1-800-Flowers.Com Inc
F:FWC
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1-800-Flowers.Com Inc
1-800-Flowers.com is a gift and floral retailer that helps people send flowers, plants, gourmet food, and other gift baskets for birthdays, holidays, sympathy occasions, and other personal events. It sells through its websites, mobile apps, phone lines, and a network of branded gift businesses, so customers can shop for convenient last-minute gifts as well as more planned celebrations. The company makes money mainly by selling products directly to consumers and by taking orders for delivery to the recipient. It also earns from gift subscriptions and from selling through its portfolio of specialty brands, which include businesses focused on flowers, chocolates, fruit baskets, baked goods, and other gift categories. Its revenue comes from the sale of physical products and the service of arranging and fulfilling those orders. What makes its business model distinct is that it sits at the intersection of retail, logistics, and occasion-based gifting. Instead of being a general merchandise store, it focuses on emotional purchase moments where speed, presentation, and reliable delivery matter. That gives it a role as a convenient gift coordinator rather than just a seller of flowers or food.
1-800-Flowers.com is a gift and floral retailer that helps people send flowers, plants, gourmet food, and other gift baskets for birthdays, holidays, sympathy occasions, and other personal events. It sells through its websites, mobile apps, phone lines, and a network of branded gift businesses, so customers can shop for convenient last-minute gifts as well as more planned celebrations.
The company makes money mainly by selling products directly to consumers and by taking orders for delivery to the recipient. It also earns from gift subscriptions and from selling through its portfolio of specialty brands, which include businesses focused on flowers, chocolates, fruit baskets, baked goods, and other gift categories. Its revenue comes from the sale of physical products and the service of arranging and fulfilling those orders.
What makes its business model distinct is that it sits at the intersection of retail, logistics, and occasion-based gifting. Instead of being a general merchandise store, it focuses on emotional purchase moments where speed, presentation, and reliable delivery matter. That gives it a role as a convenient gift coordinator rather than just a seller of flowers or food.
Stabilization: Management said fiscal 2026 remains a year of stabilization, but it is now seeing early evidence that its operational changes are improving execution and the customer experience.
Revenue: Third-quarter revenue was down 11.6%, with Consumer Floral and Gifts down 18.7%, while Gourmet Foods and Gift Baskets was essentially flat.
Margins: Gross margin improved 10 basis points to 33.2% excluding prior-year system issues, helped by cost savings and better pricing discipline, though tariffs and commodity costs still weighed on results.
Cost Savings: The company said it has already achieved its full $50 million annualized run-rate cost savings target ahead of plan and is now targeting another $15 million to $20 million.
Marketing Shift: Management is moving from a bottom-of-funnel focus to more brand-building and top-/mid-funnel marketing, with spend expected to be approximately flat as a percent of sales in the fourth quarter versus last year.
Outlook: Full-year fiscal 2026 guidance was reiterated: revenue down approximately 10% to 12% and adjusted EBITDA roughly breakeven, plus or minus $2 million.
AI and Marketplaces: The company highlighted AI-powered sorting and ranking on its website, a new Instacart partnership, and growing activity on marketplaces like Amazon, Walmart, Etsy, DoorDash and Uber Eats.