1-800 Flowers (FLWS) AI Stock Analysis

Compare

486 Followers

Top Page

1-800 Flowers

(NASDAQ:FLWS)

Select Model

Neutral 47 (OpenAI - 5.2)

Rating:47Neutral

Price Target:

$4.00

▲(29.45% Upside)

The score is held down primarily by weak financial performance (declining revenue, significant losses, and deteriorating free cash flow) and a broadly bearish longer-term technical trend. Earnings-call commentary adds some support from liquidity and cost-savings execution, but guidance still points to ongoing revenue pressure. Valuation is difficult to assess due to negative earnings and lack of dividend yield data.

Positive Factors

Cost-savings program traction

Achieving $15M of run-rate savings and targeting ~$50M is a durable structural lever to restore profitability. If realized, these savings permanently lower the company’s cost base, improve margins and cash flow conversion, and reduce reliance on top-line recovery to reach breakeven.

Channel diversification into B2B and marketplaces

Growing B2B/wholesale and third-party marketplace distribution diversifies revenue away from volatile direct e‑commerce. This structural rebalancing can stabilize demand, broaden customer reach, and reduce exposure to search-engine traffic shifts that pressured direct channels.

Healthy liquidity and reduced revolver use

A strong cash balance and net cash position give the company financial flexibility during transformation. This liquidity supports execution of cost initiatives, funds front‑loaded investments, and lowers short‑term solvency risk while management repositions the business for sustainable cash generation.

Negative Factors

Guided revenue contraction for FY2026

A multi-point revenue decline guidance implies persistent demand or market-share pressure. Sustained top-line deterioration erodes scale, weakens fixed-cost absorption, and forces heavier reliance on one-off savings and structural changes to restore long-term profitability and growth.

Negative profitability and weak cash conversion

Material negative margins and a steep drop in free cash flow indicate the company struggles to convert sales into sustainable cash. Over months this limits reinvestment, increases sensitivity to financing and raises the bar for operational fixes to deliver durable return to positive cash generation.

Commodity, tariff and shipping cost pressures

Elevated input and logistics costs are structural margin headwinds in the near term. If sustained, these pressures compress gross margins and require either price increases or further efficiency gains—both of which are difficult without harming demand and long‑term margin recovery.

1-800 Flowers (FLWS) vs. SPDR S&P 500 ETF (SPY)

Market Cap

$257.21M

Dividend YieldN/A

Average Volume (3M)633.28K

Price to Earnings (P/E)―

Beta (1Y)1.55

Revenue Growth-8.07%

EPS Growth-2206.16%

CountryUS

Employees4,000

SectorConsumer Cyclical

Sector Strength84

IndustrySpecialty Retail

Share Statistics

EPS (TTM)1.20

Shares Outstanding36,598,694

10 Day Avg. Volume383,600

30 Day Avg. Volume633,277

Financial Highlights & Ratios

PEG Ratio>-0.01

Price to Book (P/B)1.17

Price to Sales (P/S)0.19

P/FCF Ratio-4.63

Enterprise Value/Market Cap0.92

Enterprise Value/Revenue0.14

Enterprise Value/Gross Profit0.37

Enterprise Value/Ebitda-26.54

Forecast

1Y Price TargetN/A

Price Target UpsideN/A

Rating ConsensusN/A

Number of Analyst Covering0

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

1-800 Flowers Business Overview & Revenue Model

Company Description1-800-FLOWERS.COM, Inc., together with its subsidiaries, provides gifts for various occasions in the United States and internationally. It operates through three segments: Consumer Floral & Gifts, Gourmet Foods & Gift Baskets, and BloomNet. The company offers a range of products, including fresh-cut flowers, floral and fruit arrangements, plants, personalized products, dipped berries, popcorns, gourmet foods and gift baskets, cookies, chocolates, candies, wines, and gift-quality fruits. It offers its products and services through online platform under the 1-800-Flowers.com, 1-800-Baskets.com, Cheryl's Cookies, FruitBouquets.com, Harry & David, Moose Munch, The Popcorn Factory, Wolferman's Bakery, PersonalizationMall.com, Simply Chocolate, DesignPac, Stock Yards, Shari's Berries, BloomNet, Napco, and Flowerama brand names. 1-800-FLOWERS.COM, Inc. was founded in 1976 and is headquartered in Jericho, New York.

How the Company Makes Money1-800-Flowers generates revenue primarily through the sale of floral arrangements, gourmet food gifts, and related products. The company operates on a direct-to-consumer model, where customers can order products via its website or mobile app. Key revenue streams include the sale of flowers and plants, gourmet food gifts, and personalized items. Additionally, 1-800-Flowers benefits from partnerships with local florists and growers, allowing for a wider product selection and efficient delivery services. The company also engages in corporate gifting programs, providing a steady stream of revenue from businesses looking to send gifts for employee recognition and client appreciation. Seasonal events such as Valentine's Day and Mother's Day significantly contribute to sales spikes, further enhancing the company's earnings.

1-800 Flowers Key Performance Indicators (KPIs)

Any

Revenue by Segment

Revenue by Segment
Analyzes revenue across various business segments, providing insight into which areas are most profitable and where there might be opportunities or challenges.

Chart Insights1-800-FLOWERS.COM's Ecommerce segment shows a consistent decline in revenue, reflecting broader financial challenges highlighted in the recent earnings call. The company is facing declining transactions and average order value, which are impacting overall revenue. Despite these challenges, management is focusing on cost savings and expanding into physical retail to diversify revenue streams. The strategic shift aims to mitigate the current downturn and position the company for future growth, but the immediate outlook remains challenging with increased net debt and customer retention issues.

Data provided by:

The Fly

1-800 Flowers Earnings Call Summary

Earnings Call Date:Jan 29, 2026

(Q2-2026)

% Change Since: |

Next Earnings Date:Apr 30, 2026

Earnings Call Sentiment Negative

The call described meaningful operational and structural progress — stabilization of systems, organizational simplification, a senior CIO hire, $15M of run-rate cost savings, improved marketing efficiency, and solid liquidity — which set a foundation for recovery. However, the company reported material near-term financial deterioration (consolidated revenue down 9.5%, Consumer Floral & Gift down 22.7%, order volume down ~16%, adjusted EBITDA down ~15.7%), ongoing commodity and tariff pressures, and front-loaded consulting costs. Guidance anticipates continued revenue pressure in 2026 (low double‑digit decline) while cost reductions are expected to partially offset top-line weakness. Overall, the call balances clear operational progress against significant near-term financial headwinds.

Q2-2026 Updates

Positive Updates

Operational Stability and Systems Fixes

Order management system issues from last year were addressed and systems remained stable throughout the holiday season, representing a clear operational improvement versus prior period.

Organizational Simplification and Leadership Additions

Moved to a function-based operating structure to reduce duplication and speed decision-making; workforce reductions and leadership realignments executed; Alex Selikowski hired as CIO to lead technology, data, cybersecurity and BI.

Cost Savings Achieved and Targeted

Approximately $15 million in annualized run-rate cost savings achieved in fiscal 2026 quarter; company continues to target roughly $50 million of total run-rate savings across fiscal 2026 and fiscal 2027.

Improved Marketing Efficiency

Ad spend to sales ratio improved as marketing spend was reduced on a dollar basis and marketing contribution margin became a strategic focus; intentional discipline on marketing intended to improve long-term profitability.

Growth in Wholesale, B2B and Third‑Party Marketplaces

Stronger performance in B2B/wholesale partially offset e-commerce weakness; expansion of third-party marketplace offerings (Uber, DoorDash, Amazon, Walmart.com) noted as growing rapidly and expanding reach.

Healthy Liquidity and Balance Sheet Actions

Cash balance of $193.3 million, net cash position of $42.3 million at quarter end; borrowings under revolver were fully repaid during the quarter.

Conversion and AOV Improvements

Average order value (AOV) increased 5.2% year-over-year; company reported tests improving product discoverability and conversion on online experiences.

Negative Updates

Consolidated Revenue Decline

Consolidated revenue decreased 9.5% year-over-year for the second quarter, driven by a strategic pullback in marketing and a larger-than-expected decline in direct traffic.

Consumer Floral & Gift Segment Weakness

Consumer Floral and Gift segment revenue declined 22.7% year-over-year, a material drop that was a key driver of the overall revenue decline.

BloomNet and E‑commerce Pressure

BloomNet revenue declined 3.8% and e-commerce revenue declined (no single percent provided for total e-commerce) as direct traffic was negatively impacted by changes in search engine result pages and increased paid placements/AI-driven content.

Order Volume Reduction

Order volume declined roughly 16% year-over-year, partially offset by a 5.2% increase in AOV but indicating lower transaction activity.

Gross Margin and Adjusted EBITDA Declines

Gross margin decreased by 120 basis points to 42.1% from 43.3%; adjusted EBITDA fell to $98.1 million from $116.3 million (approximately a 15.7% decline year-over-year).

Commodity, Tariff and Shipping Headwinds

Higher commodity costs (notably cocoa), tariffs and shipping costs negatively impacted margins; cocoa remained significantly elevated year-over-year while other commodities started to stabilize.

Temporary Costs and Consulting Fees

Consulting and front-loaded implementation costs (~$11 million expected through fiscal year end) are pressuring near-term results; approximately $12 million of anticipated incentive/consultant costs were excluded from normalized adjusted EBITDA commentary.

Unfavorable Retail Tests and Capital Discipline

Holiday pop-up stores underperformed and return on invested capital was deemed unattractive; company will not pursue additional pop-ups and is rethinking its physical retail approach, signaling setbacks for that channel test.

Weak Near‑Term Outlook and Guidance

Company expects 2026 revenue to decline in the low double-digit range and adjusted EBITDA to decline slightly year-over-year (though normalized adjusted EBITDA excludes certain costs and is expected to increase slightly).

Company Guidance

Management guided fiscal 2026 revenue to decline in the low double‑digit range and expects adjusted EBITDA to decline slightly versus the prior year (noting that on a normalized basis adjusted EBITDA would increase slightly excluding roughly $12M of anticipated incentive and consultant costs; consultant costs are front‑loaded at about $11M through June). They reiterated a target of ~ $50M total run‑rate cost savings across FY2026–FY2027 and said ~ $15M of annualized run‑rate savings have already been achieved; progress will not be linear (Valentine’s Day falls on a Saturday) and near‑term headwinds include search‑engine impacts to direct traffic, higher commodity/tariff costs and gross‑margin deleveraging (Q2 gross margin 42.1%, down 120 bps). For context Q2 consolidated revenue was down 9.5% (Consumer Floral & Gift down 22.7%, BloomNet down 3.8%), adjusted EBITDA was $98.1M vs. $116.3M a year ago, operating expenses fell $23.4M to $221.1M, net cash was $42.3M (cash $193.3M, inventory $148.9M), AOV was +5.2% and order volume was down ~16%.

1-800 Flowers Financial Statement Overview

Summary

Weak overall fundamentals: revenue is declining (-1.6% TTM) and profitability is materially negative (net margin -13.2% with negative EBIT/EBITDA). Leverage is elevated (debt-to-equity 1.13) with negative ROE, and cash generation is deteriorating (free cash flow growth -64.4% TTM) with poor cash conversion.

Income Statement

Neutral

1-800 Flowers has experienced a decline in revenue with a negative growth rate of -1.6% TTM. The gross profit margin is relatively stable at 38.4%, but the company is facing significant challenges in profitability, as indicated by a negative net profit margin of -13.2% and negative EBIT and EBITDA margins. The company needs to address its operational inefficiencies to improve profitability.

Balance Sheet

Neutral

The company's balance sheet shows a high debt-to-equity ratio of 1.13, indicating significant leverage. The return on equity is negative, reflecting the company's struggles with profitability. However, the equity ratio is reasonable, suggesting a moderate level of equity financing relative to total assets.

Cash Flow

Negative

1-800 Flowers is facing cash flow challenges, with a negative free cash flow growth rate of -64.4% TTM. The operating cash flow to net income ratio is low, indicating difficulties in converting income into cash. The free cash flow to net income ratio is negative, highlighting the need for improved cash management.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	1.66B	1.69B	1.83B	2.02B	2.21B	2.12B
Gross Profit	636.72M	652.27M	734.75M	757.53M	821.74M	896.43M
EBITDA	-8.88M	-144.30M	58.47M	20.96M	85.85M	197.49M
Net Income	-218.76M	-199.99M	-6.11M	-44.70M	29.61M	118.65M
Balance Sheet
Total Assets	840.50M	772.62M	1.08B	1.11B	1.15B	1.08B
Cash, Cash Equivalents and Short-Term Investments	7.75M	46.50M	159.44M	126.81M	31.46M	173.57M
Total Debt	374.62M	271.33M	309.49M	329.48M	299.08M	270.88M
Total Liabilities	622.99M	504.33M	617.44M	636.29M	642.32M	567.61M
Stockholders Equity	217.51M	268.28M	466.34M	471.84M	509.41M	509.07M
Cash Flow
Free Cash Flow	-24.14M	-67.83M	56.37M	70.70M	-61.22M	118.07M
Operating Cash Flow	11.90M	-26.36M	95.00M	115.35M	5.19M	173.29M
Investing Cash Flow	-36.04M	-44.46M	-42.30M	-50.83M	-89.69M	-307.92M
Financing Cash Flow	23.48M	-42.11M	-20.07M	30.82M	-57.61M	67.69M

1-800 Flowers Technical Analysis

Technical Analysis Sentiment

Positive

Last Price3.09

Price Trends

50DMA

4.02

Positive

100DMA

4.21

Positive

200DMA

4.79

Negative

Market Momentum

MACD

0.08

Positive

RSI

57.76

Neutral

STOCH

26.43

Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FLWS, the sentiment is Positive. The current price of 3.09 is below the 20-day moving average (MA) of 4.33, below the 50-day MA of 4.02, and below the 200-day MA of 4.79, indicating a neutral trend. The MACD of 0.08 indicates Positive momentum. The RSI at 57.76 is Neutral, neither overbought nor oversold. The STOCH value of 26.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FLWS.

1-800 Flowers Risk Analysis

1-800 Flowers disclosed 42 risk factors in its most recent earnings report. 1-800 Flowers reported the most risks in the "Ability to Sell" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added 0 New Risks

1-800 Flowers Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
LQDT	72 Outperform	$976.84M	37.07	14.56%	―	31.20%	38.38%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
CHWY	61 Neutral	$12.87B	62.23	59.58%	―	9.80%	-46.84%
ETSY	57 Neutral	$5.64B	38.42	―	―	1.98%	-20.98%
TDUP	54 Neutral	$658.25M	-16.67	-35.37%	―	-4.90%	50.77%
FLWS	47 Neutral	$257.21M	-1.38	-67.22%	―	-8.07%	-2206.16%
BZUN	45 Neutral	$175.02M	-5.63	-5.26%	―	6.20%	9.12%

* Consumer Cyclical Sector Average

Performance Comparison

FLWS

1-800 Flowers

4.63

-3.46

-42.77%

LQDT

Liquidity Services

32.15

-5.15

-13.81%

ETSY

Etsy

54.95

-1.11

-1.98%

BZUN

Baozun

2.76

-0.59

-17.61%

CHWY

Chewy

30.14

-9.66

-24.27%

TDUP

thredUP

5.19

2.98

134.84%

1-800 Flowers Corporate Events

Business Operations and StrategyExecutive/Board ChangesShareholder Meetings

1-800 Flowers Elects Directors and Amends Share Plan

Neutral

Dec 12, 2025

At its Annual Meeting of Stockholders on December 10, 2025, 1-800-FLOWERS.COM, Inc. elected a slate of directors for a one-year term, ratified the appointment of BDO USA, P.C. as its independent accounting firm, and approved an amendment to its Long Term Incentive and Share Award Plan to increase authorized shares. These decisions reflect the company’s ongoing efforts to strengthen its governance and financial management, potentially impacting its operational strategies and shareholder value.

The most recent analyst rating on (FLWS) stock is a Hold with a $5.00 price target. To see the full list of analyst forecasts on 1-800 Flowers stock, see the FLWS Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes

1-800 Flowers Announces Leadership Transition with New Advisor

Neutral

Nov 4, 2025

On November 3, 2025, Thomas Hartnett transitioned from his role as President of 1-800-FLOWERS.COM, Inc. to become a Special Advisor to the CEO. This change is part of a planned transition, with Mr. Hartnett assisting in the handover of his responsibilities until his departure, potentially impacting the company’s leadership dynamics and strategic direction.

The most recent analyst rating on (FLWS) stock is a Hold with a $3.50 price target. To see the full list of analyst forecasts on 1-800 Flowers stock, see the FLWS Stock Forecast page.

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jan 29, 2026