Mama's Creations, Inc. (MAMA)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
$13.35+3.65%
Close 2026-11-04 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
QuarterlyIQ Insights · MAMA
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 98.4% |
| Our one-year growth estimate | diamond | 16.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 82.0 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 11 industry peers
MAMA — earnings in line
Dated 2026-09-03
Results of Operations and Financial Condition. On September 3, 2026, Mama’s Creations, Inc. (the “Company”) issued a press release reporting financial results for the second quarter ended July 31, 2026. A copy of the press release is furnished herewith under the Securities Exchange Act of 1934, as amended, as Exhibit 99.1 to this Form 8-K.
Why it matters: Revenue rose 55% in Q2, driven by new items, more store placements, and Bay Shore. Another strong gain would support the growth trend.
Supportive ifIn the December 14 report, fiscal Q3 revenue is above $49.3 million, up more than 40% from $35.2 million a year earlier.
Worry ifFiscal Q3 revenue is $35.2 million or less, showing no year-over-year growth.
Why it matters: Costco grew to more than $25 million last fiscal year. The mailer is described as Costco's most productive promotion.
Supportive ifA company update says Costco runs the selected mailer in all eight regions during the second half.
Worry ifThe mailer is canceled or runs in fewer than eight regions.
Why it matters: The July stock offering lifted cash to $138.6 million. Management says its active M&A pipeline aims to add customers or skills.
Watch forThe company announces a deal and says the business adds customers or skills and adds to earnings from day one.
Also watch forThe company reports no deal and says its M&A pipeline is no longer active.
Why it matters: Gross margin rose from 23.6% in Q1 to 24.0% in Q2. Management links further gains to new items reaching steady production.
Supportive ifA gross margin above 24.0% in fiscal Q3 would show progress toward management's goal of the mid-to-high 20% range.
Worry ifA reported gross margin at or below 23.6% shows the Q2 gain did not continue.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$169 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $479 loss on $10,000 · 4.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,063 loss on $10,000 · 40.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.