1-800-FLOWERS.COM, Inc. Class A (FLWS)

The past six months have seen volatility and a decline in 1-800-FLOWERS.COM, Inc.'s stock price. Key events include weak financial results with revenue decreases and net losses, a "meme stock" rally in July 2025, insider selling by Fund 1 Investments, LLC, and analyst downgrades due to anemic everyday gifting.

Demand for 1-800-FLOWERS.COM, Inc.'s products and services is highly seasonal, with significant revenue concentrated around major holidays and gifting occasions. The Thanksgiving through Christmas holiday season is crucial, generating nearly 50% of its annual revenues. Other major floral gifting occasions include Valentine's Day and Mother's Day. The company hires thousands of seasonal associates to meet increased demand during the holiday season.

1-800-FLOWERS.COM, Inc. is a leading e-commerce company specializing in gifting solutions, operating in the Consumer Cyclicals sector. Founded in 1976, it has evolved into a multi-brand, omni-channel platform. The company's segments include Consumer Floral & Gifts, Gourmet Foods & Gift Baskets, and BloomNet Wire Service. It also offers personalized products and has expanded its wellness gift line.

1-800-FLOWERS.COM, Inc. operates extensively in the United States, with its principal offices in Jericho, New York. It maintains company-owned retail stores, franchises, and a network of affiliates domestically. The company also has an international presence, delivering flowers and gifts to customers in over 130 countries through its international affiliates.

In the past year, 1-800-FLOWERS.COM, Inc.'s brand reputation has faced challenges, particularly concerning customer service and delivery issues. Customer reviews highlight negative experiences, and the CEO acknowledged issues with an order management system. Operational challenges and macroeconomic conditions have contributed to a perception of declining service quality.

1-800-FLOWERS.COM, Inc. has significant institutional ownership, with 93.66% of its shares held by institutions. Major institutional owners include Fund 1 Investments, LLC, Nantahala Capital Management, LLC, and Dimensional Fund Advisors Lp. Fund 1 Investments, LLC has been a notable owner, engaging in both aggressive purchasing and a significant sale of shares.