FLWS1-800-FLOWERS.COM, Inc.
The Read
FLWS's stock plunged about 34% after Q2 2026 due to a sharp 9.
The schedule
- Thu15Oct
Early indications of consumer demand and web traffic ahead of the critical holiday shopping season.
- Sun20Dec
Interim readout on Holiday (Q2) sales volumes, a make-or-break profitability window for FLWS.
- Thu11Feb
Fiscal Q2 2027 earnings release, detailing the final profitability and margin capture of the holiday season.
- Thu11Feb
1-800-Flowers reports Fiscal Q4 2026 earnings, navigating an 11.6% YoY revenue contraction and intense e-commerce competition.
- Thu13May
Fiscal Q1 2027 earnings report covering the structurally weakest quarter of the company's fiscal year.
- Thu13May
Fiscal Q3 2027 earnings release covering the Valentine's Day demand period.
Past
- Wed15Jul
Actual outcome: Bull · $4.21 at outcome
The stock rallied 7.4% through the outcome date, indicating the market was reassured by the company's capital structure and liquidity review despite prior cash burn concerns. Following the event, FLWS attracted positive attention for its strong upward momentum and was highlighted as an undervalued bargain stock, which drove the bullish price action.
Management faces a critical liquidity check as trailing free cash flow sits at a concerning -$136.6M against a dwindling $50.7M cash position.
- Mon1Jun
Actual outcome: Bear · $3.71 at outcome
Stock fell 18.6% from event to outcome date, aligning with the bear trajectory.
Evaluation of early summer order trends as the specialty e-commerce calendar enters its weakest seasonal phase.
- Thu14May
Actual outcome: Bear · $4.23 at outcome
1-800-Flowers reported a Q3 loss that met EPS estimates, but the stock fell 7.4% as the company continued to experience declining revenues amid intensifying competition. Although cost savings helped stabilize earnings somewhat, the company's concerning outlook and need to pivot away from 'buying clicks' to invest more heavily in brand building weighed heavily on investor sentiment.
Market reaction to fiscal Q3 2026 earnings, focusing on Valentine's Day execution and margin stability amid ongoing consumer headwinds.
- Wed1Apr
Actual outcome: Bull · $4.37 at outcome
The stock surged 39.6% as seasonal expectations built up favorably ahead of the company's fiscal Q3 earnings and the crucial Mother's Day holiday. Optimism surrounding robust Valentine's Day performance and improving gross margins from optimized supply chain and freight costs drove heavy buying, pushing shares well beyond the bull target.
Market anticipation for Mother's Day volume, the second-largest catalyst for the fiscal year.
- Fri30Jan
Actual outcome: Bear · $3.04 at outcome
While FLWS met EPS expectations and initially highlighted margin improvements from cost-cutting, the stock fell sharply below the bear floor as investors focused on the persistent -9.45% TTM revenue decline. High inflation and macro uncertainty regarding discretionary spending outweighed the CEO's optimistic growth commentary, leading to a significant valuation reset by the run date.
Market fully digests the recently reported Q2 2026 results. Despite seasonal profit, the continued negative TTM revenue growth (-9.45%) and high inflation/macro uncertainty weigh on discretionary spending forecasts for the year. Price drifts toward a lower support level.
