Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
Mama's Creations, Inc. (MAMA)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
$12.99-2.70%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.34 → 0.34 EPS · FY ending Jan 31, 2028 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for MAMA yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Grow EPS to $0.27 in FY27 | A supporting condition in Mama's Creations, Inc.'s published investment case. The stated target is >= $0.27 EPS in FY27. | Improving | EPS falls below $0.20 in FY27 | Diluted EPS: $0.06 per share FY2027-Q2; GAAP. Published target: >= $0.27 EPS in FY27. Annual target cannot be compared with a quarterly or TTM observation. Sep 3, 20260.06 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 14, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
MAMA is a high-growth consumer staples business with acquisition-driven expansion and meaningful execution risk. The multi-year view is intact, but confidence has eased from high to medium and the evidence snapshot has limited model confidence.
MAMA is expensive versus peers, with a valuation premium of 5.11 and a large expectations gap tied to future growth opportunities. The priced-in assessment calls that premium unjustified, though overall fragility is low because expensive valuation is not paired with weak fundamentals and a turbulent setting.
Near term, revenue growth has been strong, and gross margins are improving toward management’s stated mid-to-high-20% range. New products, broader retail placement, and the Bay Shore acquisition have supported growth, while cash raised through a stock offering gives management capacity to pursue acquisitions; results from that effort are not yet clear. Risks include a possible guidance cut, weaker employment data, and the company’s history of a deep miss.
The multi-year thesis depends on continued revenue growth and progress in gross margins without launch costs or acquisitions weakening execution. Near term, a guidance cut or further weakening in jobs data could challenge the business outlook, while continued earnings strength and higher guidance from sector peers could support sector momentum.
Over the next 1 to 3 years, MAMA’s strong operating trajectory keeps the long-term thesis intact, but its expensive valuation leaves little room for execution to falter. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Gross margin guidance targets 25% next year. |
| Under Pressure |
| gross margin falls below 20% in FY26 |
Gross margin: 23.96% FY2027-Q2; GAAP. Published target: >= 25% gross margin. Annual target cannot be compared with a quarterly or TTM observation. Sep 3, 202623.958448 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Sustain strong revenue growth | A primary condition in Mama's Creations, Inc.'s published investment case. The stated target is >= $52.77M revenue in Q1 FY2027. | Intact | revenue falls below $28.38M in any quarter next year | Revenue: $54.582M FY2027-Q2; GAAP. Published target: >= $52.77M revenue in Q1 FY2027. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Sep 3, 202654,582,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.37 → $0.34 · observed estimates
$0.25B → $0.25B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.37 | $250,575,333 | 3 / 4 |
| 2026-07-25 | $0.37 | $250,575,333 | 3 / 4 |
| 2026-07-26 | $0.36 | $250,556,500 | 3 / 4 |
| 2026-07-27 | $0.36 | $250,556,500 | 3 / 4 |
| 2026-07-28 | $0.36 | $250,556,500 | 3 / 4 |
| 2026-07-29 | $0.35 | $250,556,500 | 4 / 5 |
| 2026-07-30 | $0.35 | $250,556,500 | 4 / 5 |
| 2026-07-31 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-01 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-02 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-03 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-04 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-05 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-06 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-07 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-08 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-09 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-10 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-12 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-13 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-14 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-15 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-16 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-17 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-18 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-19 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-20 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-21 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-22 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-23 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-24 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-25 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-26 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-27 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-28 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-29 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-30 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-08-31 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-09-01 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-09-02 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-09-03 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-09-04 | $0.35 | $250,556,500 | 4 / 6 |
| 2026-09-05 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-06 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-07 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-08 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-09 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-10 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-11 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-12 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-13 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-14 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-15 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-16 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-17 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-18 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-19 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-20 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-21 | $0.34 | $251,659,750 | 3 / 6 |
| 2026-09-22 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-09-23 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-09-24 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-09-25 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-09-26 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-09-27 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-09-28 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-09-29 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-09-30 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-01 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-02 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-03 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-04 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-05 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-06 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-07 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-08 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-09 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-10 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-11 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-12 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-13 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-14 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-15 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-16 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-17 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-18 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-19 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-20 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-21 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-22 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-23 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-24 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-25 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-26 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-27 | $0.34 | $251,658,875 | 3 / 6 |
| 2026-10-28 | $0.34 | $251,930,111 | 3 / 6 |
| 2026-10-29 | $0.34 | $251,930,111 | 3 / 6 |
| 2026-10-30 | $0.34 | $251,930,111 | 3 / 6 |
| 2026-10-31 | $0.34 | $251,930,111 | 3 / 6 |
| 2026-11-01 | $0.34 | $251,930,111 | 3 / 6 |
| 2026-11-02 | $0.34 | $251,930,111 | 3 / 6 |
| 2026-11-03 | $0.34 | $251,930,111 | 3 / 6 |
| 2026-11-04 | $0.34 | $251,930,111 | 3 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 9 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.