1-800-Flowers.com Inc (MEX:FLWS)

Q2 2026 1-800-Flowers.Com Inc Earnings Call Transcript

Jan 29, 2026 / 01:00 PM GMT

Release Date Price: MXN328.28

Transcript 10-Q8-K

Key Points

Positve

The holiday season operations ran smoothly, showing significant improvement from previous issues.
The company made progress in simplifying its organization, moving to a function-based operating structure, which is driving greater efficiency and collaboration.
1-800-Flowers.com Inc (FLWS) achieved approximately $15 million in annualized run rate cost savings for fiscal 2026.
The company is focusing on improving marketing contribution margin and efficiency, which is expected to build a more sustainable demand generation model.
Expansion of third-party marketplace offerings, including partnerships with Uber, DoorDash, Amazon, and Walmart.com, is rapidly growing and expanding customer reach.

Negative

Revenue came in below expectations, primarily due to a decline in direct traffic and changes in search engine results.
Gross margin decreased due to lower fixed cost absorption, high commodity costs, and the impact of tariffs.
The consumer floral and gift segment saw a significant decline of 22.7%, driven by inefficient marketing spend.
Consultant costs are impacting profitability, with approximately $11 million expected in fiscal 2026.
The return on invested capital for temporary pop-up stores was not attractive, leading to a decision not to pursue additional pop-up locations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

FLWS.OQ - 1-800-Flowers.Com Inc
Q2 2026 1-800-Flowers.Com Inc Earnings Call
Jan 29, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the 1-800flowers.com fiscal 2026 second quarter earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press then 1 on a touchtone phone. To withdraw your question, please press 2.

Please note that this event is being recorded.

I would now like to turn the conference over to Andy Millivoy, senior Vice President of investor relations. Please go ahead.

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Unidentified_2 [2]
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