1-800 Flowers (FLWS)
NASDAQ:FLWS
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Earnings Data
Report Date
Aug 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.68Last Year’s EPS
-0.69Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Q3 2026
Earnings Call Date:May 07, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call conveyed a mixed but constructive tone: meaningful operational and cost achievements (AI implementation, early customer experience improvements, $50M+ cost savings achieved early, improved margins, and marketplace expansions) indicate progress toward stabilization. However, the business is still facing material revenue declines (consolidated -11.6%, Consumer Floral -18.7%), an ongoing adjusted EBITDA loss, a noncash impairment, increased net debt, and near-term headwinds from consultant/incentive costs, tariffs, commodity prices and search/traffic dynamics. Management is balancing cost discipline with cautious reinvestment in marketing and Martech, which may delay near-term revenue inflection despite improved efficiency and execution.Company Guidance
Achieved Significant Cost Savings Ahead of Plan
Reached the previously announced $50 million in annualized run-rate cost savings in less than a year and are targeting an incremental $15–$20 million in additional run-rate savings (total identified opportunity of ~$65–$70 million).
Improved Operational and Customer Experience
Notable improvements in execution around major occasions: AI-powered sorting and ranking fully implemented on 1-800-FLOWERS.com; improved post-purchase customer satisfaction and reduced call-center calls per order during Valentine's Day; AI being applied to call-center workflows to increase productivity.
Profitability and Margin Progress
Contribution margin and ad-to-sales ratio improved year-over-year; gross margin up ~10 basis points to 33.2% (ex-period items); operating expenses declined by $16.4 million to $144.3 million (ex-items); adjusted EBITDA loss narrowed to $31.2 million from $34.9 million a year ago (improvement of $3.7 million).
Strategic Channel Expansion
Expanded third-party distribution (launched partnership with Instacart and increased presence on marketplaces such as Amazon, Walmart and Etsy, plus delivery partners DoorDash and Uber Eats). Management expects third-party marketplace/delivery channels to represent double-digit percent of company sales over the next 2–3 years (from current low base).
Structural Organizational Changes
Transition to a function-driven operating model and streamlined organization; core headcount reduced by ~20% since January 2025, contributing to efficiency and cost savings.
Category Outperformance — Gourmet Foods & Gift Baskets
Gourmet Foods & Gift Baskets was essentially flat for the quarter and benefited from an approximate 5% revenue lift due to Easter timing, outperforming the weaker Consumer Floral & Gifts segment.
Inventory and Liquidity Positioning
Inventory decreased to $146 million from $160 million a year ago (down ~$14 million, ~8.8%); cash balance of $51 million at quarter end and no borrowings on the revolving credit facility, with term debt of $145 million.
FLWS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FLWS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $3.93 | $4.58 | +16.54% |
Jan 29, 2026 | $4.04 | $4.63 | +14.60% |
Oct 30, 2025 | $3.49 | $3.62 | +3.72% |
Sep 04, 2025 | $5.33 | $5.18 | -2.81% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does 1-800 Flowers (FLWS) report earnings?
1-800 Flowers (FLWS) is schdueled to report earning on Aug 27, 2026, Before Open (Confirmed).
What is 1-800 Flowers (FLWS) earnings time?
1-800 Flowers (FLWS) earnings time is at Aug 27, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FLWS EPS forecast?
FLWS EPS forecast for the fiscal quarter 2026 (Q4) is -0.68.