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what it is
It sells flowers, cookies, baskets, chocolate, cards, and other gifts online.
how it gets paid
Last year Flowers made $1.7B in revenue. Consumer Floral & Gifts was the main engine at $0.68B, or 40% of sales.
why growth slowed
Revenue fell 8.0% last year. Gross margin held at 40.6%, so the pain was below the top line.
what just happened
Revenue hit $917M, but EPS fell 75% to $0.28.
At a glance
C++ balance sheet — some cracks in the foundation
30/100 earnings predictability — expect surprises
13.0x trailing p/e — the market's not buying it — or you found a deal
1.8% return on capital — nothing to write home about
-$3.13 fy2025 eps est
xvary composite: 41/100 — below average
What they do
It sells flowers, cookies, baskets, chocolate, cards, and other gifts online.
You are not buying one flower shop. You are buying 8 brands and 3,900 employees. Celebrations Passport is a membership that removes standard shipping and service charges on eligible orders, so your repeat order stays in the same cart.
How they make money
$1.7B
annual revenue · their business grew -8.0% last year
Consumer Floral & Gifts
$0.68B
dn
Gourmet Foods & Gifts
$0.51B
dn
BloomNet services
$0.17B
flat
Membership & other brands
$0.34B
flat
The products that matter
flagship floral e-commerce
1-800-Flowers.com
consumer floral segment · $674M
this business produced $674M last year, or roughly 40% of total revenue. If you think the brand still matters, this is where that thesis has to show up first.
40% of revenue
gourmet food gifting
Harry & David
gourmet food segment · $843M
at $843M, this is the largest segment by revenue. That's useful scale. It's also concentration. When gifting demand softens, the biggest business carries the biggest bruise.
largest segment
florist network services
BloomNet
$168M · 10,000+ florists
BloomNet connects more than 10,000 local florists but contributes just $168M, or about 10% of revenue. Strategic network, small revenue pool. Useful support business, not the thing carrying the stock.
subscale
Key numbers
$1.7B
annual revenue
That is the revenue base, and an 8.0% decline still leaves a $135M hole.
12.2%
operating margin
Every $100 of sales left $12.20 before interest and taxes.
$225M
long-term debt
Debt of that size is 52% of capital, so equity is not first in line.
1.8%
return on capital
The business earned $1.80 for every $100 tied up in it.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 3 — safer than 50% of stocks
- price stability 10 / 100
- long-term debt $225M (52% of capital)
C++ — balance sheet grade and long-term debt are flagged. this stock carries more risk than average.
Total return vs. market
Return history isn't available for FLWS right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Revenue hit $917M, but EPS fell 75% to $0.28.
Gross margin held at 40.6%, so the pain was below the top line. You got more sales, less profit.
$917M
revenue
$0.28
eps
40.6%
gross margin
revenue rebound
The $917M top line mattered most because it rose 31% vs. prior year, but it still did not rescue EPS.
source: company earnings report, 2026
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What could go wrong
the main risk is simple: the business shrinks faster than management can fix the cost structure. When all three segments fall together and gross margin also moves the wrong way, you do not have much cushion.
high
persistent revenue decline
revenue fell 8.0% in fiscal 2025 to roughly $1.685B, and all three major segments declined by the same 8.0%.
that exposes essentially the full revenue base. This was broad weakness, not one broken line item.
high
losses keep eating flexibility
the company lost about $200M in fiscal 2025. Against a $210M market cap, that is not background noise. That is the equity story.
another year anywhere close to that would pressure capital, investor patience, and management's room to keep experimenting.
med
margin compression from input costs
q2 gross margin fell 1.2 points to 42.1% because tariffs, commodities, and shipping costs rose.
when direct costs rise, each sale contributes less. In a company already trying to climb back to profit, that slows the repair job immediately.
med
debt leaves less margin for error
long-term debt stands at $225M, or 52% of capital, while the balance sheet is graded C++.
that does not mean distress is imminent. It means a slow recovery gets more expensive, and a failed recovery gets uglier faster.
a company that lost $200M on $1.685B of sales does not have much room for another broad 8.0% slide.
source: institutional data · regulatory filings · risk analysis
Pay attention to
earnings
q3 fy2026 earnings report
expected april 30, 2026. You want easing revenue pressure, not just another EPS beat against a low bar.
margin
gross margin after the 42.1% print
if gross margin keeps slipping, the math gets worse even if sales stop falling. That's the catch with low-quality turnarounds.
balance sheet
how much room the $225M debt load leaves
debt at 52% of capital is not fatal by itself. It matters because repeated losses reduce the company's ability to wait out a slow fix.
street view
whether estimate cuts finally stop
with four analysts and a Reduce consensus, sentiment is already skeptical. The next real signal is stabilization in numbers, not prettier language.
Analyst rankings
earnings predictability
30 / 100
low predictability means the business has been hard to model. in human-speak, you should expect messy quarters and quick narrative swings.
street consensus
reduce
four analysts cover the stock with a $6.00 price target. in human-speak, the street sees possible upside from $4.76, but not enough evidence yet to call this fixed.
source: institutional data
Institutional activity
institutional ownership data for FLWS is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$5
current price
n/a
target midpoint · n/a from current
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