1-800-FLOWERS (FLWS) Stock Trades Up, Here Is Why

Wrapping up Q3 earnings, we look at the numbers and key takeaways for the specialized consumer services stocks, including 1-800-FLOWERS and its peers.

Some consumer discretionary companies don’t fall neatly into a category because their products or services are unique. Although their offerings may be niche, these companies have often found more efficient or technology-enabled ways of doing or selling something that has existed for a while. Technology can be a double-edged sword, though, as it may lower the barriers to entry for new competitors and allow them to do serve customers better.

The 11 specialized consumer services stocks we track reported a mixed Q3. As a group, revenues missed analysts’ consensus estimates by 19.3% while next quarter’s revenue guidance was 0.6% below.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 8% since the latest earnings results.

Slowest Q3: 1-800-FLOWERS

Founded in 1976, 1-800-FLOWERS is an online retailer of flowers, gifts, and gourmet foods, serving customers globally.

1-800-FLOWERS reported revenues of $215.2 million, down 11.1% year on year. This print fell short of analysts’ expectations by 1.2%. Overall, it was a softer quarter for the company with a significant miss of analysts’ EPS estimates and a slight miss of analysts’ revenue estimates.

“Fiscal 2026 marks a pivotal year of stabilization for 1-800-Flowers.com, as we lay the foundation for sustainable, long-term growth. We are already seeing early benefits from our turnaround strategy, including improved marketing efficiency, enhanced customer focus, and expanded reach into new channels. Welcoming new talent and streamlining our operations have positioned us to execute with greater agility and accountability. While there is much more work ahead and some challenges to navigate, I am encouraged by the momentum building across the enterprise and am confident in our team’s ability to deliver improved results over time,” said Adolfo Villagomez, Chief Executive Officer.

The stock is down 2.2% since reporting and currently trades at $3.42.

Read our full report on 1-800-FLOWERS here, it’s free for active Edge members.

Best Q3: H&R Block

Founded in 1955 by brothers Henry W. Bloch and Richard A. Bloch, H&R Block is a tax preparation company offering professional tax assistance and financial solutions to individuals and small businesses.

H&R Block reported revenues of $203.6 million, up 5% year on year, outperforming analysts’ expectations by 1.5%. The business had a strong quarter with an impressive beat of analysts’ EBITDA estimates and a solid beat of analysts’ adjusted operating income estimates.

H&R Block delivered the highest full-year guidance raise among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 17.8% since reporting. It currently trades at $42.31.

Is now the time to buy H&R Block? Access our full analysis of the earnings results here, it’s free for active Edge members.

LKQ

A global distributor of vehicle parts and accessories, LKQ offers its customers a comprehensive selection of high-quality, affordably priced automobile products.

LKQ reported revenues of $3.50 billion, up 1.3% year on year, falling short of analysts’ expectations by 0.9%. It was a mixed quarter as it posted an impressive beat of analysts’ organic revenue estimates but full-year EBITDA guidance missing analysts’ expectations significantly.

As expected, the stock is down 1.9% since the results and currently trades at $29.48.

Read our full analysis of LKQ’s results here.

Carriage Services

Established in 1991, Carriage Services is a provider of funeral and cemetery services in the United States.

Carriage Services reported revenues of $102.7 million, up 2% year on year. This result topped analysts’ expectations by 1.3%. Zooming out, it was a mixed quarter as it also produced a narrow beat of analysts’ revenue estimates but full-year EBITDA guidance slightly missing analysts’ expectations.

The stock is down 2% since reporting and currently trades at $42.71.

Read our full, actionable report on Carriage Services here, it’s free for active Edge members.

Mister Car Wash

Formerly known as Hotshine Holdings, Mister Car Wash (NYSE:MCW) offers car washes across the United States through its conveyorized service.

Mister Car Wash reported revenues of $263.4 million, up 5.7% year on year. This number surpassed analysts’ expectations by 0.9%. It was a satisfactory quarter as it also logged an impressive beat of analysts’ same-store sales estimates.

The stock is up 2.1% since reporting and currently trades at $5.31.

Read our full, actionable report on Mister Car Wash here, it’s free for active Edge members.

What Happened?

A number of stocks fell in the afternoon session after the broader U.S. stock market declined amid investor caution and a pullback in technology stocks. 

The main story? Investors are cashing in on a good run and feeling a bit cautious. After a fantastic run, many of those high-flying AI and technology stocks saw investors take profits: selling shares to lock in their gains.This is often called a "market rotation." Money is moving out of the red-hot tech sector (which some worry has become too expensive) and into other parts of the market that investors may currently deem more stable or reasonably-priced. 

There's a secondary reason for the cautious mood: The long government shutdown came to an end. Though it's typically interpreted as good news, it also means a flood of delayed economic reports will be released. For weeks, investors were "flying blind" without key updates on the economy's health, like inflation data and the jobs report. In typical "sell the news" fashion, investors may also be taking profits and selling in anticipation that the new data would potentially give the Federal Reserve reasons to slow or even pause future rate cuts.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Media company fuboTV fell 5.5%. Is now the time to buy fuboTV? Access our full analysis report here, it’s free for active Edge members.
• Toys and Electronics company Funko fell 5%. Is now the time to buy Funko? Access our full analysis report here, it’s free for active Edge members.
• Specialized Consumer Services company 1-800-FLOWERS fell 6.9%. Is now the time to buy 1-800-FLOWERS? Access our full analysis report here, it’s free for active Edge members.
• Apparel and Accessories company Tapestry fell 3.4%. Is now the time to buy Tapestry? Access our full analysis report here, it’s free for active Edge members.
• Wireless, Cable and Satellite company Cable One fell 3%. Is now the time to buy Cable One? Access our full analysis report here, it’s free for active Edge members.

Zooming In On 1-800-FLOWERS (FLWS)

1-800-FLOWERS’s shares are extremely volatile and have had 42 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 14 days ago when the stock gained 6.7% on the news that it reported results for its third calendar quarter of 2025, which included a forward-looking savings plan that investors appeared to focus on. 

The gift retailer's revenue fell 11.1% year-on-year to $215.2 million, falling short of analyst forecasts. The company's adjusted loss per share also widened to $0.83, which was a deeper loss than Wall Street had expected. Despite these results, the positive stock reaction suggested investors were encouraged by the company's future strategy. 1-800-Flowers announced it planned to achieve an additional $50 million in gross savings over the next two years. The company's CEO noted that the current fiscal year marked a 'pivotal year of stabilization' aimed at laying the foundation for long-term growth.

1-800-FLOWERS is down 61.7% since the beginning of the year, and at $3.00 per share, it is trading 67.1% below its 52-week high of $9.09 from February 2025. Investors who bought $1,000 worth of 1-800-FLOWERS’s shares 5 years ago would now be looking at an investment worth $137.89.