Grove Collaborative Holdings, Inc. (GROV) Stock

Grove Collaborative Holdings, Inc. (GROV) is a Consumer Discretionary stock trading at $1.04 (as of 2026-08-20), with a market capitalization of $44.62M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Grove Collaborative Holdings, Inc. operates as a plastic neutral consumer products retailer in the United States. It provides household cleaning, personal care, laundry, clean beauty, baby, and pet care products for households. The company is based in San Francisco, California.

Understand Grove Collaborative Holdings, Inc.: how it makes money

Grove Collaborative sells plastic neutral household cleaning, personal care, laundry, clean beauty, baby, and pet care products, and makes money by selling these products to households through its online direct-to-consumer business and retail partners.

Grove's profit engine appears to depend on recurring demand from its Subscribe and Save program (67% product opt-in) and keeping customer acquisition efficient (77% of traffic from non-paid sources), which together support repeat purchasing from its active customer base.

Revenue by segment (latest quarter)
Net Rev$0.0B

Business quality (Weak): The company-level operating margin is negative in the latest period (-2.5%), but the provided revenue figure is shown as 0.0B while segment candidate net revenue is 0.04B, so investors should treat scale metrics as potentially rounded or incomplete. Segment disclosure is limited to a single net revenue-style line item in the provided data.

Bull case

  • Subscription-like repeat intent: 67% of products are opted in for Subscribe and Save.
  • Traffic efficiency signal: 77% of traffic comes from non-paid sources.
  • Healthy gross margin (before costs): Gross margin is 54.8% in the latest period.

Bear case

  • Unprofitable at the operating level: Operating margin is -2.5% in the latest period.
  • Channel concentration risk: QVC Revenue is 0.0 in the provided segment candidates.
  • Execution risk in sustaining the plastic neutral model: Reported plastic neutrality and plastic intensity metrics imply ongoing operational requirements to meet sustainability goals, which can pressure profitability when demand or costs shift.
Valuation — source: SEC EDGAR (first-party)
Price$1.04
Market Cap$44.62M
Price / Sales0.29
FCF Yield-22.1%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$173.72M
Net Margin-6.7%
Revenue Growth (YoY)-14.6%
EPS Growth (YoY)-55.3%
FCF Growth (YoY)-29.4%
Financial Health — source: SEC EDGAR
Altman Z-Score-14.31 (distress)
Piotroski F-Score3/9 (weak)
Valuation vs Sector & Industry
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Retail)19.5
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderNVP ASSOCIATES, LLC ($4.13M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRetail
CEOJeff Yurcisin
Employees339
CountryUS
IPO Date2021-05-13

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GROV earnings history · GROV institutional & insider holders · GROV KPIs & operating metrics · GROV financials · GROV investor presentations & press releases · GROV SEC filings · GROV peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.