Specialized Consumer Services Q1: FLWS Revenue Falls 11.6%, WW Stock Surges 39%

Specialized consumer services companies posted mixed first-quarter results, with aggregate revenue exceeding analysts’ consensus by 1.4% while next-quarter guidance was in line, according to a June 1, 2026, analysis of 11 stocks. Shares of the group have gained an average 2% since reporting. 1-800-FLOWERS (NASDAQ:FLWS) saw revenue drop 11.6% year over year to $293 million, matching estimates, but earnings per share significantly missed forecasts. The stock climbed 15.9% after the report. WeightWatchers (NASDAQ:WW) revenue fell 9.8% to $168.3 million, topping estimates by 6.1%, yet EBITDA and EPS fell short and full-year guidance was the weakest among peers. Shares surged 39.4%. Service International (NYSE:SCI) revenue rose 2.1% to $1.10 billion, in line with estimates, but an EPS miss sent the stock down 12%. Frontdoor (NASDAQ:FTDR) revenue grew 5.9% to $451 million, beating expectations, though next-quarter EBITDA guidance slightly missed, and the stock edged up 2.5%. The results underscore the hit-driven nature of consumer discretionary sectors, where low switching costs and fickle demand challenge consistent earnings growth.