Monitor the company's ability to stabilize its ecommerce platform and improve customer acquisition, as revenue guidance for 2026 suggests continued decline. The focus on profitability over growth may pressure stock performance despite improved margins.
Price Chart
Executive Summary
Grove Collaborative reported Q4 2025 revenue of $42.4 million, down 14.3% year-over-year, but returned to positive Adjusted EBITDA of $1.6 million. The company guided for full-year 2026 revenue of $140-150 million and breakeven Adjusted EBITDA, indicating continued challenges in revenue growth despite profitability improvements.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $42.4 million, down 14.3% year-over-year
- Adjusted EBITDA was positive $1.6 million in Q4, compared to a loss of $1.6 million in the prior year
- Full year 2025 revenue was $173.7 million, down 14.6% year-over-year
- 2026 guidance projects revenue of $140-150 million and breakeven Adjusted EBITDA
- DTC active customers decreased 13% year-over-year to 599,000
- Cash, cash equivalents, and restricted cash totaled $11.8 million as of December 31, 2025
Financial Impact
Revenue declined 14.3% YoY to $42.4 million in Q4, with full year revenue down 14.6% to $173.7 million. Adjusted EBITDA improved to $1.6 million in Q4 from -$1.6 million in the prior year, but full year Adjusted EBITDA was negative $2.2 million.
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| DTC | $42.4M | -14.3% |
Risk Factors
- Continued revenue decline and customer loss could indicate deeper structural issues
- Guidance for 2026 revenue of $140-150 million represents a significant decrease from 2025 levels
- The company's ability to execute on platform stabilization and customer experience improvements is critical to reversing the downward trend
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001841761-26-000008 |
| Exhibit: exhibit992-q42025investo.htm | 0001841761-26-000008 |
| Document: grov-20260305.htm | 0001841761-26-000008 |
| Document: 0001841761-26-000008-index-headers.html | 0001841761-26-000008 |
| Document: 0001841761-26-000008-index.html | 0001841761-26-000008 |
| Document: 0001841761-26-000008.txt | 0001841761-26-000008 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 6w ago | Insider Cluster | $1.06 $1.05 | ▼ −0.94% | ▼ −0.34% | $1.08 (+1.89%) |
Sep 4, 2026 7w ago | Insider Cluster | $1.07 $1.07 | · 0.00% | ▲ +0.55% | $1.08 (+0.93%) |
Sep 2, 2026 7w ago | Insider Cluster | $1.05 $1.07 | ▲ +1.90% | ▲ +2.29% | $1.08 (+2.86%) |
Sep 2, 2026 7w ago | 3 | $1.10 $1.05 | ▼ −4.55% | ▼ −5.59% | $1.08 (−1.82%) |
Jun 23, 2026 17w ago | 8-K | $1.23 $1.25 | ▲ +1.63% | ▲ +1.48% | $1.08 (−12.20%) |
Mar 5, 2026 33w ago | 8-K | $1.29 $1.26 | ▲ +2.33% | ▲ +3.17% | $1.08 (+16.28%) |
US Market Status
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