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1. Company Snapshot

1.a. Company Description

Mama's Creations, Inc.manufactures and markets prepared refrigerated foods primarily in the United States.The company offers beef and turkey meatballs, meat loaf, chicken, sausage-related products, and pasta entrees; and hot bars, salad bars, prepared foods, sandwich, and cold deli and foods-to-go sections.


It sells its products directly to supermarkets, club chains, and mass-market retailers; and food retailers and distributors, as well as through website.The company was formerly known as MamaMancini's Holdings, Inc.and changed its name to Mama's Creations, Inc.


in August 2023.Mama's Creations, Inc.was founded in 2010 and is headquartered in East Rutherford, New Jersey.

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1.b. Last Insights on MAMA

Mama's Creations, Inc. has shown positive momentum driven by growth prospects and strategic acquisitions. The company's focus on expanding distribution partnerships, shelf space gains, and accretive acquisitions is expected to drive growth. A recent acquisition of Crown I Enterprises, a fresh protein manufacturer, aims to expand its customer base and production capabilities. With a significant growth runway ahead, the company eyes margin gains through pricing hikes and efficiency investments. Its upcoming Q2 fiscal 2026 earnings call may provide further insights. (Source: Globe Newswire, 8-K filing)

1.c. Company Highlights

2. Mama's Creations Delivers Strong Q3 Performance

Mama's Creations reported a robust third quarter fiscal 2026, with revenue surging 50% to $47.3 million, driven by accelerated retail momentum and the addition of the Bayshore facility through the recent acquisition of Crown One. Gross profit increased 56.6% to $11.1 million, or 23.6% of total revenues, with the gross margin rate expansion primarily attributed to operational efficiency improvements and managing raw chicken prices. Adjusted EBITDA jumped 118% to $3.8 million, and earnings per share (EPS) came in at $0.03, beating estimates of -$0.01. The company's cash and cash equivalents grew to $18.1 million, and the balance sheet remains robust with a net debt to EBITDA ratio of -1.14.

Publication Date: Dec -20

📋 Highlights
  • Revenue Surge:: Q3 revenue jumped 50% to $47.3M (vs. $31.5M prior year), driven by geographic expansion and new retailer partnerships.
  • Gross Profit Expansion:: Gross profit rose 56.6% to $11.1M (23.6% margin), up from $7.1M (22.6% margin), due to operational efficiency and raw material cost management.
  • Adjusted EBITDA Growth:: Adjusted EBITDA soared 118% to $3.8M (vs. $1.7M prior year), reflecting improved margins and cost discipline.
  • Bayshore Integration Success:: Production transition to Bayshore unlocked capacity, reduced overtime, and enabled expansion into 1,100 Food Lion stores and Target’s 12-store rollout (with 2 branded chicken items).
  • Balance Sheet Strength:: Cash reserves grew to $18.1M (up from $13.2M in Q1 2025), supporting $5.2M debt reduction and funding organic/inorganic growth opportunities.

Operational Highlights

The company's operational backbone is built to support materially more volume, with the Bayshore facility adding meaningful production depth and giving access to premium customers with premium items. The transition to a make-to-stock organization has resulted in higher service levels for customers and lower overtime for operations. The company's focus is on elevating Bayshore's margin profile, integrating their workflows, and unlocking synergy opportunities.

Growth Prospects

The consumer shift towards deli-prepared foods is accelerating, and the customer pipeline is expanding with tier-one retailers. The company has seen significant wins, including the addition of Target and Food Lion, with confirmed items to begin shipping in February. Analysts estimate next year's revenue growth at 39.8%, indicating a strong trajectory for the company.

Valuation

With a P/S Ratio of 3.54 and an EV/EBITDA multiple of 61.48, the market appears to be pricing in significant growth expectations. The company's ROE of 14.26% and ROIC of 8.26% indicate a relatively efficient use of capital. However, the high P/E Ratio of 119.72 suggests that the stock may be sensitive to earnings surprises. As the company continues to execute on its growth strategy, investors will be watching to see if the operational momentum can be sustained.

3. NewsRoom

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Mama's Creations to Host Virtual Investor Day Presentation on Tuesday, February 24, 2026

Feb -10

Source: globenewswire.com

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Wasatch Micro Cap Fund Q4 2025 Performance Review

Feb -04

Source: seekingalpha.com

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4 Miscellaneous Food Stocks Poised for Growth in a Difficult Market

Feb -03

Source: zacks.com

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5 Stocks With Recent Price to Strengthen Your Portfolio

Jan -28

Source: zacks.com

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Mama's Creations Invited to Attend Upcoming Investor Conferences

Jan -27

Source: globenewswire.com

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Mama's Creations to Attend the 28th Annual ICR Conference on January 12-14, 2026

Jan -05

Source: globenewswire.com

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3 Strong Buy Stocks Up More Than 50% in 2025, Set for 2026 Breakouts

Dec -29

Source: zacks.com

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Fed Caution Ahead: 5 Low-Volatility Stocks to Buy for 2026

Dec -29

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (11.00%)

6. Segments

Fresh Deli Prepared Foods

Expected Growth: 11.0%

Mama's Creations, Inc. Fresh Deli Prepared Foods segment growth of 11.0% is driven by increasing demand for convenient, healthy meals, expansion into new distribution channels, and successful product innovation. Additionally, the company's focus on using high-quality, locally sourced ingredients and its strong brand reputation contribute to its growth.

7. Detailed Products

Handmade Candles

Artisanal candles made from natural wax and essential oils, available in various scents and colors

Customized Jewelry

Unique, handcrafted jewelry pieces made from precious metals and gemstones, tailored to individual styles

Gourmet Food Baskets

Carefully curated baskets filled with artisanal cheeses, crackers, and chocolates, perfect for any occasion

Home Decor Items

Hand-painted ceramics, woven textiles, and other decorative items to enhance your home's unique style

Natural Skincare Products

Nourishing skincare products made from natural ingredients, free from harsh chemicals and toxins

8. Mama's Creations, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Mama's Creations, Inc. is medium because while there are some substitutes available, they are not very attractive to customers due to differences in quality and features.

Bargaining Power Of Customers

The bargaining power of customers for Mama's Creations, Inc. is low because customers have limited options and the company's products are highly differentiated.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Mama's Creations, Inc. is medium because while there are some suppliers with significant bargaining power, the company has diversified its supplier base to mitigate this risk.

Threat Of New Entrants

The threat of new entrants for Mama's Creations, Inc. is high because the industry has low barriers to entry and there are many potential entrants waiting to capitalize on the growing demand.

Intensity Of Rivalry

The intensity of rivalry for Mama's Creations, Inc. is high because the industry is highly competitive with many established players and new entrants vying for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 32.71%
Debt Cost 5.74%
Equity Weight 67.29%
Equity Cost 9.18%
WACC 8.06%
Leverage 48.61%

11. Quality Control: Mama's Creations, Inc. passed 7 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Seneca Foods

A-Score: 6.0/10

Value: 7.3

Growth: 7.2

Quality: 4.4

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Momentum: 10.0

Volatility: 7.3

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Growth: 4.0

Quality: 7.0

Yield: 1.0

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LifeVantage

A-Score: 4.6/10

Value: 7.6

Growth: 4.4

Quality: 7.3

Yield: 6.0

Momentum: 0.0

Volatility: 2.3

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Mama's Creations

A-Score: 4.2/10

Value: 0.6

Growth: 8.8

Quality: 6.0

Yield: 0.0

Momentum: 7.0

Volatility: 3.0

1-Year Total Return ->

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Lifeway Foods

A-Score: 3.8/10

Value: 2.2

Growth: 8.2

Quality: 6.2

Yield: 0.0

Momentum: 2.5

Volatility: 3.3

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

15.3$

Current Price

15.3$

Potential

-0.00%

Expected Cash-Flows