<p><strong>1-800-Flowers.com, Inc.</strong> (NASDAQ: FLWS) 發佈了截至 2025 年 12 月 28 日的 2026 財年第二季度業績，顯示收入下降但淨收入為正。綜合收入同比下降，而每股收益和調整後收益與上個季度相比有所增加。公司提供了與持續戰略調整相一致的財年剩餘時間的更新預期。</p>
<p>本季度總收入為 <strong>7.022 億美元</strong>，較上年同期下降 <strong>9.5%</strong>。<strong>淨收入為 7060 萬美元</strong>，在 GAAP 基礎上相當於 <strong>每稀釋股 1.10 美元</strong>。在調整後基礎上，淨收入為 <strong>7670 萬美元</strong>，或 <strong>每股 1.20 美元</strong>。調整後的 EBITDA 為 <strong>9810 萬美元</strong>，低於上年。</p>
<p>毛利率從一年前的 <strong>43.3%</strong> 收窄至 <strong>42.1%</strong>，主要由於銷售量下降導致的去槓桿化。運營費用下降 <strong>2340 萬美元</strong> 至 <strong>2.211 億美元</strong>，反映出市場營銷和勞動力成本的減少。</p>
<h2><strong>細分市場表現</strong></h2>
<p>• <strong>美食與禮品籃</strong> 收入下降 <strong>3.8%</strong>，由於銷售量下降和輸入成本上升導致利潤率收縮。</p>
<p>• <strong>消費者花卉與禮品</strong> 收入下降 <strong>22.7%</strong>，由於銷售減少以及關税和商品成本壓力導致利潤率影響加大。</p>
<p>• <strong>BloomNet®</strong> 收入下降 <strong>3.1%</strong>，而其毛利率與去年基本保持一致。</p>
<p>首席執行官阿道夫·維拉戈梅斯（Adolfo Villagomez）表示，公司在假期期間繼續執行關鍵戰略優先事項，推進成本優化和組織變革。他指出，這些舉措正在加強運營基礎，併為公司的長期表現奠定基礎。</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>指導與展望</strong></h2>
<p>管理層將 2026 財年描述為轉型的基礎年。對於財年下半段，公司預計收入將下降至 <strong>低雙位數範圍</strong>，反映出對市場營銷貢獻利潤率的持續關注以及搜索引擎結果和直接流量變化的影響。預計下半年的調整後 EBITDA 將略低於去年，儘管在正常化基礎上，排除某些激勵補償和諮詢費用，調整後 EBITDA 預計將適度改善。持續的成本優化和組織精簡舉措預計將有助於抵消收入壓力。</p>
<h2><strong>市場背景</strong></h2>
<p>FLWS 的股票對業績發佈反應積極，反映出投資者對盈利能力和成本控制進展的關注，儘管收入較軟。零售和電子商務的更廣泛趨勢，包括消費者搜索行為和可自由支配支出模式的變化，繼續影響禮品和專業零售類別公司的業績。直接電子商務收入下降和有機流量阻力被認為是影響收入表現的重要驅動因素。</p>
<h2><strong>公司背景</strong></h2>
<p>1-800-Flowers.com, Inc.是一家總部位於紐約傑里科的美國花卉和禮品零售商。該公司通過在線平台、呼叫中心和附屬花店網絡運營一系列消費品牌，提供新鮮花卉、美食、禮品籃、個性化紀念品及相關產品。其業務集中在北美市場。</p>
<p>這篇文章最初出現在 AlphaStreet 上，標題為《1-800-Flowers.com 2026 財年第二季度收入下降，利潤超過去年》。</p>

零售業 ETF - VanEck Vectors

線上零售 ETF - Amplify

電子商務 ETF - GlobalX

FLWS

標普零售指數 ETF - SPDR

在線零售 ETF - ProShares

<p>1-800-Flowers.com, Inc.（納斯達克代碼：FLWS）報告了 2026 財年第二季度收入下降 9.5%，總計為 7.022 億美元，而淨收入上升至 7060 萬美元，或每股攤薄收益 1.10 美元。調整後的收益增加至 7670 萬美元，或每股 1.20 美元。儘管公司正在進行持續的成本優化工作，但預計財年下半年的收入仍將繼續低雙位數下降。股價對財報反應積極，突顯出投資者在更廣泛的零售挑戰中對盈利能力的關注</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) 發佈了截至 2025 年 12 月 28 日的 2026 財年第二季度業績，顯示收入下降但淨收入為正。綜合收入同比下降，而每股收益和調整後收益與上個季度相比有所增加。公司提供了與持續戰略調整相一致的財年剩餘時間的更新預期。</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>本季度總收入為 <strong>7.022 億美元</strong>，較上年同期下降 <strong>9.5%</strong>。<strong>淨收入為 7060 萬美元</strong>，在 GAAP 基礎上相當於 <strong>每稀釋股 1.10 美元</strong>。在調整後基礎上，淨收入為 <strong>7670 萬美元</strong>，或 <strong>每股 1.20 美元</strong>。調整後的 EBITDA 為 <strong>9810 萬美元</strong>，低於上年。</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>毛利率從一年前的 <strong>43.3%</strong> 收窄至 <strong>42.1%</strong>，主要由於銷售量下降導致的去槓桿化。運營費用下降 <strong>2340 萬美元</strong> 至 <strong>2.211 億美元</strong>，反映出市場營銷和勞動力成本的減少。</p>
</div><h2><strong>Segment Performance</strong></h2>
<div class="lb-trans"><h2><strong>細分市場表現</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>美食與禮品籃</strong> 收入下降 <strong>3.8%</strong>，由於銷售量下降和輸入成本上升導致利潤率收縮。</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>消費者花卉與禮品</strong> 收入下降 <strong>22.7%</strong>，由於銷售減少以及關税和商品成本壓力導致利潤率影響加大。</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>，而其毛利率與去年基本保持一致。</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>首席執行官阿道夫·維拉戈梅斯（Adolfo Villagomez）表示，公司在假期期間繼續執行關鍵戰略優先事項，推進成本優化和組織變革。他指出，這些舉措正在加強運營基礎，併為公司的長期表現奠定基礎。</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>指導與展望</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>管理層將 2026 財年描述為轉型的基礎年。對於財年下半段，公司預計收入將下降至 <strong>低雙位數範圍</strong>，反映出對市場營銷貢獻利潤率的持續關注以及搜索引擎結果和直接流量變化的影響。預計下半年的調整後 EBITDA 將略低於去年，儘管在正常化基礎上，排除某些激勵補償和諮詢費用，調整後 EBITDA 預計將適度改善。持續的成本優化和組織精簡舉措預計將有助於抵消收入壓力。</p>
</div><h2><strong>Market Context</strong></h2>
<div class="lb-trans"><h2><strong>市場背景</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 的股票對業績發佈反應積極，反映出投資者對盈利能力和成本控制進展的關注，儘管收入較軟。零售和電子商務的更廣泛趨勢，包括消費者搜索行為和可自由支配支出模式的變化，繼續影響禮品和專業零售類別公司的業績。直接電子商務收入下降和有機流量阻力被認為是影響收入表現的重要驅動因素。</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.是一家總部位於紐約傑里科的美國花卉和禮品零售商。該公司通過在線平台、呼叫中心和附屬花店網絡運營一系列消費品牌，提供新鮮花卉、美食、禮品籃、個性化紀念品及相關產品。其業務集中在北美市場。</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>這篇文章最初出現在 AlphaStreet 上，標題為《1-800-Flowers.com 2026 財年第二季度收入下降，利潤超過去年》。</p>
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1-800-Flowers.com 2026 財年第二季度收入下降，但利潤超過去年同期