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Edible Arrangements for flowers, gourmet foods, and other gifts.

Zappos for occasion-based gifts and flowers.

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• Fresh Flowers & Plants: Provides a wide selection of bouquets, arrangements, roses, and potted plants for various occasions.
• Gourmet Food Gifts: Offers a diverse range of edible gifts including fruit baskets, chocolates, cookies, baked goods, popcorn, and wine from brands like Harry & David, Shari's Berries, and Cheryl's Cookies.
• Personalized Gifts: Sells custom items such as mugs, blankets, and decor that can be personalized with names, messages, or photos.
• Gift Baskets & Bundles: Curates combined gift sets featuring flowers, gourmet foods, spa items, and other merchandise.
• Experiential Events (Service): Facilitates virtual and in-person workshops for flower arranging, cookie decorating, and other creative activities through its Alice's Table brand.

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1-800-Flowers.com (Symbol: FLWS) Major Customers

• Occasion-Based Givers: This is the largest category, encompassing individuals purchasing flowers, plants, gourmet foods, or personalized gifts to commemorate specific events or sentiments. This includes major holidays (e.g., Valentine's Day, Mother's Day, Christmas), birthdays, anniversaries, sympathy expressions, thank-you gifts, get-well wishes, and congratulations. These customers are driven by a need to express emotions or celebrate milestones for others.
• Subscription & Recurring Givers/Purchasers: This category includes customers who opt for regular deliveries of flowers, plants, or gourmet food items, either for themselves or as ongoing gifts for others. This indicates a desire for consistent enjoyment or a sustained gifting relationship, often driven by convenience and a commitment to regular engagement with the product.
• Self-Purchasers for Home & Personal Enjoyment: These are individuals who buy flowers, plants, or gourmet foods for their own home decor, personal indulgence, or as a treat for themselves. This category reflects a demand for aesthetic enhancement, personal comfort, or culinary enjoyment, outside of a specific gifting occasion.

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Adolfo Villagomez, Chief Executive Officer

Adolfo Villagomez was appointed Chief Executive Officer of 1-800-FLOWERS.COM, Inc. in May 2025. He brings over two decades of leadership experience in driving digital transformations through data-driven business strategies and digital expertise in consumer-facing businesses. Prior to joining the company, Mr. Villagomez served as Chief Executive Officer of Progress Residential, which is described as the largest private owner and operator of single-family rentals in over 40 U.S. markets. He also previously served as President of The Home Depot's online businesses and Chief Marketing Officer for U.S. Retail, where he was responsible for all digital activities including homedepot.com, an industry-leading eCommerce operation. Earlier in his career, Mr. Villagomez was a partner at McKinsey and Company, leading its North America Marketing and Sales Practice.

James Langrock, Chief Financial Officer

James Langrock joined 1-800-FLOWERS.COM, Inc. in April as Chief Administrative Officer and became Chief Financial Officer in January 2025. He brings a broad range of finance experience to the company, having held the position of Chief Financial Officer at several public and privately held companies, including Charcuterie Artisans, The Hain Celestial Group, and Monster Worldwide, Inc. Mr. Langrock holds an MBA from Hofstra University and a Bachelor's degree from James Madison University.

Jim McCann, Executive Chairman and Founder

Jim McCann founded 1-800-FLOWERS.COM, Inc. in 1976. He began by purchasing a single flower shop in Manhattan and expanded it into a chain of retail flower shops. In 1986, he acquired a nearly bankrupt company that owned the 1-800-Flowers phone number, subsequently renaming his chain. McCann was a pioneer in e-commerce, establishing deals with CompuServe and AOL in the early to mid-1990s, making his company one of the first retailers to have an online presence, and launching 1800flowers.com in 1995. His first professional career was in social services, working in a group home for teenage boys for about 14 years. He served as CEO until 2016 and temporarily resumed the role in July 2023 before Adolfo Villagomez's appointment. He is also the founder and Chairman of Smile Farms Inc., a non-profit organization dedicated to providing meaningful work opportunities for people with developmental disabilities. He also serves as Chairman of Worth Media Group. Clarim Holdings, LLC, a private investment holding company, is also a venture associated with Jim McCann and his family.

Chris McCann, Vice Chairman of the Board

Chris McCann joined 1-800-FLOWERS.COM, Inc. in 1984 and served as President for several years before becoming CEO from 2016 to July 2023. He played a pivotal role in building the company's reputation as a leading e-commerce and mobile commerce retailer, embracing technology innovations that enhance customer engagement. Chris co-founded Smile Farms Inc. with his brother Jim, a non-profit providing work opportunities for individuals with developmental disabilities. Prior to joining 1-800-FLOWERS.COM, he served as President of Flora Plenty, a floral retail chain. He remains on the company's Board of Directors.

Melanie Babcock, Chief Marketing and Growth Officer

Melanie Babcock is the Chief Marketing and Growth Officer at 1-800-FLOWERS.COM, Inc., where she is responsible for all aspects of marketing strategy, brand positioning, customer acquisition and retention, and revenue growth initiatives. A digital pioneer, Ms. Babcock previously served in several leadership roles at The Home Depot for over a decade, most recently as Vice President of Orange Apron Media and Monetization, where she pioneered and built the retail media division.

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The key risks to 1-800-Flowers.com (FLWS) business include:

1. Macroeconomic Conditions and Consumer Discretionary Spending: The company's business and operating results are significantly influenced by overall economic conditions, consumer sentiment, and discretionary spending. Economic downturns, high unemployment, fluctuating interest rates, and general economic uncertainty can reduce demand for the company's products, leading to declining revenues and profitability. Recent fiscal periods have shown the company struggling with a squeeze on consumer discretionary spending, impacting its bottom line.
2. Intense Competition and Increased Marketing Costs: 1-800-Flowers.com operates in a highly competitive market across its various product categories, including floral, plant, gift basket, and gourmet foods. Competitors range from mass merchants and traditional retail shops to online and mail-order retailers. This intense competition can result in price reductions, decreased revenue, lower profit margins, and increased marketing expenditures, particularly for digital customer acquisition, as more competitors bid for key search terms.
3. Operational Execution, Supply Chain Issues, and Tariffs: The company faces risks related to its operational execution, which has included difficulties with its order management system, contributing to sales impacts. Furthermore, 1-800-Flowers.com is exposed to risks within its supply chain, such as increased shipping costs, reliance on international vendors (especially for fresh flowers, with a significant portion sourced from Colombia), and the potential impact of tariffs. These factors can affect product availability, delivery efficiency, customer satisfaction, and overall cost structures.

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The clear emerging threat to 1-800-Flowers.com comes from the aggressive expansion of rapid, on-demand local delivery platforms (such as DoorDash, Uber Eats, and Instacart) into the flower and gift market. These platforms are leveraging their established hyperlocal logistics networks and vast user bases to offer significantly faster delivery times, often within hours, for flowers and gifts from local retailers. This changes consumer expectations for immediacy and convenience, particularly for spontaneous or urgent gifting needs, directly challenging FLWS's traditional fulfillment models (which typically involve next-day or same-day delivery with cutoff times) and potentially diverting a significant portion of the market share that values speed and convenience.

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1-800-Flowers.com (FLWS) operates in several addressable markets, primarily within the gifting industry. The main product and service categories for the company include floral and plant products, gourmet foods and gift baskets, and personalized gifts. The addressable market sizes for these categories, primarily in the U.S., are substantial:

• Online Floral and Plant Products: The U.S. online flower shops industry revenue is estimated to be $16.3 billion in 2025. More broadly, the U.S. floral gifting market was valued at approximately $12.18 billion in 2024 and is projected to reach $16.81 billion by 2030. The global flower delivery service market was estimated at $7.60 billion in 2024 and is projected to reach $11.27 billion by 2030, with North America (led by the U.S.) holding over 26% of the global revenue in 2023.
• Gourmet Food and Gift Baskets: The U.S. consumer and corporate food gifting market is a $42 billion market. Specifically for gourmet food gift baskets, the North American market accounted for approximately $2.15 billion in 2024, with the United States being the leading country in the region. The global gourmet food gift basket market size reached an estimated $5.42 billion in 2024 and is projected to reach $10.11 billion by 2033. Another source indicates the global gourmet food gift basket market size reached $6.3 billion in 2024 and is forecasted to attain $12.3 billion by 2033. The broader gift baskets market (U.S.) was valued at $1,503.84 million in 2024 and is projected to grow to $1,829.2 million by 2033.
• Personalized Gifts: The U.S. personalized gifts market size is projected to increase by $5.27 billion, exhibiting a compound annual growth rate (CAGR) of 9.9% from 2024 to 2029. Online stores are a significant channel, expected to account for approximately 48% to 52% of total sales in the U.S. personalized gifts market in 2024.

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1-800-Flowers.com (FLWS) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives:

1. "Celebrations Wave" Strategy and AI-driven Personalization: The company's multi-year "Celebrations Wave" strategy aims to transform the customer journey into a sentiment-led experience, utilizing advanced technologies, including AI, to enhance customer engagement and personalize experiences. This initiative seeks to increase the frequency of purchases for both everyday and holiday occasions by making gifting more intuitive and meaningful. It also targets expansion into the North American greeting card market.
2. Enhanced Customer Acquisition and Marketing Efficiency: 1-800-Flowers.com is focusing on building a more customer-centric and data-driven organization. This involves optimizing marketing spend for greater efficiency and improving the return on investment (ROI) of marketing efforts to reduce customer acquisition costs and drive demand more effectively.
3. Expansion into New Channels and Diversified Product Offerings: The company plans to broaden its reach beyond its existing e-commerce sites by exploring new channels and distribution methods. This includes strategically expanding its product offerings to cater to different customer segments, such as introducing more aspirational or higher-end products, while also addressing affordability.
4. Growth in Key Brands and Segments: Despite overall revenue challenges, certain segments like BloomNet have shown positive performance, with a 4.5% increase in revenue during Q3 2025. The company also expects to enhance its PersonalizationMall brand with offerings like "Things Remembered" products, aiming to drive traction with aspirational products. Management anticipates BloomNet revenue growth in the second half of fiscal 2025.

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Share Repurchases

• 1-800-Flowers.com repurchased approximately $37.33 million in capital stock during fiscal year 2022.
• The company repurchased approximately $20.12 million in capital stock during fiscal year 2021.
• More recently, repurchases were approximately $1.24 million in fiscal year 2023, $10.07 million in fiscal year 2024, and $9.89 million in fiscal year 2025.

Share Issuance

• The company's cash flow statements indicate net repurchases of capital stock, rather than significant issuances for cash, over the last five fiscal years.

Outbound Investments

• In fiscal year 2021, 1-800-Flowers.com completed the acquisition of Vital Choice Seafood LLC, a provider of wild-caught seafood and organic foods, representing a significant investment of approximately $250.94 million.
• During fiscal year 2023, the company acquired SmartGift, a technology platform aimed at enhancing gifting and recognition experiences.
• More recently, in fiscal year 2024 and early fiscal year 2025, the company acquired Card Isle, an e-commerce greeting card company, for approximately $3.6 million, and Scharffen Berger Chocolate Maker, a producer of premium chocolates, for approximately $3.3 million, to expand product offerings.

Capital Expenditures

• Capital expenditures were $66.41 million in fiscal year 2022, $44.65 million in fiscal year 2023, $38.63 million in fiscal year 2024, and $41.46 million in fiscal year 2025.
• Expected capital expenditures for fiscal year 2026 are projected to be $42 million.
• The primary focus of capital expenditures includes investments in the operating platform, automation of warehouse and distribution facilities, and technology initiatives to enhance customer experience and operational efficiency.