GET DAILY SIGNALSGrove Collaborative (GROV) Q3 2026 Earnings Preview: Tracking the Turnaround Path
Key Takeaways
- Grove Collaborative is scheduled to report third quarter 2026 results after the market close on Tuesday, November 10, 2026, with a conference call at 5:00 p.m. ET.
- Wall Street consensus calls for a net loss of $0.05 per share on revenue of roughly $37.35 million, implying a year-over-year revenue decline of about 14.6%.
- In its most recent quarter (Q2 2026), Grove posted a third consecutive quarter of positive adjusted EBITDA and beat the consensus EPS estimate by $0.03.
- Management has reaffirmed full-year 2026 guidance of $142.5 million to $152.5 million in net revenue, with adjusted EBITDA expected to range from breakeven to positive low-single-digit millions.
- Investors are watching for signs of revenue stabilization, active-customer trends, cash and liquidity levels, and any updates to guidance.
Why This Earnings Report Matters
Grove Collaborative is a sustainability-focused consumer products company and public benefit corporation selling household, personal care, and wellness goods primarily through its direct-to-consumer platform. This update carries weight because the company is working through a turnaround where revenue has contracted amid reduced advertising and platform migration issues. At the same time, Grove has narrowed losses and delivered positive adjusted EBITDA for three straight quarters. The Q3 numbers will indicate whether improving profitability can align with a steadier top line, which remains key to longer-term growth.
What Analysts Expect
Consensus estimates point to a net loss of about $0.05 per share on revenue near $37.35 million for the third quarter of 2026. That would mark a decline of roughly 14.6% from the $43.73 million reported a year earlier, when the company posted a loss of $0.08 per share. In Q2 2026, Grove generated $36.57 million in revenue, down 16.9% year over year, yet beat the consensus EPS estimate by $0.03. The company has topped consensus EPS in four of the last six quarters. Beyond the headline figures, attention will turn to DTC active customers, net revenue per order, gross margins, cash position, and whether the full-year outlook holds. I also checked this using Tickeron’s AI Screener to compare the stock with peers.
Market Sentiment Heading Into the Print
Investor views reflect a firm in the midst of a profitability-focused turnaround. Grove’s stock has drawn notice for its adjusted EBITDA gains and shrinking net losses, even as revenue and the active customer base have declined. Historical reactions to earnings have been muted and mixed, so the focus is likely to stay on whether sequential revenue trends show signs of stabilization rather than the headline loss itself. Risks include renewed weakness in customer counts, pressure on liquidity, and questions about sustaining cost controls while pursuing growth.
Forward Themes to Watch
After the Q3 release, several areas deserve close attention. The first is top-line momentum. Management has outlined plans for sequential revenue gains in the remaining quarters of 2026, so any confirmation or adjustment will matter. Second is customer engagement, with recent improvements to the subscription model and expansion into channels such as Amazon and QVC plus new drop-ship options. Progress on active customers and revenue per order will show whether these steps are driving demand. Third is the balance between profitability and reinvestment. Grove has maintained discipline on advertising while rebuilding capabilities, and signs that marketing can expand without hurting positive adjusted EBITDA will be important. Finally, liquidity and any comments on strategic options remain relevant given the modest cash balance and openness to partnerships. These elements will shape how the market assesses Grove’s progress.
Using Tickeron Tools in My Research
In my own analysis of names like Grove Collaborative, I often turn to Tickeron’s AI tools to scan for patterns and compare fundamentals across the sector. The AI Trend Prediction Engine helps me quickly review historical signals and potential setups without spending hours on manual charts. It’s become a regular part of how I cross-check ideas before earnings events like this one.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
GROV in upward trend: price rose above 50-day moving average on October 23, 2026
GROV moved above its 50-day moving average on October 23, 2026 date and that indicates a change from a downward trend to an upward trend. In 47 of 60 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 78%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 23, 2026. You may want to consider a long position or call options on GROV as a result. In 76 of 107 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 71%.
The Moving Average Convergence Divergence (MACD) for GROV just turned positive on October 23, 2026. Looking at past instances where GROV's MACD turned positive, the stock continued to rise in 32 of 43 cases over the following month. The odds of a continued upward trend are 74%.
The 10-day moving average for GROV crossed bullishly above the 50-day moving average on October 29, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 19 of 25 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 76%.
Following a +4.76% 3-day Advance, the price is estimated to grow further. Considering data from situations where GROV advanced for three days, in 147 of 191 cases, the price rose further within the following month. The odds of a continued upward trend are 77%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 39 of 48 cases where GROV's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 81%.
GROV broke above its upper Bollinger Band on October 26, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for GROV entered a downward trend on October 26, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 17 (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (-2.655) is normal, around the industry mean (21.731). P/E Ratio (-5.450) is within average values for comparable stocks, (16.288). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (1.518). Dividend Yield (0.000) settles around the average of (0.032) among similar stocks. P/S Ratio (0.254) is also within normal values, averaging (1.902).
The Tickeron PE Growth Rating for this company is 48 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 58 (best 1 - 100 worst), indicating fairly steady price growth. GROV’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 100 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. GROV’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 86, placing this stock worse than average.
Notable companies
Industry description
Market Cap
High and low price notable news
Volume
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Advertisement
General Information
Industry HouseholdPersonalCare
Advertisement