Grove Collaborative Holdings (GROV) Earnings Date & Reports

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 (earnings before interest, taxes, depreciation, and amortization) 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.
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Earnings Context and Why It 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 (DTC) platform. This report matters because the company is navigating a challenging turnaround: revenue has contracted as it pulled back on advertising and worked through disruptions from an e-commerce platform migration. At the same time, Grove has sharply narrowed its losses and generated positive adjusted EBITDA for three straight quarters. The Q3 update will show whether management can pair that improving profitability with a more stable top line, a combination that is central to its goal of returning to durable growth.

Earnings Expectations

Analysts expect Grove to report a net loss of about $0.05 per share on revenue of approximately $37.35 million for the third quarter of 2026, according to consensus estimates. That revenue figure would represent a decline of roughly 14.6% from the $43.73 million reported in the same quarter a year earlier, when the company posted a loss of $0.08 per share. For context, Grove reported Q2 2026 revenue of $36.57 million, down about 16.9% year over year, but beat the consensus EPS estimate by $0.03. The company has exceeded consensus EPS in four of its last six quarters. Beyond the headline numbers, investors will focus on DTC active customers, net revenue per order, gross margin, and cash on hand, as well as whether management reaffirms its full-year outlook.

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Market Reaction and Investor Sentiment

Sentiment heading into the print reflects a company in the middle of a profitability-driven turnaround. Grove's stock has drawn attention for its progress on adjusted EBITDA and narrowing net losses, even as revenue and its active customer base have continued to shrink. The shares have historically shown muted, mixed reactions around earnings, so investors are likely to focus less on the headline loss and more on whether sequential revenue trends are stabilizing. Key risk factors include any renewed weakness in customer counts or orders, further pressure on liquidity, and uncertainty around whether the company can sustain its cost discipline while re-accelerating growth.

Forward Outlook and Key Factors to Monitor

Following the Q3 report, investors will want to track several themes closely. First is the trajectory of the top line. Management has signaled plans for sequential revenue improvement in each remaining quarter of 2026, so any update on whether that goal remains intact will be closely watched.

Second is customer engagement. Grove has been rolling out an improved subscription experience and expanding non-DTC channels such as Amazon and QVC, along with new drop-ship capabilities. Progress on active customers and net revenue per order will indicate whether these initiatives are translating into demand.

Third is the balance between profitability and investment. The company has been disciplined with advertising spend while rebuilding core customer-facing capabilities. Investors will look for signs that marketing can scale back up without eroding the positive adjusted EBITDA momentum Grove has built.

Finally, liquidity and any commentary on strategic options remain important, given the company's modest cash balance and its stated openness to partnerships and other moves that could accelerate scale. None of this constitutes a price forecast, but these factors will shape how the market interprets Grove's progress in the quarters ahead.

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