1-800-FLOWERS.COM 2026 Q1 Earnings Net Loss Widens 54.9% to $52.96M

1-800-FLOWERS.COM (FLWS) reported fiscal 2026 Q1 results on October 30, 2025, missing earnings and revenue forecasts. The company posted a $0.83 per share loss, a 56.6% wider deficit than the prior year, and $215.2 million in revenue, down 11.1% year-over-year. Management outlined a stabilization strategy, including $50 million in cost savings over two years, but provided no explicit revenue or EPS guidance for fiscal 2026.

Revenue

Total revenue declined 11.1% to $215.20 million in Q1 2026, with Consumer Floral & Gifts leading the revenue stream at $115.43 million, followed by Gourmet Foods & Gift Baskets contributing $76.78 million. BloomNet accounted for $23.13 million, while the Corporate segment and intercompany eliminations added $68,000 and -$207,000, respectively. The decline reflects strategic shifts toward profitability and wholesale order timing adjustments.

Earnings/Net Income

The net loss widened to $52.96 million ($0.83 per share) in Q1 2026, a 54.9% increase from $34.19 million ($0.53 per share) in Q1 2025. The company has now recorded losses for over 20 consecutive years in the same quarter, underscoring prolonged unprofitability.

Post-Earnings Price Action Review

Following the earnings report, the stock surged 11.38% on the day but fell sharply in subsequent trading, dropping 23.95% for the week and 21.30% month-to-date. The mixed performance highlights investor skepticism despite management’s stabilization efforts.

CEO Commentary

Adolfo Villagomez emphasized a strategic pivot to profitability, including marketing efficiency improvements, cost reductions, and expansion into third-party marketplaces like Amazon and Walmart. While early traction in initiatives like traffic consolidation and AI-driven strategies was noted, the CEO acknowledged the need for continued cost discipline and operational alignment.

Guidance

The company anticipates $50 million in cost savings over two years, with half realized in fiscal 2026, and expects adjusted EBITDA to remain slightly positive post-timing adjustments. Wholesale sales are projected to grow during the holiday season, though Q1 revenue was impacted by $3–4 million in order timing shifts.

Additional News

Recent updates include the CEO’s emphasis on streamlining operations through $17 million in fiscal 2025 savings and $50 million over two years. The company also announced plans to test physical retail pop-ups and expand into new sales channels, such as Amazon and Walmart. Additionally, 1-800-FLOWERS.COM reaffirmed its commitment to improving marketing efficiency and customer-centric strategies to drive long-term growth.

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The company’s ESG rating from MSCI remains at “A,” reflecting its efforts to enhance sustainability practices. Investors are closely monitoring the impact of its cost-cutting initiatives and strategic pivots on future performance.