Honest IPO Presentation Deck
THE HONEST COMPANY AT A GLANCE
FOCUSED ON DISRUPTING
LARGE CATEGORIES
LEADING, MISSION-
DRIVEN BRAND
#1 Lifestyle Brand
In Clean Diaper, Beauty
and Personal Care (1)
78
Net Promoter Score (2)
2,500
Chemicals We Choose Not
to Use in Our Products
$130Bn
Total Addressable Market (3)
$17Bn
Clean and Natural Market (3)
Clean and Natural Market
Growing At
6x
The Rate of The
Conventional Market
PROVEN LIFESTYLE
PLATFORM
55%
Digital Sales in 2020
45%
Retail Sales in 2020
~90%
Of Diaper Buyers Surveyed in
2020 Have Expanded Their
Purchases Beyond Diapers
POISED FOR GROWTH
$301MM 2020 Revenue
19% 18-20 Core CAGR
Notes:
1 According to a third-party study that we commissioned among then-current, diaper, personal care and beauty buyers of certain brands Honest is ranked #7 and 43 across indices 2. Represents NPS among consumers who primarily shop Honest diapers
of "better for you" credibility, expressive brand personality and functional excellence Ranking among four key aper brand competitors. Diapers only included brands with sharw3. Estimates for Diapers and Wipes, Skin and Personal Care, and Household and Wellness markets in 2019
greater than 1% Beauty among four key beauty brand and four key baby personal care brand competitors
4. Please sew appendix for reconciliation to GAAP matric
32%
Gross Margin
(4%)
2019
36%
2019
2020
Adj. EBITDA Margin (4)
4%
2020View entire presentation