Grove Collaborative Holdings (GROV)
Recap: Q4 2025
Positive EBITDA Arrives Exactly as Promised — But Orders Crater 25%, Customers Breach 600K, and 2026 Guidance of $140-150M Means Another Year of Double-Digit Shrinkage
Analysis: Q3 2025
The Q4 Growth Promise Is Dead, the RIF Knife Is Out, and Eight Months After Migration the Platform Still Isn't Fixed — But EPS Beats by $0.06 and the Pivot to Profitability Over Growth May Be Exactly What This Company Needs
Analysis: Q2 2025
Positive Cash Flow and an Activist With a Megaphone Change the Calculus — But Revenue Per Order Is Quietly Deteriorating and the NYSE Clock Is Still Ticking
Analysis: Q1 2025
Revenue Down 19%, EBITDA Swings Negative, Cash Burns $11M in a Quarter, and the NYSE Sends a Delisting Warning the Day After Earnings — The "Green Shoots" Story Needs Sunlight Fast