FLWS Shareholder/Stockholder Letter Transcript:
2 0 2 5
A N N U A L
R E P O R T
1-800-FLOWERS.COM, INC.
LETTER TO SHAREHOLDERS
Dear Fellow Shareholders,
As I reflect on my first few months as Chief Executive Officer of 1-800-FLOWERS.COM, Inc., I am
both incredibly honored and energized by the opportunity to lead this iconic company during such
an important time for our company. Since joining in May, I have spent time listening to our
employees and customers, gaining a deep understanding of our business, and identifying the
actions needed to stabilize and transform our company. These conversations have reinforced my
confidence in the strength of our brand, the meaningful role we play in our customers lives, and
the exciting opportunities ahead all of which make me very optimistic about our future.
We are privileged to be part of life s most important celebrations. Yet, we recognize that customer
expectations are evolving rapidly, technology is advancing, and competition is intensifying. To meet
these challenges head-on, we must evolve. Our strategic initiatives are designed to do just that,
fundamentally reshaping how we engage with customers and operate our business.
We re making the company leaner and more agile and putting the customer at the center of
everything we do. We re sharpening how we attract and retain customers, expanding our reach
beyond our e-commerce sites, and modernizing the customer experience. Simultaneously, we re
strengthening our focus on operational discipline, efficiency, and accountability. These changes
are designed to reignite growth, improve the customer experience, and create long-term value for
our shareholders.
Looking ahead, our transformation centers on four key priorities:
1. Achieving Cost Savings and Organizational Efficiency
We are conducting a comprehensive review of our cost structure, supply chain,
procurement, and IT systems. By simplifying operations and eliminating redundancies, we
aim to build a leaner, more agile organization. Centralizing procurement and optimizing
labor planning are just a few of the steps we re taking to drive efficiency and improve
consistency.
2. Strengthening Customer Focus
We are modernizing the digital experience to improve product discoverability, enhancing
our merchandising strategy through stronger data infrastructure and streamlined brand
architecture, and evolving marketing into a full-funnel flywheel that drives awareness,
acquisition, and retention together enabling a more intuitive, personalized, and
connected customer journey.
3. Expanding Our Reach Beyond E-Commerce
While gifting remains at the heart of our business, we see significant opportunities in selfconsumption occasions. By expanding our distribution channels and making our products
more accessible, we will reach new audiences and deepen engagement.
4. Enhancing Talent and Accountability
We are aligning our team with strategic goals and building a culture rooted in agility,
accountability, and execution. Strengthening how we hire, develop, and retain talent is
essential to turning strategy into results.
These initiatives are more than tactical they mark the beginning of a multi-year transformation
focused on returning our company to growth and creating long-term value for our shareholders. We
are in the early stages of our multi-year Celebrations Strategy, which represents a fundamental
shift in how we engage with customers, operate our business, and shapes the next phase of our
company s evolution.
While our fiscal 2025 performance was disappointing, I am confident that the actions we are taking
now will lay the foundation for sustainable revenue and profit growth. The road ahead will require
focus and discipline, but I believe in our team, our strategy, and our ability to deliver meaningful
results. Thank you for your continued support as we execute our strategy and work to drive longterm value for shareholders.
Sincerely,
Adolfo Villagomez
Chief Executive Officer
1-800-FLOWERS.COM, Inc.
10/23/2025 Letter Continued (Full PDF)