Mama's Creations, Inc.
- Open
- 16.37
- Day high
- 16.37
- Day low
- 15.83
- Prev close
- 16.23
- Volume
- 13K
- Mkt cap
- $740M
- P/E (TTM)
- 102.8
- EPS (TTM)
- $0.15
- P/B
- 13.4
- P/S
- 3.9
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$9K over the last 3 months (0 open-market buys, 1 sale)
- 🏛Institutions accumulating (13F)
Mama's Creations, Inc. (MAMA) is a Consumer Defensive company listed on NASDAQ. The stock is up 79% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 1 sale (SEC Form 4).
Mama's Creations, Inc. (MAMA) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
MAMA earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 8, 2026 | $0.03 | $0.05 | +66.7% | $53M | +2.5% |
| Dec 8, 2025 | $-0.01 | $0.03 | +400.0% | $47M | -7.5% |
| Sep 8, 2025 | $0.02 | $0.03 | +50.0% | $35M | -18.5% |
| Jun 3, 2025 | $0.02 | $0.03 | +50.0% | $35M | +6.3% |
| Dec 16, 2024 | $0.04 | $0.01 | -75.0% | $32M | +1.6% |
| Sep 10, 2024 | $0.03 | $0.03 | +20.0% | $28M | +0.8% |
| Jun 11, 2024 | $0.02 | $0.01 | -55.6% | $30M | +14.2% |
| Dec 12, 2023 | $0.04 | $0.05 | +25.0% | $29M | +14.6% |
| Sep 12, 2023 | $0.03 | $0.05 | +100.0% | $25M | +5.8% |
| Jun 13, 2023 | $0.01 | $0.04 | +300.0% | $23M | +3.3% |
| Jul 30, 2022 | $0.02 | $-0.02 | -203.8% | $23M | +0.5% |
| Apr 29, 2022 | — | $0.00 | — | $22M | +11.4% |
MAMA insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 10, 2026 | Tappan Moore IIIofficer: Chief Operating Officer | Sell | 472 | $18.65 |
| Jul 8, 2026 | Henson Meghandirector | Grant | 2,200 | — |
| Jul 8, 2026 | Blake Lynn Larsondirector | Grant | 2,200 | — |
| Jul 8, 2026 | HALVIN FREDdirector | Grant | 2,200 | — |
| Jul 8, 2026 | Janeway Deandirector | Grant | 2,200 | — |
| Apr 21, 2026 | Gruber Anthonyofficer: Chief Financial Officer | Grant | 3,500 | — |
| Apr 21, 2026 | Tappan Moore IIIofficer: Chief Operating Officer | Grant | 3,500 | — |
| Apr 20, 2026 | Michaels Adam Laurancedirector, officer: Chief Executive Officer | Sell | 15,379 | $15.27 |
| Apr 20, 2026 | Michaels Adam Laurancedirector, officer: Chief Executive Officer | Grant | 82,300 | — |
| Apr 20, 2026 | Michaels Adam Laurancedirector, officer: Chief Executive Officer | Sell | 844 | $15.84 |
| Apr 10, 2026 | Michaels Adam Laurancedirector, officer: Chief Executive Officer | Grant | 97,478 | — |
| Nov 4, 2025 | Michaels Adam Laurancedirector, officer: Chief Executive Officer | Grant | 18,885 | — |
| Oct 15, 2025 | Michaels Adam Laurancedirector, officer: Chief Executive Officer | Sell | 3,512 | $10.70 |
| Oct 7, 2025 | Tappan Moore IIIofficer: Chief Operating Officer | Sell | 2,039 | $10.50 |
| Sep 25, 2025 | Michaels Adam Laurancedirector, officer: Chief Executive Officer | Sell | 65,220 | $10.89 |
Source: MAMA SEC Form 4 filings, latest Jul 10, 2026. For informational purposes only — not investment advice.
See the full MAMA insider & 13F page →Mama's Creations, Inc. company profile
Overview
Mama's Creations, Inc. (NASDAQ:MAMA) is a packaged foods manufacturer that produces and markets prepared refrigerated food products primarily in the United States. Founded in 2010 and headquartered in East Rutherford, New Jersey, the company went public in July 2021. Originally known as MamaMancini's Holdings, Inc., the company rebranded to Mama's Creations in August 2023 to reflect its expanded product portfolio beyond its original Italian-focused offerings. The company has grown through both organic expansion and strategic acquisitions, transforming from a regional meatball producer into a national prepared foods platform serving major retailers across all 50 states.
Business
Mama's Creations operates in the prepared refrigerated foods segment of the packaged foods industry, which sits at the intersection of convenience and fresh food consumption. The company manufactures ready-to-eat and ready-to-heat products that are sold in the refrigerated sections of grocery stores, primarily targeting busy consumers seeking convenient meal solutions without sacrificing quality or taste. The company's core product portfolio includes several categories. Protein-based products form the foundation of their business, featuring beef and turkey meatballs, meatloaf, various chicken products, and sausage-related items. These products are designed to be either fully cooked and ready-to-eat or require minimal heating. Pasta entrees represent another significant category, offering complete meal solutions that combine proteins with pasta and sauces. The company also produces products for retail food service applications, including items for hot bars, salad bars, prepared food sections, sandwich counters, and cold deli displays in grocery stores. The prepared foods industry has experienced significant growth as consumer behavior shifts away from traditional restaurant dining toward grocery-based meal solutions. This trend accelerated during the pandemic and has continued as consumers seek convenience, value, and quality in their food purchases. Grocery retailers have responded by expanding their prepared food sections and deli offerings, creating opportunities for suppliers like Mama's Creations to provide turnkey solutions that help retailers compete with restaurants while maintaining higher margins than traditional packaged goods.
Revenue model
Mama's Creations generates revenue through direct product sales to retailers, operating a business-to-business model where grocery chains, club stores, and mass-market retailers are the primary paying customers. The company sells its products directly to major supermarket chains like Kroger and Albertsons, warehouse clubs such as Costco and BJ's, and mass retailers including Walmart. Revenue is generated through wholesale transactions where retailers purchase products at wholesale prices and then mark them up for consumer sale. The company's business model benefits from several revenue-enhancing factors. Cross-selling opportunities allow the company to increase the average number of products carried by each retail customer, with the goal of expanding from the current average of over seven items per customer to potentially 11-12 items. Geographic expansion drives growth as the company extends its reach westward, with nearly 45% of business now coming from west of the Mississippi River. Trade promotions and marketing support help drive velocity and secure premium shelf placement, with the company targeting trade promotion spending of approximately 10% of revenue long-term. Several factors can impact the company's margins. Commodity price fluctuations, particularly for proteins like chicken, beef, and turkey, directly affect input costs and gross margins. The company mitigates this risk through fixed-price contracts covering over 50% of protein needs and in-house trimming capabilities. Operational efficiency improvements through automation, facility optimization, and supply chain management can expand margins, with the company targeting gross margins in the low 30% range long-term. Scale economics become more favorable as volume increases, allowing for better procurement terms and improved manufacturing efficiency. Competitive pricing pressure from both branded and private label competitors can compress margins, requiring the company to differentiate through quality, innovation, and customer service.
Competitive moat
Mama's Creations operates in a moderately competitive prepared foods market with limited sustainable competitive advantages. The company's primary moat stems from established retailer relationships and the complexity of securing and maintaining distribution in major grocery chains. Once a product gains shelf space and demonstrates consistent sales velocity, retailers are generally reluctant to replace it due to the costs and risks associated with product transitions. The company has built relationships with major retailers like Costco, Walmart, Kroger, and Albertsons, which provide some protection against new entrants. The company's operational capabilities in food safety, quality control, and supply chain management create modest barriers to entry. Food manufacturing requires significant regulatory compliance, facility investments, and operational expertise that can deter smaller competitors. The company's recent investments in automation, ERP systems, and quality control technologies like X-ray detection systems demonstrate its commitment to operational excellence. However, the company's moat is relatively narrow. The prepared foods industry faces competition from both large food manufacturers with greater resources and scale, as well as private label products that retailers can source at lower costs. Brand loyalty in prepared foods is generally weak, as consumers often make purchase decisions based on convenience, price, and immediate appeal rather than brand recognition. The company's products are not highly differentiated, and many competitors can produce similar items with comparable quality. Potential disruption could come from several sources: large food conglomerates expanding into prepared foods, retailers increasing their private label offerings, or new entrants with innovative products or superior cost structures. The company's relatively small size compared to major food manufacturers limits its ability to compete on price or marketing spend, making it vulnerable to competitive pressure from better-resourced competitors.
Risks & safety
Mama's Creations presents a moderate margin of safety with some financial strengths offset by valuation concerns and operational risks. • Liquidity and Solvency: The company maintains adequate liquidity with $7.2 million in cash and short-term investments and a current ratio of 1.28. However, negative free cash flow of $930,000 in the most recent quarter and inconsistent cash generation patterns raise some concerns about cash management. • Debt Levels: Debt-to-equity ratio of 0.41 is manageable, indicating moderate leverage without excessive financial risk. Total liabilities of $23.5 million against total assets of $47.1 million provide reasonable cushion. • Valuation Metrics: Current valuation appears stretched with P/E ratio of 45.2x, EV/EBITDA of 37.9x, and price-to-book ratio of 11.6x. These metrics suggest limited margin of safety at current prices. • Profitability: Net income margins remain thin at approximately 3% of revenue, making the company vulnerable to margin compression from commodity cost increases or competitive pressure. • Other Considerations: The company's small size and dependence on a limited number of major retail customers creates concentration risk. Recent investments in capacity expansion and operational improvements may support future growth but require successful execution.
Recent development
Over the past few years, Mama's Creations has undergone significant strategic transformation guided by its "Four C's" strategy: Cost, Controls, Culture, and Catapults. The company has invested heavily in operational infrastructure, completing major capital expenditures at its Farmingdale facility and doubling its chicken processing capacity to support growth and improve efficiency. The company has dramatically expanded its leadership team and organizational capabilities, growing its sales force from one to five dedicated employees and adding key executives including a Chief Commercial Officer and Chief Operating Officer. This investment in human capital has enabled the company to pursue more sophisticated sales strategies and manage its growing complexity. Geographic and customer expansion has been a major focus, with the company successfully expanding westward to achieve coast-to-coast distribution across all 50 states. Major customer wins include securing national distribution at Costco across all eight regions, launching products at Walmart, and adding its first item to Kroger's home chef division. The company has also expanded its digital presence, launching direct-to-consumer e-commerce and significantly growing its Instacart sales by over 100%. Operational improvements have centered on implementing enterprise-wide systems including NetSuite ERP and warehouse management modules, while adding advanced quality control technologies like X-ray detection and PCR testing. The company has also streamlined its product portfolio, reducing SKUs from 350 to 250 to improve operational efficiency and focus on higher-performing products. Product innovation and diversification has expanded beyond the company's original Italian meatball focus to include chicken-based products, breakfast items, and specialized offerings like chicken-stuffed meatballs and fajita products. This diversification has been supported by the company's enhanced in-house chicken processing capabilities and ability to utilize protein trimmings for new product development.
MAMA company profile · for informational purposes only — not investment advice.
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