1-800 Flowers earnings date
1-800 Flowers (FLWS) Q1 2027 Earnings Report
MX:FLWS Q1 2027 EPS Results
- Actual EPS
- -MXN 14.51
- Consensus EPS
- -MXN 10.66
- Beat/Miss
- Missed by -MXN 3.85
- One Year Ago EPS
- -MXN 15.44
MX:FLWS Q1 2027 Revenue Results
- Actual Revenue
- MXN 3.19B
- Expected Revenue
- MXN 3.65B
- Beat/Miss
- Missed by -MXN 467.56M
- YoY Revenue Growth
- -20.38%
Earnings Announcement Details
- Quarter
- Q1 2027
- Date
- 11/05/2026
- Time
- Before Open
- Conference Call
- Thursday, November 5, 2026
1-800 Flowers's next earnings date is estimated for February 4, 2027, based on past reporting schedules.
Q1 2027 Earnings Call Audio
Q1 2027 Earnings Slide Deck
No slide deck is available for this earnings event.
Q1 2027 Earnings Call Summary
The call conveyed cautious optimism about early improvements in demand on the two primary websites, higher average order value, portfolio simplification, cost discipline, and planned technology and operational initiatives. However, these positives were weighed against an 11.1% consolidated revenue decline, a 36% demand decline across other websites, lower B2B and segment revenue, gross margin pressure, a substantial Adjusted EBITDA loss, elevated net debt, and guidance for fiscal 2027 revenue to decline 2% to 5%. Overall, the tone was mixed with improving operational trends but continued significant financial and demand challenges.
For fiscal 2027, the company now expects total revenues to decline between 2% and 5%, and Adjusted EBITDA to be in the range of approximately $10 million-$15 million; it expects borrowings under the revolver to be fully repaid during the fiscal second quarter, marketing and digital initiatives to begin contributing in Q2 with benefits building over time, the AI-powered shopping agent to launch this month, the direct ship backup program to expand during November, and network optimization to begin providing benefits at the beginning of FY 2028, with none of that included in the guidance.
- Primary Website Demand Trends ImprovedNet Order Demand on 1-800-flowers.com and harryanddavid.com declined 8% year-over-year in Q1 fiscal 2027, improving from a 12.6% decline in Q1 fiscal 2026. The decline moderated further to low single digits in October versus double digits a year earlier, and 1-800-FLOWERS.COM was reported as comping positive over the last two weeks.
- Floral Product Availability and Assortment InitiativesThe company launched the first phase of its direct ship backup program in September and expects to expand it during November. Once fully implemented, the top 10 floral products are expected to have nearly complete market coverage. The company is also expanding floral assortment and price points, with early results including higher average selling prices for products in the initial rollout.
- Higher Average Order ValueOverall net average order value increased 2% to approximately $84.58 from $82.90 in the prior year period, with 1-800-FLOWERS.COM reported as higher.
- Harry & David Consumer Business ImprovementsThe company simplified and strengthened the Harry & David product assortment, removed underperforming items, added more productive products, and expanded into meals, entertaining, pantry items, and desserts. Early customer response was described as encouraging.
- New Harry & David Mobile AppThe company launched a new Harry & David mobile app that allows customers to manage contacts, personalize gift messages, simplify checkout, and track deliveries in one place. The company stated that the app is intended to support customer engagement, repeat purchases, and more direct personalized communication.
- AI-Powered Shopping Agent PlannedThe company is preparing to launch an AI-powered shopping agent on 1-800-FLOWERS.COM in partnership with Google. The capability is expected to launch in November and is intended to provide a more personalized shopping experience based on the recipient and occasion.
- Portfolio Integration and Cross-Selling OpportunitiesSimply Chocolate and The Popcorn Factory were integrated into harryanddavid.com, allowing the company to present those products to a larger customer base, create additional cross-selling opportunities, and reduce complexity across the portfolio.
- Marketing Technology InvestmentsAt the end of Q1, the company began investing in modernizing its marketing technology, including implementation of a customer data platform and continued work to improve the digital customer experience. The initiatives are intended to improve customer understanding, communication relevance, purchase frequency, and marketing returns.
- Operating Expense Reduction and Cost DisciplineExcluding non-recurring charges and the impact of the non-qualified deferred compensation plan, operating expenses decreased $10.6 million year-over-year to $102.3 million. Management attributed the reduction primarily to improved marketing investment efficiency and cost savings initiatives.
- Wholesale Profitability ImprovementWholesale and other revenue declined, but profitability improved, primarily because of customer and product mix and the timing of shipments to various customers.
- Operational Efficiency Programs UnderwayNetwork optimization and Lean Six Sigma initiatives are underway to evaluate fulfillment and distribution efficiency, improve utilization of existing infrastructure, identify productivity improvements, and establish a foundation for continuous improvement. Management stated that network optimization benefits are expected to begin in fiscal 2028.
- Portfolio Divestitures and Debt ReductionThe company completed the sale of PersonalizationMall.com and Things Remembered during fiscal Q2 for an approximate value of $45 million. Approximately half of the proceeds, or $22 million, were used to pay down the term loan, reducing the outstanding term loan balance to $111.3 million after quarter-end. The remaining proceeds are available to fund strategic initiatives.
- Pending Jacksonville Facility SaleThe company entered into an agreement to sell its Jacksonville, Florida facility for approximately $10 million, subject to customary closing conditions. Management described the transaction as part of its efforts to optimize the capital structure, reduce debt, and strengthen financial flexibility.
- Improving BloomNet Gross Profit TrendsManagement stated that improving gross profit performance in BloomNet indicated that orders from florist members were improving.
MX:FLWS Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 04, 2027 | 2027 (Q2) | 18.54- | 22.32 | ― | ― |
| Nov 05, 2026 | 2027 (Q1) | -10.66-14.51 | -15.44 | 6.02% (+0.93) | |
| Sep 10, 2026 | 2026 (Q4) | -13.02-14.88 | -12.83 | -15.94% (-2.05) | |
| May 07, 2026 | 2026 (Q3) | -14.01-14.32 | -13.21 | -8.45% (-1.12) | |
| Jan 29, 2026 | 2026 (Q2) | 16.0022.32 | 20.09 | 11.11% (+2.23) | |
| Oct 30, 2025 | 2026 (Q1) | -11.03-15.44 | -9.49 | -62.75% (-5.95) | |
| Sep 04, 2025 | 2025 (Q4) | -9.54-12.83 | -6.32 | -102.94% (-6.51) | |
| May 08, 2025 | 2025 (Q3) | -6.38-13.21 | -5.21 | -153.57% (-8.00) | |
| Jan 30, 2025 | 2025 (Q2) | 22.2520.09 | 23.62 | -14.96% (-3.53) | |
| Oct 31, 2024 | 2025 (Q1) | -9.78-9.49 | -8.93 | -6.25% (-0.56) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
