1-800 Flowers.com

Q4 FY2026 EarningsFY26 Q4 (fiscal year ending June 28, 2026) results were largely in-line with consensus on the top line but showed significant pressure on profitability. Revenue of $1,503.5M was essentially in-line with the $1,504.0M mean estimate. However, GAAP EPS of -$2.11 missed the -$1.95 mean expectation due to $45.2M in non-cash impairment charges. While e-commerce demand softened significantly (-13.1% YoY), wholesale volume grew by 7.4%, providing a partial hedge. Management’s focus shifted toward profitability over growth, though gross margins still compressed 70 bps to 38.0% (vs. 37.9% consensus) due to fixed-cost deleveraging.