NASDAQ$FLWS

1 800 FLOWERS COM · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Reported second quarter fiscal 2025 results with revenue of $775.5 million and net income of $64.3 million.

1-800-FLOWERS.COM, Inc. reported a 5.7% decrease in second quarter revenue to $775.5 million. Net income increased to $64.3 million, or $1.00 per diluted share. The company is updating its Fiscal 2025 guidance, expecting revenue to decline in the mid-single digits and Adjusted EBITDA to be in the range of $65 million to $75 million.

  • Total consolidated revenues decreased 5.7% to $775.5 million compared to the prior year period.
  • Gross profit margin of 43.3% was flat with the prior year period.
  • Net income for the quarter was $64.3 million, or $1.00 per diluted share, compared to $62.9 million, or $0.97 per diluted share in the prior year period.
  • Adjusted EBITDA for the quarter was $116.3 million, compared to $130.1 million in the prior year period.

Headline financials

Total Revenue

$775M

Previous: $822M-5.7%
EPS (adj)

$1.08

Previous: $0.97+11.3%
Capital Expenditures

-$23M

Previous: -$17.8M-29.3%
Free Cash Flow

$318M

Previous: $45.1M+604.2%
Net Income

$64.3M

Previous: $62.9M+2.2%
Operating Income

$88.8M

Previous: $91.3M-2.7%
Gross Profit

$336M

Previous: $356M-5.7%
R&D Expense

$16M

Previous: $14.8M+7.8%
Stock-Based Comp

$3.63M

Previous: $2.23M+62.7%

Revenue & EPS history

1 800 FLOWERS · Revenue · Quarterly

$775M

Q2 2025-5.7%vs Q2 2024
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

1 800 FLOWERS · $269M total across 3 segments · Q1 2024

  • Consumer Floral & Gifts
    $142M-12.3%
  • Gourmet Foods & Gift Baskets
    $98.1M-9.4%
  • BloomNet
    $28.9M-13.4%

Forward guidance

The Company expects its revenue trends to improve as the fiscal year progresses, benefiting from its Relationship Innovation initiatives that have expanded the Company's offerings, broadened price points and enhanced the user experience. For Fiscal 2025, the company now expects total revenues to decline in the mid-single digits on a percentage basis, as compared with the prior year; Adjusted EBITDA to be in a range of $65 million to $75 million; and Free Cash Flow to be in a range of $25 million to $35 million.

Tailwinds

  • Revenue trends expected to improve as the fiscal year progresses.
  • Benefiting from Relationship Innovation initiatives.
  • Expanded offerings.
  • Broadened price points.
  • Enhanced user experience.

Headwinds

  • Total revenues expected to decline in the mid-single digits.
  • Adjusted EBITDA to be in a range of $65 million to $75 million.
  • Free Cash Flow to be in a range of $25 million to $35 million.
  • Softer than anticipated and highly promotional consumer environment
  • Pullback in corporate gifting orders

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+0.6%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.2%

Avg return

30 days after

54%

34 / 63 earnings

Positive

+28.9%

Q3 2021

Best reaction

-21.4%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+4.8%-7.0%-5.0%
Q2 2026+14.6%-2.5%-13.9%
Q1 2026+3.2%-2.9%-2.3%
Q3 2025-16.2%-16.4%-13.5%
Q2 2025-8.4%-8.4%-21.9%
Q1 2025+3.1%+4.1%+1.5%
Q4 2024-10.8%-16.3%-11.6%
Q3 2024-1.8%-3.0%+6.8%
Q2 2024-0.1%-2.5%-1.2%
Q1 2024+13.8%+8.7%+19.7%
Q4 2023+1.4%-5.9%+0.3%
Q3 2023+7.1%+13.3%-4.5%
Q2 2023+9.9%+8.0%+4.8%
Q1 2023+16.6%+14.9%+32.2%
Q4 2022-14.6%-22.5%-25.2%
Q3 2022-16.6%-9.0%-20.2%
Q2 2022-19.9%-20.7%-28.1%
Q1 2022+12.6%+12.3%+14.0%
Q4 2021-1.0%+3.2%+10.3%
Q3 2021+28.9%+34.7%+22.8%
Q2 2021-15.5%-20.9%-22.2%
Q1 2021-21.4%-17.2%-1.0%
Q4 2020+3.1%+8.2%-15.6%
Q3 2020+3.6%+14.5%+22.4%
Q2 2020+0.6%+4.2%+19.5%
Q1 2020+0.4%-2.7%+0.6%
Q4 2019-21.0%-23.9%-26.5%
Q3 2019+7.0%+5.6%-7.1%
Q2 2019+22.6%+29.8%+37.1%
Q1 2019+27.9%+21.1%+19.7%
Q4 2018-11.5%-15.9%-15.5%
Q3 2018-5.5%-4.3%-0.8%
Q2 2018-10.8%-12.1%+3.9%
Q1 2018-0.5%+1.6%+9.6%
Q4 2017+0.6%-0.6%+9.6%
Q3 2017-5.9%-4.1%-8.7%
Q2 2017-4.1%-1.6%+2.6%
Q1 2017+8.4%+11.2%+20.2%
Q4 2016-3.1%-2.7%-3.4%
Q3 2016+0.9%
Q2 2016+1.6%
Q1 2016-10.0%
Q4 2015-7.2%
Q3 2015+2.7%
Q2 2015+13.2%
Q1 2015+7.4%
Q4 2014+12.7%
Q3 2014-0.7%
Q2 2014+2.0%
Q1 2014+4.1%
Q4 2013-6.4%
Q3 2013-5.6%
Q2 2013+7.8%
Q1 2013+0.0%
Q4 2010+4.8%
Q2 2012+4.8%
Q4 2012+2.8%
Q3 2011-3.4%
Q3 2012-3.4%
Q2 2011-1.0%
Q1 2012+3.1%
Q1 2011+10.2%
Q3 2010-3.0%

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