Hydrofarm Holdings Group, Inc. (HYFM)

Hydrofarm Holdings Group, Inc. (HYFM) stock has experienced a significant decline over the past six months. Key events impacting the stock price include the announcement of Third Quarter 2025 Financial Results and a CEO transition in November 2025. In October 2025, Hydrofarm announced changes to its Board of Directors. In August 2025, the company reported its Second Quarter 2025 Results, with net sales decreasing by 28.4% compared to the prior year due to a decline in product volume/mix and a decrease in price, primarily due to industry oversupply. Hydrofarm also incurred estimated restructuring costs of $3.3 million during this quarter. In March 2025, Hydrofarm announced its Fourth Quarter and Full Year 2024 Results, with net sales for the fourth quarter of 2024 decreasing by 20.9% year-over-year, mainly due to a decline in product volume/mix and a decrease in price. The net loss for the full year 2024 increased to $66.7 million compared to $64.8 million in 2023.

Hydrofarm Holdings Group, Inc. experiences limited seasonality in its demand due to the year-round utilization of indoor gardening supplies and products. However, sales of outdoor and lawn and garden-related products are concentrated in the company's second fiscal quarter, driven by retailers who rely on Hydrofarm's ability to deliver products closer to when consumers make their purchases, thereby reducing the retailers' pre-season inventories.

Hydrofarm Holdings Group, Inc. is a leading independent manufacturer and distributor of controlled environment agriculture (CEA) equipment and supplies in the United States and Canada. The company operates within the Basic Materials sector, specifically in the Agriculture/Products and Hydroponics industries. Hydrofarm provides a comprehensive portfolio of products designed to optimize plant growth and resource efficiency in indoor and greenhouse environments, including agricultural lighting devices, indoor climate control equipment, nutrients and plant additives, and various growing media. The company also distributes grow light systems, HVAC systems, humidity and carbon dioxide monitors and controllers, water pumps, heaters, chillers, filters, and nutrient and fertilizer delivery systems.

Hydrofarm Holdings Group, Inc. primarily serves the U.S. and Canadian markets. The company maintains a broad geographic footprint with eight distribution centers across North America and one in Zaragoza, Spain, and offices in China. Key U.S. distribution locations include Shoemakersville, Pennsylvania (headquarters), Fairfield and Fontana, California, Denver, Colorado, Gresham, Oregon, and New Hudson, Michigan. Canadian operations include distribution centers in Surrey, British Columbia, and Cambridge, Ontario.

Specific information detailing Hydrofarm Holdings Group, Inc.'s brand reputation in terms of public perception or sentiment over the past year is not explicitly available. However, the company's financial performance, including declining net sales and increased net losses in 2024 and Q2 2025, attributed partly to industry oversupply in the cannabis sector, could indirectly impact its reputation among investors and potentially customers. There were no specific events reported that directly affected the company's brand reputation in a positive or negative light beyond its financial performance and operational changes.

The ownership structure of Hydrofarm Holdings Group (HYFM) is a mix of institutional investors, individual insiders, and the general public. Institutional shareholders hold approximately 8.07% to 17.1% of the company's stock. Individual insiders hold a significant portion, ranging from 19.23% to 122.13%. Retail investors or the general public own between 0.00% and 69.16% of the stock. Major institutional owners include Vanguard Group Inc, Texas Capital Bank Wealth Management Services Inc, Renaissance Technologies Llc, BlackRock, Inc., Geode Capital Management, Llc, UBS Group AG, and Susquehanna International Group, Llp. Chris Payne is reported as the largest shareholder among individual insiders, owning 2.12 million shares, representing 45.39% of the company.