Tom Siragusa
Chief Financial Officer
Replay available
Grove Collaborative Holdings, Inc. (GROV) Q4 2025 Earnings Call
Grove Collaborative Holdings, Inc. (NYSE: GROV) Q4 2025 earnings conference call, held 2026-03-05. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Jeff Yerkeson
Chief Executive Officer
Susan Anderson
Analyst, Canaccord Genuity
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Grove Collaborative Holdings, Inc..
Replay transcript excerpt
WEBVTT 00:00:00.689 -- 00:00:03.273 Good afternoon and thank you for standing by. 00:00:03.273 -- 00:00:08.540 Welcome to Grove Collaborative Holdings' fourth quarter and full year 2025 earnings 00:00:08.540 -- 00:00:10.443 conference call. 00:00:10.443 -- 00:00:14.529 At this time, all lines have been placed on listen-only mode to prevent any background 00:00:14.529 -- 00:00:20.197 noise. Following the speaker's remarks, we will open up your lines for questions. 00:00:20.197 -- 00:00:23.822 As a reminder, this conference call is being recorded. 00:00:23.822 -- 00:00:29.510 Hosting today's call are Grove's CEO, Jeff Yerkeson, and CFO, 00:00:29.510 -- 00:00:31.971 Tom Siragusa. 00:00:32.363 -- 00:00:36.468 Some of the statements made today about future prospects, financial results, business 00:00:36.468 -- 00:00:40.712 strategies, industry trends, and Grove's ability to successfully respond to business 00:00:40.712 -- 00:00:45.898 risk may be considered forward-looking, including statements relating to reactivation 00:00:45.898 -- 00:00:51.144 of lapsed customers, future increases in advertising spend, stabilization 00:00:51.144 -- 00:00:56.029 of our e-commerce platform, sequential revenue growth throughout the year while maintaining 00:00:56.029 -- 00:00:58.192 profitability discipline, 00:00:58.192 -- 00:01:03.108 increased capacity to execute additional growth initiatives, savings from reduction in 00:01:03.108 -- 00:01:04.530 force, 00:01:04.530 -- 00:01:09.437 and improved subscription experience, feature increases in product development, guidance 00:01:09.437 -- 00:01:14.764 for 2026, including guidance related to revenue and adjusted EBITDA, 00:01:14.764 -- 00:01:19.290 net revenue reaching a low point in the first quarter of 2026, seasonality 00:01:19.290 -- ...