G

Grove Collaborative

Sustainable subscription-based home and personal care

Overview

Grove Collaborative sells natural, eco-friendly home and personal care products through online retail and a subscription service. Customers receive regular deliveries of sustainable products, with revenue from private-label and branded items like cleaners and personal care essentials. It differentiates itself through rigorous ethical sourcing and environmental stewardship, auditing suppliers and enforcing zero tolerance for human trafficking and slavery. Its goal is to make sustainable products convenient and accessible for environmentally conscious consumers, building loyalty through recurring deliveries.

Work here?Claim your company

About Grove Collaborative

Simplify's Rating
Why Grove Collaborative is rated
C-
Rated C on Competitive Edge
Rated C on Growth Potential
Rated D+ on Differentiation

Industries

Social ImpactConsumer Goods

Company Size

201-500

Company Stage

IPO

Headquarters

San Francisco, CA

Founded

2012

Get referred to Grove Collaborative

See people who can refer or advise you

Simplify Jobs

Simplify's take

What believers are saying

  • Q3 2026 adjusted EBITDA reached $1.4 million for Grove’s fourth straight positive quarter.
  • Dropship sales started in Q3 2026, expanding assortment without inventory risk.
  • Grove plans an AI shopping assistant and simpler Autoship in Q4 2026.

What critics are saying

  • November 10, 2026 guidance cut signals fragile demand after 2025 platform migration damage.
  • Active customers fell to 458,000 in Q3 2026, threatening 2027 growth plans.
  • California CART still investigates Grove’s autoresubscription practices, risking fines and forced checkout changes.

What makes Grove Collaborative unique

  • Grove’s 2026 Unplastic Shop with OPS bundles vetted plastic-reduction swaps and education.
  • The Grove Co. brand still anchors its zero-waste home-care positioning and sustainability moat.
  • Grove’s public benefit corporation structure and B Corp status deepen trust with conscious shoppers.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$902.8M

Above

Industry Average

Funded Over

13 Rounds

Private Placement VC funding comparison data is currently unavailable. We're working to provide this information soon!
Private Placement VC Funding Comparison Coming Soon

Benefits

  • Comprehensive medical, vision and dental
  • FSA, Limited FSA and HSA
  • Life insurance and disability
  • 401(k)
  • Free VIP membership and 25% employee discount

Stock Price

Growth & Insights and Company News

6 month growth

0%

1 year growth

-2%

2 year growth

0%
Watchlist News
Nov 11th, 2026
What Grove Collaborative (GROV) said on its Q3 earnings call.

What Grove Collaborative (GROV) said on its Q3 earnings call. Grove Collaborative (NYSE:GROV) reported its first quarter as a public company with both positive net income and positive adjusted EBITDA, although a tariff refund contributed to the results and revenue continued to decline from a year earlier. The company also narrowed its full-year 2026 outlook and said fourth-quarter revenue is now expected to fall modestly from the third quarter, reversing its prior expectation for sequential growth in each remaining quarter of the year. Third-quarter net revenue was $36.8 million, down 15.8% year over year but up 0.7% from the second quarter. It was Grove's second consecutive quarter of sequential revenue growth. Refund boosts profitability. Grove recorded net income of $0.1 million, compared with a $3 million loss a year earlier. Adjusted EBITDA was $1.4 million, versus a loss of $1.2 million, marking the company's fourth consecutive quarter of positive adjusted EBITDA. Both figures included a $1.2 million refund of previously paid tariffs, which Grove recorded as a reduction in cost of goods sold. CEO Jeff Yurcisin said adjusted EBITDA would have remained positive without the refund. During the question-and-answer session, he said the company does not expect additional tariff refunds. Gross margin rose to 55.8% from 53.3% a year earlier. Principal Financial Officer Flip van den Bosch attributed the increase to the refund and more targeted promotional spending, partially offset by a higher share of lower-margin QVC revenue. Operating expenses fell 22% year over year to $20.3 million. Yurcisin cited lower personnel costs and reduced fulfillment and shipping costs following changes to the company's carrier strategy. Grove plans to reinvest some savings in acquiring and reactivating customers where returns support the spending, he said. Customer base shrinks as revenue per order rises. Grove had 458,000 active customers as of Sept. 30, down 30.6% from a year earlier. Van den Bosch said the decline reflected the lingering effects of reduced advertising spending and customer attrition tied to disruptions during the company's 2025 e-commerce platform migration. Direct-to-consumer orders fell 23.6% to 473,000, although an increase in order frequency per active customer partially offset the smaller customer base. Direct-to-consumer net revenue per order rose 6.1% to $70.85, helped by more efficient promotional spending, a larger mix of higher-priced items and increased shipping revenue per order. The sequential revenue increase was driven by QVC, including $1.2 million from a Today's Special Value program, and was partially offset by a slight decline in direct-to-consumer revenue, van den Bosch said. Grove spent $1.8 million on advertising during the quarter, down 43.3% year over year but up from the second quarter. Yurcisin said the company hopes marketing spending will increase as a percentage of revenue in 2027, with investment potentially directed toward reactivating former customers and supporting sales on Amazon as well as acquiring new shoppers. Outlook and growth plans. Grove narrowed its full-year revenue forecast to approximately $144 million to $146 million, from $142.5 million to $152.5 million. It now expects adjusted EBITDA of approximately $1 million to $2 million, compared with its previous outlook of break-even to positive low single-digit millions. Van den Bosch said Grove does not expect a QVC program comparable to the third-quarter Today's Special Value event in the fourth quarter. The company expects direct-to-consumer revenue to be approximately flat sequentially. Yurcisin said Grove is planning to return to year-over-year revenue growth in 2027 but did not provide a quarterly timetable. He outlined a strategy centered on human health, including a broader assortment, improved shopping experience and efforts to bring former customers back. Grove's dropship assortment recorded its first sales in the third quarter, giving the company a way to offer products such as air and water filtration without holding inventory. The company also plans to launch an AI shopping assistant and simplify its Autoship service in the fourth quarter, Yurcisin said. He added that Grove expects Amazon sales to grow in the fourth quarter. Grove ended the quarter with $11.1 million in cash equivalents and restricted cash, compared with $11.4 million at the end of the second quarter. Operating cash flow was positive $0.2 million, including the tariff refund, versus negative $1 million a year earlier. About Grove Collaborative (NYSE:GROV). Grove Collaborative Holdings, Inc. operates an online marketplace focused on natural and environmentally conscious household, personal care and beauty products. The company offers cleaning supplies, laundry products, paper goods, personal care items, cosmetics, wellness products and pet-care essentials through its digital platform. Grove sells products under its own brands, including Grove Co., as well as products from selected third-party brands. Its platform is designed to support recurring purchases and convenient home delivery, while emphasizing ingredient transparency, sustainability and reduced packaging impact.

Yahoo Finance
May 10th, 2026
Grove Collaborative posts Q1 revenue of $36.2M, returns to positive EBITDA after platform issues

Grove Collaborative reported first-quarter net revenue of $36.2 million, down 16.8% year-over-year, but posted its second consecutive quarter of positive adjusted EBITDA at $0.3 million. CEO Jeff Yurcisin said the e-commerce platform disruptions that affected 2025 performance are "largely behind us" and expects the first quarter to mark the revenue trough for the year. The revenue decline stemmed from fewer orders and a smaller active customer base, which fell 18.5% to 553,000. However, gross margin expanded 180 basis points to 54.8%, driven by the Grove Green Rewards loyalty programme, which enabled the company to shift from broad discounting to rewards-based incentives. Management said repeat order rates amongst recent customer cohorts have recovered to pre-migration levels, signalling improving customer experience.

Business Wire
Mar 16th, 2026
Grove Collaborative and Oceanic Preservation Society launch The Unplastic Shop to help consumers reduce plastic exposure at home.

Grove Collaborative and Oceanic Preservation Society launch The Unplastic Shop to help consumers reduce plastic exposure at home. Launched March 16, the new collection features ~500 vetted products and education to support practical, everyday swaps. SAN FRANCISCO-(BUSINESS WIRE)-Grove Collaborative Holdings, Inc. (NYSE: GROV) ("Grove" or "the Company"), the world's first plastic neutral retailer, leading sustainable consumer products company, Certified B Corporation, and Public Benefit Corporation, today announced a new partnership with Oceanic Preservation Society (OPS) to launch The Unplastic Shop - an education-led, curated shopping destination designed to help customers reduce plastic exposure where it matters most in everyday routines. For decades, plastic has been framed primarily as an environmental issue. Microplastics and certain chemical additives used in plastics and personal care products have been detected in human blood, brain tissue, placentas, and breast milk. Emerging science suggests links between some plastic-associated chemicals - including phthalates, BPA, PFAS, and other endocrine-disrupting chemicals (EDCs) - and potential impacts on fertility, cardiovascular health, and reproductive development. "People are waking up to the reality that plastic isn't only an environmental issue - it's increasingly personal," said Jeff Yurcisin, CEO of Grove Collaborative. "Our customers want clear guidance and better options they can trust. With OPS, we're proud to launch The Unplastic Shop as a one-stop destination for vetted swaps and education to help families reduce plastic exposure at home - without compromising on performance." Unlike a full assortment marketplace, The Unplastic Shop is intentionally curated. The Unplastic Shop features approximately 500 products, each individually reviewed against Grove's standards and OPS-informed criteria, spanning kitchen, personal care, cleaning, laundry, baby, pet, and household essentials. Key features include room-by-room shopping, education-first content (including "Top 10 Tips to Unplastic Your Life"), and starter sets designed to make switching simpler. Research suggests repeated, low-level exposure - not one-time contact - is how certain plastic-associated chemicals can enter our bodies over time. That's why The Unplastic Shop focuses on high-impact upgrades: the products and routines you interact with every day, in the places where exposure can add up fastest - without needing to eliminate plastic overnight. The collection focuses on high-frequency routines - such as food storage, cookware, oral care, hair care, laundry, and household cleaning - where heat, friction, or repeated use may increase exposure over time. "We're now finding plastics in our brains, our hearts, our placentas - even in breast milk," said Louie Psihoyos, Co-Director of The Plastic Detox and Founder of the Oceanic Preservation Society. "And a big part of that exposure comes from products we use every day. Once you realize how many plastic-linked chemicals are in those products, you start asking a simple question: what can I do to reduce my exposure? That's why we created this campaign - and why we created The Unplastic Shop." Products in The Unplastic Shop meet criteria developed in partnership with OPS and Grove's internal product standards team, prioritizing: * No plastic touches anything you ingest * Free from BPA and "BP" alternatives * Free from PFAS and other "forever chemicals" * Selected to avoid endocrine-disrupting chemicals (EDCs) and other substances associated with hormone disruption * Reduced-plastic packaging or plastic-free alternatives whenever possible The Unplastic Shop was curated as part of the "Unplastic Your Life" campaign led by OPS - developed to help people move from awareness to action through education, advocacy, and product swaps that reduce plastic exposure and reliance on single-use plastics over time. To learn more and shop The Unplastic Shop beginning March 16, 2026, visit: www.grove.co/unplastic-shop. About Grove Collaborative Grove Collaborative Holdings, Inc. (NYSE: GROV) is the one-stop online destination for everyday essentials that create a healthier home and planet. Explore thousands of thoughtfully vetted products for every room and everyone in your home, including household cleaning, personal care, health and wellness, laundry, clean beauty, kitchen, pantry, kids, baby, pet care, and beyond. Everything Grove sells meets a higher standard - from health to sustainability and performance - so you get a great value without compromising your values. As a B Corp and Public Benefit Corporation, Grove goes beyond selling products: every order is carbon neutral, supports plastic waste cleanup initiatives, and lets you see and track the positive impact of your choices. Shopping with purpose starts at Grove.com. About Oceanic Preservation Society The Oceanic Preservation Society (OPS) is a nonprofit organization that uses storytelling and film to inspire action and educate audiences about critical environmental and human health challenges. OPS is the production team behind the documentary The Plastic Detox, now streaming on Netflix. https://opsociety.org/

Yahoo Finance
Mar 7th, 2026
Grove Collaborative posts $42.4M Q4 revenue, returns to positive EBITDA after e-commerce migration woes

Grove Collaborative reported Q4 revenue of $42.4 million, down 14.3% year-over-year, but returned to positive adjusted EBITDA of $1.6 million, meeting its revised 2025 guidance. The company posted a net loss of $1.6 million, compared with a $12.6 million loss in the prior-year period. A problematic e-commerce platform migration drove higher churn and a 25% decline in direct-to-consumer orders, prompting Grove to slash advertising spending from approximately $33 million to $1 million. Active customers fell 13% to 599,000, though net revenue per order rose to $69.50 and gross margin improved to 53.0%. For 2026, management expects revenue of $140–150 million and roughly break-even adjusted EBITDA, with sequential improvement as a new loyalty programme and redesigned mobile app restore customer retention.

Gravity
Sep 22nd, 2025
Developing An Emissions Accounting Methodology for AI

See how Gravity worked with Grove Collaborative to develop an initial emissions accounting methodology based on the latest science and research.

Recently Posted Jobs

Sign up to get curated job recommendations

Grove Collaborative is Hiring for 1 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs