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Grove Collaborative Holdings (GROV)
NYSE:GROV
Earnings Data
Report Date
May 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.09Last Year’s EPS
-0.1Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call communicated a mixed picture: clear operational progress on profitability discipline, cost reductions, Q4 adjusted EBITDA improvement, product-safety differentiation, and key experience fixes (loyalty program and rebuilt mobile app). However, material revenue, order and active-customer declines driven by the prior e-commerce migration, a substantial ad spend pullback, full-year adjusted EBITDA remaining slightly negative, modest cash balances, and a lower 2026 revenue guide temper the positive developments. Management expects sequential stabilization and measured reacceleration through 2026, but near-term risks around reactivating lapsed customers and scaling acquisition remain.Company Guidance
Return to Positive Adjusted EBITDA
Grove delivered positive adjusted EBITDA of $1.6M in Q4 2025 (3.7% adjusted EBITDA margin), the company's first positive adjusted EBITDA quarter in six quarters, demonstrating progress on profitability discipline.
Improved Net Loss and Margin Performance
Q4 net loss narrowed to $1.6M (3.7% net loss margin) versus a $12.6M net loss (25.5% margin) in the prior year quarter, reflecting lower operating expenses, lower interest expense and the absence of last year's noncash debt extinguishment loss.
Gross Margin Expansion
Fourth-quarter gross margin improved to 53.0%, up 60 basis points versus 52.4% in Q4 2024, primarily driven by lower promotional activity and favorable mix.
Subscription Revenue Strength
Subscriptions remained a core business driver: subscription units generated 60% of revenue and subscription orders accounted for 79% of total orders, underpinning recurring revenue potential.
Product and Experience Investments Completed
Launched Grove Green Rewards loyalty program in Q4 and released a redesigned in-house mobile app in February 2026 to restore functionality lost in the migration; management expects further subscription experience improvements by Q2 2026.
Cost Reductions and Cash Discipline
Executed a reduction in force in November expected to yield approximately $5M of annualized savings; SG&A decreased 20.8% YoY to $21.2M and product development expense fell 59.2% YoY to $1.9M. Operating cash flow was breakeven in Q4 (the fifth breakeven/positive OCF quarter in the last eight).
Incremental Revenue Channels
QVC contributed $2.9M of Q4 revenue driven by the acquired 8Greens Today’s Special Value program, showing diversification of sales channels.
Enhanced Ingredient Standards
In Q1 2026 Grove expanded ingredient standards to cover more than 10,000 banned or restricted ingredients, including over 3,000 outright banned substances, strengthening product differentiation on safety and sustainability.
GROV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GROV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $1.28 | $1.29 | +0.78% |
Nov 13, 2025 | $1.44 | $1.47 | +2.08% |
Aug 07, 2025 | $1.29 | $1.39 | +7.75% |
May 14, 2025 | $1.19 | $1.19 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Grove Collaborative Holdings (GROV) report earnings?
Grove Collaborative Holdings (GROV) is schdueled to report earning on May 20, 2026, Before Open (Confirmed).
What is Grove Collaborative Holdings (GROV) earnings time?
Grove Collaborative Holdings (GROV) earnings time is at May 20, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GROV EPS forecast?
GROV EPS forecast for the fiscal quarter 2026 (Q1) is -0.09.