Looking back on specialized consumer services stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including 1-800-FLOWERS (NASDAQ: FLWS) and its peers.
Some consumer discretionary companies don’t fall neatly into a category because their products or services are unique. Although their offerings may be niche, these companies have often found more efficient or technology-enabled ways of doing or selling something that has existed for a while. Technology can be a double-edged sword, though, as it may lower the barriers to entry for new competitors and allow them to do serve customers better.
The 11 specialized consumer services stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 0.6% while next quarter’s revenue guidance was 0.5% below.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.6% since the latest earnings results.
Weakest Q4: 1-800-FLOWERS (NASDAQ: FLWS)
Founded in 1976, 1-800-FLOWERS (NASDAQ: FLWS) is an online retailer of flowers, gifts, and gourmet foods, serving customers globally.
1-800-FLOWERS reported revenues of $775.5 million, down 5.7% year on year. This print fell short of analysts’ expectations by 3.4%. Overall, it was a disappointing quarter for the company with full-year EBITDA guidance missing analysts’ expectations and a significant miss of analysts’ EPS estimates.
“Our second quarter revenue declined 5.7%, showing year-over-year improvement, but not at the pace that we had been anticipating,” said Jim McCann, Chairman and Chief Executive Officer of 1-800-FLOWERS.COM,
The stock is down 38% since reporting and currently trades at $5.46.
Read our full report on 1-800-FLOWERS here, it’s free.
Best Q4: Frontdoor (NASDAQ: FTDR)
Established in 2018 as a spin-off from ServiceMaster Global Holdings, Frontdoor (NASDAQ: FTDR) is a provider of home warranty and service plans.
Frontdoor reported revenues of $383 million, up 4.6% year on year, outperforming analysts’ expectations by 4.1%. The business had an exceptional quarter with an impressive beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.
Frontdoor scored the highest full-year guidance raise among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 34.4% since reporting. It currently trades at $37.47.
Is now the time to buy Frontdoor? Access our full analysis of the earnings results here, it’s free.
Matthews (NASDAQ: MATW)
Originally a death care company, Matthews International (NASDAQ: MATW) is a diversified company offering ceremonial services, brand solutions and industrial technologies.
Matthews reported revenues of $401.8 million, down 10.7% year on year, falling short of analysts’ expectations by 5.9%. It was a softer quarter as it posted a significant miss of analysts’ EPS estimates and a miss of analysts’ EBITDA estimates.
Matthews delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 22.1% since the results and currently trades at $22.98.
Read our full analysis of Matthews’s results here.
Mister Car Wash (NASDAQ: MCW)
Formerly known as Hotshine Holdings, Mister Car Wash (NYSE: MCW) offers car washes across the United States through its conveyorized service.
Mister Car Wash reported revenues of $251.2 million, up 9.1% year on year. This result topped analysts’ expectations by 1.2%. Aside from that, it was a mixed quarter as it also produced an impressive beat of analysts’ same-store sales estimates but full-year revenue guidance missing analysts’ expectations.
Mister Car Wash pulled off the fastest revenue growth among its peers. The stock is up 9.7% since reporting and currently trades at $8.34.
Read our full, actionable report on Mister Car Wash here, it’s free.
Carriage Services (NYSE: CSV)
Established in 1991, Carriage Services (NYSE: CSV) is a provider of funeral and cemetery services in the United States.
Carriage Services reported revenues of $97.7 million, down 1.1% year on year. This print surpassed analysts’ expectations by 1%. More broadly, it was a mixed quarter as it also recorded an impressive beat of analysts’ EPS estimates but full-year revenue guidance missing analysts’ expectations.
Carriage Services had the weakest full-year guidance update among its peers. The stock is down 7.4% since reporting and currently trades at $38.11.
Read our full, actionable report on Carriage Services here, it’s free.
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