Specialized Consumer Services Stocks Q3 In Review: 1-800-FLOWERS (NASDAQ:FLWS) Vs Peers

Stock Story

Mister Car Wash, Inc.

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.

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Kontoor Brands, Under Armour, and LKQ Shares Are Soaring, What You Need To Know

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What Happened?

A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut.

New York Federal Reserve President John Williams stated he sees “room for a further adjustment” in the near term, sparking a significant market rally. Following his remarks, the probability of the central bank cutting rates at its December meeting jumped from 39% to over 73%, according to the CME FedWatch tool. This positive sentiment provided relief to markets amid concerns over high valuations, particularly in AI-related stocks.

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:

Apparel and Accessories company Kontoor Brands jumped 2.9%. Is now the time to buy Kontoor Brands? Access our full analysis report here, it’s free for active Edge members.
Apparel and Accessories company Under Armour jumped 2.9%. Is now the time to buy Under Armour? Access our full analysis report here, it’s free for active Edge members.
Specialized Consumer Services company LKQ jumped 3%. Is now the time to buy LKQ? Access our full analysis report here, it’s free for active Edge members.

Zooming In On LKQ (LKQ)

LKQ’s shares are not very volatile and have only had 5 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

The previous big move we wrote about was 22 days ago when the stock gained 6.2% on the news that it reported third-quarter profits that significantly beat Wall Street's expectations, overshadowing a slight revenue miss and a cut to its full-year guidance. The vehicle components provider posted adjusted earnings of 84 cents per share, which was well ahead of the average analyst estimate of 76 cents. Revenue for the period came in at $3.50 billion, just missing the $3.53 billion consensus. Despite management lowering its full-year adjusted profit guidance to a midpoint of $3.08 per share, investors appeared to focus on the strong bottom-line outperformance in the quarter. The 11% earnings beat demonstrated better-than-expected profitability, which was enough to send the shares higher even with the mixed overall report.

LKQ is down 18.4% since the beginning of the year, and at $29.58 per share, it is trading 32.9% below its 52-week high of $44.05 from March 2025. Investors who bought $1,000 worth of LKQ’s shares 5 years ago would now be looking at an investment worth $824.97.

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Harley-Davidson, Mister Car Wash, Leggett & Platt, Hilton, and European Wax Center Stocks Trade Up, What You Need To Know

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Mister Car Wash, Inc.

What Happened?

A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut. New York Federal Reserve President John Williams stated he sees “room for a further adjustment” in the near term, sparking a significant market rally. Following his remarks, the probability of the central bank cutting rates at its December meeting jumped from 39% to over 73%, according to the CME FedWatch tool. This positive sentiment provided relief to markets amid concerns over high valuations, particularly in AI-related stocks.

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:

Leisure Products company Harley-Davidson jumped 4%. Is now the time to buy Harley-Davidson? Access our full analysis report here, it’s free for active Edge members.
Specialized Consumer Services company Mister Car Wash jumped 4.2%. Is now the time to buy Mister Car Wash? Access our full analysis report here, it’s free for active Edge members.
Home Furnishings company Leggett & Platt jumped 4.2%. Is now the time to buy Leggett & Platt? Access our full analysis report here, it’s free for active Edge members.
Travel and Vacation Providers company Hilton jumped 4%. Is now the time to buy Hilton? Access our full analysis report here, it’s free for active Edge members.
Leisure Facilities company European Wax Center jumped 4.1%. Is now the time to buy European Wax Center? Access our full analysis report here, it’s free for active Edge members.

Zooming In On Mister Car Wash (MCW)

Mister Car Wash’s shares are somewhat volatile and have had 11 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 9 days ago when the stock gained 3.1% as investors continued to pile into value-oriented names amid growing valuation concerns. This shift reflected growing caution over high valuations within the technology and artificial intelligence (AI) spheres. As market participants reassessed risk, they reallocated capital from growth-heavy indices, like the Nasdaq, to companies in areas like industrials and financials, perceived to be more reasonably priced.Contributing to the positive momentum, markets remained hopeful that a prolonged 40-day government shutdown would be over.The U.S. Senate approved a compromise funding package, which was pending a vote in the House. The potential end to the shutdown brought a sense of relief to markets.

Mister Car Wash is down 30.6% since the beginning of the year, and at $5.05 per share, it is trading 40.6% below its 52-week high of $8.49 from February 2025. Investors who bought $1,000 worth of Mister Car Wash’s shares at the IPO in June 2021 would now be looking at an investment worth $248.52.

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