Mama's Creations (MAMA) Company Report

Mama's Creations is targeting double-digit top-line growth for Fiscal 2027, with gross profit in the mid to high twenties and a mid-teens EBITDA margin, supported by a planned 50% increase in marketing spend.
Key strategic sales initiatives for Fiscal 2027 include expanding average items per existing customer, driving ACV growth into under-penetrated regions and channels (especially the mass channel), and a commitment to No Antibiotics Ever (NAE) chicken.
The company has secured significant customer wins, including achieving everyday item status in the Northeast for Costco after growing sales from $0.5 million in Fiscal 2023 to over $14 million in Q4 Fiscal 2026, and launching eight new items in Walmart, with a goal to achieve a 100% increase in branded sales in Fiscal 2027.
The recently acquired Bayshore facility, which generated $56 million in revenue and added 200 employees, is being integrated to align gross margins and transition from lower-margin street business to higher-margin branded growth.

4 days ago

Transcript

Mama's Creations Outlines Fiscal 2027 Strategic Initiatives and Financial Targets

MAMA

Guidance Update

Product Launch

M&A

Mama's Creations is targeting double-digit top-line growth for Fiscal 2027, with gross profit in the mid to high twenties percentage and adjusted EBITDA expected to reach the mid-teens vicinity by year-end.
The company is significantly expanding its market presence, with 8 new items launching in Walmart (7 branded) and 2 SKUs in Target, alongside achieving everyday item status in Costco's Northeast region for its jumbo beef meatballs.
Operational improvements include doubling the manufacturing footprint in New Jersey and leveraging a three-location strategy, while the company aims for a 100% increase in branded sales in Fiscal 2027 and is launching No Antibiotics Ever (NAE) chicken.
The M&A strategy focuses on acquiring capabilities and customer access, with the company having successfully paid off all debt after the Bayshore acquisition, improving its cash and debt position.

4 days ago

Transcript

Mama's Creations Outlines Fiscal 2027 Strategic Initiatives and Financial Targets

MAMA

Guidance Update

New Projects/Investments

M&A

Mama's Creations has set Fiscal 2027 financial targets including double-digit top-line growth, gross profit in the mid to high twenties percentage, net income in the mid-single digit range as a percentage of revenue, and adjusted EBITDA reaching the mid-teens vicinity by year-end.
The company is significantly expanding its retail presence with eight new items launching in Walmart, two SKUs in Target, and five SKUs in Food Lion for Fiscal 2027, building on its success with Costco where it achieved everyday item status in the Northeast.
Strategic initiatives for Fiscal 2027 include targeting a 100% increase in branded sales and more than doubling the utilization of chicken trim to optimize product mix and margins.
Operational enhancements, such as doubling the manufacturing footprint in New Jersey and increasing contracted pricing for commodities, are expected to drive efficiency and higher gross margins.

4 days ago

Transcript

Mama's Creations Discusses Growth, Margin Expansion, and Future Targets

MAMA

M&A

Guidance Update

Revenue Acceleration/Inflection

Mama's Creations has significantly expanded its market presence, increasing from approximately 8,000 doors to 15,000 doors and growing items carried per store from under five to around seven since September 2022.
The company has achieved substantial margin expansion, with gross margin consistently in the mid- to high 20s%, up from 11.9% before the CEO joined. Production capacity has also doubled, with throughput increasing 40% last quarter year-over-year.
Costco sales have seen remarkable growth, from $540,000 in the CEO's first year to $10 million in the last fiscal year, and another $10 million in Q1 FY 2026 alone from a digital multi-vendor mailer.
Management targets Mama's Creations to become a billion-dollar business, with half of the growth from organic expansion (currently 20% year over year) and the other half from acquisitions, aiming for $500 million in acquired revenue and mid-teens EBITDA margin at scale.

Jan 13, 2026, 7:30 PM

Transcript

Mama's Creations Outlines Growth Strategy and Financial Ambitions at ICR Conference

MAMA

Revenue Acceleration/Inflection

M&A

Guidance Update

Mama's Creations, a manufacturer of fresh, deli-prepared foods, has expanded its store presence from approximately 8,000 doors to potentially 15,000 doors with recent entries into Target and Food Lion, and aims to significantly increase the average number of items carried per store.
The company has seen substantial growth in its Costco partnership, with sales increasing from $540,000 in its first year to $10 million last year, and another $10 million in Q1 of the current fiscal year through a digital multi-vendor mailer.
Operational improvements have led to gross margin expansion from 11.9% to consistently in the mid-to-high 20s%, and current facilities have the capacity to double revenue to $200 million.
CEO Adam Michaels projects Mama's Creations to become a billion-dollar business, with half of the growth from organic expansion (currently 20% year-over-year) and the other half from M&A, targeting mid-teens EBITDA margin at scale.

Jan 13, 2026, 7:30 PM

Transcript

Mama's Creations Discusses Growth Strategy and Operational Improvements

MAMA

Revenue Acceleration/Inflection

M&A

New Projects/Investments

Mama's Creations has expanded its store presence from 8,000 to approximately 15,000 doors and increased its average items carried per store from under five to around seven.
The company has significantly improved its gross margin from 11.9% to consistently in the mid-to-high 20s%, with existing facilities providing a revenue capacity of $200 million and the potential to double revenue.
Chairman and CEO Adam Michaels aims to grow Mama's Creations into a billion-dollar business, with half of the growth from organic expansion (currently 20% year over year) and the other half from acquisitions totaling $500 million in revenue.
The company's M&A strategy focuses on acquiring capabilities, incremental customers, and capacity within the deli space, with the integration of the Crown One acquisition exceeding expectations.

Jan 13, 2026, 7:30 PM

Transcript

Mama's Creations Reports Strong Q3 Fiscal 2026 Financial Results and Crown 1 Integration

MAMA

Earnings

M&A

Revenue Acceleration/Inflection

Mama's Creations reported third quarter fiscal 2026 revenues of $47.3 million, a 50.0% year-over-year increase from $31.5 million in the prior year quarter, driven by double-digit organic sales momentum and the integration of the Crown 1 asset acquisition.
Net income increased 31.7% to $0.5 million and diluted earnings per share remained $0.01 for Q3 fiscal 2026, compared to $0.4 million and $0.01, respectively, in the same year-ago quarter. Adjusted EBITDA significantly increased by 118.0% to $3.8 million.
The company completed the acquisition of Crown I Enterprises for $17.5 million, which added $56.8 million in revenue for the 12 months ended June 28, 2025, and was funded through a $20.0 million private placement and an amended $27.4 million long-term credit facility.
New tier-one national placements were secured at Target and Food Lion, with shipments to Target stores expected to begin in February 2026 and Food Lion shipments starting in December 2025.
Cash and cash equivalents totaled $18.1 million as of October 31, 2025, an increase from $7.2 million as of January 31, 2025, primarily due to improved profitability, working capital optimization, and the private placement.

Dec 8, 2025, 9:47 PM

8-K

MAMA Reports Strong Q3 2026 Financial Results, Driven by Crown One Acquisition and Retail Expansion

MAMA

Earnings

M&A

Revenue Acceleration/Inflection

Mama's reported robust financial results for Q3 2026, with revenue increasing 50% to $47.3 million and Adjusted EBITDA growing 118% to $3.8 million compared to the same year-ago quarter.
The company completed the strategic acquisition of Crown One, integrating the Bayshore facility, which has already led to 100% centralized procurement and reduced beef costs, contributing to a 56.6% increase in gross profit to $11.1 million.
Mama's significantly expanded its retail presence, securing new wins with Target (staged rollout to 1,995 stores) and Food Lion (entering 1,100 stores this month).
Operational improvements, including the transition to a make-to-stock organization and capacity expansion at Bayshore and the New Jersey facility, are in place to support the long-term $1 billion revenue ambition.

Dec 8, 2025, 9:30 PM

Transcript

Mama's Creations Reports Strong Q3 2026 Financial Results Driven by Acquisition and Organic Growth

MAMA

Earnings

M&A

Revenue Acceleration/Inflection

Mama's Creations reported a 50% increase in revenue to $47.3 million for Q3 Fiscal 2026, with year-to-date organic growth remaining at 20%. Gross profit grew 56.6% to $11.1 million, representing 23.6% of total revenues. Net income increased 31.7% to $0.5 million ($0.01 per diluted share), and Adjusted EBITDA surged 118% to $3.8 million.
The acquisition of Crown One (Bay Shore facility) was a key driver of revenue growth and strategic expansion. Integration efforts led to 100% centralization of Bay Shore's procurement within three months, resulting in double-digit beef cost reductions and increased network capacity.
The company secured new tier-one national retail wins with Target (shipping to 1,995 stores) and Food Lion (entering 1,100 stores). Operational efficiencies included a transition to a make-to-stock organization for high-velocity items, increased chicken throughput by nearly 40%, and a reduction in overtime by over 400 basis points.

Dec 8, 2025, 9:30 PM

Transcript

Mama's Creations Reports Strong Q3 2026 Results Driven by Acquisition and Retail Expansion

MAMA

Earnings

M&A

Revenue Acceleration/Inflection

Mama's Creations reported strong financial results for Q3 fiscal 2026, with revenue increasing 50% to $47.3 million and Adjusted EBITDA growing 118% to $3.8 million, largely attributed to the Crown One acquisition and 20% year-to-date organic growth.
The recent acquisition of Crown One and its Bayshore facility was a key strategic move, contributing to revenue, centralizing procurement, and is expected to elevate Bayshore's gross margin to the corporate average within the next year.
The company significantly expanded its retail presence, securing new partnerships with Target (staged rollout to 1,995 stores starting February) and Food Lion (entering 1,100 stores this month), in addition to a national Costco MVM in Q4.
Operational efficiencies include a successful transition to a make-to-stock model for high-velocity items, improving service levels and reducing overtime, and plans to expand capacity at the New Jersey and Bayshore facilities to support future growth.