Specialized Consumer Services Stocks Q3 In Review: Service International (NYSE:SCI) Vs Peers

What Happened?

Shares of personal wellness company WeightWatchers fell 7.3% in the afternoon session after Morgan Stanley lowered its price target on the company's stock from $38.00 to $34.50. 

The firm, led by analyst Nathan Feather, maintained its 'Equal-Weight' rating for the company, but the 9.21% decrease in the price target reflected a reassessment of the company's valuation. This adjustment signaled a more cautious outlook on the company's market performance amidst current economic conditions. A lower price target from an analyst can signal concerns about a company's future value, often leading to a negative reaction from investors.

What Is The Market Telling Us

WeightWatchers’s shares are extremely volatile and have had 43 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 10 days ago when the stock gained 4.5% on the news that investors wagered geopolitical tension would be contained following the U.S. military's operation in Venezuela, with the Dow hitting a fresh record. Sentiment remained firmly "risk-on" for early 2026, with Wall Street prioritizing domestic economic strength over foreign turbulence. Analysts noted that while the event raises short-term supply questions, the market largely viewed the potential stabilization of Venezuela's vast oil reserves as a long-term economic positive.

WeightWatchers is down 23.9% since the beginning of the year, and at $23.94 per share, it is trading 46.7% below its 52-week high of $44.89 from August 2025. Investors who bought $1,000 worth of WeightWatchers’s shares at the IPO in June 2025 would now be looking at an investment worth $886.67.

What Happened?

Shares of e-commerce florist and gift retailer 1-800-FLOWERS jumped 7% in the afternoon session after investors wagered geopolitical tension would be contained following the U.S. military's operation in Venezuela, with the Dow hitting a fresh record. 

Sentiment remained firmly "risk-on" for early 2026, with Wall Street prioritizing domestic economic strength over foreign turbulence. Analysts noted that while the event raises short-term supply questions, the market largely viewed the potential stabilization of Venezuela's vast oil reserves as a long-term economic positive.

The shares closed the day at $3.94, up 6.8% from previous close.

What Is The Market Telling Us

1-800-FLOWERS’s shares are extremely volatile and have had 47 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 25 days ago when the stock dropped 8.1% on the news that investors took profits following a significant rally driven by news of a key executive appointment. 

The stock had previously soared after the company announced it appointed an executive to support its transformation and artificial intelligence adoption. That news had been welcomed by investors, leading to a sharp run-up in the share price. The subsequent decline appeared to be a technical correction as some market participants cashed in on the recent gains.

1-800-FLOWERS is up 8.5% since the beginning of the year, but at $4.00 per share, it is still trading 56% 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 $145.39.

What Happened?

A number of stocks jumped in the afternoon session after investors wagered geopolitical tension would be contained following the U.S. military's operation in Venezuela, with the Dow hitting a fresh record. 

Sentiment remained firmly "risk-on" for early 2026, with Wall Street prioritizing domestic economic strength over foreign turbulence. Analysts noted that while the event raises short-term supply questions, the market largely viewed the potential stabilization of Venezuela's vast oil reserves as a long-term economic positive.

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:

• Travel and Vacation Providers company Sabre jumped 6.4%. Is now the time to buy Sabre? Access our full analysis report here, it’s free for active Edge members.
• Specialized Consumer Services company WeightWatchers jumped 4.5%. Is now the time to buy WeightWatchers? Access our full analysis report here, it’s free for active Edge members.
• Footwear company Genesco jumped 6.2%. Is now the time to buy Genesco? Access our full analysis report here, it’s free for active Edge members.
• Apparel and Accessories company VF Corp jumped 4.3%. Is now the time to buy VF Corp? Access our full analysis report here, it’s free for active Edge members.
• Education Services company Lincoln Educational jumped 5.9%. Is now the time to buy Lincoln Educational? Access our full analysis report here, it’s free for active Edge members.

Zooming In On Sabre (SABR)

Sabre’s shares are extremely volatile and have had 34 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 28 days ago when the stock dropped 7.6% on the news that the company's recent downward revision of its full-year financial forecast continued to weigh on investor sentiment. 

This followed the company's third-quarter report from about a month prior, which presented mixed results. While revenue surpassed estimates, the adjusted loss per share missed expectations. More significantly, Sabre lowered its guidance for the full year 2025. The company revised its revenue projection from a low single-digit percentage increase to flat year-over-year. Additionally, the forecast for pro-forma free cash flow was substantially reduced to approximately $70 million from a previous range of $100-$140 million. These adjustments signaled a weaker financial performance than previously anticipated by the company.

Sabre is up 4.5% since the beginning of the year, but at $1.39 per share, it is still trading 69.2% below its 52-week high of $4.52 from February 2025. Investors who bought $1,000 worth of Sabre’s shares 5 years ago would now be looking at an investment worth $115.93.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Mister Car Wash and the rest of the specialized consumer services stocks fared in Q3.

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 in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.5% since the latest earnings results.

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 print exceeded analysts’ expectations by 0.9%. Overall, it was a satisfactory quarter for the company with an impressive beat of analysts’ same-store sales estimates.

“We delivered a solid third quarter performance, underscoring the strength of our strategy, the resilience of our business model, and the dedication of our team,” said John Lai, Chairperson and CEO of Mister Car Wash.

Interestingly, the stock is up 7.1% since reporting and currently trades at $5.57.

Best Q3: Matthews

Originally a death care company, Matthews International is a diversified company offering ceremonial services, brand solutions and industrial technologies.

Matthews reported revenues of $318.8 million, down 28.6% year on year, outperforming analysts’ expectations by 9.6%. The business had a very strong quarter with a beat of analysts’ EPS and revenue estimates.

Matthews pulled off the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 5.2% since reporting. It currently trades at $25.94.

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, falling short of analysts’ expectations by 1.2%. It was a softer quarter as it posted a significant miss of analysts’ EPS and revenue estimates.

Interestingly, the stock is up 4.4% since the results and currently trades at $3.65.

Read our full analysis of 1-800-FLOWERS’s results here.

Frontdoor

Established in 2018 as a spin-off from ServiceMaster Global Holdings, Frontdoor is a provider of home warranty and service plans.

Frontdoor reported revenues of $618 million, up 14.4% year on year. This result topped analysts’ expectations by 1.1%. More broadly, it was a mixed quarter as it also logged a decent beat of analysts’ EBITDA estimates but EBITDA guidance for next quarter missing analysts’ expectations.

Frontdoor scored the fastest revenue growth among its peers. The stock is down 13.2% since reporting and currently trades at $57.09.

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

ADT

Founded in 1874 and headquartered in Boca Raton, Florida, ADT is a provider of security, automation, and smart home solutions, offering comprehensive services for home and business protection.

ADT reported revenues of $1.30 billion, up 4.4% year on year. This print was in line with analysts’ expectations. Aside from that, it was a mixed quarter as it also produced a beat of analysts’ EPS estimates but a miss of analysts’ customers estimates.

ADT had the weakest full-year guidance update among its peers. The stock is down 8.6% since reporting and currently trades at $8.04.

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

What Happened?

Shares of personal wellness company WeightWatchers jumped 14.3% in the afternoon session after the U.S. Food and Drug Administration (FDA) approved an oral version of the popular weight-loss drug Wegovy. 

This development was viewed as a major positive for WeightWatchers, which recently launched its own program that integrated GLP-1 medications. The approval of an oral version of Wegovy, made by Novo Nordisk, made this class of treatment more accessible to consumers. The timing of the news was also significant, as it arrived just before January, which is WeightWatchers' most important period for acquiring new customers. The approval provided a positive signal for the company's strategy of combining its services with medical weight-loss treatments.

What Is The Market Telling Us

WeightWatchers’s shares are extremely volatile and have had 37 moves greater than 5% over the last year. But moves this big are rare even for WeightWatchers and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 19 days ago when the stock dropped 3.4% on the news that investors reacted to weak analyst sentiment and a recent earnings report that showed a significant miss on profits. The company reported a loss per share of $0.44, which was wider than the consensus estimate of a $0.14 loss. This indicated that the company's financial performance was worse than experts had predicted. Although the company's revenue of $172.09 million slightly beat expectations, the larger-than-expected loss seemed to be the primary concern driving the stock down. The overall analyst view was cautious, with an average rating of "Reduce" based on two "Hold" ratings and one "Sell" rating.

WeightWatchers is up 12.2% since the beginning of the year, but at $30.30 per share, it is still trading 32.5% below its 52-week high of $44.89 from August 2025. Investors who bought $1,000 worth of WeightWatchers’s shares at the IPO in June 2025 would now be looking at an investment worth $1,122.