The floral and gifting e-commerce company told investors to expect another unprofitable year, with its fiscal 2027 outlook landing beneath what analysts had penciled in. Fourth-quarter sales of $293.1 million also came in under the $294 million consensus, a 12.9% drop from the same period a year ago, and the shares fell 9.3%.
A downbeat fiscal 2027 profit forecast from 1-800-Flowers.com (NASDAQ:FLWS) wiped 9.3% off the gifting retailer's market value, after the company also booked a fiscal fourth-quarter loss that came in wider than Wall Street had modeled.
The company did not disclose a specific fiscal 2027 earnings range in the release, and no executive quote was included. Analysts tracked by GuruFocus had modeled a fiscal 2027 loss of $0.59 per share on revenue of $1,483.69 million, estimates already trimmed over the prior 90 days from $1,485.92 million.
Sales for the quarter ended June 30 totaled $293.1 million, short of the $294 million consensus and down 12.9% from a year earlier. The top-line shortfall was narrow in dollar terms — roughly $0.9 million — but the year-over-year decline marks a sharp reversal from the prior quarter, when revenue of $293.01 million edged past the $292.42 million estimate.
The loss per share for the quarter was not broken out in the release, leaving the size of the miss against the $0.69 consensus unreconciled. The prior quarter's loss of $1.56 per share missed the $0.75 estimate by 107%, a gap that nonetheless lifted the stock 16.54% the following session as investors looked past the headline number.
That pattern did not repeat. The 9.3% decline puts FLWS near the low end of its recent range, with the stock last quoted at $3.67. Two analysts carry an average 12-month price target of $4.88 — a high of $6.00 and a low of $3.75 — implying 33% upside from that level, while GuruFocus's GF Value estimate of $5.74 points to 56.6% upside. The single brokerage recommendation on the name sits at 2.00, or Outperform.
The divergence between sell-side targets and the guidance cut is the central tension for holders. A fiscal 2027 loss of $0.59 per share would mark a second consecutive unprofitable year after the $1.44 loss projected for fiscal 2026, and the revenue trajectory — down 12.9% in the fourth quarter against a fiscal 2027 consensus of $1,483.69 million, itself below fiscal 2026's $1,506.27 million — implies management is not modeling a near-term demand recovery in the gifting category.
Peer read-through matters here. 1-800-Flowers competes for discretionary gifting spend against mass-market retailers and e-commerce platforms that have reported softer discretionary demand, and a double-digit revenue decline at a category specialist is a harder signal than a mixed quarter at a diversified retailer.
Investors will watch the company's next quarterly filing and any subsequent guidance update for evidence that the fiscal 2027 loss estimate stabilizes rather than widens. The stock's ability to hold above the $3.75 low end of the analyst target range is the first technical test.
This article is for informational purposes only and does not constitute investment advice.
