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

1-800-FLOWERS.COM, Inc. stock has experienced volatility, including a 29% surge leading up to April 21, 2026, driven by a leadership transition and anticipation of fiscal Q3 results, followed by a 9% decline due to revenue pressures. Adolfo Villagomez was appointed CEO in May 2025. The company's fiscal 2026 third-quarter results showed an 11.6% year-over-year revenue decrease to $293.0 million, but the gross profit margin improved to 33.2%. A non-cash impairment charge of $45.2 million related to its Consumer Floral & Gifts segment impacted net loss. The company achieved its $50 million cost savings target and reduced core headcount by approximately 20%. A partnership with Instacart for nationwide floral delivery was announced in February 2026. Fund 1 Investments, LLC increased its stake by approximately $30 million between January and April 2025.

Demand for 1-800-FLOWERS.COM, Inc.'s products is highly seasonal, with peaks around Valentine's Day, Mother's Day, and the year-end holiday season. The Thanksgiving through Christmas holiday season is expected to generate nearly 50% of its annual revenues and all of its earnings. Revenues also rise during the fiscal third and fourth quarters due to major floral gifting occasions. The company increases its workforce significantly to meet the increased demand during these peak times.

1-800-FLOWERS.COM, Inc. is an American e-commerce provider specializing in floral arrangements and gourmet food gifts, operating in the consumer discretionary sector. Founded in 1976, it has grown into a multi-brand enterprise with segments including Consumer Floral & Gifts, Gourmet Foods & Gift Baskets, and BloomNet. The Consumer Floral & Gifts segment includes brands like 1-800-Flowers.com and PersonalizationMall.com. The Gourmet Foods & Gift Baskets segment features brands such as Harry & David and Cheryl's Cookies. BloomNet is an international service provider for florists, and DesignPac Gifts, LLC manufactures gift baskets.

1-800-FLOWERS.COM, Inc.'s core operations are focused on the U.S. market, but the company offers international flower delivery to over 195 countries and territories through a network of local florists and partnerships. The company also serves customers in Canada.

1-800-FLOWERS.COM, Inc. was recognized among America's Most Trustworthy Companies by Newsweek for 2024 and as one of America's Most Admired Workplaces for 2025. The company has improved customer experience, with gains across key service metrics around Valentine's Day in fiscal 2026. AI-powered sorting and ranking on 1-800-Flowers.com is improving conversion and post-purchase satisfaction. A new partnership with Instacart is expected to boost sales and enhance brand visibility.

The ownership structure of 1-800-FLOWERS.COM, Inc. includes institutional and individual investors, with a dual-class share system. Founder James F. McCann is the largest individual shareholder, holding 12.08 million shares, representing 19.01% of the company. Major institutional investors include Fund 1 Investments, LLC, BlackRock, Inc., and The Vanguard Group, Inc. As of July 2025, 306 institutional owners collectively possessed 37,148,155 shares.