Mama's Creations (MAMA)
Market Price (7/23/2026): $17.23 | Market Cap: $700.7 MilSector: Consumer Staples | Industry: Packaged Foods & Meats
Mama's Creations (MAMA)
Market Price (7/23/2026): $17.23Market Cap: $700.7 MilSector: Consumer StaplesIndustry: Packaged Foods & Meats
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 47% Megatrend and thematic driversMegatrends include Health & Wellness Trends, and E-commerce & DTC Adoption. Themes include Organic & Natural Products, Online Grocery Platforms, Show more. | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 83x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 67x, P/EPrice/Earnings or Price/(Net Income) is 115x Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.5% Key risksMAMA key risks include [1] a high valuation that demands flawless execution to meet lofty investor expectations, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 47% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and E-commerce & DTC Adoption. Themes include Organic & Natural Products, Online Grocery Platforms, Show more. |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 83x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 67x, P/EPrice/Earnings or Price/(Net Income) is 115x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.5% |
| Key risksMAMA key risks include [1] a high valuation that demands flawless execution to meet lofty investor expectations, Show more. |
Qualitative Assessment
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Updated on 7/16/2026
Mama's Creations (MAMA) stock has gained about 10% since 3/31/2026 because of the following key factors:
1. Mama's Creations reported robust financial results, consistently beating analyst expectations.
The company announced strong fiscal Q4 2026 results on April 14, 2026, with revenue increasing 61% year-over-year to $54.0 million and net income rising 38% to $2.2 million. Adjusted EBITDA also saw a significant 77% increase to $5.5 million. Following this, for fiscal Q1 2027, which ended April 30, 2026, Mama's Creations reported earnings per share (EPS) of $0.05, surpassing the consensus estimate of $0.03 by $0.02. Quarterly revenue also exceeded expectations at $52.77 million, above the $51.63 million consensus, representing a 50% year-over-year increase in net sales. These strong results were primarily driven by item expansion, successful promotional activities, new customer placements, and the accretive contribution from the Crown 1 acquisition.
2. Significant retail expansion and product innovation broadened market reach.
In May 2026, Mama's Creations launched a major national retail expansion, rolling out a diverse lineup of prepared meals under the Mama's Creations and Mama Mancini's labels to the Fresh Deli sections of 2,000 Walmart and 750 Target locations nationwide. This expansion included new offerings such as Flame Grilled Chicken Breasts and classic items like Italian Style Sauce and Beef Meatballs, significantly enhancing the company's omnichannel footprint. The company also showcased new menu innovations at IDDBA 2026 in June, focusing on an expanded chicken platform and broader protein capabilities, positioning itself as a comprehensive deli solutions provider.
Show more
Mama's Creations (MAMA) stock has gained about 10% since 3/31/2026 because of the following key factors:
1. Mama's Creations reported robust financial results, consistently beating analyst expectations.
The company announced strong fiscal Q4 2026 results on April 14, 2026, with revenue increasing 61% year-over-year to $54.0 million and net income rising 38% to $2.2 million. Adjusted EBITDA also saw a significant 77% increase to $5.5 million. Following this, for fiscal Q1 2027, which ended April 30, 2026, Mama's Creations reported earnings per share (EPS) of $0.05, surpassing the consensus estimate of $0.03 by $0.02. Quarterly revenue also exceeded expectations at $52.77 million, above the $51.63 million consensus, representing a 50% year-over-year increase in net sales. These strong results were primarily driven by item expansion, successful promotional activities, new customer placements, and the accretive contribution from the Crown 1 acquisition.
2. Significant retail expansion and product innovation broadened market reach.
In May 2026, Mama's Creations launched a major national retail expansion, rolling out a diverse lineup of prepared meals under the Mama's Creations and Mama Mancini's labels to the Fresh Deli sections of 2,000 Walmart and 750 Target locations nationwide. This expansion included new offerings such as Flame Grilled Chicken Breasts and classic items like Italian Style Sauce and Beef Meatballs, significantly enhancing the company's omnichannel footprint. The company also showcased new menu innovations at IDDBA 2026 in June, focusing on an expanded chicken platform and broader protein capabilities, positioning itself as a comprehensive deli solutions provider.
Show more
Updated on 7/16/2026
Mama's Creations (MAMA) stock has gained about 10% since 3/31/2026 because of the following key factors:
1. Mama's Creations reported robust financial results, consistently beating analyst expectations.
The company announced strong fiscal Q4 2026 results on April 14, 2026, with revenue increasing 61% year-over-year to $54.0 million and net income rising 38% to $2.2 million. Adjusted EBITDA also saw a significant 77% increase to $5.5 million. Following this, for fiscal Q1 2027, which ended April 30, 2026, Mama's Creations reported earnings per share (EPS) of $0.05, surpassing the consensus estimate of $0.03 by $0.02. Quarterly revenue also exceeded expectations at $52.77 million, above the $51.63 million consensus, representing a 50% year-over-year increase in net sales. These strong results were primarily driven by item expansion, successful promotional activities, new customer placements, and the accretive contribution from the Crown 1 acquisition.
2. Significant retail expansion and product innovation broadened market reach.
In May 2026, Mama's Creations launched a major national retail expansion, rolling out a diverse lineup of prepared meals under the Mama's Creations and Mama Mancini's labels to the Fresh Deli sections of 2,000 Walmart and 750 Target locations nationwide. This expansion included new offerings such as Flame Grilled Chicken Breasts and classic items like Italian Style Sauce and Beef Meatballs, significantly enhancing the company's omnichannel footprint. The company also showcased new menu innovations at IDDBA 2026 in June, focusing on an expanded chicken platform and broader protein capabilities, positioning itself as a comprehensive deli solutions provider.
3. Positive analyst sentiment and upgraded price targets fueled investor confidence.
Analyst firms reiterated "Buy" ratings and issued optimistic price targets for Mama's Creations. DA Davidson, for example, maintained a "Buy" rating and a $25.00 price target on July 13, 2026, which suggested a potential 34.19% upside from its then-current trading price. Additionally, Zacks Research upgraded Mama's Creations from a "hold" to a "strong-buy" rating on July 16, 2026, contributing to an overall "Strong Buy" consensus rating among analysts with a median price target of $21.00.
4. A strategic public offering provided capital for future growth initiatives.
On June 29, 2026, Mama's Creations announced and priced a public offering of 5,555,556 shares of its common stock at $18.00 per share, which closed on July 1, 2026, aiming to raise approximately $100 million in gross proceeds. The company stated that the net proceeds from this offering are intended for working capital and general corporate purposes, including funding potential future acquisitions. This move, while potentially dilutive, was likely viewed by the market as a strategic capital raise to support ongoing expansion and acquisition opportunities.
Show less
Mama's Creations (MAMA) stock has gained about 10% since 3/31/2026 because of the following key factors:
1. Mama's Creations reported robust financial results, consistently beating analyst expectations.
The company announced strong fiscal Q4 2026 results on April 14, 2026, with revenue increasing 61% year-over-year to $54.0 million and net income rising 38% to $2.2 million. Adjusted EBITDA also saw a significant 77% increase to $5.5 million. Following this, for fiscal Q1 2027, which ended April 30, 2026, Mama's Creations reported earnings per share (EPS) of $0.05, surpassing the consensus estimate of $0.03 by $0.02. Quarterly revenue also exceeded expectations at $52.77 million, above the $51.63 million consensus, representing a 50% year-over-year increase in net sales. These strong results were primarily driven by item expansion, successful promotional activities, new customer placements, and the accretive contribution from the Crown 1 acquisition.
2. Significant retail expansion and product innovation broadened market reach.
In May 2026, Mama's Creations launched a major national retail expansion, rolling out a diverse lineup of prepared meals under the Mama's Creations and Mama Mancini's labels to the Fresh Deli sections of 2,000 Walmart and 750 Target locations nationwide. This expansion included new offerings such as Flame Grilled Chicken Breasts and classic items like Italian Style Sauce and Beef Meatballs, significantly enhancing the company's omnichannel footprint. The company also showcased new menu innovations at IDDBA 2026 in June, focusing on an expanded chicken platform and broader protein capabilities, positioning itself as a comprehensive deli solutions provider.
3. Positive analyst sentiment and upgraded price targets fueled investor confidence.
Analyst firms reiterated "Buy" ratings and issued optimistic price targets for Mama's Creations. DA Davidson, for example, maintained a "Buy" rating and a $25.00 price target on July 13, 2026, which suggested a potential 34.19% upside from its then-current trading price. Additionally, Zacks Research upgraded Mama's Creations from a "hold" to a "strong-buy" rating on July 16, 2026, contributing to an overall "Strong Buy" consensus rating among analysts with a median price target of $21.00.
4. A strategic public offering provided capital for future growth initiatives.
On June 29, 2026, Mama's Creations announced and priced a public offering of 5,555,556 shares of its common stock at $18.00 per share, which closed on July 1, 2026, aiming to raise approximately $100 million in gross proceeds. The company stated that the net proceeds from this offering are intended for working capital and general corporate purposes, including funding potential future acquisitions. This move, while potentially dilutive, was likely viewed by the market as a strategic capital raise to support ongoing expansion and acquisition opportunities.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 12.3% change in MAMA stock from 3/31/2026 to 7/22/2026 was primarily driven by a 25.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312026 | 7222026 | Change |
|---|---|---|---|
| Stock Price ($) | 15.34 | 17.22 | 12.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 151 | 189 | 25.1% |
| Net Income Margin (%) | 3.1% | 3.2% | 4.9% |
| P/E Multiple | 130.6 | 114.7 | -12.2% |
| Shares Outstanding (Mil) | 40 | 41 | -2.5% |
| Cumulative Contribution | 12.3% |
Market Drivers
3/31/2026 to 7/22/2026| Return | Correlation | |
|---|---|---|
| MAMA | 12.3% | |
| Market (SPY) | 14.9% | 9.2% |
| Sector (XLP) | 2.9% | 10.1% |
Fundamental Drivers
The 27.7% change in MAMA stock from 12/31/2025 to 7/22/2026 was primarily driven by a 25.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 12312025 | 7222026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.49 | 17.22 | 27.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 151 | 189 | 25.1% |
| Net Income Margin (%) | 3.1% | 3.2% | 4.9% |
| P/E Multiple | 114.9 | 114.7 | -0.2% |
| Shares Outstanding (Mil) | 40 | 41 | -2.5% |
| Cumulative Contribution | 27.7% |
Market Drivers
12/31/2025 to 7/22/2026| Return | Correlation | |
|---|---|---|
| MAMA | 27.7% | |
| Market (SPY) | 9.9% | 16.9% |
| Sector (XLP) | 9.2% | 23.4% |
Fundamental Drivers
The 107.5% change in MAMA stock from 6/30/2025 to 7/22/2026 was primarily driven by a 61.5% change in the company's P/E Multiple.| (LTM values as of) | 6302025 | 7222026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.30 | 17.22 | 107.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 129 | 189 | 47.0% |
| Net Income Margin (%) | 3.4% | 3.2% | -5.5% |
| P/E Multiple | 71.0 | 114.7 | 61.5% |
| Shares Outstanding (Mil) | 38 | 41 | -7.5% |
| Cumulative Contribution | 107.5% |
Market Drivers
6/30/2025 to 7/22/2026| Return | Correlation | |
|---|---|---|
| MAMA | 107.5% | |
| Market (SPY) | 22.0% | 13.1% |
| Sector (XLP) | 6.4% | 17.5% |
Fundamental Drivers
The 470.2% change in MAMA stock from 6/30/2023 to 7/22/2026 was primarily driven by a 275.7% change in the company's P/E Multiple.| (LTM values as of) | 6302023 | 7222026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.02 | 17.22 | 470.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 94 | 189 | 100.3% |
| Net Income Margin (%) | 3.8% | 3.2% | -15.3% |
| P/E Multiple | 30.5 | 114.7 | 275.7% |
| Shares Outstanding (Mil) | 36 | 41 | -10.5% |
| Cumulative Contribution | 470.2% |
Market Drivers
6/30/2023 to 7/22/2026| Return | Correlation | |
|---|---|---|
| MAMA | 470.2% | |
| Market (SPY) | 74.6% | 20.1% |
| Sector (XLP) | 22.6% | 12.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| MAMA Return | 12% | -11% | 174% | 62% | 69% | 25% | 844% |
| Peers Return | 16% | 1% | -13% | 15% | -16% | -9% | -11% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 100% |
Monthly Win Rates [3] | |||||||
| MAMA Win Rate | 42% | 33% | 83% | 67% | 58% | 43% | |
| Peers Win Rate | 50% | 60% | 43% | 53% | 37% | 49% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 57% | |
Max Drawdowns [4] | |||||||
| MAMA Max Drawdown | -41% | -51% | -31% | -24% | -30% | -24% | |
| Peers Max Drawdown | -19% | -24% | -30% | -17% | -30% | -29% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HRL, TSN, CAG, CPB, PPC.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/22/2026 (YTD)
How Low Can It Go
| Event | MAMA | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -19.1% | -18.8% |
| % Gain to Breakeven | 23.7% | 23.1% |
| Time to Breakeven | 32 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.3% | -9.5% |
| % Gain to Breakeven | 11.5% | 10.5% |
| Time to Breakeven | 4 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -23.4% | -6.7% |
| % Gain to Breakeven | 30.5% | 7.1% |
| Time to Breakeven | 8 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -48.5% | -24.5% |
| % Gain to Breakeven | 94.2% | 32.4% |
| Time to Breakeven | 99 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -41.0% | -33.7% |
| % Gain to Breakeven | 69.4% | 50.9% |
| Time to Breakeven | 32 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -14.1% | -19.2% |
| % Gain to Breakeven | 16.5% | 23.8% |
| Time to Breakeven | 5 days | 105 days |
In The Past
Mama's Creations's stock fell -19.1% during the 2025 US Tariff Shock. Such a loss loss requires a 23.7% gain to breakeven.
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Asset Allocation
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| Event | MAMA | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -23.4% | -6.7% |
| % Gain to Breakeven | 30.5% | 7.1% |
| Time to Breakeven | 8 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -48.5% | -24.5% |
| % Gain to Breakeven | 94.2% | 32.4% |
| Time to Breakeven | 99 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -41.0% | -33.7% |
| % Gain to Breakeven | 69.4% | 50.9% |
| Time to Breakeven | 32 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -31.8% | -3.7% |
| % Gain to Breakeven | 46.6% | 3.9% |
| Time to Breakeven | 35 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -59.3% | -12.2% |
| % Gain to Breakeven | 145.9% | 13.9% |
| Time to Breakeven | 125 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -86.8% | -6.8% |
| % Gain to Breakeven | 657.4% | 7.3% |
| Time to Breakeven | 1719 days | 15 days |
| 2013 Taper Tantrum | ||
| % Loss | -37.5% | -0.2% |
| % Gain to Breakeven | 60.0% | 0.2% |
| Time to Breakeven | 4 days | 1 days |
In The Past
Mama's Creations's stock fell -19.1% during the 2025 US Tariff Shock. Such a loss loss requires a 23.7% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Mama's Creations (MAMA)
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Mama's Creations, trading as MamaMancini's Holdings, Inc. (MAMA), is a U.S.-based food company that manufactures and distributes a variety of prepared, frozen, and refrigerated food products. Founded in 2010 and headquartered in East Rutherford, New Jersey, the company focuses on delivering convenient, ready-to-eat meals and components to consumers nationwide.
The company's extensive product portfolio includes its signature beef and turkey meatballs, meatloaf, and various chicken and sausage-related products. Beyond these core offerings, Mama's Creations also provides a range of pasta entrees with sauces, ready-to-serve dinners, and convenient single-size pasta bowls. They also cater to bulk deli needs and offer an array of packaged refrigerated and frozen food items.
Mama's Creations primarily serves the retail food sector, selling its products to a broad network of supermarkets and mass-market retailers. Additionally, the company distributes its offerings through various food retailers and distributors, ensuring its prepared meals and ingredients are widely accessible to consumers across the United States.
```AI Analysis | Feedback
Here are 1-3 brief analogies for Mama's Creations:
- Imagine a Stouffer's specializing in Italian-American comfort food like meatballs and pasta dishes, sold in grocery stores.
- Think of it as a Rao's Homemade brand, but expanded to offer a full line of prepared, ready-to-heat Italian-American entrees and deli items.
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- Meatballs (Beef & Turkey): Prepared, ready-to-eat meatballs made from beef or turkey.
- Meat Loaf: Cooked and seasoned ground meat in loaf form.
- Chicken & Sausage Products: Various prepared dishes featuring chicken or sausage.
- Pasta Entrees with Sauce: Pre-packaged pasta dishes served with a variety of sauces.
- Ready-to-Serve Dinners & Bowls: Complete, convenient meals designed for quick consumption, including single-size pasta bowls.
- Packaged Refrigerated & Frozen Foods: A range of their prepared foods sold in chilled or frozen packaged formats, including bulk deli items.
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Mama's Creations (MAMA) sells its products primarily to other companies. Based on the company's description, it manufactures and distributes prepared, frozen, and refrigerated food products to supermarkets, mass-market retailers, food retailers, and distributors. While specific customer names are not explicitly provided in the company's public description, the following are identified as highly probable major customers, representing prominent companies within the categories described:
- Walmart Inc. (NYSE: WMT) - A leading mass-market retailer and a significant grocery provider across the United States.
- The Kroger Co. (NYSE: KR) - One of the largest supermarket chains in the United States, operating numerous grocery store banners.
- Target Corporation (NYSE: TGT) - A major mass-market retailer that also features a substantial food and grocery presence.
- Albertsons Companies, Inc. (NYSE: ACI) - A large food and drug retailer operating multiple supermarket banners across the U.S.
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Adam L. Michaels, Chairman & CEO
Adam L. Michaels was appointed Chief Executive Officer of Mama's Creations, Inc. in September 2022, and became Chairman in February 2023. Since his appointment, he has been recognized for leading the company to record revenue growth and a return to sustainable profitability. Michaels' strategic priorities include a strong focus on margins, establishing a robust finance team, and optimizing pricing and costing within the company.
Anthony Gruber, CFO
Anthony Gruber serves as the Chief Financial Officer for Mama's Creations. He was recruited by CEO Adam Michaels and joined the company shortly after Michaels' appointment, as part of Michaels' effort to build a strong financial organization.
Daniel Mancini, Co-Founder
Daniel Mancini is a Co-Founder of Mama's Creations. The company was originally established based on his late Italian grandmother's authentic meatball recipes.
Anthony Morello, President, Creative Salads & The Olive Branch
Anthony Morello holds the title of President, Creative Salads & The Olive Branch at Mama's Creations.
Lauren Sella, Chief Marketing Officer
Lauren Sella is the Chief Marketing Officer for Mama's Creations.
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The key risks to Mama's Creations (MAMA) include:
- Customer Concentration: A significant portion of Mama's Creations' revenue is dependent on a small number of large customers. For example, two customers represented approximately 37% of gross revenues for the fiscal year ended January 31, 2023, and three customers accounted for about 58% of gross revenue in the prior fiscal year ended January 31, 2022. The loss of any of these major customers could significantly reduce revenue and adversely affect the company's results of operations.
- Reliance on Acquisitions for Growth: A considerable part of the company's recent growth has been attributed to strategic acquisitions, such as the Crown 1 business. There is an explicit risk that Mama's Creations may need to continue making acquisitions to sustain investor expectations for growth. Should the company be unable to identify or successfully integrate future acquisitions, its growth trajectory could decelerate significantly.
- Intense Competition and Margin Pressures: Mama's Creations operates in a highly competitive prepared deli food market, facing large-scale competitors like Hormel Foods and Tyson Foods. These larger players can pose shelf-space risks and maintain stronger pricing positions. Additionally, the company is susceptible to fluctuations in commodity costs, such as chicken prices, which can lead to margin pressures, despite efforts to mitigate these through forward contracts.
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The clear emerging threat for Mama's Creations (MAMA) is the significant growth and proliferation of direct-to-consumer (DTC) prepared meal delivery services. These services, such as Factor Meals, CookUnity, and others, deliver fully cooked, ready-to-heat meals directly to consumers' homes. This model bypasses traditional supermarket channels where Mama's Creations sells its products and offers a compelling alternative for consumers seeking convenience, often with curated menus, specific dietary focuses, and the added benefit of doorstep delivery. This shift in how consumers acquire prepared meals directly competes with Mama's ready-to-serve dinners and other convenience offerings, potentially diverting sales and reducing demand for its products in retail stores.
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Addressable Market Sizes for Mama's Creations' Main Products (U.S. Region)
Mama's Creations (MAMA) operates within several segments of the U.S. food market, primarily focusing on prepared, frozen, and refrigerated food products. The addressable markets for their main product categories within the United States are substantial.Frozen Prepared Foods
The U.S. frozen food market, a significant segment for Mama's Creations, was valued at approximately $84.63 billion in 2024. This market is projected to grow to an estimated $91.62 billion in 2025 and is expected to reach $172.88 billion by 2033. Within this, frozen ready meals constitute a considerable portion, accounting for 42.3% of the U.S. frozen food market share in 2024 and leading the market with a 34.4% revenue share in 2025. The broader U.S. frozen food market size is also estimated to reach $110.23 billion by 2032.Refrigerated and Deli Prepared Foods
The market for refrigerated and deli prepared foods, encompassing many of Mama's Creations' offerings like ready-to-serve dinners and packaged refrigerated products, is also significant in the U.S. The North American deli food market was estimated at $116.76 billion in 2025 and is anticipated to grow to $168.65 billion by 2034. The United States alone saw over 32 million metric tons of deli products sold in 2023. Additionally, the U.S. prepared meals market was valued at $27.9 billion in 2023, and the overall Global Chilled & Deli Foods Market, with North America holding a substantial share, was estimated at $224.92 billion in 2022 and is projected to reach $350.9 billion by 2030.Meatballs
For products such as beef and turkey meatballs, the North American pre-cooked meatball market was valued at approximately $0.8 billion in 2024 and is projected to increase to $1.35 billion by 2035. More broadly, the United States processed meat market, which includes meatballs, is expected to grow from $10.70 billion in 2025 to $11.03 billion in 2026 and reach $12.8 billion by 2031.Pasta Entrees and Pasta Dishes
The U.S. market for pasta and noodles, which includes Mama's Creations' pasta entrees with sauce and single-size pasta bowls, was estimated at approximately $5.75 billion in 2024 and is expected to reach $7.17 billion by 2030. Other estimates indicate the U.S. pasta market size is anticipated to reach $6.2 billion in 2025 and could grow to $11.7 billion by 2033. A higher estimate suggests the U.S. pasta market is expected to reach $24.71 billion in 2025, maintaining its position as the world's largest pasta market.AI Analysis | Feedback
Mama's Creations (NASDAQ: MAMA) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Strategic Acquisitions: The company has a history of growth through strategic acquisitions, most notably the recent acquisition of Crown 1, which significantly contributed to revenue and is anticipated to further enhance production capabilities. Mama's Creations emphasizes a multi-year mergers and acquisitions (M&A) strategy as a lever for future growth, actively seeking accretive deals to expand its market presence and product portfolio.
- Expansion of Retail Distribution and Customer Base: Mama's Creations is focused on broadening its reach by securing new national placements with tier-one retailers, including recent successes with Target and Food Lion. The company also aims to deepen its relationships with existing major retail partners like Walmart and Costco, working towards increasing the number of SKUs offered within these key accounts and diversifying its overall channel mix.
- Product Innovation and Portfolio Expansion: A significant driver of revenue growth is the continuous innovation and expansion of Mama's Creations' product portfolio. This includes introducing new branded SKUs, such as those launched at Walmart and Costco, and developing new products. The company also highlights differentiation strategies, such as transitioning its chicken products to "No Antibiotics Ever" (NAE), to meet evolving consumer demands and create a competitive advantage.
- Leveraging Pricing Actions and Operational Efficiencies: Mama's Creations has demonstrated success through strategic pricing actions and ongoing improvements in operational efficiencies across its procurement, manufacturing, and logistics processes. These efforts lead to enhanced gross margins, which in turn support profitable revenue growth and provide capital for reinvestment in further expansion and growth initiatives. The company's investments in expanding manufacturing capacity, such as the Farmingdale facility, also contribute to higher production volumes and revenue potential.
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Share Issuance
- Mama's Creations's shares outstanding increased from 35.72 million in 2021 to 39.63 million in March 2026.
- The acquisition of Crown 1 in September 2025 was partially funded through a $20.0 million private placement, which involved share issuance.
Inbound Investments
- In September 2025, Mama's Creations secured a $20.0 million private placement concurrent with the acquisition of Crown 1 Enterprises.
Outbound Investments
- In September 2025, Mama's Creations acquired Crown 1 Enterprises from Sysco Corporation for $17.5 million in an all-cash transaction.
- On June 28, 2022, the company acquired a 24% minority interest in CIF, a developer and marketer of prepared foods.
Capital Expenditures
- The company has made strategic investments in automation and facility build-outs, including expanding its East Rutherford, NJ facility by 19,000 sq. ft.
- A recent $6 million capital investment program was completed at the 42,000 sq. ft. Crown 1 facility prior to Mama's Creations' acquisition, focusing on automated processing, hand-cut portion-controlled products, and refrigeration/grill capacity.
- Planned capital expenditures include improving people and process capabilities, utilizing new demand vs. supply modeling tools, and disciplined performance management with a focus on KPI-based balanced scorecards.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Mama's Creations Earnings Notes | 12/16/2025 | |
| Would You Still Hold Mama's Creations Stock If It Fell 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 23.55 |
| Mkt Cap | 6.9 |
| Rev LTM | 11,750 |
| Op Inc LTM | 1,205 |
| FCF LTM | 682 |
| FCF 3Y Avg | 814 |
| CFO LTM | 1,242 |
| CFO 3Y Avg | 1,287 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 2.9% |
| Rev Chg 3Y Avg | 1.8% |
| Rev Chg Q | 3.1% |
| QoQ Delta Rev Chg LTM | 0.8% |
| Op Inc Chg LTM | -10.4% |
| Op Inc Chg 3Y Avg | 13.5% |
| Op Mgn LTM | 7.3% |
| Op Mgn 3Y Avg | 7.6% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 7.9% |
| CFO/Rev 3Y Avg | 8.5% |
| FCF/Rev LTM | 5.2% |
| FCF/Rev 3Y Avg | 6.3% |
Price Behavior
Price Behavior
| Market Price | $17.22 | |
| Market Cap ($ Bil) | 0.7 | |
| First Trading Date | 05/22/2013 | |
| Distance from 52W High | -16.6% | |
| 50 Days | 200 Days | |
| DMA Price | $16.15 | $14.21 |
| DMA Trend | up | up |
| Distance from DMA | 6.6% | 21.2% |
| 3M | 1YR | |
| Volatility | 62.3% | 55.9% |
| Downside Capture | -11.29 | -17.28 |
| Upside Capture | 87.12 | 60.09 |
| Correlation (SPY) | 9.4% | 12.8% |
MAMA Betas & Captures as of 6/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.62 | 0.28 | 0.42 | 0.70 | 0.59 | 0.71 |
| Up Beta | 1.32 | 1.62 | 1.04 | 1.35 | 1.39 | 0.61 |
| Down Beta | -1.19 | -0.88 | -1.13 | 0.07 | 0.66 | 0.72 |
| Up Capture | 288% | 109% | 65% | 89% | 67% | 123% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 18 | 28 | 39 | 68 | 134 | 373 |
| Down Capture | -38% | -47% | 34% | 46% | -29% | 76% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 3 | 13 | 24 | 56 | 114 | 355 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MAMA | |
|---|---|---|---|---|
| MAMA | 89.1% | 55.8% | 1.33 | - |
| Sector ETF (XLP) | 6.5% | 13.8% | 0.22 | 16.7% |
| Equity (SPY) | 20.0% | 12.6% | 1.16 | 12.6% |
| Gold (GLD) | 21.2% | 28.1% | 0.67 | 13.5% |
| Commodities (DBC) | 33.0% | 19.1% | 1.36 | -1.5% |
| Real Estate (VNQ) | 13.9% | 14.0% | 0.70 | 2.6% |
| Bitcoin (BTCUSD) | -43.6% | 42.9% | -1.21 | 12.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MAMA | |
|---|---|---|---|---|
| MAMA | 46.0% | 57.8% | 0.88 | - |
| Sector ETF (XLP) | 6.2% | 13.5% | 0.25 | 9.0% |
| Equity (SPY) | 12.8% | 17.1% | 0.58 | 16.7% |
| Gold (GLD) | 17.3% | 18.4% | 0.76 | 7.8% |
| Commodities (DBC) | 9.3% | 19.5% | 0.37 | 4.5% |
| Real Estate (VNQ) | 2.7% | 18.9% | 0.04 | 10.2% |
| Bitcoin (BTCUSD) | 15.2% | 53.5% | 0.46 | 11.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MAMA | |
|---|---|---|---|---|
| MAMA | 46.0% | 77.8% | 0.88 | - |
| Sector ETF (XLP) | 7.1% | 14.8% | 0.35 | 11.4% |
| Equity (SPY) | 15.1% | 17.9% | 0.72 | 14.1% |
| Gold (GLD) | 11.5% | 16.1% | 0.58 | 6.7% |
| Commodities (DBC) | 7.1% | 17.9% | 0.31 | 5.5% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.20 | 9.0% |
| Bitcoin (BTCUSD) | 58.5% | 66.2% | 0.99 | 3.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 7/13/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 6/8/2026 | -11.1% | -1.4% | 19.5% |
| 4/14/2026 | -0.3% | -12.2% | -13.2% |
| 12/8/2025 | 28.1% | 21.5% | 14.1% |
| 9/8/2025 | -4.9% | -2.0% | 6.9% |
| 6/3/2025 | 0.7% | -1.9% | 3.5% |
| 4/8/2025 | -0.3% | -7.7% | -2.6% |
| 12/16/2024 | -14.9% | -21.6% | -19.6% |
| 9/10/2024 | -0.4% | -2.9% | 2.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 4 | 3 | 8 |
| # Negative | 7 | 8 | 3 |
| Median Positive | 6.6% | 18.3% | 10.5% |
| Median Negative | -4.9% | -5.3% | -13.2% |
| Max Positive | 28.1% | 21.5% | 33.3% |
| Max Negative | -14.9% | -21.6% | -19.6% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 6/8/2026 | -11.1% | -1.4% | 19.5% |
| 4/14/2026 | -0.3% | -12.2% | -13.2% |
| 12/8/2025 | 28.1% | 21.5% | 14.1% |
| 9/8/2025 | -4.9% | -2.0% | 6.9% |
| 6/3/2025 | 0.7% | -1.9% | 3.5% |
| 4/8/2025 | -0.3% | -7.7% | -2.6% |
| 12/16/2024 | -14.9% | -21.6% | -19.6% |
| 9/10/2024 | -0.4% | -2.9% | 2.8% |
| 6/12/2024 | -5.0% | -11.6% | 3.1% |
| 4/24/2024 | 9.3% | 18.3% | 33.3% |
| 12/12/2023 | 3.9% | 8.7% | 19.5% |
| SUMMARY STATS | |||
| # Positive | 4 | 3 | 8 |
| # Negative | 7 | 8 | 3 |
| Median Positive | 6.6% | 18.3% | 10.5% |
| Median Negative | -4.9% | -5.3% | -13.2% |
| Max Positive | 28.1% | 21.5% | 33.3% |
| Max Negative | -14.9% | -21.6% | -19.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/08/2026 | 10-Q |
| 01/31/2026 | 04/14/2026 | 10-K |
| 10/31/2025 | 12/08/2025 | 10-Q |
| 07/31/2025 | 09/08/2025 | 10-Q |
| 04/30/2025 | 06/03/2025 | 10-Q |
| 01/31/2025 | 04/08/2025 | 10-K |
| 10/31/2024 | 12/16/2024 | 10-Q |
| 07/31/2024 | 09/10/2024 | 10-Q |
| 04/30/2024 | 06/11/2024 | 10-Q |
| 01/31/2024 | 04/24/2024 | 10-K |
| 10/31/2023 | 12/12/2023 | 10-Q |
| 07/31/2023 | 09/12/2023 | 10-Q |
| 04/30/2023 | 06/13/2023 | 10-Q |
| 01/31/2023 | 04/26/2023 | 10-K |
| 10/31/2022 | 12/12/2022 | 10-Q |
| 07/31/2022 | 09/14/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/08/2026 | 10-Q |
| 01/31/2026 | 04/14/2026 | 10-K |
| 10/31/2025 | 12/08/2025 | 10-Q |
| 07/31/2025 | 09/08/2025 | 10-Q |
| 04/30/2025 | 06/03/2025 | 10-Q |
| 01/31/2025 | 04/08/2025 | 10-K |
| 10/31/2024 | 12/16/2024 | 10-Q |
| 07/31/2024 | 09/10/2024 | 10-Q |
| 04/30/2024 | 06/11/2024 | 10-Q |
| 01/31/2024 | 04/24/2024 | 10-K |
| 10/31/2023 | 12/12/2023 | 10-Q |
| 07/31/2023 | 09/12/2023 | 10-Q |
| 04/30/2023 | 06/13/2023 | 10-Q |
| 01/31/2023 | 04/26/2023 | 10-K |
| 10/31/2022 | 12/12/2022 | 10-Q |
| 07/31/2022 | 09/14/2022 | 10-Q |
| 04/30/2022 | 06/14/2022 | 10-Q |
| 01/31/2022 | 05/27/2022 | 10-K |
| 10/31/2021 | 12/14/2021 | 10-Q |
| 07/31/2021 | 09/09/2021 | 10-Q |
| 04/30/2021 | 06/14/2021 | 10-Q |
| 01/31/2021 | 04/21/2021 | 10-K |
| 10/31/2020 | 12/14/2020 | 10-Q |
| 07/31/2020 | 09/14/2020 | 10-Q |
| 04/30/2020 | 06/15/2020 | 10-Q |
| 01/31/2020 | 04/23/2020 | 10-K |
| 10/31/2019 | 12/09/2019 | 10-Q |
| 07/31/2019 | 09/12/2019 | 10-Q |
Recent Forward Guidance
Updated 7/12/2026Latest: Q1 2027 Earnings Reported 6/8/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Corporate Gross Margin | 25.0% | 27.5% | 30.0% | 0.0% | Affirmed | Guidance: 27.5% for 2027 | |
Prior: Q4 2026 Earnings Reported 4/14/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Gross Margin | 25.0% | 27.5% | 30.0% | 2.5% | Higher New | Guidance: 25.0% for 2026 | |
Q3 2026 Earnings Reported 12/8/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Gross Margin | 23.0% | 25.0% | 27.0% | 3.0% | Raised | Guidance: 22.0% for 2026 | |
Insider Activity
Updated 7/10/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Tappan, Moore Iii | Chief Operating Officer | Direct | Sell | 7102026 | 18.65 | 472 | 8,802 | 239,981 | Form |
| 2 | Michaels, Adam Laurance | Chief Executive Officer | Direct | Sell | 4202026 | 15.30 | 16,223 | 248,223 | 10,638,361 | Form |
| 3 | Michaels, Adam Laurance | Chief Executive Officer | Direct | Sell | 10152025 | 10.70 | 3,512 | 37,578 | 6,368,084 | Form |
| 4 | Tappan, Moore Iii | Chief Operating Officer | Direct | Sell | 10072025 | 10.50 | 2,039 | 21,410 | 103,330 | Form |
| 5 | Michaels, Adam Laurance | Chief Executive Officer | Direct | Sell | 9252025 | 10.89 | 65,220 | 710,187 | 6,518,869 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Tappan, Moore Iii | Chief Operating Officer | Direct | Sell | 7102026 | 18.65 | 472 | 8,802 | 239,981 | Form |
| 2 | Michaels, Adam Laurance | Chief Executive Officer | Direct | Sell | 4202026 | 15.30 | 16,223 | 248,223 | 10,638,361 | Form |
| 3 | Michaels, Adam Laurance | Chief Executive Officer | Direct | Sell | 10152025 | 10.70 | 3,512 | 37,578 | 6,368,084 | Form |
| 4 | Tappan, Moore Iii | Chief Operating Officer | Direct | Sell | 10072025 | 10.50 | 2,039 | 21,410 | 103,330 | Form |
| 5 | Michaels, Adam Laurance | Chief Executive Officer | Direct | Sell | 9252025 | 10.89 | 65,220 | 710,187 | 6,518,869 | Form |
| 6 | Romig, Shirley | Direct | Sell | 9222025 | 10.18 | 4,000 | 40,733 | 174,530 | Form |
Investor Activity (13F)
Updated Jul 23, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
Industry Resources
| Consumer Staples Resources |
| FoodNavigator |
| Consumer Goods Technology (CGT) |
| Beverage Digest |
| Packaged Foods & Meats Resources |
| USDA Data |
| Food Processing |
| Meat+Poultry |
| Just Food |
External Quote Links
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| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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