Mama's Creations, Inc. (MAMA)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
$15.16-5.01%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
QuarterlyIQ Insights · MAMA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue driving strong revenue growth through new product launches, expanded retail placements, and acquisitions.
Stated as a priority in 4 of last 4 quarters. Revenue grew from $35.2 million in 2025-Q3 to $54.6 million in 2026-Q3 (+55%), with fiscal 2026 revenue up 39% to $171.7 million. Growth was driven by new product launches, expanded retail placements, and the Bay Shore acquisition. The trajectory is delivering strong, consistent revenue growth as management emphasized.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated strong grew net income 64% of the time over the next year (vs 53% for the rest of the cohort, n=2094).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Fourth quarter revenue grew 61% to $54.0 million, driven by item expansion and acquisition.”
“Revenue grew 55% to $54.6 million in Q2, driven by new branded items and Bay Shore acquisition.”
“Revenue grew 50% to $52.8 million in Q1, driven by new items, Bay Shore acquisition, and Costco strength.”
“Fiscal 2026 was a landmark year with 39% revenue growth to $171.7 million.”
Focus on lifting consolidated corporate gross margins from low-20% to mid-to-high-20% range through operational efficiencies and product launches.
Stated as a priority in 4 of last 4 quarters. Gross margin was 24.0% in 2026-Q3, improving sequentially from 23.6% in 2026-Q2, and fiscal 2026 gross margin was 25.1%. Management remains on track toward the mid-to-high-20% target, showing delivering progress despite short-term launch inefficiencies.
“Bay Shore integration on track with gross margin improvement toward mid-to-high-20% target.”
“Gross margin improved sequentially to 24.0% in Q2, on track toward mid-to-high-20% target.”
“Gross margin impacted by short-term inefficiencies but on track toward mid-to-high 20% target.”
“Expect to lift consolidated gross margins from low-20% to mid-20% range over next year.”
Use strong balance sheet and cash proceeds to pursue accretive acquisitions that broaden platform and add premium customers or capabilities.
Stated as a priority in 3 of last 4 quarters. Management completed a $108.6 million stock offering in July 2026, increasing cash to $138.6 million by 2026-Q3 from $20.0 million at 2026-Q1. The M&A pipeline is active and management maintains a disciplined approach, indicating delivering progress on this priority.
“Completed public offering for $108.6 million net proceeds to support future M&A initiatives.”
“Strong cash flow and balance sheet provide flexibility to pursue accretive M&A opportunities.”
“Confident in ability to pursue accretive M&A opportunities with fortified balance sheet.”
Continue launching new branded items with major retailers, leveraging packaging technologies and protein form factors.
Stated as a priority in 3 of last 4 quarters. Management launched over a dozen new items each quarter with major retailers, supported by new packaging and protein form factors. These launches contributed to revenue growth and margin improvement, indicating delivering progress on product innovation.
“Launched over a dozen new placements during Q2, majority cross-sells with chicken bottoms.”
“Successfully launched over a dozen new items with major retailers, supported by new packaging technologies.”
“Product innovation including NAE chicken offerings, artisan cuts, and panini line driving growth.”
Continue integration of Bay Shore acquisition to realize cost synergies, improve gross margins, and expand premium customer base.
Stated as a priority in 3 of last 4 quarters. Bay Shore acquisition contributed to revenue growth and operating expenses, with integration efforts including ERP transition and centralized procurement. Gross margin trajectory is on track, indicating delivering progress on integration and optimization.
“Bay Shore integration continues to be a resounding success with gross margin improvement on track.”
“Bay Shore acquisition contributed to revenue growth and operating expenses increase.”
“Completed ERP transition of Bay Shore system to unified enterprise-wide system.”
Over the trailing year it converted 3.10x of net income into operating cash flow. Historically, Consumer Staples names rated robust grew net income 67% of the time over the next year (vs 49% for the rest of the cohort, n=1569).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated neutral grew net income 51% of the time over the next year (vs 52% for the rest of the cohort, n=1251).
Not investment advice. As of 2026-09-04.