1-800-FLOWERS.COM, Inc.
- Open
- 3.73
- Day high
- 3.81
- Day low
- 3.63
- Prev close
- 3.73
- Volume
- 195K
- Mkt cap
- $234M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 1.2
- P/S
- 0.2
- Yield
- —
- Per share
- —
1-800-FLOWERS.COM, Inc. (FLWS) is a Consumer Cyclical company listed on NASDAQ. The stock is down 33% over the past year.
1-800-FLOWERS.COM, Inc. (FLWS) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
FLWS earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.75 | $-0.77 | -2.7% | $293M | +0.1% |
| Jan 29, 2026 | $0.86 | $1.20 | +39.5% | $702M | +122.8% |
| Oct 30, 2025 | $-0.59 | $-0.83 | -40.7% | $215M | -69.8% |
| Sep 4, 2025 | $-0.51 | $-0.69 | -35.3% | $337M | +41.1% |
| May 8, 2025 | $-0.34 | $-0.71 | -108.8% | $331M | -0.1% |
| Jan 30, 2025 | $1.19 | $1.08 | -9.2% | $775M | +98.0% |
| Oct 31, 2024 | $-0.53 | $-0.51 | +3.8% | $242M | -3.3% |
| Aug 29, 2024 | $-0.27 | $-0.34 | -25.9% | $361M | -3.3% |
| May 2, 2024 | $-0.27 | $-0.28 | -3.7% | $379M | +1.7% |
| Feb 1, 2024 | $1.22 | $1.27 | +4.1% | $822M | +99.4% |
| Nov 2, 2023 | $-0.57 | $-0.48 | +15.8% | $269M | +7.3% |
| Aug 31, 2023 | $-0.33 | $-0.28 | +15.2% | $399M | -4.1% |
FLWS insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 9, 2026 | Kasenchak Priscillaofficer: Chief Accounting Officer | Tax | 15,087 | $3.77 |
| May 15, 2026 | Villagomez Adolfoofficer: Chief Executive Officer | Tax | 36,533 | $4.27 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 27,539 | $4.72 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 288,651 | $4.05 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 156,640 | $3.91 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 82,302 | $4.86 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 229,486 | $4.03 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 46,300 | $4.11 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 35,525 | $4.71 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 95,000 | $4.03 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 1,200 | $4.08 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 26,287 | $4.85 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 434,606 | $4.54 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 190,098 | $4.46 |
| Apr 22, 2026 | Fund 1 Investments, LLC10 percent owner | Sell | 138,799 | $4.52 |
Source: FLWS SEC Form 4 filings, latest Jul 9, 2026. For informational purposes only — not investment advice.
See the full FLWS insider & 13F page →1-800-FLOWERS.COM, Inc. company profile
Overview
1-800-FLOWERS.COM, Inc. (NASDAQ:FLWS) is a multi-brand specialty retailer founded in 1976 that has evolved from a traditional flower delivery service into a comprehensive gifting platform. The company went public in 1999 and is headquartered in Jericho, New York. Originally established as a telephone-based flower ordering service, the company has transformed into a digital-first omnichannel retailer operating multiple well-known brands across floral arrangements, gourmet foods, gift baskets, and personalized products. The company has faced significant challenges in recent years, including declining revenues, operational difficulties, and substantial losses as it attempts to reinvent itself as a comprehensive "celebrations ecosystem" under new leadership.
Business
1-800-FLOWERS.COM operates in the specialty retail industry, specifically focusing on gifting and celebration products delivered primarily through e-commerce channels. The company's business spans three main segments that collectively generate annual revenues of approximately $1.8 billion. The Consumer Floral & Gifts segment represents roughly 46% of total revenue and includes the flagship 1-800-Flowers.com brand along with PersonalizationMall.com and Simply Chocolate. This segment offers fresh-cut flowers, floral arrangements, plants, personalized gifts, and chocolates primarily for occasions like Valentine's Day, Mother's Day, and other holidays. The floral business operates on a hub-and-spoke model where orders are processed centrally and fulfilled through a network of local florists. The Gourmet Foods & Gift Baskets segment accounts for approximately 48% of revenue and encompasses premium food brands including Harry & David, Cheryl's Cookies, The Popcorn Factory, Wolferman's Bakery, Shari's Berries, and recently acquired Scharffen Berger chocolates. These brands specialize in high-end food gifts, baked goods, fruit arrangements, and gourmet gift baskets that are particularly popular during holiday seasons like Christmas and corporate gifting periods. The BloomNet segment represents about 6% of revenue and operates as a wholesale floral wire service, providing order processing, logistics support, and marketing services to approximately 8,000 independent florists across the United States. This B2B segment enables local florists to receive and fulfill orders from the company's consumer brands while also facilitating inter-florist transfers. The company's products are primarily sold through its own e-commerce websites, with limited retail presence through seasonal pop-up stores and partnerships with retailers like Macy's. The business is highly seasonal, with peak demand occurring during major gifting holidays, particularly Valentine's Day, Mother's Day, Christmas, and Easter.
Revenue model
1-800-FLOWERS.COM generates revenue primarily through direct product sales to consumers via its e-commerce platforms, with additional income from wholesale services and corporate gifting programs. The company operates on a traditional retail model where it purchases or manufactures products, adds markup, and sells directly to end customers who pay at the time of order placement. The Consumer Floral & Gifts and Gourmet Foods & Gift Baskets segments generate revenue through individual consumer purchases, with average order values varying by brand and season. The company also operates a subscription-based loyalty program called Celebrations Passport, which provides members with free shipping and other benefits in exchange for an annual fee. Corporate gifting represents another revenue stream, though this has declined significantly from $84 million to $70 million recently due to reduced business spending. The BloomNet segment operates on a service fee model, charging member florists for order processing, logistics support, and marketing services. This creates a more predictable revenue stream compared to the consumer-facing segments. Several factors significantly impact the company's profitability margins. Commodity price fluctuations directly affect costs, particularly for cocoa, eggs, and other food ingredients used in gourmet products. Shipping and logistics costs represent a major expense, especially for perishable items requiring expedited delivery. The company has been particularly affected by rising ocean freight rates and last-mile delivery costs. Digital marketing expenses have increased substantially as customer acquisition costs rise across online platforms. Seasonal demand patterns create operational challenges, requiring significant inventory buildup and temporary labor during peak periods while generating losses during slower quarters. Consumer discretionary spending trends heavily influence demand, with lower-income customers reducing purchases during economic uncertainty while higher-income segments remain more resilient. The company's margins are also affected by competitive pricing pressures in the online gifting space and the costs associated with maintaining fresh product quality and timely delivery across its logistics network.
Competitive moat
1-800-FLOWERS.COM possesses a moderate but eroding competitive moat built primarily around brand recognition, logistics infrastructure, and customer relationships, though this moat faces significant challenges from changing consumer behavior and intensifying competition. The company's strongest moat element is its brand portfolio and market position. Names like 1-800-Flowers, Harry & David, and Cheryl's Cookies have decades of consumer recognition in the gifting space, creating some customer loyalty and pricing power. The company has built a substantial customer database of over 127 million consumer engagements and has successfully cross-sold multiple brands to existing customers, with 70% of revenue coming from repeat customers. The company's logistics and fulfillment network represents another moat component, particularly for perishable goods requiring specialized handling and time-sensitive delivery. The BloomNet network of 8,000 independent florists creates switching costs for member florists and provides geographic coverage that would be expensive for competitors to replicate. The company's investments in automation and same-day delivery capabilities also provide some operational advantages. However, this moat is under significant pressure from multiple directions. E-commerce giants like Amazon have entered the gifting space with superior logistics capabilities, vast product selection, and competitive pricing. Direct-to-consumer brands in flowers, chocolates, and gourmet foods can now reach customers through social media and digital marketing without requiring the extensive infrastructure that once provided competitive advantages. Local and artisanal producers can compete effectively for premium customers who increasingly value authenticity and unique products over established brand names. The company's seasonal business model also limits its moat strength, as customers typically make infrequent purchases concentrated around specific holidays, reducing customer stickiness compared to businesses with more frequent purchase cycles. The shift toward experience-based gifting and younger consumers' preferences for different types of celebrations further challenge the traditional gifting model that forms the company's core business. Overall, while 1-800-FLOWERS.COM maintains some competitive advantages through its established brands and specialized logistics, these advantages are insufficient to prevent market share erosion and margin pressure in an increasingly competitive and digitally-driven marketplace.
Risks & safety
The company exhibits concerning financial metrics with limited margin of safety, though it maintains adequate liquidity for near-term operations. **Cash and Solvency Position:** • Cash and short-term investments of $85 million as of Q3 2025, down significantly from $247 million in Q2 2025 • Current ratio of 1.55 indicates adequate short-term liquidity coverage • Debt-to-equity ratio of 0.43 shows moderate leverage levels • Free cash flow of -$160 million in Q3 2025 and -$189 million in Q1 2025 indicates severe cash burn during non-peak periods **Valuation and Profitability Metrics:** • Trading at 1.18x book value with negative earnings makes traditional valuation metrics difficult to assess • Return on equity of -56% reflects substantial losses • EBITDA losses of $182 million in Q3 2025 demonstrate operational challenges • Graham net-net value of -4.75 indicates the company trades above its liquidation value **Other Considerations:** • Highly seasonal business model creates significant quarterly volatility in cash flows and profitability • Recent management changes and strategic "transformation" initiatives add execution risk • Market capitalization of approximately $318 million appears vulnerable given operational losses and declining revenues • The company's ability to achieve projected $40 million in annual cost reductions remains unproven
Recent development
Over the past few years, 1-800-FLOWERS.COM has undergone significant strategic transformation efforts while facing operational challenges and declining financial performance. The company has recently appointed Adolfo Villagomez as the new CEO and introduced the "Celebrations Wave" strategic initiative, which aims to create a comprehensive celebrations ecosystem leveraging AI and data analytics to increase customer engagement frequency and reduce acquisition costs. The company has pursued an acquisition strategy to expand its product portfolio, notably acquiring Scharffen Berger (premium chocolates), Card Isle (greeting cards), Things Remembered (personalization), and Vital Choice (better-for-you foods). These acquisitions are intended to broaden the company's offerings and create more opportunities for cross-selling across its customer base. Technology and operational improvements have been a major focus, including implementing new AI-powered customer care platforms, enhanced order management systems, and expanding same-day delivery capabilities across multiple brands. However, these system implementations have created significant challenges, with order management system issues at Harry & David causing approximately $20 million in revenue impact and $11 million in incremental costs over two quarters. The company has expanded its retail presence selectively, testing Harry & David pop-up shops in Macy's stores and planning a handful of year-round retail locations while continuing seasonal holiday stores. The Celebrations Passport loyalty program has been enhanced to drive customer retention and increase purchase frequency across the brand portfolio. Cost reduction initiatives labeled "Work Smarter" are targeting approximately $40 million in annual savings through automation, operational efficiencies, and organizational restructuring. The company has also implemented dynamic pricing strategies and expanded its product range to serve different customer segments, particularly adding lower-price point options to attract budget-conscious consumers while maintaining premium offerings for affluent customers. Despite these initiatives, the company has faced significant headwinds including declining consumer discretionary spending, increased digital marketing costs, supply chain disruptions, and system implementation challenges that have contributed to substantial revenue declines and operational losses in recent quarters.
FLWS company profile · for informational purposes only — not investment advice.
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