1-800-Flowers.com (FLWS)
Market Price (9/21/2026): $2.5 | Market Cap: $-Sector: Consumer Discretionary | Industry: Other Specialty Retail
1-800-Flowers.com (FLWS)
Market Price (9/21/2026): $2.5Market Cap: $-Sector: Consumer DiscretionaryIndustry: Other Specialty Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Weak multi-year price returns2Y Excs Rtn is -105%, 3Y Excs Rtn is -136% | Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 30.92 Key risksFLWS key risks include [1] operational execution difficulties with its order management system and [2] supply chain vulnerabilities tied to its significant reliance on fresh flowers sourced from Colombia. |
| Weak multi-year price returns2Y Excs Rtn is -105%, 3Y Excs Rtn is -136% |
| Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 30.92 |
| Key risksFLWS key risks include [1] operational execution difficulties with its order management system and [2] supply chain vulnerabilities tied to its significant reliance on fresh flowers sourced from Colombia. |
Qualitative Assessment
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1-800-Flowers.com (FLWS) stock has lost about 45% since 5/31/2026 because of the following key factors:
1. 1-800-Flowers.com reported a significant earnings miss and revenue decline for fiscal Q4 2026, which ended on June 28, 2026. The company announced an adjusted earnings per share (EPS) loss of -$0.80, falling short of analyst expectations of -$0.70 per share. Consolidated quarterly revenue decreased by 12.9% year-over-year to $293.1 million, missing the estimated $294.17 million. This disappointing performance in the fourth fiscal quarter contributed to a 9.3% drop in stock price upon the announcement on September 10, 2026. Additionally, full-year fiscal 2026 consolidated revenue declined 10.8% to $1.5 billion, with adjusted EBITDA plummeting to $2.9 million from $29.2 million in the prior year.
2. The company issued a significantly downbeat outlook for fiscal 2027, projecting continued revenue declines and weaker-than-expected adjusted EBITDA. For fiscal 2027, 1-800-Flowers.com anticipates net revenues to decline in the mid-single-digit range. Furthermore, adjusted EBITDA is expected to be between $10 million and $15 million, which is substantially below the $27.7 million analysts had forecast. This guidance includes approximately $12 million of additional variable compensation expense compared to fiscal 2026.
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1-800-Flowers.com (FLWS) stock has lost about 45% since 5/31/2026 because of the following key factors:
1. 1-800-Flowers.com reported a significant earnings miss and revenue decline for fiscal Q4 2026, which ended on June 28, 2026. The company announced an adjusted earnings per share (EPS) loss of -$0.80, falling short of analyst expectations of -$0.70 per share. Consolidated quarterly revenue decreased by 12.9% year-over-year to $293.1 million, missing the estimated $294.17 million. This disappointing performance in the fourth fiscal quarter contributed to a 9.3% drop in stock price upon the announcement on September 10, 2026. Additionally, full-year fiscal 2026 consolidated revenue declined 10.8% to $1.5 billion, with adjusted EBITDA plummeting to $2.9 million from $29.2 million in the prior year.
2. The company issued a significantly downbeat outlook for fiscal 2027, projecting continued revenue declines and weaker-than-expected adjusted EBITDA. For fiscal 2027, 1-800-Flowers.com anticipates net revenues to decline in the mid-single-digit range. Furthermore, adjusted EBITDA is expected to be between $10 million and $15 million, which is substantially below the $27.7 million analysts had forecast. This guidance includes approximately $12 million of additional variable compensation expense compared to fiscal 2026.
3. Deteriorating gross margins and persistent declines across core business segments highlighted fundamental operational challenges. The adjusted gross margin for fiscal Q4 2026 contracted by 80 basis points to 34.7% compared to the prior year, primarily due to sales deleveraging, elevated commodity costs (especially cocoa), and increased inventory reserves. The decline in Q4 fiscal 2026 revenue was notably driven by significant drops in key business segments: Consumer Floral & Gifts net revenue fell 13.4% and Gourmet Foods & Gift Baskets net revenue declined 15.4%.
4. Liquidity concerns emerged as the company disclosed plans to evaluate capital raising options and potential asset sales. 1-800-Flowers.com is actively assessing various strategies, including the divestiture of non-strategic assets and exploring debt or equity financings, to optimize its capital structure and support ongoing strategic initiatives. This indicates financial pressure, with net debt at fiscal year-end reaching $128 million against cash reserves of only $11 million.
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Stock Movement Drivers
Fundamental Drivers
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Market Drivers
5/31/2026 to 9/20/2026| Return | Correlation | |
|---|---|---|
| FLWS | -45.7% | |
| Market (SPY) | 0.9% | 26.4% |
| Sector (XLY) | -8.1% | 40.7% |
Fundamental Drivers
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Market Drivers
2/28/2026 to 9/20/2026| Return | Correlation | |
|---|---|---|
| FLWS | -28.7% | |
| Market (SPY) | 11.6% | 30.5% |
| Sector (XLY) | -4.8% | 36.5% |
Fundamental Drivers
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Market Drivers
8/31/2025 to 9/20/2026| Return | Correlation | |
|---|---|---|
| FLWS | -55.7% | |
| Market (SPY) | 19.4% | 20.5% |
| Sector (XLY) | -3.6% | 25.1% |
Fundamental Drivers
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Market Drivers
8/31/2023 to 9/20/2026| Return | Correlation | |
|---|---|---|
| FLWS | -67.1% | |
| Market (SPY) | 75.6% | 31.8% |
| Sector (XLY) | 33.0% | 35.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| FLWS Return | -10% | -59% | 13% | -24% | -52% | -34% | -90% |
| Peers Return | 80% | -22% | 19% | 11% | 24% | 6% | 143% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 103% |
Monthly Win Rates [3] | |||||||
| FLWS Win Rate | 42% | 33% | 50% | 50% | 17% | 44% | |
| Peers Win Rate | 60% | 40% | 50% | 47% | 55% | 49% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| FLWS Max Drawdown | -42% | -77% | -54% | -36% | -66% | -46% | |
| Peers Max Drawdown | -27% | -47% | -40% | -36% | -39% | -32% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ETSY, WSM, SIG, TPR, CPRI. See FLWS Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/18/2026 (YTD)
How Low Can It Go
| Event | FLWS | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -25.1% | -9.5% |
| % Gain to Breakeven | 33.5% | 10.5% |
| Time to Breakeven | 56 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -27.0% | -6.7% |
| % Gain to Breakeven | 37.0% | 7.1% |
| Time to Breakeven | 229 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -38.0% | -33.7% |
| % Gain to Breakeven | 61.3% | 50.9% |
| Time to Breakeven | 41 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -12.3% | -19.2% |
| % Gain to Breakeven | 14.0% | 23.8% |
| Time to Breakeven | 8 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -35.0% | -12.2% |
| % Gain to Breakeven | 53.9% | 13.9% |
| Time to Breakeven | 284 days | 62 days |
| 2013 Taper Tantrum | ||
| % Loss | -19.1% | -0.2% |
| % Gain to Breakeven | 23.6% | 0.2% |
| Time to Breakeven | 114 days | 1 days |
In The Past
1-800-Flowers.com's stock fell -6.1% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 6.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
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| Event | FLWS | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -25.1% | -9.5% |
| % Gain to Breakeven | 33.5% | 10.5% |
| Time to Breakeven | 56 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -27.0% | -6.7% |
| % Gain to Breakeven | 37.0% | 7.1% |
| Time to Breakeven | 229 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -38.0% | -33.7% |
| % Gain to Breakeven | 61.3% | 50.9% |
| Time to Breakeven | 41 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -35.0% | -12.2% |
| % Gain to Breakeven | 53.9% | 13.9% |
| Time to Breakeven | 284 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -32.4% | -17.9% |
| % Gain to Breakeven | 47.9% | 21.8% |
| Time to Breakeven | 216 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -44.0% | -15.4% |
| % Gain to Breakeven | 78.7% | 18.2% |
| Time to Breakeven | 287 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -89.9% | -53.4% |
| % Gain to Breakeven | 892.1% | 114.4% |
| Time to Breakeven | 2079 days | 1085 days |
In The Past
1-800-Flowers.com's stock fell -6.1% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 6.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About 1-800-Flowers.com (FLWS)
1-800-FLOWERS.COM, Inc. (FLWS) is a prominent e-commerce and direct-to-consumer provider of gifts for a wide array of occasions, operating through a diversified portfolio of brands. The company primarily serves consumers looking for thoughtful gifts, encompassing everything from celebratory moments to expressions of sympathy. Its business model leverages an extensive online platform to reach customers both in the United States and internationally, streamlining the process of gifting across various categories.
The company's extensive product offerings include fresh-cut flowers, floral and fruit arrangements, and live plants. Beyond traditional floristry, FLWS has significantly expanded into gourmet foods and personalized gifts. This includes an impressive selection of dipped berries, gourmet popcorns, cookies, chocolates, candies, wines, and high-quality gift baskets. Key brands under its umbrella, such as Harry & David, Cheryl's Cookies, Shari's Berries, The Popcorn Factory, and PersonalizationMall.com, signify its broad reach and market presence across these diverse gifting categories.
FLWS primarily targets individual consumers making purchases for personal gifting needs across holidays, birthdays, anniversaries, and other special events. While its main focus is on direct-to-consumer sales via its online channels, the company also operates BloomNet, a business-to-business segment that provides products and services to professional florists. This hybrid approach allows FLWS to cater to both end-consumers and the floral industry, solidifying its position as a comprehensive player in the gifting market.
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1-800-Flowers.com is:
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The Amazon for gifts and special occasions, offering a vast online selection beyond just flowers.
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The Procter & Gamble of gifting, owning a portfolio of well-known brands like Harry & David, Cheryl's Cookies, and Shari's Berries.
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- Fresh Flowers & Plants: Offers a variety of fresh-cut flowers, floral arrangements, and live plants.
- Gourmet Foods & Gift Baskets: Provides a wide selection of gourmet edibles such as dipped berries, popcorns, cookies, chocolates, candies, wines, and gift-quality fruits, often packaged in gift baskets.
- Personalized Products: Sells customizable items that can be designed with unique names, messages, or photos.
AI Analysis | Feedback
1-800-Flowers.com (FLWS) primarily sells to individuals. Its extensive portfolio of brands such as 1-800-Flowers.com, Harry & David, Cheryl's Cookies, and PersonalizationMall.com are largely direct-to-consumer businesses, providing gifts and gourmet foods for a wide range of personal occasions.
The up to three categories of customers that 1-800-Flowers.com primarily serves are:
- Individuals purchasing gifts for personal milestones and celebrations: This includes customers buying flowers, gourmet foods, or personalized items for birthdays, anniversaries, graduations, engagements, Mother's Day, Valentine's Day, and other celebratory events.
- Individuals purchasing gifts for expressions of sympathy or support: Customers sending floral arrangements, fruit baskets, or comfort items for condolences, get-well wishes, or to offer support during difficult times.
- Individuals purchasing gourmet foods and specialty items for personal consumption or entertaining: This segment includes customers buying products from brands like Harry & David, Cheryl's Cookies, or The Popcorn Factory for their own household enjoyment, family meals, or social gatherings, rather than specifically as a gift for others.
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- FedEx Corporation (FDX)
- United Parcel Service, Inc. (UPS)
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Adolfo Villagomez, Chief Executive Officer
Adolfo Villagomez was appointed Chief Executive Officer of 1-800-FLOWERS.COM, Inc. in May 2025, becoming the first person outside the McCann family to hold this role. He brings over two decades of leadership experience in driving digital transformations and previously served as Chief Executive Officer of Progress Residential, where he led the largest private owner and operator of single-family rentals in over 40 U.S. markets.
James Langrock, Senior Vice President, Chief Financial Officer
James Langrock became Chief Financial Officer of 1-800-FLOWERS.COM, Inc. in January 2025, after joining the company as Chief Administrative Officer in April 2024. Prior to his tenure at 1-800-FLOWERS.COM, Inc., Mr. Langrock held Chief Financial Officer positions at several public and privately held companies, including Charcuterie Artisans, The Hain Celestial Group, and Monster Worldwide, Inc.
James F. McCann, Founder & Chairman of the Board
Jim McCann founded 1-800-FLOWERS.COM, Inc. in 1976 when he purchased his first retail floral shop in Manhattan. He is credited with revolutionizing the floral industry by pioneering the use of toll-free telephone numbers and embracing e-commerce early on, establishing the company's internet presence in the 1990s. Under his leadership, the company expanded into a leading floral and gourmet foods gifting company through a combination of organic growth and strategic acquisitions of brands like Harry & David and Cheryl's Cookies. Mr. McCann also co-founded Smile Farms Inc., a non-profit organization providing job opportunities for individuals with developmental disabilities.
Melanie Babcock, Chief Marketing and Growth Officer
Melanie Babcock leads all aspects of marketing strategy, brand positioning, customer acquisition and retention, and revenue growth initiatives for 1-800-FLOWERS.COM, Inc. A digital pioneer, she previously spent over a decade at The Home Depot in various leadership roles, most recently as Vice President of Orange Apron Media and Monetization, where she built the retail media division. Her prior experience also includes leadership positions at Cardlytics, MSL GROUP/Publicis Groupe, and Ketchum.
Alex Zelikovsky, Chief Information Officer
Alexander Zelikovsky was appointed Chief Information Officer of 1-800-FLOWERS.COM, Inc. in December 2025. He is responsible for leading the company's enterprise-wide technology strategy to accelerate digital transformation, including IT applications, data architecture, cybersecurity, and business intelligence. With over 25 years of technology leadership experience, he previously served as Executive Vice President and Global CIO at Pitney Bowes, and held divisional CIO and Head of Digital Technology roles at Kimberly-Clark. Mr. Zelikovsky began his journey into digital technology as part of the team that pioneered Amazon's global distribution network.
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The key risks to 1-800-Flowers.com (FLWS) include:
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Fluctuations in Consumer Discretionary Spending: The company faces significant risk from reduced consumer discretionary spending due to macroeconomic factors such as inflation and economic uncertainty. As flowers and gourmet gifts are often considered non-essential items, demand for 1-800-Flowers.com's products is highly sensitive to the economic well-being and confidence of consumers, directly impacting revenue and profitability.
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Supply Chain Volatility and Increased Costs: As a business heavily reliant on perishable goods, 1-800-Flowers.com is vulnerable to disruptions and rising costs within its supply chain. This includes volatility in agricultural commodity prices, increased transportation and fuel costs, international shipping delays, geopolitical tensions impacting sourcing, potential tariffs on imported flowers, and the impact of extreme weather events on agricultural production. These factors can lead to higher operational expenses, product availability issues, and squeezed profit margins.
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Intense Competition and Marketing Inefficiency: The floral and gifting industry is highly competitive, with numerous direct and indirect rivals. This competitive landscape often leads to a promotional sales environment that can pressure gross margins. Additionally, shifts in the digital marketing landscape, such as declining effectiveness of traditional Search Engine Optimization (SEO), pose challenges to customer acquisition and retention, potentially reducing marketing efficiency and increasing customer acquisition costs.
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The expansion of on-demand, hyper-local delivery platforms (e.g., Uber Eats, DoorDash, Instacart) into categories such as flowers, gourmet foods, and gifts from local vendors presents a clear emerging threat. These platforms leverage existing local retail networks to offer rapid, often same-day or even same-hour delivery, setting new customer expectations for speed and convenience that can directly challenge 1-800-Flowers.com's established e-commerce and fulfillment model for spontaneous or urgent gifting occasions.
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The addressable markets for 1-800-Flowers.com's main products and services are substantial, both in the U.S. and globally.
Consumer Floral & Gifts
- The global floral industry market size was valued at approximately USD 61.6 billion in 2025 and is projected to reach USD 104.1 billion by 2035, growing at a CAGR of 5.4% during the forecast period (2026-2035).
- In the United States, the floriculture market, which includes fresh-cut flowers, floral arrangements, and plants, was estimated at USD 7.91 billion in 2026 and is projected to grow to USD 10.3 billion by 2031 with a CAGR of 5.43% (2026-2031).
Gourmet Foods & Gift Baskets
- The global gourmet food market size was valued at USD 542.43 billion in 2025 and is projected to grow to USD 931.15 billion by 2034, exhibiting a CAGR of 6.25%.
- The U.S. gourmet food market is estimated to reach USD 126.11 billion in 2025.
- Specifically for food gifting, the U.S. consumer and corporate food gifting market was valued at USD 42 billion and is poised for an average growth of 5.2% annually through 2028.
- The global gift baskets market size was valued at USD 10.6 billion in 2025 and is expected to reach USD 19.05 billion by 2035, with a CAGR of 6% from 2025 to 2035. North America holds approximately 35% of the global market share.
Personalized Products
- The global personalized gifts market size was valued at USD 28.95 billion in 2024 and is projected to grow to USD 47.49 billion by 2030, expanding at a CAGR of 8.6% during the forecast period (2025–2030).
- The U.S. personalized gifts market was valued at USD 9.69 billion in 2024 and is projected to reach USD 14.56 billion by 2030, growing at a CAGR of 7.03%.
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1-800-Flowers.com (FLWS) is focused on several key drivers to fuel its future revenue growth over the next two to three years:
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Expansion of Product Categories and Strategic Acquisitions: The company is actively broadening its product portfolio through strategic acquisitions and diversification beyond traditional floral offerings. Recent examples include the acquisition of Card Isle, an e-commerce greeting card company, and Scharffen Berger, a premium chocolate manufacturer, in 2024. This strategy aims to enhance offerings in high-margin gifting areas and diversify revenue streams, allowing for a broader customer reach.
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Expansion into New Channels Beyond E-commerce: 1-800-Flowers.com is extending its reach by leveraging third-party marketplaces such as Amazon and Walmart.com. This initiative seeks to make products more accessible to new audiences and deepen customer engagement by meeting them where they shop. The company is also exploring new retail approaches, including a full-year store concept, after testing pop-up shops.
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Growth in High-Margin Occasions and Corporate Gifting: A strategic focus for the company is to capitalize on high-margin gifting occasions, with particular emphasis on weddings and the growing corporate gifting segment. Initiatives like SmartGift are pivotal to enhancing capabilities for both consumer and corporate clients and supporting the expansion of the corporate gifting business.
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Enhancing Customer Experience and Leveraging Technology: 1-800-Flowers.com is committed to continuous technological innovation to improve the customer experience. This includes refining its gifting platform to enhance user experience, broaden product selections, and cater to a wider range of price points. The company is also exploring the implementation of AI for advanced customer service capabilities, hyper-personalized interactions, and optimized logistics to improve delivery times and customer engagement.
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Optimizing Marketing Strategy for Profitable Growth: The company is shifting its marketing approach to prioritize profitable growth by focusing on contribution margin rather than solely on top-line revenue. This involves a full-funnel marketing strategy designed to balance brand awareness with efficient customer acquisition and retention, aiming to improve overall profitability and boost customer lifetime value.
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Share Repurchases
- 1-800-Flowers.com reported stock buybacks in fiscal year 2022.
- The number of outstanding Class A shares decreased by 1.54% in fiscal year 2024 to 63.83 million, and by 0.9% in fiscal year 2022 to 64.67 million.
Share Issuance
- The number of outstanding Class A shares saw minor increases of 0.25% in fiscal year 2023 to 64.83 million and 0.82% in fiscal year 2021 to 65.26 million, indicating some share issuance activity.
Outbound Investments
- In fiscal year 2021, the company made cash acquisitions totaling $250.94 million, which included the acquisition of Vital Choice Seafood LLC.
- During fiscal year 2022, 1-800-Flowers.com acquired Alice's Table, Inc. for $1.3 million, using $0.8 million in existing cash. Cash acquisitions for fiscal year 2022 totaled $21.28 million.
- In fiscal year 2024, the company completed two acquisitions: Card Isle for approximately $3.6 million and Scharffen Berger for approximately $3.3 million. Total cash acquisitions for fiscal year 2024 were $3.67 million.
Capital Expenditures
- Capital expenditures were $55.22 million in fiscal year 2021, $66.41 million in fiscal year 2022, $44.65 million in fiscal year 2023, $38.63 million in fiscal year 2024, and are projected to be $41.46 million for fiscal year 2025.
- In fiscal year 2022, the company focused capital expenditures on deploying automation in its manufacturing, warehouse, and distribution facilities to reduce reliance on seasonal labor.
- For fiscal year 2023, capital investments were primarily directed towards expanding and innovating the gifting platform. In fiscal year 2024, capital was allocated to strategic initiatives aimed at broadening product offerings, expanding price points, and enhancing the customer experience.
Peer Outperformance in Other Specialty Retail
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -17.9% | 77.7% | 73.5% | LINC 317% · PRDO 233% · CVSA 232% |
| Homebuilding | 18 | -12.1% | 31.0% | 49.1% | GRBK 198% · PHM 161% · TOL 134% |
| Specialty Stores | 7 | 2.1% | 42.3% | 10.5% | SIG 35% · FIVE 26% · ASO 18% |
| Home Improvement Retail | 5 | -25.9% | -3.0% | 1.9% | HVT 14% · LOW 3% · HD 2% |
| Hotels, Resorts & Cruise Lines | 22 | 11.4% | 46.9% | 1.2% | RCL 207% · MAR 149% · HLT 143% |
| Automotive Retail | 18 | -20.6% | -2.8% | 0.9% | MUSA 237% · PAG 149% · ORLY 109% |
| Distributors | 4 | -12.0% | -25.6% | -11.8% | ARMK 162% · GPC 22% · LKQ -46% |
| Home Furnishings | 4 | -6.3% | 21.5% | -13.8% | SGI 38% · LZB 2% · MHK -30% |
| Specialized Consumer Services | 10 | -16.9% | 17.6% | -18.3% | HRB 109% · FTDR 76% · SCI 39% |
| Footwear | 9 | 52.2% | 45.9% | -19.8% | WEYS 161% · SHOO 16% · DECK 11% |
| Restaurants | 35 | -15.0% | -17.9% | -20.2% | EAT 308% · CAKE 151% · RAVE 146% |
| Leisure Products | 13 | -24.9% | -21.7% | -34.7% | GOLF 74% · HAS 15% · MCFT -17% |
| Leisure Facilities | 11 | -0.2% | 0.1% | -37.1% | OSW 130% · JAKK 121% · ESCA 29% |
| Apparel, Accessories & Luxury Goods | 27 | -13.2% | 2.9% | -37.2% | TPR 240% · RL 236% · ELA 204% |
| Automotive Parts & Equipment | 38 | -15.3% | -15.4% | -40.0% | MOD 1623% · GTX 304% · STRT 87% |
| Casinos & Gaming | 20 | -13.6% | -28.3% | -41.9% | MCRI 114% · RRR 37% · BYD 27% |
| Household Appliances | 18 | -7.0% | 12.7% | -43.4% | FLXS 170% · KEQU 159% · HBB 132% |
| Apparel Retail | 25 | -8.9% | 10.2% | -44.4% | ANF 260% · URBN 134% · ROST 110% |
| Computer & Electronics Retail | 3 | -13.2% | 33.0% | -52.3% | BBY 10% · GME -52% · UPBD -63% |
| Broadline Retail | 15 | -1.2% | 14.3% | -56.8% | DDS 310% · EBAY 69% · AMZN 52% |
| Automobile Manufacturers | 8 | -78.7% | -51.2% | -71.9% | GM 74% · TSLA 48% · F 41% |
| Consumer Electronics | 11 | -14.1% | -17.2% | -75.4% | AXIL 2829% · GRMN 83% · MSN -57% |
| Other Specialty Retail ← | 18 | -37.2% | -46.6% | -78.4% | TLF 114% · BBW 72% · WINA 57% |
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 86.49 |
| Mkt Cap | 15.0 |
| Rev LTM | 5,725 |
| Op Inc LTM | 997 |
| FCF LTM | 979 |
| FCF 3Y Avg | 931 |
| CFO LTM | 1,133 |
| CFO 3Y Avg | 1,070 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 3.0% |
| Rev Chg 3Y Avg | 0.7% |
| Rev Chg Q | 6.5% |
| QoQ Delta Rev Chg LTM | 1.5% |
| Op Inc Chg LTM | 5.6% |
| Op Inc Chg 3Y Avg | 7.1% |
| Op Mgn LTM | 17.6% |
| Op Mgn 3Y Avg | 16.7% |
| QoQ Delta Op Mgn LTM | 1.1% |
| CFO/Rev LTM | 21.5% |
| CFO/Rev 3Y Avg | 19.4% |
| FCF/Rev LTM | 19.1% |
| FCF/Rev 3Y Avg | 17.0% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Gourmet Foods & Gift Baskets | 811 | 874 | 965 | 1,004 | 956 |
| Consumer Floral & Gifts | 777 | 850 | 921 | 1,060 | 1,025 |
| BloomNet | 99 | 108 | 133 | 146 | 143 |
| Corporate | 0 | 1 | 0 | 0 | 0 |
| Intercompany eliminations | -1 | -1 | -1 | -2 | -2 |
| Total | 1,686 | 1,831 | 2,018 | 2,208 | 2,122 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Gourmet Foods & Gift Baskets | 47 | 85 | 13 | 62 | 149 |
| BloomNet | 29 | 34 | 37 | 43 | 46 |
| Depreciation and amortization | -54 | -54 | -54 | -49 | -43 |
| Consumer Floral & Gifts | -95 | 67 | 96 | 104 | 129 |
| Corporate | -133 | -134 | -127 | -118 | -132 |
| Total | -205 | -2 | -35 | 42 | 149 |
Price Behavior
| Market Price | $2.48 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 08/03/1999 | |
| Distance from 52W High | -55.2% | |
| 50 Days | 200 Days | |
| DMA Price | $3.77 | $3.87 |
| DMA Trend | indeterminate | down |
| Distance from DMA | -34.2% | -35.9% |
| 3M | 1YR | |
| Volatility | 56.0% | 80.3% |
| Downside Capture | 248.45 | 151.87 |
| Upside Capture | -15.64 | 31.55 |
| Correlation (SPY) | 16.3% | 20.4% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.38 | 0.58 | 1.01 | 1.43 | 1.21 | 1.33 |
| Up Beta | 2.02 | 0.49 | -0.14 | 0.44 | 0.45 | 1.21 |
| Down Beta | -0.09 | 1.84 | 2.26 | 2.21 | 3.43 | 1.63 |
| Up Capture | 43% | 19% | 38% | 164% | 25% | 92% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 7 | 19 | 29 | 59 | 116 | 353 |
| Down Capture | 245% | 43% | 149% | 156% | 105% | 109% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 12 | 21 | 31 | 64 | 128 | 374 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FLWS | |
|---|---|---|---|---|
| FLWS | -52.9% | 80.2% | -0.60 | - |
| Sector ETF (XLY) | -7.6% | 19.5% | -0.53 | 25.6% |
| Equity (SPY) | 16.9% | 12.9% | 0.94 | 20.7% |
| Gold (GLD) | 19.1% | 29.3% | 0.60 | 11.8% |
| Commodities (DBC) | 46.3% | 20.6% | 1.73 | -11.5% |
| Real Estate (VNQ) | 4.9% | 13.6% | 0.10 | 22.6% |
| Bitcoin (BTCUSD) | -30.6% | 44.3% | -0.70 | 7.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FLWS | |
|---|---|---|---|---|
| FLWS | -40.2% | 65.2% | -0.52 | - |
| Sector ETF (XLY) | 4.8% | 24.1% | 0.16 | 41.4% |
| Equity (SPY) | 12.9% | 17.2% | 0.57 | 36.2% |
| Gold (GLD) | 19.1% | 18.8% | 0.83 | 5.5% |
| Commodities (DBC) | 11.2% | 19.5% | 0.45 | 2.8% |
| Real Estate (VNQ) | 1.1% | 18.8% | -0.05 | 33.0% |
| Bitcoin (BTCUSD) | 12.5% | 52.5% | 0.42 | 17.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FLWS | |
|---|---|---|---|---|
| FLWS | -12.3% | 58.1% | 0.01 | - |
| Sector ETF (XLY) | 11.8% | 22.2% | 0.49 | 41.2% |
| Equity (SPY) | 15.1% | 18.0% | 0.72 | 35.8% |
| Gold (GLD) | 12.1% | 16.4% | 0.61 | 5.0% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | 7.9% |
| Real Estate (VNQ) | 4.4% | 20.7% | 0.18 | 31.0% |
| Bitcoin (BTCUSD) | 62.6% | 66.2% | 1.02 | 12.0% |
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Returns Analyses
Earnings Returns History
Updated 9/21/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 9/10/2026 | -13.0% | -22.2% | |
| 5/7/2026 | 16.5% | 8.7% | 10.4% |
| 1/29/2026 | 14.6% | 1.5% | -13.9% |
| 10/30/2025 | 3.7% | 0.0% | -2.3% |
| 9/4/2025 | -2.8% | -3.9% | -14.1% |
| 5/8/2025 | -16.1% | -18.0% | -11.1% |
| 1/30/2025 | -8.4% | -9.2% | -21.9% |
| 10/31/2024 | 3.9% | 10.2% | 1.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 11 | 10 |
| # Negative | 10 | 13 | 13 |
| Median Positive | 8.7% | 8.7% | 8.9% |
| Median Negative | -12.6% | -14.5% | -13.9% |
| Max Positive | 28.4% | 39.2% | 32.2% |
| Max Negative | -28.5% | -24.4% | -28.1% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 9/10/2026 | -13.0% | -22.2% | |
| 5/7/2026 | 16.5% | 8.7% | 10.4% |
| 1/29/2026 | 14.6% | 1.5% | -13.9% |
| 10/30/2025 | 3.7% | 0.0% | -2.3% |
| 9/4/2025 | -2.8% | -3.9% | -14.1% |
| 5/8/2025 | -16.1% | -18.0% | -11.1% |
| 1/30/2025 | -8.4% | -9.2% | -21.9% |
| 10/31/2024 | 3.9% | 10.2% | 1.5% |
| 8/29/2024 | -12.1% | -18.1% | -11.6% |
| 5/2/2024 | 0.7% | -1.8% | 6.8% |
| 2/1/2024 | 0.3% | -6.2% | -1.3% |
| 11/2/2023 | 11.8% | 8.7% | 19.7% |
| 8/31/2023 | 7.9% | -12.8% | 0.3% |
| 5/11/2023 | 8.4% | 15.6% | -4.5% |
| 2/2/2023 | 28.4% | 5.1% | 4.8% |
| 11/3/2022 | 16.6% | 7.6% | 32.2% |
| 9/1/2022 | -10.7% | -21.5% | -25.2% |
| 4/28/2022 | -15.2% | -4.3% | -20.4% |
| 1/27/2022 | -28.5% | -24.4% | -28.1% |
| 10/28/2021 | 9.1% | 16.5% | 7.4% |
| 8/26/2021 | 4.3% | 5.5% | 10.3% |
| 4/29/2021 | 20.5% | 39.2% | 28.9% |
| 1/28/2021 | -11.6% | -14.5% | -22.2% |
| 10/29/2020 | -15.3% | -17.8% | -1.0% |
| SUMMARY STATS | |||
| # Positive | 14 | 11 | 10 |
| # Negative | 10 | 13 | 13 |
| Median Positive | 8.7% | 8.7% | 8.9% |
| Median Negative | -12.6% | -14.5% | -13.9% |
| Max Positive | 28.4% | 39.2% | 32.2% |
| Max Negative | -28.5% | -24.4% | -28.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 09/11/2026 | 10-K |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 01/29/2026 | 10-Q |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 09/05/2025 | 10-K |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 01/31/2025 | 10-Q |
| 09/30/2024 | 11/01/2024 | 10-Q |
| 06/30/2024 | 09/06/2024 | 10-K |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/13/2023 | 10-Q |
| 06/30/2023 | 09/15/2023 | 10-K |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 02/10/2023 | 10-Q |
| 09/30/2022 | 11/14/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 09/11/2026 | 10-K |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 01/29/2026 | 10-Q |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 09/05/2025 | 10-K |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 01/31/2025 | 10-Q |
| 09/30/2024 | 11/01/2024 | 10-Q |
| 06/30/2024 | 09/06/2024 | 10-K |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/13/2023 | 10-Q |
| 06/30/2023 | 09/15/2023 | 10-K |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 02/10/2023 | 10-Q |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 09/16/2022 | 10-K |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 02/04/2022 | 10-Q |
| 09/30/2021 | 11/05/2021 | 10-Q |
| 06/30/2021 | 09/10/2021 | 10-K |
| 03/31/2021 | 05/07/2021 | 10-Q |
| 12/31/2020 | 02/05/2021 | 10-Q |
| 09/30/2020 | 11/06/2020 | 10-Q |
| 06/30/2020 | 09/11/2020 | 10-K |
| 03/31/2020 | 05/08/2020 | 10-Q |
| 12/31/2019 | 02/07/2020 | 10-Q |
| 09/30/2019 | 11/08/2019 | 10-Q |
Recent Forward Guidance
Updated 9/11/2026Latest: Q4 2026 Earnings Reported 9/10/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Revenue Growth | Reported | |||||||
| 2027 Adjusted EBITDA | Reported | 10.00 Mil | 12.50 Mil | 15.00 Mil | Higher New | Guidance: 0 for 2026 | ||
Prior: Q3 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue Growth | Reported | -12.0% | -11.0% | -10.0% | 0.0% | Affirmed | Guidance: -11.0% for 2026 | |
| 2026 Adjusted EBITDA | Reported | -2.00 Mil | 0 | 2.00 Mil | -100.0% | Lowered | Guidance: 12.00 Mil for 2026 | |
Q2 2026 Earnings Reported 1/29/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue Growth | Reported | -11.0% | ||||||
| 2026 Adjusted EBITDA | Reported | 12.00 Mil | ||||||
Insider Activity
Updated 9/15/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Fund, 1 Investments, Llc | See Footnote | Sell | 4222026 | 4.17 | 489,238 | 2,038,839 | 15,031,741 | Form | |
| 2 | Fund, 1 Investments, Llc | See Footnote | Sell | 4222026 | 4.19 | 720,000 | 3,017,376 | 17,166,528 | Form | |
| 3 | Fund, 1 Investments, Llc | See Footnote | Sell | 4222026 | 4.60 | 543,195 | 2,498,106 | 22,149,473 | Form | |
| 4 | Feldman, Jonathan J | President, BloomNet | Direct | Sell | 11242025 | 3.10 | 7,259 | 22,503 | 158,500 | Form |
| 5 | Fund, 1 Investments, Llc | See Footnotes | Sell | 10242025 | 5.94 | 4,167,813 | 24,750,628 | 31,827,108 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Fund, 1 Investments, Llc | See Footnote | Sell | 4222026 | 4.17 | 489,238 | 2,038,839 | 15,031,741 | Form | |
| 2 | Fund, 1 Investments, Llc | See Footnote | Sell | 4222026 | 4.19 | 720,000 | 3,017,376 | 17,166,528 | Form | |
| 3 | Fund, 1 Investments, Llc | See Footnote | Sell | 4222026 | 4.60 | 543,195 | 2,498,106 | 22,149,473 | Form | |
| 4 | Feldman, Jonathan J | President, BloomNet | Direct | Sell | 11242025 | 3.10 | 7,259 | 22,503 | 158,500 | Form |
| 5 | Fund, 1 Investments, Llc | See Footnotes | Sell | 10242025 | 5.94 | 4,167,813 | 24,750,628 | 31,827,108 | Form |
Investor Activity (13F)
Updated Sep 21, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
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Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Other Specialty Retail Resources |
| Specialty Retailer |
| Retail Gazette |
| Inside Retail |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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