Mama's Creations, Inc. (MAMA)
NASDAQ:MAMA
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Earnings Data
Report Date
Jun 16, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.03Last Year’s EPS
0.03Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call emphasized transformative growth and scalable momentum: strong top-line expansion (Q4 +60.7%, FY +39.2%), large adjusted EBITDA and cash increases, successful acquisition and integration progress, major retail wins and brand traction, and high food-safety scores. Near-term risks include Q4 margin compression from Crown 1 ramp, higher absolute operating expenses and commodity/freight pressures, plus potential lapping effects on future quarterly comparisons. Management expressed confidence in continued double-digit growth, margin improvement over the next year, disciplined CapEx (mid- to high single-digit millions planned) and selective M&A optionality backed by a stronger balance sheet.Company Guidance
Strong Revenue Growth
Q4 revenue increased 60.7% year-over-year to $54.0 million; fiscal 2026 revenue increased 39.2% year-over-year to $171.7 million, driven by SKU expansion, promotions, new customer placements and the Crown 1 acquisition.
Substantial Adjusted EBITDA and Profitability Gains
Adjusted EBITDA grew 77.4% in Q4 to $5.5 million and increased 52.5% for fiscal 2026 to $15.4 million. Net income rose 37.5% in Q4 to $2.2 million ($0.05 diluted EPS) and 43.2% for the full year to $5.3 million ($0.13 diluted EPS).
Improved Full-Year Gross Profit and Margin
Fiscal 2026 gross profit increased 41.0% to $43.0 million; full-year gross margin improved slightly to 25.1% from 24.8% a year ago, reflecting operational efficiencies, procurement optimization and stabilized commodity costs.
Bay Shore (Crown 1) Acquisition and Integration Success
Completed transformative acquisition that nearly doubled manufacturing footprint. Bay Shore integration exceeded expectations: centralized procurement/logistics, rebalanced production across three facilities, meaningful gross margin improvement at Bay Shore with a path to corporate mid- to high-20s gross margin target, and early cross-sell wins into legacy accounts.
Retail Channel Expansion and Major Customer Wins
Strong retail placements: Costco national MVM in Q4 and everyday item status in the Northeast; Walmart added an item and will launch up to 7 SKUs in ~2,000 stores; Target approved 2 branded SKUs (750 stores, ramping to ~2,000); Food Lion expanded to ~1,200 stores with 5 SKUs. Company is growing ~5x category growth rate.
Outstanding Quality and Controls
All three facilities scored 98 (SQF 'excellent') on third-party audits (two audits unannounced), demonstrating high food safety and quality controls across the platform.
Brand and Marketing Momentum
Instacart and Costco campaigns delivered exceptional results: Costco MVM produced the company’s most successful campaign (65% of purchasers were new to the brand); Mama's was the #1 meatball on Instacart in Q4; marketing spend increased materially and delivered double-digit ROAS at Walmart and strong promotional lift.
Strengthened Balance Sheet and Cash Position
Cash and cash equivalents increased to $20.0 million as of Jan 31, 2026 (from $7.2 million prior year); total debt $5.4 million. Improved operating cash flow and working capital optimization position the company for organic and accretive M&A.
Product Differentiation and Supply Strategy
100% of chicken purchases now No Antibiotics Ever (NAE), providing a clear quality differentiator; progress on product innovation (e.g., cheese-stuffed chicken meatballs) and cross-facility product rollouts.
MAMA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MAMA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 14, 2026 | $15.75 | $15.70 | -0.32% |
Dec 08, 2025 | $11.18 | $14.32 | +28.09% |
Sep 08, 2025 | $9.94 | $9.45 | -4.93% |
Jun 03, 2025 | $8.30 | $8.36 | +0.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Mama's Creations, Inc. (MAMA) report earnings?
Mama's Creations, Inc. (MAMA) is schdueled to report earning on Jun 16, 2026, Before Open (Confirmed).
What is Mama's Creations, Inc. (MAMA) earnings time?
Mama's Creations, Inc. (MAMA) earnings time is at Jun 16, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MAMA EPS forecast?
MAMA EPS forecast for the fiscal quarter 2027 (Q1) is 0.03.