<p><strong>1-800-Flowers.com, Inc.</strong> (NASDAQ: FLWS) 发布了截至 2025 年 12 月 28 日的 2026 财年第二季度业绩，显示收入下降但净收入为正。综合收入同比下降，而每股收益和调整后收益与上个季度相比有所增加。公司提供了与持续战略调整相一致的财年剩余时间的更新预期。</p>
<p>本季度总收入为 <strong>7.022 亿美元</strong>，较上年同期下降 <strong>9.5%</strong>。<strong>净收入为 7060 万美元</strong>，在 GAAP 基础上相当于 <strong>每稀释股 1.10 美元</strong>。在调整后基础上，净收入为 <strong>7670 万美元</strong>，或 <strong>每股 1.20 美元</strong>。调整后的 EBITDA 为 <strong>9810 万美元</strong>，低于上年。</p>
<p>毛利率从一年前的 <strong>43.3%</strong> 收窄至 <strong>42.1%</strong>，主要由于销售量下降导致的去杠杆化。运营费用下降 <strong>2340 万美元</strong> 至 <strong>2.211 亿美元</strong>，反映出市场营销和劳动力成本的减少。</p>
<h2><strong>细分市场表现</strong></h2>
<p>• <strong>美食与礼品篮</strong> 收入下降 <strong>3.8%</strong>，由于销售量下降和输入成本上升导致利润率收缩。</p>
<p>• <strong>消费者花卉与礼品</strong> 收入下降 <strong>22.7%</strong>，由于销售减少以及关税和商品成本压力导致利润率影响加大。</p>
<p>• <strong>BloomNet®</strong> 收入下降 <strong>3.1%</strong>，而其毛利率与去年基本保持一致。</p>
<p>首席执行官阿道夫·维拉戈梅斯（Adolfo Villagomez）表示，公司在假期期间继续执行关键战略优先事项，推进成本优化和组织变革。他指出，这些举措正在加强运营基础，并为公司的长期表现奠定基础。</p>
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<p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/01/image-9.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/01/image-9.jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/01/image-10.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/01/image-10.jpg"/></p>
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<h2><strong>指导与展望</strong></h2>
<p>管理层将 2026 财年描述为转型的基础年。对于财年下半段，公司预计收入将下降至 <strong>低双位数范围</strong>，反映出对市场营销贡献利润率的持续关注以及搜索引擎结果和直接流量变化的影响。预计下半年的调整后 EBITDA 将略低于去年，尽管在正常化基础上，排除某些激励补偿和咨询费用，调整后 EBITDA 预计将适度改善。持续的成本优化和组织精简举措预计将有助于抵消收入压力。</p>
<h2><strong>市场背景</strong></h2>
<p>FLWS 的股票对业绩发布反应积极，反映出投资者对盈利能力和成本控制进展的关注，尽管收入较软。零售和电子商务的更广泛趋势，包括消费者搜索行为和可自由支配支出模式的变化，继续影响礼品和专业零售类别公司的业绩。直接电子商务收入下降和有机流量阻力被认为是影响收入表现的重要驱动因素。</p>
<h2><strong>公司背景</strong></h2>
<p>1-800-Flowers.com, Inc.是一家总部位于纽约杰里科的美国花卉和礼品零售商。该公司通过在线平台、呼叫中心和附属花店网络运营一系列消费品牌，提供新鲜花卉、美食、礼品篮、个性化纪念品及相关产品。其业务集中在北美市场。</p>
<p>这篇文章最初出现在 AlphaStreet 上，标题为《1-800-Flowers.com 2026 财年第二季度收入下降，利润超过去年》。</p>

零售业 ETF - VanEck Vectors

线上零售 ETF - Amplify

电子商务 ETF - GlobalX

FLWS

标普零售指数 ETF - SPDR

在线零售 ETF - ProShares

<p>1-800-Flowers.com, Inc.（纳斯达克代码：FLWS）报告了 2026 财年第二季度收入下降 9.5%，总计为 7.022 亿美元，而净收入上升至 7060 万美元，或每股摊薄收益 1.10 美元。调整后的收益增加至 7670 万美元，或每股 1.20 美元。尽管公司正在进行持续的成本优化工作，但预计财年下半年的收入仍将继续低双位数下降。股价对财报反应积极，突显出投资者在更广泛的零售挑战中对盈利能力的关注</p>

<p><strong>1-800-Flowers.com, Inc.</strong> (NASDAQ: FLWS) reported results for the second quarter of fiscal year 2026, ended December 28, 2025, showing lower revenue alongside positive net income. Consolidated revenue declined year-over-year, while profit per share and adjusted earnings increased compared with the prior period. The company provided updated expectations for the remainder of the fiscal year aligned with ongoing strategic shifts.</p>
<div class="lb-trans"><p><strong>1-800-Flowers.com, Inc.</strong> (NASDAQ: FLWS) 发布了截至 2025 年 12 月 28 日的 2026 财年第二季度业绩，显示收入下降但净收入为正。综合收入同比下降，而每股收益和调整后收益与上个季度相比有所增加。公司提供了与持续战略调整相一致的财年剩余时间的更新预期。</p>
</div><p>Total revenue for the quarter was <strong>$702.2 million</strong>, down <strong>9.5%</strong> from the prior-year period. <strong>Net income was $70.6 million</strong>, equivalent to <strong>$1.10 per diluted share</strong> on a GAAP basis. On an adjusted basis, net income was <strong>$76.7 million</strong>, or <strong>$1.20 per share</strong>. Adjusted EBITDA was <strong>$98.1 million</strong>, below the prior year.</p>
<div class="lb-trans"><p>本季度总收入为 <strong>7.022 亿美元</strong>，较上年同期下降 <strong>9.5%</strong>。<strong>净收入为 7060 万美元</strong>，在 GAAP 基础上相当于 <strong>每稀释股 1.10 美元</strong>。在调整后基础上，净收入为 <strong>7670 万美元</strong>，或 <strong>每股 1.20 美元</strong>。调整后的 EBITDA 为 <strong>9810 万美元</strong>，低于上年。</p>
</div><p>Gross profit margin narrowed to <strong>42.1%</strong> from <strong>43.3%</strong> a year earlier, largely due to deleveraging from lower sales volume. Operating expenses fell <strong>$23.4 million</strong> to <strong>$221.1 million</strong>, reflecting reduced marketing and labor costs.</p>
<div class="lb-trans"><p>毛利率从一年前的 <strong>43.3%</strong> 收窄至 <strong>42.1%</strong>，主要由于销售量下降导致的去杠杆化。运营费用下降 <strong>2340 万美元</strong> 至 <strong>2.211 亿美元</strong>，反映出市场营销和劳动力成本的减少。</p>
</div><h2><strong>Segment Performance</strong></h2>
<div class="lb-trans"><h2><strong>细分市场表现</strong></h2>
</div><p>• <strong>Gourmet Foods &amp; Gift Baskets</strong> revenue declined <strong>3.8%</strong>, with a margin contraction driven by lower volume and higher input costs.</p>
<div class="lb-trans"><p>• <strong>美食与礼品篮</strong> 收入下降 <strong>3.8%</strong>，由于销售量下降和输入成本上升导致利润率收缩。</p>
</div><p>• <strong>Consumer Floral &amp; Gifts</strong> revenue fell <strong>22.7%</strong>, with a wider margin impact from reduced sales and tariff and commodity cost pressures.</p>
<div class="lb-trans"><p>• <strong>消费者花卉与礼品</strong> 收入下降 <strong>22.7%</strong>，由于销售减少以及关税和商品成本压力导致利润率影响加大。</p>
</div><p>• <strong>BloomNet®</strong> revenue was down <strong>3.1%</strong>, while its gross margin remained broadly consistent with the prior year.</p>
<div class="lb-trans"><p>• <strong>BloomNet®</strong> 收入下降 <strong>3.1%</strong>，而其毛利率与去年基本保持一致。</p>
</div><p>CEO Adolfo Villagomez said the company continued to execute against key strategic priorities through the holiday period, advancing cost optimization and organizational changes. He noted the initiatives are strengthening the operating foundation and positioning the company for long-term performance.</p>
<div class="lb-trans"><p>首席执行官阿道夫·维拉戈梅斯（Adolfo Villagomez）表示，公司在假期期间继续执行关键战略优先事项，推进成本优化和组织变革。他指出，这些举措正在加强运营基础，并为公司的长期表现奠定基础。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/01/image-9.jpg" alt="" original-src="https://cdn.news.alphastreet.com/wp-content/uploads/2026/01/image-9.jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/01/image-10.jpg" alt="" original-src="https://cdn.news.alphastreet.com/wp-content/uploads/2026/01/image-10.jpg"/></p>
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<div class="lb-trans"><hr/>
</div><h2><strong>Guidance and Outlook</strong></h2>
<div class="lb-trans"><h2><strong>指导与展望</strong></h2>
</div><p>Management described fiscal 2026 as a foundational year of transformation. For the second half of the fiscal year, the company expects revenue to decline in the <strong>low double-digit range</strong>, reflecting a continued focus on marketing contribution margin and impacts from changes in search engine results and direct traffic. Adjusted EBITDA for the second half is expected to be slightly lower year-over-year, though on a normalized basis, excluding certain incentive compensation and consulting costs, adjusted EBITDA is expected to improve modestly. Ongoing cost-optimization and organizational streamlining initiatives are anticipated to help offset topline pressure.</p>
<div class="lb-trans"><p>管理层将 2026 财年描述为转型的基础年。对于财年下半段，公司预计收入将下降至 <strong>低双位数范围</strong>，反映出对市场营销贡献利润率的持续关注以及搜索引擎结果和直接流量变化的影响。预计下半年的调整后 EBITDA 将略低于去年，尽管在正常化基础上，排除某些激励补偿和咨询费用，调整后 EBITDA 预计将适度改善。持续的成本优化和组织精简举措预计将有助于抵消收入压力。</p>
</div><h2><strong>Market Context</strong></h2>
<div class="lb-trans"><h2><strong>市场背景</strong></h2>
</div><p>Shares of FLWS responded positively to the earnings delivery, reflecting investor focus on profitability and cost-control progress despite softer revenue. Broader trends in retail and e-commerce, including changes in consumer search behavior and discretionary spending patterns, continue to influence results for companies in the gifting and specialty retail category. Revenue declines in direct e-commerce and organic traffic headwinds were noted as significant drivers of the top-line performance.</p>
<div class="lb-trans"><p>FLWS 的股票对业绩发布反应积极，反映出投资者对盈利能力和成本控制进展的关注，尽管收入较软。零售和电子商务的更广泛趋势，包括消费者搜索行为和可自由支配支出模式的变化，继续影响礼品和专业零售类别公司的业绩。直接电子商务收入下降和有机流量阻力被认为是影响收入表现的重要驱动因素。</p>
</div><h2><strong>Company Background</strong></h2>
<div class="lb-trans"><h2><strong>公司背景</strong></h2>
</div><p>1-800-Flowers.com, Inc. is a U.S.-based floral and gift retailer headquartered in Jericho, New York. The company operates a portfolio of consumer brands offering fresh flowers, gourmet foods, gift baskets, personalized keepsakes, and related products through online platforms, call centers, and a network of affiliated florists. Its operations are concentrated in the North American market.</p>
<div class="lb-trans"><p>1-800-Flowers.com, Inc.是一家总部位于纽约杰里科的美国花卉和礼品零售商。该公司通过在线平台、呼叫中心和附属花店网络运营一系列消费品牌，提供新鲜花卉、美食、礼品篮、个性化纪念品及相关产品。其业务集中在北美市场。</p>
</div><p>The post 1-800-Flowers.com Q2 FY2026 Revenue Declines, Profit Exceeds Prior Year first appeared on AlphaStreet.</p>
<div class="lb-trans"><p>这篇文章最初出现在 AlphaStreet 上，标题为《1-800-Flowers.com 2026 财年第二季度收入下降，利润超过去年》。</p>
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1-800-Flowers.com 2026 财年第二季度收入下降，但利润超过去年同期