5 Insightful Analyst Questions From 1-800-FLOWERS’s Q2 Earnings Call

September 11, 2025 at 01:32 AM EDT

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1-800-FLOWERS’ second quarter results showed continued revenue pressure, with management attributing performance to declines in both transactions and average order value across key segments. CEO Adolfo Villagomez openly acknowledged the company’s need to address internal inefficiencies, stating, “Our performance this quarter is disappointing, and it is clear that we need to fundamentally transform our strategy in order to return to sales and profit growth.” Efforts to stabilize the business have focused on improving marketing effectiveness and adjusting cost structures in response to lower sales, as well as addressing operational setbacks from the previous year’s order management system implementation.

Is now the time to buy FLWS? Find out in our full research report (it’s free).

1-800-FLOWERS (FLWS) Q2 CY2025 Highlights:

Revenue: $336.6 million vs analyst estimates of $330 million (6.7% year-on-year decline, 2% beat)
Adjusted EPS: -$0.69 vs analyst expectations of -$0.57 (22.1% miss)
Adjusted EBITDA: -$24.25 million vs analyst estimates of -$21.95 million (-7.2% margin, 10.5% miss)
Operating Margin: -13.5%, down from -7% in the same quarter last year
Market Capitalization: $325.7 million

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From 1-800-FLOWERS’s Q2 Earnings Call

Michael Kupinski (NOBLE Capital Markets) asked how shifts in consumer technology and AI-driven search were impacting marketing effectiveness. CEO Adolfo Villagomez explained that changes in online behavior required a broader marketing approach, not just search engine reliance, and a sharper focus on profitability per transaction.
Michael Kupinski (NOBLE Capital Markets) questioned the competitive dynamics in the floral segment and whether any single competitor was driving challenges. Villagomez responded that competition was broad-based and emphasized the need for agility and a multi-channel presence to meet customers where they shop.
Michael Kupinski (NOBLE Capital Markets) inquired about the normalization of commodity prices, especially cocoa. CFO James Langrock noted that while some commodity costs were stabilizing, tariffs still posed a material headwind for the company.
Anthony Lebiedzinski (Sidoti and Company) asked about the performance of major holidays like Easter and Mother’s Day relative to everyday gifting. Langrock said Mother’s Day sales matched internal forecasts but declined year-over-year as the company prioritized profitable sales over volume.
Doug Lane (Water Tower Research) requested details on learnings from new retail experiments, such as the Long Island store. Villagomez shared that early results were positive and that future retail expansion would be data-driven and focused on locations with high foot traffic.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will be watching (1) the impact of marketing strategy changes on both customer acquisition efficiency and bottom-line profitability, (2) evidence of successful expansion into physical retail and third-party digital channels, and (3) progress in modernizing the digital experience, including the effectiveness of AI-driven merchandising and loyalty program improvements. The pace of cost reduction and alignment of expenses to revenue will also be key to tracking the company’s turnaround.

1-800-FLOWERS currently trades at $5.21, down from $5.34 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it’s free).

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5 Insightful Analyst Questions From 1-800-FLOWERS’s Q2 Earnings Call

1-800-FLOWERS (FLWS) Q2 CY2025 Highlights:

Our Top 5 Analyst Questions From 1-800-FLOWERS’s Q2 Earnings Call

Catalysts in Upcoming Quarters

High-Quality Stocks for All Market Conditions

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