Mama’s Creations (NASDAQ:MAMA) Posts Earnings Results, Hits Expectations

Mama’s Creations (NASDAQ:MAMA) posted its earnings results on Tuesday. The company reported $0.05 EPS for the quarter, hitting analysts’ consensus estimates of $0.05, Zacks reports. The company had revenue of $53.99 million for the quarter, compared to the consensus estimate of $52.64 million. Mama’s Creations had a return on equity of 17.20% and a net margin of 3.06%.

Here are the key takeaways from Mama’s Creations’ conference call:

• Mama’s reported strong fiscal 2026 results with revenue up 39.2% to $171.7 million, Q4 revenue of $54.0 million, and Adjusted EBITDA up 52.5% to $15.4 million, while cash rose to $20.0 million and total debt was $5.4 million.
• The Crown 1 (Bay Shore) acquisition nearly doubled manufacturing capacity and, after centralizing procurement and logistics and rebalancing production, Bay Shore’s gross margin has meaningfully improved and management expects it to reach the company’s mid‑ to high‑20s target.
• Retail momentum and marketing paid off: Mama’s achieved an everyday item status in Costco Northeast, expanded branded placements at Walmart, Target and Food Lion (targeting thousands of stores), and ran an Instacart/Costco campaign that drove 65% new‑to‑brand trial and made Mama’s the #1 meatball on Instacart in Q4.
• Management warned of ongoing volatility from commodity costs (chicken and beef), higher trade/promotion spend and seasonal lapping effects—trade investment has stepped up materially and quarters could see margin or growth variability even as management targets mid‑to‑high‑20s gross margins over time.

Mama’s Creations Stock Down 0.3%

Shares of MAMA opened at $15.70 on Thursday. The company has a market cap of $638.21 million, a PE ratio of 130.83 and a beta of 0.72. The business has a fifty day moving average of $15.73 and a 200 day moving average of $13.43. Mama’s Creations has a 52-week low of $6.07 and a 52-week high of $17.85. The company has a quick ratio of 1.38, a current ratio of 1.85 and a debt-to-equity ratio of 0.11.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Weiss Ratings raised shares of Mama’s Creations from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 13th. Wall Street Zen lowered shares of Mama’s Creations from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Finally, Zacks Research raised shares of Mama’s Creations from a “hold” rating to a “strong-buy” rating in a report on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating and five have issued a Buy rating to the stock. According to data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $17.60.

Key Stories Impacting Mama’s Creations

Here are the key news stories impacting Mama’s Creations this week:

• Positive Sentiment: Q4 revenue jumped ~61% year-over-year to about $54.0M with adjusted EBITDA of $5.5M; reported net income rose ~38% and some outlets show EPS beat consensus (MarketBeat/GlobeNewswire). This demonstrates accelerating top-line growth and improved profitability. Read More.
• Positive Sentiment: Cash position nearly tripled to ~$20M and the company carries very low debt (debt-to-equity ~0.11), improving financial flexibility to fund distribution, promotions and M&A. Read More.
• Neutral Sentiment: Management reiterated a double-digit growth target for fiscal 2027 and is targeting a net +2 SKUs in each top-10 account — a clear growth play but largely execution-dependent and possibly already partly priced in. Read More.
• Neutral Sentiment: Analyst/press coverage frames the business as a “deli revolution,” highlighting category momentum and new customer wins — helpful for narrative but not a direct near-term catalyst. Read More.
• Negative Sentiment: Valuation and margins remain potential constraints: MAMA’s P/E is high (~112x) while net margin is modest (~3.1%), which can limit upside unless margin expansion or sustained high growth continues. Read More.
• Negative Sentiment: Some outlets noted only “meeting” estimates or mixed EPS reads (Zacks vs. MarketBeat differences), which can cause muted or volatile stock reactions despite strong revenue — investors may take profits after recent gains. Read More.

Institutional Trading of Mama’s Creations

A number of institutional investors have recently bought and sold shares of MAMA. Walleye Capital LLC bought a new stake in Mama’s Creations in the second quarter worth $87,000. Prudential Financial Inc. bought a new stake in Mama’s Creations in the second quarter worth $100,000. Verition Fund Management LLC bought a new stake in Mama’s Creations in the third quarter worth $105,000. Envestnet Asset Management Inc. bought a new stake in Mama’s Creations in the third quarter worth $117,000. Finally, Bridgeway Capital Management LLC bought a new stake in shares of Mama’s Creations during the fourth quarter worth $135,000. 45.18% of the stock is currently owned by institutional investors.

Mama’s Creations Company Profile

Mama’s Creations, Inc engages in the marketing, manufacturing, and distribution of beef meatballs with sauce, turkey meatballs with sauce, beef meat loaf, sausage and peppers, chicken parmesan, and other similar meats and sauces. Its products include beef meatballs, turkey meatballs, stuffed meatballs, lasagna roll ups, retail ready meals, bulk deli, single-size pasta bowls, and packaged refrigerated products. Its brands include MamaMancini’s, Creative Salads, and The Olive Branch. The company was founded by Daniel Dougherty on July 22, 2009 and is headquartered in East Rutherford, NJ.