UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40378 The Honest Company, Inc. (Exact Name of Registrant as Specified in its Charter) (State or Other Jurisdiction of (I.R.S. Employer ...

☏ HONEST. INVESTOR PRESENTATION MARCH 2022 Legal Disclaimer This presentation contains certain forward-looking statements within the meaning of the federal securities laws, including statements about the outlook of our business and industry and other matters referenced in our earnings release and SEC filings. All statements other than statements of historical fact contained in this presentation, including statements on our business strategy, plans, objectives, financial results, operating results, potential ...

The Honest Company, Inc. (NASDAQ:HNST) Q4 2021 Earnings Conference Call March 24, 2022 5:00 PM ET Company Participants Steve Austenfeld - Vice President of Investor Relations Nick Vlahos - Chief Executive Officer Kelly Kennedy - Chief Financial Officer Conference Call Participants Laurent Grandet - Guggenheim Securities, LLC Jonathan Keypour - Bank of America Merrill Lynch Andrea Teixeira - JPMorgan Chase & Co. Jon Andersen - William Blair & Company, LLC Stephanie Wissink - Jefferies LLC Laura Champine - Lo ...

The Honest Company, Inc. (NASDAQ:HNST) Q3 2021 Earnings Conference Call November 10, 2021 5:00 PM ET Company Participants Sung Kim - Vice President, Finance & Strategy Nick Vlahos - Chief Executive Officer Kelly Kennedy - Executive Vice President & Chief Financial Officer Conference Call Participants Andrea Teixeira - JPMorgan Laurent Grandet - Guggenheim Steph Wissink - Jefferies Laura Champine - Loop Capital Operator Ladies and gentlemen, thank you for standing by, and welcome to The Honest Company's Thir ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40378 The Honest Company, Inc. (Exact Name of Registrant as Specified in its Charter) (State or Other Jurisdiction of (I.R.S. ...

Financial Data and Key Metrics Changes - Revenue for Q2 2021 totaled $75 million, representing a 3% increase compared to Q2 2020, following a 16% growth in Q2 2020 versus 2019 [20][10] - Gross margin achieved 36% for the quarter, a sequential improvement of 110 basis points from Q1, but down approximately 50 basis points from Q2 2020 [25][10] - Adjusted EBITDA for Q2 2021 was a loss of $0.8 million, with the company ending the quarter with $95 million in cash and short-term investments and no debt [27] Business Line Data and Key Metrics Changes - Diapers and Wipes category revenue decreased by 2% in Q2 2021, while mid-single-digit growth was noted for the Diaper business due to new product innovation [20][21] - Skin and Personal Care grew 16% in Q2 2021, driven by higher sales volume within the retail channel, with a 39% increase compared to Q2 2019 [21][11] - Household and Wellness declined by 6% as demand for standardization products decreased [21] Market Data and Key Metrics Changes - Retail channel revenue increased by 51% to $39.8 million, accounting for 53% of total revenue in Q2 2021, compared to 36% in Q2 2020 [22][24] - Digital channel revenue declined by 24% to $34.8 million, but was up 11% on a two-year stack basis [22][24] - Diaper market share increased by 33% compared to the total market growth of 20% [21][10] Company Strategy and Development Direction - The company continues to focus on broadening brand awareness, introducing product innovations, and enhancing digital and retail presence [10][17] - Commitment to ESG initiatives remains strong, with a renewed partnership with Baby2Baby to donate 10 million products over 2021 and 2022 [16] - The company aims to solidify its position as a leading clean and natural wellness brand while executing its strategic growth plan [17][32] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging operating environment due to significant input cost pressures and ongoing uncertainty related to COVID-19 [28][31] - The outlook for the remainder of 2021 includes expectations for continued market share penetration and double-digit topline growth in key product categories [28][29] - The company is developing plans to reinvigorate the Household and Wellness category, anticipating a significant decline in revenue for this segment compared to the previous year [29][30] Other Important Information - Total operating expenses increased by $19.8 million compared to Q2 2020, driven by IPO-related expenses, stock-based compensation, and increased marketing investments [27] - The company plans to continue investing in marketing to support growth in Skin and Personal Care and the launch of new products [49] Q&A Session Summary Question: Impact of e-commerce inventory drawdown on long-term growth expectations - Management indicated that the inventory reduction was a timing shift rather than a permanent change, with expectations for order volume to return to pre-destocking levels [36] Question: Consideration of incremental pricing due to higher commodity costs - Management stated that while pricing actions are on the table, no changes have been announced yet, focusing on gaining market share [39] Question: Clarification on innovation and marketing investment - Management confirmed that elevated marketing spending is expected in the second half of the year, with new products significantly contributing to sales growth [45][46] Question: Future projections for Household and Wellness revenue - Management indicated that the current revenue base should be used for future projections, acknowledging a significant decline from COVID-related benefits [64] Question: Gross margin expectations for the back half of the year - Management expects gross margins in the back half to be in line with the first half, with no significant anomalies anticipated [66]

SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 UNITED STATES FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40378 The Honest Company, Inc. (Exact Name of Registrant as Specified in its Charter) (State or Other Jurisdiction of (I.R.S. Empl ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40378 The Honest Company, Inc. (Exact Name of Registrant as Specified in its Charter) (State or Other Jurisdiction of (I.R.S. Emp ...

The Honest Company, Inc. (NASDAQ:HNST) Q1 2021 Earnings Conference Call June 16, 2021 7:00 PM ET Company Participants Sung Kim - Vice President, Finance and Strategy Nick Vlahos - CEO Kelly Kennedy - EVP & CFO Conference Call Participants Steph Wissink - Jefferies Wendy Nicholson - Citigroup Laurent Grandet - Guggenheim Securities Dana Telsey - Telsey Advisory Group Bryan Spillane - Bank of America Merrill Lynch Laura Champine - Loop Capital Markets Andrea Teixeira - JPMorgan Chase & Co. Jon Andersen - Will ...