The Honest Company (HNST)

• Market cap: $434M
• 1 day: -1.52%
• 5 days: 4.00%
• 1 month: -19.42%
• 3 months: -21.69%
• 6 months: -31.34%
• Year to date: -42.56%
• 1 year: -13.33%
• 5 years: -83.04%
• 10 years: -83.04%
• Sector: Consumer Staples
• Industry: Household & Personal Products

About: The Honest Co Inc is a digitally-native consumer products company to makes purpose-driven consumer products designed for all people. It is an omnichannel brand, ensuring its products are available wherever its consumers shop through the company's Retail and Digital channels. It has three product categories namely; Diapers and Wipes, Skin and Personal Care, and Household and Wellness, out of which the majority of its revenue is generated from the sale of diapers and wipes. The company operates only in the United States.

Employees: 164

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

55% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 47

2% more capital invested

Capital invested by funds: $310M [Q1] → $314M (+$4.65M) [Q2]

4.48% less ownership

Funds ownership: 60.5% [Q1] → 56.02% (-4.48%) [Q2]

6% less funds holding

Funds holding: 174 [Q1] → 163 (-11) [Q2]

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

25% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $2.56M

100% less funds holding in top 10

Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $4.25 9% upside
• Avg. target: $5.13 31% upside
• High target: $6 54% upside

2 analyst ratings

• positive: 0 0%
• neutral: 2 100%
• negative: 0 0%

Morgan Stanley Dara Mohsenian	9% upside $4.25	Equal-Weight Maintained	15 Aug 2025
Telsey Advisory Group Dana Telsey	54% upside $6	Market Perform Maintained	7 Aug 2025