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Mama's Creations Inc

Mama's Creations Inc

MAMA
$17.20USD↑+0.64%+0.11 today

MARKET CAP

704.2M

P/E (TTM)

107.5x

FWD P/E

60.4x

DAY RANGE

$17 – $17

52W RANGE

$8
$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 2027 revenue +50% YoY to $52.8M; net income +66% to $2.1M.
  • ↑Adjusted EBITDA +71% to $4.9M after Bayshore facility integration.
  • ↓5.56M share offering dilutes float by ~24%, reducing EPS potential.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Mama's Creations, Inc. (NASDAQ: MAMA) is an emerging company specializing in the production of deli-prepared foods, operating in the fast-growing food industry where consumer preferences are shifting towards high-quality, convenient meal options. Following its strategic acquisition of the Crown One business, Mama's Creations has significantly expanded its production capabilities and market reach, positioning itself uniquely within a $40 billion deli-prepared foods sector that is characterized by increasing consumer demand for healthier, ready-to-eat options.

Bull says

  • ↑Q1 2027 revenue +50% YoY to $52.8M; net income +66% to $2.1M.
  • ↑Adjusted EBITDA +71% to $4.9M after Bayshore facility integration.
  • ↑Launched 12+ branded products with major retailers boosting visibility.
  • ↑Cash and equivalents at $24.4M fund further capacity expansion.
  • ↑Deli-prepared foods market sized ~$40B grows on convenience trends.
  • ↑Strong growth and profitability factors signal robust financial health.

Bear says

  • ↓5.56M share offering dilutes float by ~24%, reducing EPS potential.
  • ↓Volatile commodities: chicken costs +50% YoY threaten operating margins.
  • ↓High reliance on Walmart and Costco risks revenue if partnerships sour.
  • ↓Negative analyst revisions factor signals skepticism on growth forecasts.
  • ↓Weak earnings and dividend yields suggest challenges returning capital.
  • ↓Private-label competition intensifies, potentially eroding market share over time.

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 06-11-2026bullish

Transcript signals

Bull points

  • I still feel comfortable at the double-digit growth number. Obviously, we don't know. Lots of things are happening to our end consumers. What I do know, though, is I feel stronger and stronger that our customers, our retailers, are asking for this stuff.
  • So it is absolutely this year. Our goal is to – develop the sales items. I should have mentioned from the very beginning, actually, I just got back last night. My team's still at IDDBA, if you guys remember, International Dairy, Deli, and Bakery Association. This is our Super Bowl, and Lauren has done an amazing job putting it all together for us.
  • So this is absolutely an in-year thing.

Bear points

  • Chicken is literally, without exaggeration, 50% up versus prior year. That's a hard number. Obviously, you don't nearly see that at all in our numbers, but that's because the team has done a great job.
Read full transcript analysis ›