<p>Grove Collaborative Holdings, Inc.（(GROV)）已召開其第三季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
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<p>Grove Collaborative Holdings, Inc.最近的財報電話會議描繪了公司財務健康狀況和戰略方向的複雜局面。儘管在成本優化和毛利率方面有顯著改善，但會議強調了持續的挑戰，如收入下降、客户體驗問題和淨虧損增加。儘管對下個季度實現正向調整後息税折舊攤銷前利潤（EBITDA）持樂觀態度，但由於運營挑戰和戰略性減少廣告支出，整體情緒依然謹慎。</p>
<h2>毛利率改善</h2>
<p>Grove Collaborative Holdings, Inc.報告毛利率提高至 53.3%，比去年同期上升 30 個基點。這一改善歸因於更有針對性的促銷策略和折扣減少，表明在管理產品銷售和定價方面採取了更高效的方法。</p>
<h2>SG&amp;A 成本降低</h2>
<p>公司成功將其銷售、一般和行政（SG&amp;A）費用同比降低了 14%。這一減少主要得益於股票薪酬、履行成本的降低以及更廣泛的成本優化舉措，反映了公司精簡運營和提高財務效率的努力。</p>
<h2>正向調整後 EBITDA 展望</h2>
<p>展望未來，Grove Collaborative 預計在第四季度實現正向調整後 EBITDA。這一預期得益於廣告支出的減少和持續的 SG&amp;A 費用降低，表明儘管面臨當前挑戰，仍專注於提高盈利能力。</p>
<h2>產品種類擴展</h2>
<p>公司顯著擴大了其第三方產品種類，品牌數量同比增加 50%，單品數量增加 61%。這一擴展在清潔美容、個人護理和健康等高潛力類別中尤為顯著，表明公司在多樣化和增強產品供應方面的戰略重點。</p>
<h2>收入下降</h2>
<p>第三季度收入報告為 4370 萬美元，反映出環比下降 0.7% 和同比下降 9.4%。這是自 2021 年第四季度以來最小的同比下降，表明儘管面臨持續挑戰，收入趨勢有所穩定。</p>
<h2>客户體驗挑戰</h2>
<p>公司在移動應用體驗、訂閲和支付方面面臨問題，負面影響了業績。這些挑戰導致活躍客户和訂單數量下降，突顯了在客户參與和滿意度方面需要改進的地方。</p>
<h2>廣告支出減少</h2>
<p>Grove Collaborative 戰略性地減少了廣告支出以保持流動性。儘管這一舉措支持了財務穩定，但也導致活躍客户基礎縮小和收入增長前景降低，表明在短期財務健康與長期增長之間的權衡。</p>
<h2>淨虧損增加</h2>
<p>公司報告本季度淨虧損為 300 萬美元，而去年同期淨虧損為 130 萬美元。這一增加主要是由於缺乏非現金衍生收益，突顯了公司面臨的財務挑戰。</p>
<h2>前瞻性指導</h2>
<p>在財報電話會議中，Grove Collaborative Holdings, Inc.提供了未來的財務指導。公司預計 2025 年全年收入將在 1.725 億至 1.75 億美元之間，重點是在第四季度實現正向調整後 EBITDA。戰略優先事項包括增強流動性、盈利能力和客户體驗，特別是在移動應用和訂閲服務方面。公司計劃在技術優化完成之前縮減廣告支出，並探索潛在的收購或合作伙伴關係，以增強其競爭地位。</p>
<p>總之，Grove Collaborative Holdings, Inc.的財報電話會議反映出謹慎的樂觀情緒。儘管在成本管理和產品擴展方面有積極進展，但在收入增長和客户體驗方面仍面臨重大挑戰。公司在實現正向調整後 EBITDA 和提高運營效率方面的戰略重點，將在應對這些挑戰和推動未來成功中至關重要。</p>

GROV

<p>Grove Collaborative 的第三季度財報電話會議顯示出財務狀況的複雜性，毛利率有所改善，成本降低，但收入下降和客户體驗方面面臨挑戰。公司預計第四季度將實現正向調整後息税折舊攤銷前利潤（EBITDA），專注於盈利能力和產品擴展。然而，廣告支出的減少和淨虧損的增加突顯了持續的挑戰。戰略重點包括增強流動性、盈利能力和客户體驗，並計劃進行潛在的收購或合作。總體而言，在運營挑戰中保持謹慎樂觀</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)）已召開其第三季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
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</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.最近的財報電話會議描繪了公司財務健康狀況和戰略方向的複雜局面。儘管在成本優化和毛利率方面有顯著改善，但會議強調了持續的挑戰，如收入下降、客户體驗問題和淨虧損增加。儘管對下個季度實現正向調整後息税折舊攤銷前利潤（EBITDA）持樂觀態度，但由於運營挑戰和戰略性減少廣告支出，整體情緒依然謹慎。</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.報告毛利率提高至 53.3%，比去年同期上升 30 個基點。這一改善歸因於更有針對性的促銷策略和折扣減少，表明在管理產品銷售和定價方面採取了更高效的方法。</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>公司成功將其銷售、一般和行政（SG&amp;A）費用同比降低了 14%。這一減少主要得益於股票薪酬、履行成本的降低以及更廣泛的成本優化舉措，反映了公司精簡運營和提高財務效率的努力。</p>
</div><h2>Positive Adjusted EBITDA Outlook</h2>
<div class="lb-trans"><h2>正向調整後 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>展望未來，Grove Collaborative 預計在第四季度實現正向調整後 EBITDA。這一預期得益於廣告支出的減少和持續的 SG&amp;A 費用降低，表明儘管面臨當前挑戰，仍專注於提高盈利能力。</p>
</div><h2>Expansion in Product Assortment</h2>
<div class="lb-trans"><h2>產品種類擴展</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>公司顯著擴大了其第三方產品種類，品牌數量同比增加 50%，單品數量增加 61%。這一擴展在清潔美容、個人護理和健康等高潛力類別中尤為顯著，表明公司在多樣化和增強產品供應方面的戰略重點。</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>第三季度收入報告為 4370 萬美元，反映出環比下降 0.7% 和同比下降 9.4%。這是自 2021 年第四季度以來最小的同比下降，表明儘管面臨持續挑戰，收入趨勢有所穩定。</p>
</div><h2>Customer Experience Challenges</h2>
<div class="lb-trans"><h2>客户體驗挑戰</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>公司在移動應用體驗、訂閲和支付方面面臨問題，負面影響了業績。這些挑戰導致活躍客户和訂單數量下降，突顯了在客户參與和滿意度方面需要改進的地方。</p>
</div><h2>Reduced Advertising Spend</h2>
<div class="lb-trans"><h2>廣告支出減少</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 戰略性地減少了廣告支出以保持流動性。儘管這一舉措支持了財務穩定，但也導致活躍客户基礎縮小和收入增長前景降低，表明在短期財務健康與長期增長之間的權衡。</p>
</div><h2>Net Loss Increase</h2>
<div class="lb-trans"><h2>淨虧損增加</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>公司報告本季度淨虧損為 300 萬美元，而去年同期淨虧損為 130 萬美元。這一增加主要是由於缺乏非現金衍生收益，突顯了公司面臨的財務挑戰。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</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>在財報電話會議中，Grove Collaborative Holdings, Inc.提供了未來的財務指導。公司預計 2025 年全年收入將在 1.725 億至 1.75 億美元之間，重點是在第四季度實現正向調整後 EBITDA。戰略優先事項包括增強流動性、盈利能力和客户體驗，特別是在移動應用和訂閲服務方面。公司計劃在技術優化完成之前縮減廣告支出，並探索潛在的收購或合作伙伴關係，以增強其競爭地位。</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>總之，Grove Collaborative Holdings, Inc.的財報電話會議反映出謹慎的樂觀情緒。儘管在成本管理和產品擴展方面有積極進展，但在收入增長和客户體驗方面仍面臨重大挑戰。公司在實現正向調整後 EBITDA 和提高運營效率方面的戰略重點，將在應對這些挑戰和推動未來成功中至關重要。</p>
</div>

Grove Collaborative 的財報電話會議：情緒複雜與戰略調整