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
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 | 414.1% |
| Our one-year growth estimate | diamond | 13.9% |
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 2026-09-04.
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 400.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 28 industry peers · Company calendar date is not available
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: The acquisition is expected to boost revenue by cross-selling. Its success is important for Mama's growth.
Supportive ifRevenue growth attributed to the Bay Shore acquisition exceeds 10% in the next quarter.
Worry ifRevenue growth from the Bay Shore acquisition is less than 5%.
Why it matters: Successful launches in Kroger can lead to more revenue. They can also help reach more customers.
Supportive ifKroger confirms placement of four new items in over 100 stores.
Worry ifKroger does not proceed with the planned product launch.
Why it matters: A strong earnings report can boost investor confidence and stock performance.
Supportive ifQ2 earnings per share exceed $0.05, indicating continued growth.
Worry ifQ2 earnings per share fall below $0.04, suggesting slowing growth.
Why it matters: Keeping high revenue growth is important. It helps keep investor trust and market share.
Supportive ifQ3 revenue growth exceeds 50% year over year.
Worry ifQ3 revenue growth falls below 50% year over year.
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 | ±$189 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $463 loss on $10,000 · 4.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,659 loss on $10,000 · 26.6% | 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.
Why it matters: Successful launches will help make more money. This supports management's plan.
Supportive ifAt least five new products launched with major retailers in the next quarter.
Worry ifFewer than three new products launched with major retailers in the next quarter.
Why it matters: A good integration will make things work better. It will also help the company earn more.
Supportive ifManagement says there are big cost savings and better margins from the Bay Shore facility.
Worry ifIntegration problems cause higher costs or delays in reaching margin goals.
Why it matters: Earnings results will confirm if recent growth trends continue.
Watch forEarnings report shows revenue and profit beat expectations.
Also watch forEarnings report shows revenue and profit miss expectations.
Why it matters: More cash will give options for buying companies and investing in operations.
Supportive ifCash and cash equivalents increase to at least $30 million after the offering.
Worry ifCash position does not increase or declines after the offering.
Why it matters: The offering could give Mama's Creations cash for growth and buying other companies. It shows management believes in future chances.
Supportive ifThe public offering is done. Shares are sold to investors.
Worry ifThe offering is canceled or cut back a lot due to market problems.
Why it matters: Better margins show improved cost control and efficiency. This helps the company make more money.
Supportive ifGross margin reaches or exceeds 25% in Q3.
Worry ifGross margin falls below 24% in Q3.
Why it matters: The completion of this offering could impact the company's cash position and growth plans.
Watch forThe offering is done. It raised at least $30 million.
Also watch forThe offering does not close or is cut back a lot.
Why it matters: Better margins show the company is fixing short-term problems.
Supportive ifGross margin improves to at least 25% in Q2 fiscal 2027.
Worry ifGross margin declines further below 23.6% in Q2 fiscal 2027.
Why it matters: Successful acquisitions can boost growth and market share. This is important for long-term plans.
Watch forA new acquisition was announced that fits the growth plan.
Also watch forNo new acquisitions were announced, even with an active M&A pipeline.