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1-800 Flowers (FLWS)
NASDAQ:FLWS
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1-800 Flowers
(NASDAQ:FLWS)
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Rating:50Neutral
Price Target:
$3.50
▲(6.71% Upside)
Action:ReiteratedDate:01/30/26
The score is held back primarily by weak financial performance (losses, negative margins, and renewed cash burn) and a cautious FY2026 outlook from management. Technicals provide some offset with improving short-term momentum, while valuation is constrained by negative earnings and no dividend support.
Positive Factors
Omnichannel brand portfolio and partner fulfillment network
A diversified omnichannel model and broad brand portfolio reduce single-channel risk and improve customer reach. Third-party florist and fulfillment partnerships provide variable-cost capacity and geographic coverage that support scalability, consistent service levels and margin flexibility across seasons.
Established cost-savings program with measurable progress
A credible multi-year cost-savings plan that already delivered $15M of run-rate savings creates a durable structural lever to restore profitability. Run-rate savings reduce sensitivity to top-line volatility and can fund reinvestment or margin recovery even if revenue growth remains muted.
Relatively strong liquidity and improved leverage versus prior year
Material cash on the balance sheet and a net cash position provide a runway to execute turnaround plans, absorb seasonality, and fund front-loaded implementation costs. Improved leverage reduces near-term refinancing risk and supports strategic flexibility while the company pursues margin and top-line fixes.
Negative Factors
Sustained revenue and order-volume declines
A multi-quarter decline in transactions materially weakens the revenue base and compounds seasonality effects. Higher AOV only partially offsets fewer orders, making it harder to leverage fixed costs and recover profitability; persistent volume declines lengthen the timeline to return to growth.
Profitability deterioration and negative cash generation
Large losses and negative cash flows erode equity and limit reinvestment capacity. Continued cash burn raises the risk of constrained financial flexibility, forces deeper cost cuts or asset sales, and makes sustained investment in marketing, systems and product innovation more difficult unless profitability trends reverse.
Structural margin pressure from commodities, tariffs and channel shifts
Persistent input-cost inflation and tariff exposure compress gross margins, while search-engine and channel changes make direct-customer acquisition more expensive. Together these structural headwinds increase the cost of sustaining sales and pressure long-term margin recovery unless addressed by pricing, sourcing or channel strategy changes.
1-800 Flowers (FLWS) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$211.42M
Dividend YieldN/A
Average Volume (3M)633.28K
Price to Earnings (P/E)―
Beta (1Y)1.64
Revenue Growth-8.07%
EPS Growth-2206.16%
CountryUS
Employees4,000
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)1.20
Shares Outstanding36,997,585
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 Cap1.73
Enterprise Value/Revenue0.23
Enterprise Value/Gross Profit0.61
Enterprise Value/Ebitda-14.46
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusHold
Number of Analyst Covering1
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
Analyzes revenue across various business segments, providing insight into which areas are most profitable and where there might be opportunities or challenges.
Analyzes revenue across various business segments, providing insight into which areas are most profitable and where there might be opportunities or challenges.
Data provided by:
The Fly
The Fly1-800 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
Fundamentals are pressured: TTM revenue declined (-4.42%), profitability deteriorated to a sizable net loss (~$213M) with negative EBIT margin (~-9.8%), and cash generation weakened (operating cash flow about -$6.8M; free cash flow about -$39.5M). The balance sheet leverage appears manageable (debt-to-equity ~0.46) and improved versus FY2025, but deeply negative ROE (~-0.78) underscores ongoing earnings strain.Income Statement
TTM (Trailing-Twelve-Months) performance is weak: revenue declined (-4.42%) and profitability deteriorated materially, with a net loss of ~$213M and negative operating profitability (EBIT margin about -9.8%). While gross margin remains relatively stable in the high-30% range, the cost structure below gross profit is pressuring results. The longer-term trend is also unfavorable, with revenue falling from ~$2.12B (2021) to ~$1.59B (TTM) and earnings swinging from profit (2021) to sizable losses (TTM).24
Negative
Balance Sheet
Leverage looks manageable on the latest TTM snapshot (debt-to-equity ~0.46, debt ~$134M vs. equity ~$290M), an improvement versus FY2025 (debt-to-equity ~1.01). However, returns are deeply negative (TTM return on equity ~-0.78), reflecting heavy losses and raising risk of balance-sheet pressure if losses persist. Asset base remains meaningful (~$893M), but the key weakness is the current earnings drag on equity value creation.52
Neutral
Cash Flow
Cash generation has weakened materially in TTM (operating cash flow about -$6.8M and free cash flow about -$39.5M), reversing the solid positive cash flow seen in FY2024. Although free cash flow growth is shown as sharply positive in TTM (from a more negative prior period), the business is still burning cash, which reduces financial flexibility if the earnings downturn continues.28
Negative
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.59B | 1.69B | 1.83B | 2.02B | 2.21B | 2.12B |
| Gross Profit | 596.59M | 652.27M | 734.75M | 757.53M | 821.74M | 896.43M |
| EBITDA | -25.36M | -144.30M | 58.47M | 20.96M | 85.85M | 197.49M |
| Net Income | -212.56M | -199.99M | -6.11M | -44.70M | 29.61M | 118.65M |
Balance Sheet | ||||||
| Total Assets | 893.06M | 772.62M | 1.08B | 1.11B | 1.15B | 1.08B |
| Cash, Cash Equivalents and Short-Term Investments | 193.34M | 46.50M | 159.44M | 126.81M | 31.46M | 173.57M |
| Total Debt | 351.29M | 271.33M | 309.49M | 329.48M | 299.08M | 270.88M |
| Total Liabilities | 603.36M | 504.33M | 617.44M | 636.29M | 642.32M | 567.61M |
| Stockholders Equity | 289.70M | 268.28M | 466.34M | 471.84M | 509.41M | 509.07M |
Cash Flow | ||||||
| Free Cash Flow | -39.49M | -67.83M | 56.37M | 70.70M | -61.22M | 118.07M |
| Operating Cash Flow | -6.76M | -26.36M | 95.00M | 115.35M | 5.19M | 173.29M |
| Investing Cash Flow | -32.73M | -44.46M | -42.30M | -50.83M | -89.69M | -307.92M |
| Financing Cash Flow | -14.39M | -42.11M | -20.07M | 30.82M | -57.61M | 67.69M |
1-800 Flowers Technical Analysis
Negative
3.28
Price Trends
4.17
Negative
4.01
Negative
4.67
Negative
Market Momentum
-0.23
Positive
33.08
Neutral
5.79
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FLWS, the sentiment is Negative. The current price of 3.28 is below the 20-day moving average (MA) of 3.95, below the 50-day MA of 4.17, and below the 200-day MA of 4.67, indicating a bearish trend. The MACD of -0.23 indicates Positive momentum. The RSI at 33.08 is Neutral, neither overbought nor oversold. The STOCH value of 5.79 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | $984.38M | 34.59 | 14.72% | ― | 31.20% | 38.38% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | $10.03B | 53.40 | 59.58% | ― | 9.80% | -46.84% | |
55 Neutral | $4.35B | 33.65 | ― | ― | 1.98% | -20.98% | |
51 Neutral | $586.92M | -15.48 | -35.37% | ― | -4.90% | 50.77% | |
50 Neutral | $211.42M | -0.98 | -67.22% | ― | -8.07% | -2206.16% | |
45 Neutral | $160.23M | -5.55 | -5.26% | ― | 6.20% | 9.12% |
* Consumer Cyclical Sector Average
FLWS
1-800 Flowers
3.28
-4.27
-56.56%
LQDT
Liquidity Services
31.85
-1.73
-5.14%
ETSY
Etsy
52.18
-1.06
-1.99%
BZUN
Baozun
2.76
-0.56
-16.74%
CHWY
Chewy
26.45
-8.01
-23.24%
TDUP
thredUP
4.64
2.08
81.25%
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.
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.