pricing pressure event.

Agrees with X sentimentThe X take on Q2 revenue $83.3M beat $77.8M, gross margin 48.4%, net income $10.7M, organic revenue +6.7%, record 9.8% adjusted EBITDA margin, raised full-year guidance, and ~50% weekly rally to 52-week highs is well-sourced and accurate. The turnaround credibility framing is fair — the numbers back it up.

What to watch: Q3 earnings on November 4: organic revenue growth holding above 5% and adjusted EBITDA margin trajectory. Also watch for any retail-channel commentary — mass-market performance vs specialty is a key mix indicator.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment11 posts analyzed · as of 2026-08-12

Honest Company just printed one of the strongest small-cap turnarounds of the season - Q2 net income $10.7M, organic revenue +6.7%, adj gross margin 43.8-48.4%, record 9.8% adjusted EBITDA margin, $105M cash with no debt and a raised FY26 guide - and the stock is up ~50% on the day with fresh 52-week highs. Contributors celebrate roughly 80% run since a bull-cycle call and see $8 as the next stop. No meaningful bearish voice appears.

Read the AI verdict + X sentiment for $HNST

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Consumer goods brand selling clean-label diapers, wipes, personal care, and beauty products through retail and direct-to-consumer channels.

Industry overviewAI analysisGenerated by AI from underlying data

Where Household & Personal Products sits in its cycle right now — and what that implies for $HNST.

Household & Personal Products · Consumer Defensive

No material change from last week — inflation-weary consumers sustain spend on trusted daily-use brands (Colgate, Pepsi) while trading down in discretionary categories.

Industry benchmark

14-name peer basket
-2.9%YTD
-23.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-52.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-6.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-3.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-7.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.04$0.01+332.0%
Q1 2026May 6, 2026$0.01$0.010.0%
Q4 2025Feb 25, 2026$0.00$0.02-81.1%
Q3 2025Nov 5, 2025$0.01$-0.01+200.0%
Next earningsWed, Nov 4·consensus EPS $0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$83.3M-10.9%48.4%11.5%$0.10$35.3M
Q1 FY26$78.1M-19.7%42.6%-0.8%$-0.00$3.8M
Q4 FY25$88.0M-11.8%15.7%-22.7%$-0.21$18.1M
Q3 FY25$92.6M-6.7%37.3%0.3%$0.01$-624K

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$309.9M$306.7M – $312.6M$0.07$0.03 – $0.146
FY27$326.5M$321.4M – $332.0M$0.09$0.06 – $0.176
FY28$346.8M$344.6M – $349.0M$0.14$0.14 – $0.142

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+31.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+63.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 99.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 11Andrea TurnerDirector29.9K sh$156KSellAug 10Jonathan MayleSVP, Customer Sales79.0K sh$412KSellAug 10Andrea TurnerDirector34.4K sh$182KSellMay 22Von Kunssberg EtienneSVP, Supply Chain4.5K sh$15KSellMay 20Bruce Curtiss James IiiCFO12.7K sh$40KSellMay 20Von Kunssberg EtienneSVP, Supply Chain2.7K sh$8KSellMay 20Carla VernonCEO119.4K sh$375KSellMay 20Stephen WinchellChief Innovation Officer12.9K sh$40KSellMay 20Thomas SternweisSVP, Enterprise Dev. & Strat.6.7K sh$21KSellMay 20Brendan SheeheyGeneral Counsel9.8K sh$31K
1–10 of 22
+ 17 other (17 awards) in window

See when $HNST insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

The Honest Company, Inc. (HNST) entered into a material agreement with a counterparty on 2026-06-18, involving $3.50 . . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

8-KOfficer or director changeMay 278-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KAgreement terminatedApr 68-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
8-KOfficer or director changeFeb 258-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
+ 13 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

The Honest Company: Strategic Exits Are Starting To Workseekingalpha.com·6d agoThe Honest Company - Awaiting More Consistent Improvementsseekingalpha.com·7d agoThe Honest Company, Inc. (HNST) Q2 2026 Earnings Call Transcriptseekingalpha.com·7d agoHonest Q2 Earnings Call Highlightsmarketbeat.com·7d agoHonest (HNST) Q2 Earnings and Revenues Beat Estimateszacks.com·7d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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