What 1-800-Flowers.com, Inc. told the SEC could break it.

1-800-Flowers' manufactured gifts depend on agricultural commodities — sugar, flour, cocoa, eggs, fruit and flowers — plus fuel and natural gas for manufacturing/transport, exposing margins to commodity price swings.

“The Company's raw materials consist of ingredients for manufactured products (including various commodities such as sugar, flour, cocoa, eggs, fruit and flowers), packaging supplies, and other supplies used in the manufacturing and transportation processes (such as fuel, natural gas and derivative products).”

1-800-Flowers imports flowers from Colombia, exposing its core floral supply to agricultural pest/disease restrictions, trade-status changes, currency, weather and political risk in that source country.

“flowers imported from Colombia during fiscal 2025; agricultural limitations and restrictions to manage pests and disease; changes in trading status; economic uncertainties and currency fluctuations; severe weather; work stoppages; foreign government regulations and political unrest; and trade restrictions, including United States retaliation against foreign trade practices.”

New/proposed U.S. tariffs and trade-policy changes (notably on China-sourced gift componentry) have forced 1-800-Flowers to re-source, seek vendor concessions, change components and adjust pricing — a costly, ongoing adaptation.

“While we are managing the impact of recent trade policy changes by evaluating sourcing opportunities outside of China, working with existing vendors on concessions, changing componentry, modifying our assortment, and adjusting our pricing, it has been and may continue to be time-consuming and expensive for us to alter our business operations in order to adapt to or comply with shifting trade policies.”

1-800-Flowers relies on a network of local florists for order fulfillment under arrangements terminable on 10 days' notice (plus drop-ship vendors); losing a florist requires a same-area replacement and can cause delivery delays or quality declines.

“the Company's arrangements with local florists for order fulfillment may be terminated by either party with 10 days' notice. If a florist discontinues its relationship with the Company, the Company will be required to obtain a suitable replacement located in the same geographic area, which may cause delays in delivery or a decline in quality, leading to customer dissatisfaction and loss of customers.”