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Core Insights - 1-800-FLOWERS.COM, Inc. is recognized as one of the best micro-cap stocks to invest in according to analysts [1] - The company is undergoing leadership changes with Alexander Zelikovsky set to become the Chief Information Officer, focusing on IT applications, data management, and AI initiatives [2] - The company reported a loss of $0.83 per share for the first fiscal quarter, with revenues exceeding $215 million, reflecting an approximate 11% decline year-over-year [3] Company Performance - The recent earnings report indicates that 1-800-FLOWERS.COM has not met expectations in recent years, prompting a focus on data-driven decision-making and operational efficiency to return to growth [3] - The CEO, Adolfo Villagomez, has acknowledged the company's challenges and is implementing strategies to improve accountability and operational discipline [3] Market Position - While 1-800-FLOWERS.COM shows potential as an investment, there are suggestions that certain AI stocks may offer greater upside potential with less downside risk [4]

Financial Data and Key Metrics Changes - The meeting confirmed the election of all nominated directors to serve until the 2026 Annual Meeting, indicating a stable governance structure [18] - The proposal to ratify BDO USA, P.C. as the independent registered public accounting firm for the fiscal year ending June 28, 2026, was approved, reflecting confidence in the company's financial oversight [18] - An amendment to the 2003 Long-Term Incentive and Share Award Plan was approved to increase the authorized shares by 5 million, suggesting a focus on incentivizing management and employees [14][15][18] Business Line Data and Key Metrics Changes - No specific financial data or metrics related to individual business lines were discussed during the meeting [20] Market Data and Key Metrics Changes - No specific market data or metrics were provided in the meeting [20] Company Strategy and Development Direction - The company is focused on maintaining a stable board and enhancing its incentive plans, which may indicate a strategy aimed at long-term growth and employee retention [14][15] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting, as there were no questions submitted by stockholders [20] Other Important Information - The meeting was conducted virtually, reflecting a trend towards digital engagement in corporate governance [2] - The company ensured that all stockholders were notified and had the opportunity to participate in the meeting, indicating a commitment to transparency [4] Q&A Session Summary - No questions were submitted by stockholders during the meeting, leading to the conclusion of the meeting without any discussion on specific concerns or inquiries [20]

Financial Data and Key Metrics Changes - The meeting confirmed the election of all nominated directors until the 2026 Annual Meeting, indicating stable governance [18] - The proposal to ratify BDO USA, P.C. as the independent registered public accounting firm for the fiscal year ending June 28, 2026, was approved, reflecting confidence in financial oversight [18] - An amendment to increase the authorized shares under the Long-Term Incentive and Share Award Plan by 5 million shares was also approved, suggesting a focus on incentivizing management and employees [14][18] Business Line Data and Key Metrics Changes - No specific financial data or metrics related to individual business lines were discussed during the meeting [20] Market Data and Key Metrics Changes - No specific market data or metrics were provided in the meeting [20] Company Strategy and Development Direction - The company is focused on maintaining strong governance through the election of experienced directors and the approval of financial oversight measures [18] - The increase in authorized shares indicates a strategy to enhance employee incentives and align interests with shareholders [14] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting [20] Other Important Information - The meeting was conducted virtually, allowing for broader participation from stockholders [2] - The company ensured that all stockholders were notified and had the opportunity to vote, reflecting a commitment to transparency [4] Q&A Session Summary Question: Were there any questions from stockholders? - No questions were submitted prior to the closing of the polls, indicating either satisfaction with the current state of affairs or a lack of engagement from stockholders [20]

Financial Data and Key Metrics Changes - The meeting confirmed the election of all nominated directors to serve until the 2026 Annual Meeting, indicating stability in leadership [17] - The proposal to ratify BDO USA, P.C. as the independent registered public accounting firm for the fiscal year ending June 28, 2026, was approved, reflecting confidence in the company's financial oversight [17] - An amendment to increase the authorized shares under the Long-Term Incentive and Share Award Plan by 5 million shares was also approved, suggesting a focus on incentivizing management and employees [14][17] Business Line Data and Key Metrics Changes - No specific data regarding individual business lines was discussed during the meeting, as the focus was primarily on governance and financial oversight matters [19] Market Data and Key Metrics Changes - No specific market data or key metrics changes were provided during the meeting [19] Company Strategy and Development Direction and Industry Competition - The company appears to be focused on maintaining strong governance through the election of directors and the appointment of independent auditors, which is crucial for long-term strategic planning [17] - The increase in authorized shares may indicate a strategy to enhance employee compensation and retention, which is important in a competitive industry [14] Management's Comments on Operating Environment and Future Outlook - There were no specific comments from management regarding the operating environment or future outlook during the meeting, as no questions were submitted by stockholders [19][20] Other Important Information - The meeting was conducted virtually, allowing for broader participation from stockholders [2] - The company ensured that all stockholders were notified of the meeting and had the opportunity to vote, reflecting a commitment to transparency [4] Q&A Session Summary Question: Were there any questions from stockholders? - No questions were submitted prior to the closing of the polls, leading to the motion to adjourn the meeting [19][20]

We recently published Small But Savage: 10 Stocks Delivering Outsized Gains. 1-800-FLOWERS.COM, Inc. (NASDAQ:FLWS) is one of the best performers on Tuesday. 1-800 Flowers extended its winning streak to a third straight day on Tuesday, jumping 32.80 percent to close at $4.94 apiece as investors welcomed the appointment of a key executive to support the company’s transformation and artificial intelligence adoption. In a statement on Monday, 1-800-FLOWERS.COM, Inc. (NASDAQ:FLWS) named Alexander Zelikovsky a ...

Seasoned Technology Executive to Drive AI, Digital Commerce, and Cybersecurity Innovation JERICHO, N.Y., Dec. 8, 2025 /PRNewswire/ -- Today, 1-800-FLOWERS.COM, Inc. (NASDAQ: FLWS), a leading provider of thoughtful expressions designed to help inspire customers to express and connect, announced the appointment of Alexander Zelikovsky as Chief Information Officer. Zelikovsky's appointment accelerates the company's ongoing transformation strategy under CEO Adolfo Villagomez. Continue Reading Alex Zelikovsky, C ...

Financial Performance - For the three months ended September 28, 2025, the total net revenues decreased by 11.1% to $215.2 million compared to $242.1 million for the same period in 2024[86]. - The net loss for the three months ended September 28, 2025, was $52.96 million, compared to a net loss of $34.19 million for the same period in 2024[82]. - Adjusted EBITDA for the three months ended September 28, 2025, was $(32.95) million, a decrease of 17.9% from $(27.95) million for the same period in 2024[86]. - The gross profit for the total company decreased by 16.9% to $76.76 million, down from $92.32 million in the same quarter of the previous year[86]. - E-commerce revenues fell by 12.5% to $169.0 million, driven by a decline in demand across segments[96]. - Free cash flow was negative at $(145.6) million, compared to $(189.3) million in the prior year[92]. - Gross profit decreased by 16.9% to $76.8 million, with a gross profit margin of 35.7%, down from 38.1%[108]. - Other revenues decreased by 5.6% to $46.2 million, primarily due to lower wholesale volumes in the Gourmet Foods & Gift Baskets segment[99]. - Consumer Floral & Gifts segment revenues decreased by 14.6%, with a 17.1% drop in e-commerce orders[101][102]. - Gross profit in the Consumer Floral & Gifts segment fell by 18.9% due to lower revenues and increased costs[110]. Operational Changes - The company aims to transform into a customer-centric, data-driven organization to fuel future growth in fiscal 2026[72]. - The strategic priorities include driving cost savings, building a customer-centric organization, and broadening reach into new channels[75]. - The company is focusing on marketing effectiveness and profitability over near-term revenue growth, impacting overall revenue performance[94]. Expenses and Costs - Marketing and sales expenses decreased by 15.8% to $69.1 million, representing 32.1% of net revenues[113]. - Technology and development expenses decreased by 9.5% to $14,150,000 for the three months ended September 28, 2025, compared to $15,639,000 in the prior year[115][116]. - General and administrative expenses increased by 9.1% to $31,118,000 for the three months ended September 28, 2025, compared to $28,526,000 in the prior year[117][118]. Financial Position - Working capital decreased to $11.7 million as of September 28, 2025, from $61.3 million at June 29, 2025[125]. - Net cash used in operating activities was $139.0 million for the three months ended September 28, 2025, primarily due to seasonal changes in net working capital[129]. - The company had $110.0 million outstanding under its revolving credit agreement as of September 28, 2025, to fund pre-holiday manufacturing and inventory procurement[127]. Shareholder Information - The weighted average shares used in the calculation of basic and diluted net loss per common share was 63,630 for the three months ended September 28, 2025[82]. Interest and Taxation - Interest income decreased by 52.9% to $(311,000) for the three months ended September 28, 2025, compared to $(660,000) in the prior year[120]. - Interest expense increased by 15.0% to $4,621,000 for the three months ended September 28, 2025, compared to $4,020,000 in the prior year[121][122]. - Other expense (income), net increased by 32.8% to $(2,347,000) for the three months ended September 28, 2025, compared to $(1,767,000) in the prior year[123]. - The company recorded an income tax expense of $0.5 million for the three months ended September 28, 2025, compared to an income tax benefit of $14.4 million in the prior year[124]. Customer Engagement - The company operates a diverse portfolio of brands, including 1-800-Flowers.com and Harry & David, to enhance customer relationships through its Celebrations Passport loyalty program[70]. - The average order value increased by 2.2% to $79.98, despite a 14.4% decrease in the number of orders fulfilled[97]. Segment Performance - The Consumer Floral & Gifts segment reported a 14.6% decline in net revenues, totaling $115.43 million compared to $135.18 million in the prior year[86]. - The segment contribution margin for the Gourmet Foods & Gift Baskets segment was $(13.36) million, reflecting a decrease of 17.8% compared to the prior year[86].

Financial Data and Key Metrics Changes - Consolidated revenue for Q1 2026 decreased by 11.1%, with a 14.6% decline in the consumer floral and gift segment and an 8.6% decline in the gourmet foods and gift baskets segment [16][17] - Adjusted EBITDA loss for Q1 was $32.9 million compared to a loss of $27.9 million in the prior year period, marking the first year-over-year improvement in adjusted EBITDA trends over the past seven quarters [15][17] - Gross margin decreased by 240 basis points to 35.7% compared to 38.1% in the prior year, primarily due to sales deleveraging and higher tariffs [16][17] Business Line Data and Key Metrics Changes - Consumer floral and gift segment saw a revenue decline of 14.6%, while the gourmet foods and gift baskets segment experienced an 8.6% decline [16] - BloomNet segment revenues were essentially flat compared to the prior year [16] Market Data and Key Metrics Changes - The company is now selling products through third-party marketplaces including Amazon and Walmart.com, which is expected to increase accessibility and sales [10][46] - The wholesale business is anticipated to see strong sales growth year-over-year for the holiday season, despite a shift in order timing from Q1 to Q2 [30][31] Company Strategy and Development Direction - The company is focused on four strategic initiatives: strengthening customer focus, enhancing talent and accountability, achieving cost savings and organizational efficiency, and expanding reach beyond e-commerce [7][10] - A shift towards prioritizing marketing contribution margin has been implemented to optimize marketing spend and drive profitable growth [8][14] - The company is testing a paid traffic consolidation strategy to improve productivity and maximize return on investment [9] Management's Comments on Operating Environment and Future Outlook - Management views fiscal 2026 as a year of stabilization, with early signs of positive momentum from strategic changes [6][14] - The company acknowledges challenges but is optimistic about the benefits from recent changes and the potential for sustainable financial performance [15][16] - Management is committed to maintaining stability and delivering a seamless customer experience during the critical holiday period [12][13] Other Important Information - The company has identified an additional $50 million in cost savings over the next two years, with half expected to be realized in fiscal 2026 [18][39] - Net debt at the end of the quarter was $259.3 million, with a cash balance of $7.7 million and inventory at $269.8 million [18] Q&A Session Summary Question: Are you still dealing with price surcharges on gas prices? - Management indicated that fuel surcharges have moderated but have not gone away [22] Question: Have you included changes in products and price points? - The merchandising organization continuously reviews assortment and pricing strategies [23] Question: What is the competitive environment in the consumer floral space? - There are more competitors emerging, increasing marketing costs due to competition for search terms [27] Question: How is the holiday season looking? - Strong wholesale sales are anticipated for the holiday season, with a shift in timing impacting Q1 results [30][31] Question: Can you quantify the revenue impact of the shift between quarters? - The revenue impact was estimated to be several million dollars, around $3 million to $4 million [38] Question: What is the timing of the $50 million in gross savings? - Half of the savings are expected in fiscal 2026 and the other half in fiscal 2027 [39] Question: What happened to the tax expense this quarter? - A valuation allowance was set up for deferred tax assets due to three years of cumulative losses [44] Question: How is the move into Amazon and Walmart.com performing? - Early results are positive, with incremental sales growth and learning from best practices on those platforms [46] Question: What is the impact of increased commodity costs? - Commodity costs had a mixed impact, with some commodities up year-over-year but not significantly affecting Q1 results [48] Question: How would potential tariffs on Colombian flowers impact the business? - Such tariffs would significantly impact the U.S. floral industry, leading to higher prices across the ecosystem [52][53] Question: What is the strategy for pop-up shops this holiday season? - The pop-up shops aim to drive sales and brand awareness while testing a physical retail concept for future expansion [58]

Company Performance - 1-800-Flowers.com reported a quarterly loss of $0.83 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.59, and compared to a loss of $0.51 per share a year ago, indicating a significant earnings surprise of -40.68% [1] - The company posted revenues of $215.2 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.45%, and down from $242.09 million in the same quarter last year [2] - Over the last four quarters, 1-800-Flowers.com has not surpassed consensus EPS estimates and has topped revenue estimates only once [2] Stock Performance - Shares of 1-800-Flowers.com have declined approximately 57.3% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [3] - The current Zacks Rank for the stock is 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.89 on revenues of $725.34 million, while for the current fiscal year, the estimate is -$0.62 on revenues of $1.59 billion [7] - The trend of estimate revisions for 1-800-Flowers.com was unfavorable prior to the earnings release, which may impact future stock movements [6] Industry Context - The Retail - Mail Order industry, to which 1-800-Flowers.com belongs, is currently ranked in the bottom 16% of over 250 Zacks industries, suggesting a challenging environment for the company [8]