Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Inc. (NASDAQ:FLWS) jumped more than 13% early Monday after the floral and gourmet foods gift retailer released better-than-expected fiscal second-quarter 2015 results.

So what: Adjusted quarterly revenue more than doubled on a year-over-year basis, to $549.7 million, thanks primarily to 1-800-Flowers' September acquisition of Harry & David. This includes both a $13.8 million negative impact to sales from a Fannie May Fine Chocolates warehouse fire in November and a $1.6 million adjustment for deferred revenue related to the acquisition. All told, that translated to adjusted earnings per share that more than tripled to $0.83.

Analysts, on average, had only modeled adjusted earnings and revenue of $0.80 per share and $538.6 million, respectively. CEO Jim McCann also noted all three of its business segments achieved top-line growth of 5% apart from the acquisition, and reminded investors the company's insurance policies covered the losses incurred from the fire, including material losses and business interruption.

Now what: reaffirmed fiscal 2015 guidance for revenue from continuing operations "in excess of $1.1 billion"; adjusted earnings before interest, taxes, depreciation, and amortization of $90 million; and adjusted earnings per diluted share of $0.45 to $0.50. Analysts were modeling fiscal 2015 earnings of $0.47 per share on sales of $1.15 billion.

Finally, McCann said the company has launched a "comprehensive integration program" aimed at pursuing operating synergies and revenue growth opportunities for Harry & David. Under this program, management believes it can generate $15 million in operating cost savings over the next three years.

All things considered, given 1-800-Flowers' challenges and solid execution during its key holiday season, I can't blame the market for bidding up the stock today.