The Honest Company: The Turnaround Is Real, But I'm Not Chasing The Rally
The Honest Company has executed a successful turnaround, driving margin expansion and profitability through strategic exits and cost reductions. Management raised 2026 guidance, projecting $319–$325M revenue, 5–7% organic growth, mid-40% gross margins, and $23–$25M EBITDA, with wipes and personal care now accounting for 70% of consumption and offsetting diaper declines.
Why it matters — HNST watchers would care because the article confirms the company's turnaround is delivering profitability and raised guidance, with core wipes and personal care lines now fueling organic growth.