FLWSHIGH SIGNALFINANCIAL10-K

FLWS experienced a catastrophic financial deterioration with operating income plummeting from -$2.1M to -$204.8M and net income crashing from -$6.1M to -$200.0M.

This represents a massive operational failure with losses increasing by over 30x year-over-year, indicating severe business model distress or extraordinary charges. The company's pivot to a "Celebrations strategy" appears to be a response to this crisis, but investors face significant uncertainty about management's ability to execute a turnaround given the scale of deterioration.

Comparing 2025-09-05 vs 2024-09-06View on EDGAR →
FINANCIAL ANALYSIS

FLWS suffered a complete financial collapse with operating losses exploding nearly 100x while gross profit declined 11.2%, indicating both revenue pressure and operational inefficiencies. The company burned through over $112M in cash, turning positive operating cash flow of $95M into negative $26.4M, while stockholders' equity fell 42.5% as losses mounted. This financial profile suggests either massive one-time charges or fundamental business model failure, creating substantial going-concern risks for investors.

FINANCIAL STATEMENT CHANGES
Operating Income
P&L
-9784.8%
-$2.1M-$204.8M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Net Income
P&L
-3175.9%
-$6.1M-$200.0M

Net income declined 3175.9% — review whether driven by operations, interest costs, or non-recurring items.

Operating Cash Flow
Cash Flow
-127.8%
$95.0M-$26.4M

Operating cash flow fell 127.8% — earnings quality concerns; investigate working capital changes and non-cash items.

Cash & Equivalents
Balance Sheet
-70.8%
$159.4M$46.5M

Cash declined 70.8% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Stockholders Equity
Balance Sheet
-42.5%
$466.3M$268.3M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Current Assets
Balance Sheet
-26.7%
$385.7M$282.7M

Current assets declined 26.7% — monitor working capital adequacy and short-term liquidity.

Total Assets
Balance Sheet
-25.2%
$1.0B$772.6M

Total assets contracted 25.2% — asset sales, write-downs, or balance sheet optimization underway.

Total Debt
Balance Sheet
-23.9%
$177.1M$134.8M

Debt reduced 23.9% — deleveraging strengthens balance sheet and reduces financial risk.

Accounts Receivable
Balance Sheet
+20.4%
$18.0M$21.7M

Receivables grew 20.4% — monitor days sales outstanding for collection efficiency.

Gross Profit
P&L
-11.2%
$734.8M$652.3M

Gross margin compression — rising input costs, pricing pressure, or unfavorable product mix shift.

LANGUAGE CHANGES
NEW — 2025-09-05
PRIOR — 2024-09-06
ADDED
and its subsidiaries (collectively, the Company ) is a leading provider of thoughtful expressions designed to help inspire customers to share more, connect more, and build more and better relationships.
We have a large customer file, including 0.9 million Celebrations Passport members who, along with our multi-brand customers, represent our best customer cohorts in terms of frequency, retention and average spend, and thus customer lifetime value.
Celebrations Passport and multi-brand customers spend an average of 2x to 3x the amount spent by other customers.
Multi-brand customers and Celebrations Passport members represent approximately 20% of customers and approximately 40% of revenue.
In fiscal 2025, the Company announced a multi-year Celebrations strategy, a comprehensive evolution of the Company that begins with transforming the customer journey into a sentiment-led experience.
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REMOVED
flws20240630_10k.htm 0001084869 1 800 FLOWERS COM INC false --06-30 FY 2024 false false false false 0.01 0.01 10,000,000 10,000,000 0 0 0.01 0.01 200,000,000 200,000,000 58,792,695 58,273,747 0.01 0.01 200,000,000 200,000,000 32,348,221 32,348,221 21,645,290 20,565,875 5,280,000 5,280,000 3 7 3 http://fasb.org/us-gaap/2024#GoodwillAndIntangibleAssetImpairment 1.7 2018 2020 2021 2022 2023 2020 2021 2022 2023 2017 2018 2019 2020 2021 2022 2023 1 0.0 0.0 1 0 0 3 3.3 The Company has established a Non-qualified Deferred Compensation Plan (the NQDC Plan ) for certain members of senior management.
Deferred compensation plan assets are invested in mutual funds held in a rabbi trust, which is restricted for payment to participants of the NQDC Plan.
Trading securities held in the rabbi trust are measured using quoted market prices at the reporting date and are included in the Other assets line item, with the corresponding liability included in the Other liabilities line item in the consolidated balance sheets.
The amortization of intangible assets for the years ended June 30, 2024, July 2, 2023 and July 3, 2022 was $4.4 million, $4.2 million and $3.9 million, respectively.
Future estimated amortization expense is as follows: 2025 - $2.1 million, 2026 - $1.4 million, 2027 -$0.6 million, 2028 -$0.3 million, 2029 -$0.2 million, and thereafter -$0.1 million.
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