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Mama's Creations Inc

Mama's Creations Inc

MAMA
$14.72USD-2.00%-0.30 today

MARKET CAP

694.0M

P/E (TTM)

122.7x

FWD P/E

DAY RANGE

$15 – $15

52W RANGE

$9
$21

AI Summary

Stalk
StalkMedium

MAMA remains in a clear Stage 2 advance with a recent Momentum Breakout confirming renewed demand. Long-term and medium-term biases are decisively bullish, supported by rising EMAs, strong volume, and relative strength leadership. However, price is extended, extreme overbought, and well above key EMAs, signaling suboptimal timing. We will await pullbacks into the former resistance zone near mid-teens and the dynamic support of the 9/21 EMAs for entry.

  • Q1 FY27 revenue of $52.8 M, up 50% YoY.
  • Net income $2.1 M (+66% YoY); adjusted EBITDA $4.9 M (+71% YoY).
  • Rising chicken and beef prices weigh on gross margins.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Mama's Creations, Inc. (NASDAQ: MAMAS) is a leading provider of deli-prepared food solutions in the rapidly growing market of convenience foods. With a strong focus on quality and health-conscious offerings, Mama's Creations is capitalizing on the evolving consumer shift towards deli-prepared meals, driven by a desire for quick, nutritious, and affordable food alternatives. The company operates multiple manufacturing facilities, including recent expansions from acquisitions, and is positioned well to harness the potential of the $40 billion deli-prepared foods market.

Bull says

  • Q1 FY27 revenue of $52.8 M, up 50% YoY.
  • Net income $2.1 M (+66% YoY); adjusted EBITDA $4.9 M (+71% YoY).
  • Crown One integration accelerating, driving efficiency and margins.
  • Strong momentum factors with new retailer wins at Costco and Walmart.
  • Favorable sensitivity to oil and interest rates supports operations.
  • High profitability factors and solid balance sheet underpin growth.

Bear says

  • Rising chicken and beef prices weigh on gross margins.
  • Potential Crown One integration delays could limit anticipated synergies.
  • Elevated leverage reduces flexibility amid rising interest rates.
  • Trade promotion spending up 200% YoY, pressuring profitability.
  • Intensifying private-label competition risks market share gains.
  • Negative earnings and dividend yield deter investors; low institutional interest.

Earnings Call · Q2 2026 · Mgmt. Guidance

Updated 09-04-2026bullish

Transcript signals

Bull points

  • revenue for the second quarter of fiscal 26 increased 24% to $35.2 million, as compared to $28.4 million in the same year-ago quarter, driven by same-customer cross-selling of new items, accelerating velocities of existing items, and new customer door expansion.
  • Gross profit increased 28% to $8.8 million or 25% of total revenues in the second quarter of fiscal 26 as compared to $6.9 million or 24% of total revenues in the same year-ago quarter, primarily attributable to operational efficiency improvements across the organization.
  • Net income for the second quarter of fiscal 26 increased 11% to $1.3 million or $0.03 per diluted share as compared to net income of $1.1 million or $0.03 per diluted share in the same year-ago quarter.
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