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Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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1 800 flowers.com inc cl a / Equity Bottom-Up

<ul><li>FLWS reported 1QFY26 adjusted EPS of ($0.83) versus ($0.51) in 1QFY25, and below our ($0.50) estimate and FactSet consensus of ($0.59).</li><li>Sales in the quarter decreased 11.1% to $215.2MM, below our $219.6MM estimate and consensus of $218.4MM.</li><li>However, management indicated that $3-4MM of wholesale sales that were shipped in the September quarter a year ago shifted to the December quarter this year, so excluding that shift, sales were about as expected. </li></ul>

FLWS reported 1QFY26 adjusted EPS of ($0.83) versus ($0.51) in 1QFY25, and below our ($0.50) estimate and FactSet consensus of ($0.59).Sales in the quarter decreased 11.1% to $215.2MM, below our $219.6MM estimate and consensus of $218.4MM.However, management indicated that $3-4MM of wholesale sales that were shipped in the September quarter a year ago shifted to the December quarter this year, so excluding that shift, sales were about as expected. 

FLWS: 1QFY26 Sales and EPS Below Expectations; Reducing Estimates

<div><ul><li style="list-style-type: square;">President Trump recently threatened new tariffs on Colombia and announced he would cut aid to the country, amid escalating tensions between the two governments over drug trafficking issues. </li><li style="list-style-type: square;">Negotiations are ongoing, including the possible exemptions of key Colombian exports such as coffee and certain fruits, along with cut flowers.</li><li style="list-style-type: square;">Colombia currently faces a 10% baseline tariff that was imposed on April 2, 2025, as part of Trump’s broader global tariff package affecting multiple countries.</li></ul></div>

President Trump recently threatened new tariffs on Colombia and announced he would cut aid to the country, amid escalating tensions between the two governments over drug trafficking issues. Negotiations are ongoing, including the possible exemptions of key Colombian exports such as coffee and certain fruits, along with cut flowers.Colombia currently faces a 10% baseline tariff that was imposed on April 2, 2025, as part of Trump’s broader global tariff package affecting multiple countries.

1-800-Flowers.com, Inc: Colombia Tariffs Would Severely Affect Imported Cut Flowers Industry

<ul><li>FLWS recently reported its 4QFY25 results and held its first earnings call with Adolfo Villagomez in his role as CEO, who outlined his strategic priorities for the company.</li><li>4QFY25 results indicate that the business has stabilized following two quarters of missing expectations.</li><li>Sales of $336.6MM declined 6.7%, but beat our estimate for $324.3MM and FactSet consensus of $330.0MM. </li></ul>

FLWS recently reported its 4QFY25 results and held its first earnings call with Adolfo Villagomez in his role as CEO, who outlined his strategic priorities for the company.4QFY25 results indicate that the business has stabilized following two quarters of missing expectations.Sales of $336.6MM declined 6.7%, but beat our estimate for $324.3MM and FactSet consensus of $330.0MM. 

1-800-Flowers.com, Inc: Business Stabilizing; New CEO Outlines Strategic Vision

<ul><li>FLWS reported 3QFY25 ongoing EPS of ($0.71) versus ($0.28) in 3QFY24, well below our ($0.35) estimate and consensus of ($0.34).</li><li>3QFY25 sales declined 12.6% to $331.5 million, below our outlook for a 3.4% decline to $366.6 million and consensus of $365.0 million.</li><li>This is a sequential deceleration from the 5.7% sales decline in the seasonally important F2Q as well as from the 7.8% sales decline the company reported for all of CY24.</li></ul>

FLWS reported 3QFY25 ongoing EPS of ($0.71) versus ($0.28) in 3QFY24, well below our ($0.35) estimate and consensus of ($0.34).3QFY25 sales declined 12.6% to $331.5 million, below our outlook for a 3.4% decline to $366.6 million and consensus of $365.0 million.This is a sequential deceleration from the 5.7% sales decline in the seasonally important F2Q as well as from the 7.8% sales decline the company reported for all of CY24.

1-800-Flowers.com, Inc. - 3QFY25 Well Below Expectations

<ul><li>FLWS recently announced that Harry &amp; David has opened a retail storefront in Huntington, New York.</li><li>This is the first opening of a Harry &amp; David store since it permanently shuttered 38 of its 39 stores, which were forced to close during the pandemic.</li><li>This is a test lab for expanding Harry &amp; David back into retail to leverage the strong brand equity that has been built through its large e-commerce business. </li></ul>

FLWS recently announced that Harry &amp; David has opened a retail storefront in Huntington, New York.This is the first opening of a Harry &amp; David store since it permanently shuttered 38 of its 39 stores, which were forced to close during the pandemic.This is a test lab for expanding Harry &amp; David back into retail to leverage the strong brand equity that has been built through its large e-commerce business. 

1-800-Flowers.com, Inc - H&D Opens Store on Long Island; Bloomnet Partners with Uber

United States

1-800-FLOWERS.COM, Inc. is an e-commerce provider of floral products and gifts. The Company's product offerings, including fresh-cut and seasonal flowers, plants, floral arrangements, and home and garden merchandise, can be purchased online or by calling its toll-free telephone number.

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1 800 flowers.com inc cl a (FLWS US)

FLWS: 1QFY26 Sales and EPS Below Expectations; Reducing Estimates

FLWS reported 1QFY26 adjusted EPS of ($0.83) versus ($0.51) in 1QFY25, and below our ($0.50) estimate and FactSet consensus of ($0.59).

Water Tower Research

1-800-Flowers.com, Inc: Colombia Tariffs Would Severely Affect Imported Cut Flowers Industry

Colombia currently faces a 10% baseline tariff that was imposed on April 2, 2025, as part of Trump’s broader global tariff package affecting...

Water Tower Research

1-800-Flowers.com, Inc: Business Stabilizing; New CEO Outlines Strategic Vision

FLWS recently reported its 4QFY25 results and held its first earnings call with Adolfo Villagomez in his role as CEO, who outlined his strategic...

Water Tower Research

1-800-Flowers.com, Inc. - 3QFY25 Well Below Expectations

3QFY25 sales declined 12.6% to $331.5 million, below our outlook for a 3.4% decline to $366.6 million and consensus of $365.0 million.

Water Tower Research

1-800-Flowers.com, Inc - H&D Opens Store on Long Island; Bloomnet Partners with Uber

This is a test lab for expanding Harry & David back into retail to leverage the strong brand equity that has been built through its large e...

Water Tower Research

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