SCHEDULE: Fund 1 Investments Discloses 9.6% Stake in 1-800 Flowers

Fund 1 Investments, LLC has reported beneficial ownership of 3,553,230 shares, representing 9.6% of the Class A Common Stock of 1-800 Flowers Com Inc.

Summary

• Fund 1 Investments, LLC has filed a Schedule 13G, indicating a significant ownership stake in 1-800 Flowers Com Inc.
• The filing discloses beneficial ownership of 3,553,230 shares of Class A Common Stock.
• This ownership represents 9.6% of the total outstanding Class A Common Stock.
• The shares are held through private investment vehicles managed by Pleasant Lake Partners LLC, for which Fund 1 Investments, LLC is the managing member.
• Jonathan Lennon is identified as the managing member of Fund 1 Investments, LLC.
• The filing states that the shares were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting a change in beneficial ownership without significant new operational or financial information.

Positives

• Fund 1 Investments, LLC has taken a substantial position, signaling potential confidence in the company's future prospects.
• The disclosure is clear and transparent, adhering to regulatory requirements.

Negatives

• The filing does not provide specific details on the timing or price of the share acquisitions.
• No new operational or strategic information about 1-800 Flowers Com Inc. is presented in this filing.

Risks

• Increased institutional ownership can sometimes lead to greater volatility in share price.
• The disclaiming of beneficial ownership beyond pecuniary interest may warrant further investigation by sophisticated investors.

Future Outlook

The filing itself does not contain forward-looking statements or guidance regarding 1-800 Flowers Com Inc.'s future performance. It solely reports on ownership.

Management Comments

• "The Reporting Person disclaims beneficial ownership of the shares reported herein except to the extent of its pecuniary interest therein."
• "All percentages reported herein with respect to the Reporting Person's holdings are calculated based upon a statement in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended March 29, 2026, as filed with the Securities and Exchange Commission on May 7, 2026, that there were 37,030,262 shares of Class A Common Stock of the Issuer outstanding as of May 1, 2026."
• "I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."

Industry Context

StockSavvy.ai notes that significant shifts in beneficial ownership, as reported in Schedule 13G filings, can sometimes precede or coincide with broader market trends or strategic changes within the e-commerce and floral delivery sectors.

Comparison to Industry Standards

• No direct comparison to industry standards is provided within this filing, as it focuses on ownership disclosure rather than operational performance.

Stakeholder Impact

• Shareholders: May view the increased institutional ownership as a positive sign of confidence, potentially impacting share price. However, the lack of operational details limits immediate assessment.
• Management of 1-800 Flowers Com Inc.: Will be aware of a significant new shareholder and may need to consider their perspective in future strategic decisions.
• Potential Investors: This filing provides information about a substantial shareholder, which is a factor in due diligence.

Next Steps

• Monitor future filings from Fund 1 Investments, LLC for any changes in ownership.
• Observe 1-800 Flowers Com Inc.'s strategic responses and financial performance following this disclosure.

Key Dates

Keywords

1-800 Flowers, Fund 1 Investments, Schedule 13G, Beneficial Ownership, Class A Common Stock, Investment Adviser, Shareholder