As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the specialized consumer services industry, including Frontdoor (NASDAQ: FTDR) and its peers.

Some consumer discretionary companies don’t fall neatly into a category because their products or services are unique. Although their offerings may be niche, these companies have often found more efficient or technology-enabled ways of doing or selling something that has existed for a while. Technology can be a double-edged sword, though, as it may lower the barriers to entry for new competitors and allow them to do serve customers better.

The 10 specialized consumer services stocks we track reported a slower Q1. As a group, revenues missed analysts’ consensus estimates by 0.6% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 2.9% on average since the latest earnings results.

Best Q1: Frontdoor (NASDAQ: FTDR)

Established in 2018 as a spin-off from ServiceMaster Global Holdings, Frontdoor (NASDAQ: FTDR) is a provider of home warranty and service plans.

Frontdoor reported revenues of $426 million, up 12.7% year on year. This print exceeded analysts’ expectations by 2.1%. Overall, it was a very strong quarter for the company with EBITDA guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EPS estimates.

“We are off to a great start in 2025 and are pleased to increase our full-year outlook across the board," said Chairman and Chief Executive Officer Bill Cobb.

Frontdoor pulled off the fastest revenue growth and highest full-year guidance raise of the whole group. Unsurprisingly, the stock is up 32.8% since reporting and currently trades at $54.55.

Is now the time to buy Frontdoor? Access our full analysis of the earnings results here, it’s free.

Mister Car Wash (NASDAQ: MCW)

Formerly known as Hotshine Holdings, Mister Car Wash (NYSE: MCW) offers car washes across the United States through its conveyorized service.

Mister Car Wash reported revenues of $261.7 million, up 9.4% year on year, outperforming analysts’ expectations by 1.6%. The business had a satisfactory quarter with an impressive beat of analysts’ same-store sales estimates but full-year revenue guidance meeting analysts’ expectations.

The market seems happy with the results as the stock is up 6.1% since reporting. It currently trades at $7.28.

Is now the time to buy Mister Car Wash? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: 1-800-FLOWERS (NASDAQ: FLWS)

Founded in 1976, 1-800-FLOWERS (NASDAQ: FLWS) is an online retailer of flowers, gifts, and gourmet foods, serving customers globally.

1-800-FLOWERS reported revenues of $331.5 million, down 12.6% year on year, falling short of analysts’ expectations by 9%. It was a disappointing quarter as it posted a significant miss of analysts’ EBITDA and EPS estimates.

1-800-FLOWERS delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 13.6% since the results and currently trades at $5.01.

Read our full analysis of 1-800-FLOWERS’s results here.

H&R Block (NYSE: HRB)

Founded in 1955 by brothers Henry W. Bloch and Richard A. Bloch, H&R Block (NYSE: HRB) is a tax preparation company offering professional tax assistance and financial solutions to individuals and small businesses.

H&R Block reported revenues of $2.28 billion, up 4.2% year on year. This number surpassed analysts’ expectations by 1.3%. More broadly, it was a mixed quarter as it also produced a decent beat of analysts’ EPS estimates but a miss of analysts’ Tax Preparation revenue estimates.

The stock is down 7.8% since reporting and currently trades at $56.82.

Read our full, actionable report on H&R Block here, it’s free.

ADT (NYSE: ADT)

Founded in 1874 and headquartered in Boca Raton, Florida, ADT (NYSE: ADT) is a provider of security, automation, and smart home solutions, offering comprehensive services for home and business protection.

ADT reported revenues of $1.27 billion, up 6.5% year on year. This result topped analysts’ expectations by 2%. Taking a step back, it was a mixed quarter as it also logged a decent beat of analysts’ EPS estimates but a miss of analysts’ customers estimates.

The stock is up 4.5% since reporting and currently trades at $8.27.

Read our full, actionable report on ADT here, it’s free.

Market Update

Thanks to the Fed’s series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump’s presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape.

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