Grove Collaborative Holdings, Inc. Class A (GROV)

Grove Collaborative Holdings, Inc. (GROV) stock has experienced several notable events in the past six months. The stock price gained 3.38% on February 6, 2026, and was up 9.29% over the two weeks prior. As of January 28, 2026, the stock price was $1.50, with a 52-week range of $1.02 to $1.84. The stock has seen an 11.57% increase over the last six months, but a 12.57% decrease over the past year. The company last reported earnings on November 13, 2025, with GROV shares gaining +0.7% the day following the announcement. Q3 2025 revenue was $43.7 million, down 9.4% year-over-year, and the company reported a GAAP EPS of -$0.08, beating estimates by $0.06. Following this earnings release, the stock drifted -2.7% lower over 74 days, trading in a range between $1.07 and $1.45. In August 2025, Grove Collaborative announced its second-quarter 2025 financial results, reporting total revenue of $44.0 million, a 15.5% decline year-over-year, but a 1.1% sequential increase from Q1 2025. The net loss improved to $3.6 million from $10.1 million in the same period last year. The company also received a notice of non-compliance from the NYSE in May 2025 regarding its market capitalization and stockholders' equity, though a compliance plan has since been accepted. In July 2025, activist investor HumanCo Investments called for a comprehensive review of strategic alternatives for the company, including a potential sale or merger, which led to a rally in GROV stock.

Grove Collaborative's products and services exhibit demand seasonality. Higher seasonal discounting and promotions on Grove Branded products contributed to a sequential increase in revenue in the fourth quarter of 2024, suggesting that sales may be influenced by promotional periods, often associated with holiday seasons or specific retail events.

Grove Collaborative Holdings, Inc. (GROV) operates as a direct-to-consumer digital marketplace for sustainable consumer products. The company aims to transform the consumer products industry into a positive force for human and environmental good by offering planet-first products. Grove Collaborative offers a broad assortment of sustainable home and personal care products, including cleaning accessories, home and pantry items, personal care products, and pet supplements. Its flagship brand is Grove Co., and it also develops incubator brands such as Peach not Plastic, Rooted Beauty, Superbloom, Honu, Sustain, and Good Fur, in addition to offering third-party brands. The company emphasizes refillable, recyclable, or compostable packaging to reduce single-use plastics.

Grove Collaborative Holdings, Inc. is headquartered in San Francisco, California, with an additional office in Portland, Maine. The company primarily serves households across the United States through its direct-to-consumer platform and has also expanded into physical retail, including Target stores nationwide.

Grove Collaborative maintains a strong brand reputation centered on sustainability and environmental responsibility. The company is a Certified B Corporation and a Public Benefit Corporation, legally mandating it to consider the impact of its decisions on all stakeholders. It is recognized as the world's first plastic-neutral retailer and is committed to becoming 100% plastic-free by 2025. Grove Collaborative regularly releases annual sustainability reports, detailing its progress on commitments related to plastic, carbon, forest health, and ingredient standards. Since 2017, Grove customers have helped avoid or collect over 20 million pounds of plastic. In 2022, the company achieved a 37% decrease in its plastic footprint since 2020. In May 2025, Grove Collaborative launched its sixth annual Sustainability Report for 2024-2025 and announced science-based targets to address its carbon footprint across direct operations, purchased goods and services, and transportation. The company also partnered with Novi in August 2025 to power verified product claims across its marketplace, aiming to set new industry standards for transparency.

Grove Collaborative Holdings, Inc. (GROV) has 36 institutional owners and shareholders who have filed 13D/G or 13F forms with the SEC, holding a total of 12,494,108 shares. Major institutional owners 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. Institutional investors own 91.64% of Grove Collaborative's stock. Individual investors and insiders also hold significant stakes, with insiders owning 28.59% of the company. Virgin Group Acquisition Sponsor II LLC, an insider entity, holds a substantial 31.13 million shares, representing about 75.21% of the company's total shares.