Grove Collaborative Holdings, Inc. Class A (GROV)

In May 2025, the company received a notice of non-compliance from the NYSE for not meeting market capitalization and stockholders' equity standards. In July 2025, activist investor HumanCo Investments publicly called for a comprehensive review of strategic alternatives, including a potential sale or merger. The company reported its second-quarter 2025 financial results on August 7, 2025, showing a 15.5% year-over-year decline in total revenue, but reported sequential revenue and order growth, an improvement in gross margin, and positive operating cash flow. Grove Collaborative announced its third-quarter 2025 financial results on November 13, 2025, with revenue down 9.4% year-over-year, but reported an earnings per share (EPS) that beat analyst estimates. As of November 21, 2025, the share price was $1.35, representing a 2.88% decline over the past year.

Explicit information regarding the demand seasonality for Grove Collaborative Holdings, Inc.'s products and services is not readily available. However, as a company that sells everyday household and personal care essentials, and operates on a subscription-based delivery model, demand might be relatively stable throughout the year compared to industries with highly seasonal products.

Grove Collaborative Holdings, Inc. is a consumer products company focused on environmentally friendly home and personal care products, operating within the Consumer Staples sector. The company offers a wide array of products under its Grove Co. brand, as well as curating items from other natural and mission-based consumer packaged goods (CPG) brands. Grove Collaborative is a Certified B Corporation and a Public Benefit Corporation, emphasizing sustainability and a commitment to becoming plastic-free.

Grove Collaborative Holdings, Inc. is headquartered in San Francisco, California, with an additional office in Portland, Maine. The company primarily serves the United States market through its direct-to-consumer platform and through third-party retail partnerships, including Target, Kohl's, Meijer, and Giant Eagle.

Grove Collaborative maintains a strong brand reputation centered on sustainability and environmental responsibility. The company is recognized as a Certified B Corporation and a Public Benefit Corporation, underscoring its commitment to social and environmental performance, accountability, and transparency. It has positioned itself as the world's first plastic-neutral retailer and is dedicated to reducing single-use plastics. While the NYSE non-compliance notice in May 2025 could be perceived as a corporate governance challenge, there is no explicit information indicating other specific events that have negatively impacted Grove Collaborative's brand reputation among consumers or the public in the past year.

Grove Collaborative Holdings, Inc. has a mix of institutional and individual owners. Major institutional shareholders include NVP Associates, LLC, Morgan Stanley, General Atlantic Llc, Sculptor Capital LP, Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, StepStone Group LP, VEXMX - Vanguard Extended Market Index Fund Investor Shares, Geode Capital Management, Llc, and BlackRock, Inc. Significant individual and insider owners include Virgin Group Acquisition Sponsor II LLC, Norwest Venture Partners XIII LP, Sculptor Capital Management Inc, Bft Ptc Ltd, Mayfield XV A Cayman Islands Exempted Limited Partnership, and Stuart Landesberg (co-founder). Other insiders include Jeffrey Michael Yurcisin (CEO), Christopher Clark (co-founder), and Kevin Michael Cleary.