Honest Company, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Honest has 4 disclosed suppliers and 3 disclosed customers in SEC filings.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
SentenceIn 2025, our three largest retailers, Amazon, Target and Walmart accounted for approximately 39%, 28% and 8% of our total revenue, respectively.
basisHNST FY2025 revenue $371MAMZN FY2025 revenue $717B
SentenceIn 2025, our three largest retailers, Amazon, Target and Walmart accounted for approximately 39%, 28% and 8% of our total revenue, respectively.
basisHNST FY2025 revenue $371MTGT FY2025 revenue $105BFY mismatch
SentenceIn 2025, our three largest retailers, Amazon, Target and Walmart accounted for approximately 39%, 28% and 8% of our total revenue, respectively.
basisHNST FY2025 revenue $371MWMT FY2026 revenue $713BFY mismatch
SentenceIn August 2022, we entered into a supplier services agreement with Butterblu, LLC ("Butterblu") pursuant to which Butterblu provided certain design, manufacturing, sales and marketing services to us (the "Supplier Services Agreement").
HNST 10-Kaccession 0001628280-26-011634
SentenceOur distribution network includes two warehouses in Nevada and Pennsylvania, respectively, with retail fulfillment capabilities and value-added services operated by National Distribution Centers, LLC, or NFI, and GEODIS Logistics LLC, or GEODIS, respectively.
HNST 10-Kaccession 0001628280-26-011634
SentenceOur distribution network includes two warehouses in Nevada and Pennsylvania, respectively, with retail fulfillment capabilities and value-added services operated by National Distribution Centers, LLC, or NFI, and GEODIS Logistics LLC, or GEODIS, respectively.
HNST 10-Kaccession 0001628280-26-011634
SentenceWe do have a long-term supply agreement with Ontex for the manufacture and supply of certain diaper products that ends on January 1, 2027, which either party may terminate if the other party materially breaches the agreement and does not cure the breach within a specified notice period, or upon the other party's insolvency.
HNST 10-Kaccession 0001628280-26-011634
+40.78%
vs ±29.1% implied · ×1.40
shaded = implied · ▲▼ = realized
Honest Company, Inc.
4.21
Expected move
Inputsspot 4.17exp Nov 20ATM strike 5ATM straddle 1.65IV 173%