<p>Grove Collaborative Holdings, Inc.（(GROV)）已召开其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
<h3>认识您的 ETF AI 分析师</h3>
<ul>
<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
</ul>
<p>Grove Collaborative Holdings, Inc.最近的财报电话会议描绘了公司财务健康状况和战略方向的复杂局面。尽管在成本优化和毛利率方面有显著改善，但会议强调了持续的挑战，如收入下降、客户体验问题和净亏损增加。尽管对下个季度实现正向调整后息税折旧摊销前利润（EBITDA）持乐观态度，但由于运营挑战和战略性减少广告支出，整体情绪依然谨慎。</p>
<h2>毛利率改善</h2>
<p>Grove Collaborative Holdings, Inc.报告毛利率提高至 53.3%，比去年同期上升 30 个基点。这一改善归因于更有针对性的促销策略和折扣减少，表明在管理产品销售和定价方面采取了更高效的方法。</p>
<h2>SG&amp;A 成本降低</h2>
<p>公司成功将其销售、一般和行政（SG&amp;A）费用同比降低了 14%。这一减少主要得益于股票薪酬、履行成本的降低以及更广泛的成本优化举措，反映了公司精简运营和提高财务效率的努力。</p>
<h2>正向调整后 EBITDA 展望</h2>
<p>展望未来，Grove Collaborative 预计在第四季度实现正向调整后 EBITDA。这一预期得益于广告支出的减少和持续的 SG&amp;A 费用降低，表明尽管面临当前挑战，仍专注于提高盈利能力。</p>
<h2>产品种类扩展</h2>
<p>公司显著扩大了其第三方产品种类，品牌数量同比增加 50%，单品数量增加 61%。这一扩展在清洁美容、个人护理和健康等高潜力类别中尤为显著，表明公司在多样化和增强产品供应方面的战略重点。</p>
<h2>收入下降</h2>
<p>第三季度收入报告为 4370 万美元，反映出环比下降 0.7% 和同比下降 9.4%。这是自 2021 年第四季度以来最小的同比下降，表明尽管面临持续挑战，收入趋势有所稳定。</p>
<h2>客户体验挑战</h2>
<p>公司在移动应用体验、订阅和支付方面面临问题，负面影响了业绩。这些挑战导致活跃客户和订单数量下降，突显了在客户参与和满意度方面需要改进的地方。</p>
<h2>广告支出减少</h2>
<p>Grove Collaborative 战略性地减少了广告支出以保持流动性。尽管这一举措支持了财务稳定，但也导致活跃客户基础缩小和收入增长前景降低，表明在短期财务健康与长期增长之间的权衡。</p>
<h2>净亏损增加</h2>
<p>公司报告本季度净亏损为 300 万美元，而去年同期净亏损为 130 万美元。这一增加主要是由于缺乏非现金衍生收益，突显了公司面临的财务挑战。</p>
<h2>前瞻性指导</h2>
<p>在财报电话会议中，Grove Collaborative Holdings, Inc.提供了未来的财务指导。公司预计 2025 年全年收入将在 1.725 亿至 1.75 亿美元之间，重点是在第四季度实现正向调整后 EBITDA。战略优先事项包括增强流动性、盈利能力和客户体验，特别是在移动应用和订阅服务方面。公司计划在技术优化完成之前缩减广告支出，并探索潜在的收购或合作伙伴关系，以增强其竞争地位。</p>
<p>总之，Grove Collaborative Holdings, Inc.的财报电话会议反映出谨慎的乐观情绪。尽管在成本管理和产品扩展方面有积极进展，但在收入增长和客户体验方面仍面临重大挑战。公司在实现正向调整后 EBITDA 和提高运营效率方面的战略重点，将在应对这些挑战和推动未来成功中至关重要。</p>

GROV

<p>Grove Collaborative 的第三季度财报电话会议显示出财务状况的复杂性，毛利率有所改善，成本降低，但收入下降和客户体验方面面临挑战。公司预计第四季度将实现正向调整后息税折旧摊销前利润（EBITDA），专注于盈利能力和产品扩展。然而，广告支出的减少和净亏损的增加突显了持续的挑战。战略重点包括增强流动性、盈利能力和客户体验，并计划进行潜在的收购或合作。总体而言，在运营挑战中保持谨慎乐观</p>

<p>Grove Collaborative Holdings, Inc. ((GROV)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Grove Collaborative Holdings, Inc.（(GROV)）已召开其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
</div><ul>
<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
</ul>
<div class="lb-trans"><ul>
<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
</ul>
</div><p>The recent earnings call for Grove Collaborative Holdings, Inc. painted a mixed picture of the company’s financial health and strategic direction. While there were notable improvements in cost optimization and gross margin, the call highlighted ongoing challenges such as revenue declines, customer experience issues, and increased net losses. Despite a positive outlook for achieving positive adjusted EBITDA in the next quarter, the overall sentiment remains cautious due to operational challenges and strategic reductions in advertising spend.</p>
<div class="lb-trans"><p>Grove Collaborative Holdings, Inc.最近的财报电话会议描绘了公司财务健康状况和战略方向的复杂局面。尽管在成本优化和毛利率方面有显著改善，但会议强调了持续的挑战，如收入下降、客户体验问题和净亏损增加。尽管对下个季度实现正向调整后息税折旧摊销前利润（EBITDA）持乐观态度，但由于运营挑战和战略性减少广告支出，整体情绪依然谨慎。</p>
</div><h2>Improved Gross Margin</h2>
<div class="lb-trans"><h2>毛利率改善</h2>
</div><p>Grove Collaborative Holdings, Inc. reported an increase in gross margin to 53.3%, up 30 basis points from the same quarter last year. This improvement was attributed to more targeted promotional strategies and a reduction in discounting, indicating a more efficient approach to managing product sales and pricing.</p>
<div class="lb-trans"><p>Grove Collaborative Holdings, Inc.报告毛利率提高至 53.3%，比去年同期上升 30 个基点。这一改善归因于更有针对性的促销策略和折扣减少，表明在管理产品销售和定价方面采取了更高效的方法。</p>
</div><h2>SG&amp;A Cost Reduction</h2>
<div class="lb-trans"><h2>SG&amp;A 成本降低</h2>
</div><p>The company successfully reduced its SG&amp;A expenses by 14% year-over-year. This reduction was driven by lower stock-based compensation, fulfillment costs, and broader cost optimization initiatives, reflecting the company’s efforts to streamline operations and improve financial efficiency.</p>
<div class="lb-trans"><p>公司成功将其销售、一般和行政（SG&amp;A）费用同比降低了 14%。这一减少主要得益于股票薪酬、履行成本的降低以及更广泛的成本优化举措，反映了公司精简运营和提高财务效率的努力。</p>
</div><h2>Positive Adjusted EBITDA Outlook</h2>
<div class="lb-trans"><h2>正向调整后 EBITDA 展望</h2>
</div><p>Looking ahead, Grove Collaborative anticipates achieving positive adjusted EBITDA in the fourth quarter. This expectation is supported by reduced advertising spend and continued SG&amp;A reductions, suggesting a focus on improving profitability despite current challenges.</p>
<div class="lb-trans"><p>展望未来，Grove Collaborative 预计在第四季度实现正向调整后 EBITDA。这一预期得益于广告支出的减少和持续的 SG&amp;A 费用降低，表明尽管面临当前挑战，仍专注于提高盈利能力。</p>
</div><h2>Expansion in Product Assortment</h2>
<div class="lb-trans"><h2>产品种类扩展</h2>
</div><p>The company significantly expanded its third-party product assortment, with brands increasing by 50% and individual products by 61% year-over-year. This expansion is particularly notable in high-potential categories such as clean beauty, personal care, and wellness, indicating a strategic focus on diversifying and enhancing product offerings.</p>
<div class="lb-trans"><p>公司显著扩大了其第三方产品种类，品牌数量同比增加 50%，单品数量增加 61%。这一扩展在清洁美容、个人护理和健康等高潜力类别中尤为显著，表明公司在多样化和增强产品供应方面的战略重点。</p>
</div><h2>Revenue Decline</h2>
<div class="lb-trans"><h2>收入下降</h2>
</div><p>Revenue for the third quarter was reported at $43.7 million, reflecting a 0.7% sequential decline and a 9.4% year-over-year decrease. This marks the smallest year-over-year decline since Q4 2021, suggesting some stabilization in revenue trends despite ongoing challenges.</p>
<div class="lb-trans"><p>第三季度收入报告为 4370 万美元，反映出环比下降 0.7% 和同比下降 9.4%。这是自 2021 年第四季度以来最小的同比下降，表明尽管面临持续挑战，收入趋势有所稳定。</p>
</div><h2>Customer Experience Challenges</h2>
<div class="lb-trans"><h2>客户体验挑战</h2>
</div><p>The company faced issues with its mobile app experience, subscriptions, and payments, negatively impacting results. These challenges led to a decline in active customers and orders, highlighting the need for improvements in customer engagement and satisfaction.</p>
<div class="lb-trans"><p>公司在移动应用体验、订阅和支付方面面临问题，负面影响了业绩。这些挑战导致活跃客户和订单数量下降，突显了在客户参与和满意度方面需要改进的地方。</p>
</div><h2>Reduced Advertising Spend</h2>
<div class="lb-trans"><h2>广告支出减少</h2>
</div><p>Grove Collaborative strategically reduced its advertising spend to preserve liquidity. While this move supports financial stability, it has resulted in a smaller active customer base and a lower revenue growth outlook, indicating a trade-off between immediate financial health and long-term growth.</p>
<div class="lb-trans"><p>Grove Collaborative 战略性地减少了广告支出以保持流动性。尽管这一举措支持了财务稳定，但也导致活跃客户基础缩小和收入增长前景降低，表明在短期财务健康与长期增长之间的权衡。</p>
</div><h2>Net Loss Increase</h2>
<div class="lb-trans"><h2>净亏损增加</h2>
</div><p>The company reported a net loss of $3 million for the quarter, compared to a net loss of $1.3 million in the prior year. This increase was primarily due to the absence of a noncash derivative gain, underscoring the financial challenges facing the company.</p>
<div class="lb-trans"><p>公司报告本季度净亏损为 300 万美元，而去年同期净亏损为 130 万美元。这一增加主要是由于缺乏非现金衍生收益，突显了公司面临的财务挑战。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>During the earnings call, Grove Collaborative Holdings, Inc. provided financial guidance for the future. The company expects full-year 2025 revenue to range between $172.5 million and $175 million, with a focus on achieving positive adjusted EBITDA in the fourth quarter. Strategic priorities include enhancing liquidity, profitability, and customer experience, particularly in mobile app and subscription services. The company plans to scale back advertising until technology optimizations are complete and is exploring potential acquisitions or partnerships to strengthen its competitive positioning.</p>
<div class="lb-trans"><p>在财报电话会议中，Grove Collaborative Holdings, Inc.提供了未来的财务指导。公司预计 2025 年全年收入将在 1.725 亿至 1.75 亿美元之间，重点是在第四季度实现正向调整后 EBITDA。战略优先事项包括增强流动性、盈利能力和客户体验，特别是在移动应用和订阅服务方面。公司计划在技术优化完成之前缩减广告支出，并探索潜在的收购或合作伙伴关系，以增强其竞争地位。</p>
</div><p>In conclusion, the earnings call for Grove Collaborative Holdings, Inc. reflected a cautious optimism. While there are positive developments in cost management and product expansion, significant challenges remain in revenue growth and customer experience. The company’s strategic focus on achieving positive adjusted EBITDA and enhancing operational efficiency will be critical in navigating these challenges and driving future success.</p>
<div class="lb-trans"><p>总之，Grove Collaborative Holdings, Inc.的财报电话会议反映出谨慎的乐观情绪。尽管在成本管理和产品扩展方面有积极进展，但在收入增长和客户体验方面仍面临重大挑战。公司在实现正向调整后 EBITDA 和提高运营效率方面的战略重点，将在应对这些挑战和推动未来成功中至关重要。</p>
</div>

Grove Collaborative 的财报电话会议：情绪复杂与战略调整