olivLaw · US equity research
1-800-FLOWERS.COM, Inc. FLWS
Retail-Retail Stores, NEC · SIC 5990 · Vertical: Retail-Retail Stores, NEC (SIC 5990)
1-800-FLOWERS.COM is a gifting and expressions retailer selling online through a portfolio of floral, gourmet and confectionery brands, and it enters fiscal 2027 with shrinking sales. Revenue fell to 1.50 billion USD in fiscal 2026, and management says accelerating the revenue recovery is its top priority while it evaluates capital-raising options.
At the close of 04 Nov 2026, 1-800-FLOWERS.COM, Inc. (FLWS) stock was 2.83 USD (+4.81% on the day), with beta 1.23, 52-week range 2.48–4.94 USD. Latest reported quarter (Q4 2026): revenue of 293.1 m USD (−12.9% YoY), net income of -52.3 m USD, diluted EPS -0.82 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 50.4
- neutral
- Bollinger (20, 2)
- 2.58 – 2.97
- in the upper half of the band · %B 0.65 · band width 13.9%
- SMA 50 / 200
- 2.92 / 3.61
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -0.02 / -0.04
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +11.4% | −2.0% | +13.4 pp | — |
| 3 months | −31.5% | −2.2% | −29.3 pp | — |
| 6 months | −28.0% | +4.3% | −32.3 pp | — |
| Year to date | −28.0% | +10.6% | −38.6 pp | — |
| 1 year | −16.5% | +10.5% | −27.0 pp | −26.6% |
| 3 years | −67.8% | +73.7% | −141.5 pp | −27.8% |
| 5 years | −92.0% | +61.7% | −153.7 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q4 2026 · 28 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 242.1 m | 775.5 m | 331.5 m | 336.6 m | 215.2 m | 702.2 m | 293.0 m | 293.1 m |
| Cost of revenue | 149.8 m | 439.9 m | 226.5 m | 217.3 m | 138.4 m | 406.7 m | 195.7 m | 191.3 m |
| Gross profit | 92.3 m | 335.6 m | 105.0 m | 119.4 m | 76.8 m | 295.5 m | 97.3 m | 101.8 m |
| Operating income | -47.0 m | 91.1 m | -193.4 m | -55.5 m | -50.5 m | 74.3 m | -94.6 m | -56.4 m |
| Depreciation & amortisation | 13.0 m | 14.1 m | 13.1 m | 13.3 m | 12.9 m | 13.6 m | 12.9 m | 14.2 m |
| Interest expense | 4.0 m | 4.9 m | 2.9 m | 3.6 m | 4.6 m | 6.2 m | 3.2 m | 2.9 m |
| Income tax | -14.4 m | 23.5 m | -18.5 m | -4.0 m | 481.0 k | -443.0 k | 206.0 k | -248.0 k |
| Net income | -34.2 m | 64.3 m | -178.2 m | -51.9 m | -53.0 m | 70.6 m | -100.1 m | -52.3 m |
| Diluted EPS | -0.53 | 1.00 | -2.80 | -0.82 ≈ | -0.83 | 1.10 | -1.56 | -0.82 ≈ |
| Operating cash flow | -177.2 m | 328.5 m ≈ | -150.6 m ≈ | -27.1 m | -139.0 m | 309.9 m ≈ | -128.0 m ≈ | -24.6 m |
| Capex | 12.1 m | 10.9 m ≈ | 9.4 m ≈ | 9.0 m | 6.7 m | 7.6 m ≈ | 8.5 m ≈ | 8.4 m |
| Share repurchases | 1.3 m | 6.4 m ≈ | 2.2 m ≈ | 262.0 k | 129.0 k | 655.0 k ≈ | 44.0 k ≈ | 336.0 k |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.2 bn | 1.5 bn | 2.1 bn | 2.2 bn | 2.0 bn | 1.8 bn | 1.7 bn | 1.5 bn |
| Revenue YoY | +8.4% | +19.3% | +42.5% | +4.0% | −8.6% | −9.2% | −8.0% | −10.8% |
| Net income | 34.8 m | 59.0 m | 118.7 m | 29.6 m | -44.7 m | -6.1 m | -200.0 m | -134.8 m |
| Net income YoY | −14.8% | +69.7% | +101.1% | −75.0% | −251.0% | unavailable | unavailable | unavailable |
| Diluted EPS | 0.52 | 0.89 | 1.78 | 0.45 | -0.69 | -0.09 | -3.13 | -2.11 |
| Diluted EPS YoY | −14.8% | +71.2% | +100.0% | −74.7% | −253.3% | unavailable | unavailable | unavailable |
| net % | 2.8% | 4.0% | 5.6% | 1.3% | -2.2% | -0.3% | -11.9% | -9.0% |
| Free cash flow | 45.5 m | 104.7 m | 118.1 m | -61.2 m | 70.7 m | 56.4 m | -67.8 m | -13.0 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 28 Jun 2026
- Cash
- 11.4 m USD
- Financial debt
- 136.2 m USD
- Net debt
- 124.8 m USD
- Equity
- 143.7 m USD
- Total assets
- 637.0 m USD
- Debt / equity
- 0.95x
- Current ratio
- 0.92x
- ROE
- -65.4%
- ROA
- -19.1%
- FCF margin
- -0.9%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 2.1 bn | 2.2 bn | 2.0 bn | 1.8 bn | 1.7 bn | 1.5 bn | SEC (XBRL)· 11 Sept 2026verified |
| Cost of revenue | 1.2 bn | 1.4 bn | 1.3 bn | 1.1 bn | 1.0 bn | 932.2 m | SEC (XBRL)· 11 Sept 2026verified |
| Gross profit | 896.4 m | 821.7 m | 757.5 m | 734.8 m | 652.3 m | 571.3 m | SEC (XBRL)· 11 Sept 2026verified |
| Operating income | 149.1 m | 42.1 m | -35.0 m | -2.1 m | -204.8 m | -127.1 m | SEC (XBRL)· 11 Sept 2026verified |
| Depreciation & amortisation | 42.5 m | 49.1 m | 53.7 m | 53.8 m | 53.6 m | 53.6 m | SEC (XBRL)· 11 Sept 2026verified |
| EBITDA | 191.6 m ≈ | 91.2 m ≈ | 18.7 m ≈ | 51.7 m ≈ | -151.2 m ≈ | -73.5 m ≈ | SEC (XBRL)· 11 Sept 2026derived |
| Interest expense | — | — | 14.1 m | 17.3 m | 15.4 m | 17.0 m | SEC (XBRL)· 11 Sept 2026verified |
| Pre-tax income | 149.1 m | — | — | — | — | — | SEC (XBRL)· 10 Sept 2021verified |
| Income tax | 30.5 m | 1.5 m | -2.1 m | 203.0 k | -13.4 m | -4.0 k | SEC (XBRL)· 11 Sept 2026verified |
| Net income | 118.7 m | 29.6 m | -44.7 m | -6.1 m | -200.0 m | -134.8 m | SEC (XBRL)· 11 Sept 2026verified |
| Diluted EPS | 1.78 | 0.45 | -0.69 | -0.09 | -3.13 | -2.11 | SEC (XBRL)· 11 Sept 2026verified |
| Weighted average diluted shares | 66.5 m | 65.6 m | 64.7 m | 64.6 m | 63.8 m | 63.9 m | SEC (XBRL)· 11 Sept 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 173.6 m | 31.5 m | 126.8 m | 159.4 m | 46.5 m | 11.4 m | SEC (XBRL)· 11 Sept 2026verified |
| Receivables | 20.8 m | 23.8 m | 20.4 m | 18.0 m | 21.7 m | 21.6 m | SEC (XBRL)· 11 Sept 2026verified |
| Inventories | 153.9 m | 247.6 m | 191.3 m | 176.6 m | 177.1 m | 152.8 m | SEC (XBRL)· 11 Sept 2026verified |
| Current assets | 400.1 m | 348.2 m | 373.1 m | 385.7 m | 282.7 m | 211.4 m | SEC (XBRL)· 11 Sept 2026verified |
| Property, plant & equipment, net | 215.3 m | 236.5 m | 234.6 m | 223.8 m | 215.6 m | 194.2 m | SEC (XBRL)· 11 Sept 2026verified |
| Goodwill | 208.2 m | 213.3 m | 153.4 m | 156.5 m | 37.6 m | 3.1 m | SEC (XBRL)· 11 Sept 2026verified |
| Intangibles (excl. goodwill) | 139.0 m | 145.6 m | 139.9 m | 116.2 m | 89.4 m | 77.4 m | SEC (XBRL)· 11 Sept 2026verified |
| Total assets | 1.1 bn | 1.1 bn | 1.1 bn | 1.0 bn | 772.6 m | 637.0 m | SEC (XBRL)· 11 Sept 2026verified |
| Accounts payable | 57.4 m | 57.4 m | 52.6 m | 80.0 m | 74.6 m | 69.0 m | SEC (XBRL)· 11 Sept 2026verified |
| Short-term debt | 20.0 m | 20.0 m | 10.0 m | 10.0 m | 21.0 m | 24.0 m | SEC (XBRL)· 11 Sept 2026verified |
| Long-term debt | 161.5 m | 142.5 m | 186.4 m | 177.1 m | 134.8 m | 112.2 m | SEC (XBRL)· 11 Sept 2026verified |
| Current liabilities | 265.9 m | 265.7 m | 220.3 m | 227.8 m | 221.4 m | 229.2 m | SEC (XBRL)· 11 Sept 2026verified |
| Total liabilities | 567.6 m | 585.5 m | 579.6 m | 566.3 m | 504.3 m | 493.3 m | SEC (XBRL)· 11 Sept 2026verified |
| Equity | 509.1 m | 509.4 m | 471.8 m | 466.3 m | 268.3 m † | 143.7 m † | SEC (XBRL)· 11 Sept 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 173.3 m | 5.2 m | 115.4 m | 95.0 m | -26.4 m | 18.3 m | SEC (XBRL)· 11 Sept 2026verified |
| Capex | 55.2 m | 66.4 m | 44.6 m | 38.6 m | 41.5 m | 31.3 m | SEC (XBRL)· 11 Sept 2026verified |
| Free cash flow | 118.1 m ≈ | -61.2 m ≈ | 70.7 m ≈ | 56.4 m ≈ | -67.8 m ≈ | -13.0 m ≈ | SEC (XBRL)· 11 Sept 2026derived |
| Investing cash flow | -307.9 m | -89.7 m | -50.8 m | -42.3 m | -44.5 m | -31.3 m | SEC (XBRL)· 11 Sept 2026verified |
| Financing cash flow | 67.7 m | -57.6 m | 30.8 m | -20.1 m | -42.1 m | -22.2 m | SEC (XBRL)· 11 Sept 2026verified |
| Share repurchases | 22.4 m | 38.2 m | 1.2 m | 10.4 m | 10.2 m | 1.2 m | SEC (XBRL)· 11 Sept 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- indicators available: 5 of at least 6
- score weight coverage: 35.4% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: unavailable
Key indicators
Coverage and freshness
Score by group
35% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDAunavailable · input data missing
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 5 of at least 6; score weight coverage: 35.4% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | -33.1% | 0 (vs peers) | 29% |
| Net margin · Quality | -9.0% | 28 (vs peers) | 18% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | -9.3% | 0 (on a fixed band) | 24% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | -7.5x | 0 (on a fixed band) | 18% |
| Current ratio · Balance sheet | 0.9x | 10 (on a fixed band) | 12% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet4/100 · 2/3 factors with a value
- Growth· partial0/100 · 1/2 factors with a value
- Quality10/100 · 2/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation· partialunavailable · 0/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
1 800 FLOWERS COM INC (FLWS). Latest full fiscal year: 2026; data up to 2026-06-28.
Figures computed from the financial statements: revenue 1.5 bn USD in 2026; YoY growth -10.8%; net margin -9.0%; ROE -65.4%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 5 of at least 6; score weight coverage: 35.4% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
What contradicts it
- ROIC: -33.1%
- Net margin: -9.0%
- Revenue CAGR 3Y: -9.3%
- Interest coverage: -7.5x
- Current ratio: 0.9x
Not assessed (insufficient data or a ratio without meaning): FCF conversion, EPS CAGR 3Y, Net debt / EBITDA, P/E (TTM), EV/EBITDA, FCF yield, Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Retail-Retail Stores, NEC (SIC 5990) · same industry (4-digit SIC) · compared with 18 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| ULTAUlta Beauty, Inc. | 27.1 bn | 23.1 | 46.1% | 9.3% | +9.7% | +18% / +49% |
| BBWIBath & Body Works, Inc. | 4.7 bn | 6.1 | — | 10.8% | −0.2% | +35% / −28% |
| SBHSally Beauty Holdings, Inc. | 1.8 bn | 10.0 | 23.5% | 5.2% | −0.4% | +21% / +99% |
| YJYunji Inc. | 1.3 bn | — | -13.5% | -42.0% | −20.8% | −27% / −62% |
| TITNTitan Machinery Inc. | 530.0 m | — | -9.7% | -2.5% | −10.2% | +22% / −1% |
| SGUStar Group, L.P. | 429.8 m | 4.9 | — | 4.6% | +1.0% | +9% / +2% |
| NAASNaaS Technology Inc. | 223.8 m | — | — | -454.5% | −38.9% | −44% / −100% |
| NEGGNewegg Commerce, Inc. | 207.4 m | — | -3.7% | -0.3% | +16.9% | −87% / −61% |
| RENTRent the Runway, Inc. | 83.1 m | 0.2 | — | 11.8% | +7.7% | −49% / −77% |
| BARKBark, Inc. | 75.2 m | — | -36.7% | -8.4% | −18.5% | −42% / −49% |
| TKLFTokyo Lifestyle Co., Ltd. | 58.0 m | 68.5 | 1.7% | 0.2% | +77.6% | −48% / −82% |
| BQBoqii Holding Limited | 10.5 m | — | -2.8% | -1.2% | −5.7% | −79% / −98% |
| INHDInno Holdings Inc. | 8.7 m | — | -7.2% | -72.7% | +221.4% | −97% / unavailable |
| RCTRedCloud Holdings plc | 2.3 m | — | — | -95.3% | +4.3% | −98% / unavailable |
| LESLLeslie’s, Inc. | 955.3 k | — | — | -21.2% | −6.6% | unavailable / unavailable |
| JDJD.com, Inc. | — | 30.1 | 10.2% | 1.8% | +17.9% | −7% / +1% |
| HITIHigh Tide Inc. | — | — | -44.0% | -8.5% | +13.7% | +8% / +85% |
| FLWS1 800 Flowers Com Inc | — | — | -65.4% | -9.0% | −10.8% | −17% / −68% |
| WOOFPetco Health & Wellness Company, Inc. | — | 31.1 | 2.6% | 0.5% | −2.5% | −2% / +4% |
1- and 3-year price returns: for FLWS from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Scenarios are not available. input data missing
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
1-800-FLOWERS.COM is a gifting and expressions retailer selling online through a portfolio of floral, gourmet and confectionery brands, and it enters fiscal 2027 with shrinking sales. Revenue fell to 1.50 billion USD in fiscal 2026, and management says accelerating the revenue recovery is its top priority while it evaluates capital-raising options.
SWOT
Strengths
- Strong recognition of the 1-800-Flowers.com brand and a broad portfolio of gifting brands.
- The Celebrations Passport program and multi-brand customers, who spend more and show good retention.
- The BloomNet network and hybrid delivery model, which offer fast delivery options without heavy inventory investment.
Weaknesses
- Declining revenue in fiscal 2026 and repeated net losses, which limit the capacity to reinvest.
- Heavy reliance on the holiday season, which concentrates most revenue and profit in one quarter.
- Repeated goodwill and trademark impairments in the Consumer Floral & Gifts segment.
Opportunities
- Modernizing digital marketing and personalization could reignite new customer acquisition.
- Selling non-strategic assets could reduce debt and fund the transformation.
- Expanding gift categories and florist services could raise average order value.
Threats
- Pressure on prices, raw materials, shipping and tariffs could compress margins.
- Strong competition from e-commerce and local florists could limit growth.
- If financing cannot be secured on acceptable terms, investment plans could be delayed.
Risks
- Financing capacityhigh
The company is evaluating debt or equity financings and asset sales, with no certainty that any transaction will occur or on what terms 2.
- Seasonal dependencehigh
Concentration of revenue and profit in the holiday season means a weak sales period can strongly affect full-year results 1.
- Asset impairmentmedium
Repeated goodwill and trademark impairments show that asset values could fall if segment performance does not improve.
- Commodity costsmedium
Prices for ingredients, flowers, packaging and energy are volatile, and the company cannot always pass them on to customers 1.
- Transformation executionmedium
The modernization strategy requires investments that pay back over several years, and results could be delayed or fail to materialize.
Investment thesis
What would need to be true (bull case)
- If marketing and data investments take hold, the company could recover sales in its gifting categories, and its loyal customer base provides a solid platform for that.
- Lower operating costs and marketing spend could improve profitability if revenue stabilizes.
- Selling non-strategic assets could ease financial pressure and let the company focus on its higher-margin segments.
What would break the thesis
- If the revenue decline continues, losses and financing pressure could become harder to manage.
- E-commerce competition and cost pressures could limit a margin recovery, especially in the gifting segments.
- Repeated impairments suggest some assets might not recover their value, which could weigh on investor confidence.
What to watch
- Outcome of the capital-raising evaluation and any asset sales2027
- Guidance for a mid-single-digit revenue decline and adjusted EBITDA of 10 to 15 million USDFiscal 2027
- Quarterly revenue recovery, especially in the holiday seasonQ2 2027
- Trend in gross margin and marketing costs in the annual reportnext 10-K
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Based in Jericho, New York, the company sells flowers, plants, personalized gifts, fruit, cookies, chocolate and gourmet baskets through websites, telephone and a network of florists. According to the 10-K, its flagship 1-800-Flowers.com brand, together with Harry & David, Cheryl's Cookies and other brands, forms a multi-brand portfolio, and the Celebrations Passport loyalty program supports customer relationships. A hybrid delivery model combines independent florists, company distribution centers and direct-ship vendors.
The company was founded in 1976 when James F. McCann acquired a New York florist; it later built a national brand around the toll-free number 1-800-FLOWERS. Its stated strategy is to become the leading authority on thoughtful gifting by extending its range beyond flowers into popcorn, baked goods, chocolate and prepared meals.
Operations are organized in three segments: Consumer Floral & Gifts, Gourmet Foods & Gift Baskets, and BloomNet, the service provider for member florists. The Card Isle (April 2024) and Scharffen Berger (July 2024) acquisitions expanded the product range, though both were described as immaterial to the consolidated financial statements.
Segments
Consumer Floral & Gifts
The main floral and personalized gifts segment, with revenue of 638.9 million USD in fiscal 2026, down 17.7 percent 2. It includes the 1-800-Flowers.com brand and Personalization Mall, where the company recorded goodwill and trademark impairments.
BloomNet
The B2B segment providing florists with settlement, advertising, the Bloomlink system and wholesale products, with revenue of 96.8 million USD in fiscal 2026, slightly lower 2.
Market context
The floral and gourmet gifting market is seasonal: the Thanksgiving to Christmas season generates over 40 percent of annual revenue, and Mother's Day, Valentine's Day and Easter add further peaks 1. The company operates in a mature category where growth depends on acquiring new customers and raising order frequency among existing ones.
Trends
- Modernizing marketing and datatailwind
The company is investing in analytics, marketing automation and AI-driven personalization, and these investments could improve customer acquisition and retention if they translate into results.
- Input and shipping cost pressureheadwind
Ingredients, packaging and fuel are subject to price swings, and higher commodity and shipping costs reduced gross margin in the fourth quarter 2.
- Lower marketing spendmixed
Reduced advertising costs supported profitability but coincided with lower revenue; the balance between efficiency and growth remains an open question.
- Tariffs and tariff refundsmixed
The company reported an benefit of about 7 million USD from tariff refunds in the fourth quarter, showing that trade policy can affect costs in either direction 2.
Competitive position
The company competes with online retailers of flowers, gifts and gourmet products, as well as local florists; the analyzed sources do not explicitly name competitors, so the list below reflects only the categories mentioned in the company's official documents.
Its stated advantage rests on brand recognition and the BloomNet florist network, which allows same-day or next-day delivery. The company says it does not depend on any single third-party supplier, although some raw material suppliers are single-source 1.
- Online gift and flower retailers
Direct competitors in e-commerce flower and gift delivery, a category the company refers to generically in its filings.
- Local florists and florist networks
Competition for same-day delivery, which the company counters with its own BloomNet network.
- Gourmet food producers and retailers
Competitors for premium fruit, baked goods, chocolate and popcorn sold as gifts, especially in the Gourmet Foods segment.
- Digital greeting card platforms
Competition in the greeting card category, which the company entered through the Card Isle acquisition.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- 1-800-Flowers (FLWS) Bets On Discipline While Revenue Keeps FadingYahoo Finance — News · 13 Sept 2026 · EN
- 1-800-FLOWERS (FLWS) Q4 2026 Earnings Call TranscriptYahoo Finance — News · 11 Sept 2026 · EN
- 1-800-FLOWERS.COM, Inc. Q4 2026 Earnings Call SummaryYahoo Finance — News · 10 Sept 2026 · EN
The latest news item in our archive is from 13 Sept 2026; the newest SEC filing is from 23 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Proxy statement23 Oct 2026
- Current report23 Oct 2026Acquisition or disposition of assets · Financial statements and exhibits
- Current report29 Sept 2026Material agreement · Regulation FD disclosure · Financial statements and exhibits
- Annual report11 Sept 2026
- Current report10 Sept 2026Material agreement · Results of operations · Financial statements and exhibits
- Quarterly report07 May 2026
- Current report07 May 2026Results of operations · Financial statements and exhibits
- Current report20 Apr 2026Departure or appointment of officers
- Quarterly report29 Jan 2026
- Current report29 Jan 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-06-28 · SEC / 1-800-FLOWERS.COM, Inc. · 11 Sept 2026
- [2] Form 8-K, results release (exhibit 99.1) · SEC / 1-800-FLOWERS.COM, Inc. · 10 Sept 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.