Mama's Creations, Inc., through its subsidiaries, manufactures and markets fresh deli-prepared foods in the United States. Its products include chicken, beef, and turkey meatballs, meat loaf, sausage-related items, and pasta and rice entrees, as well as olives, olive mixes, savory products, hot bars, salad bars, prepared foods, sandwiches, and cold deli and foods-to-go sections. The company sells directly to supermarkets, club chains, mass-market retailers, and food retailers and distributors, and also through its website and social media channels. Formerly known as MamaMancini's Holdings, Inc., it changed its name to Mama's Creations, Inc. in August 2023; it was incorporated in 2009 and is headquartered in East Rutherford, New Jersey.
Mama's Creations Posts 55% Revenue Jump in Fiscal 2027 Second Quarter
Mama's Creations reported second quarter fiscal 2027 results on September 3, with revenue rising 55% to $54.6 million, net income more than doubling to $2.6 million, and adjusted EBITDA climbing 68.9% to $5.5 million. Distribution is expanding: October brings the company's first placement inside banner Kroger, with over 100 stores in the Louisville division stocking four items, while Costco has confirmed it for a second-half multi-vendor mailer across all eight national regions, Walmart shelf space has grown past 2,300 stores, and Sam's Club is adding 300 clubs for a new panko chicken product this quarter. Gross margin ticked up to 24.0% from 23.6% in the first quarter, operating expenses fell 160 basis points to 18.5% of revenue, and a July stock offering brought in $108.6 million, pushing cash to $138.6 million against just $4.8 million of total debt as of July 31. CEO Adam Michaels flagged the challenge that chicken bottom percentages are not growing as fast as overall volume, since those dark meat cuts carry higher margins than the portion chicken products driving the fastest sales gains, and the Bay Shore facility acquired last year is still working toward the company's corporate average margins. Hedge fund ownership rose from 17 funds to 30 in the most recent quarter, 7.30% of the float is sold short, and the stock trades at 86.56 times forward earnings as of September 11.
MAMA · Capital · Positive Mama's Creations posted 55% revenue growth, net income more than doubling, and 68.9% adjusted EBITDA growth in fiscal Q2 2027.
MAMA · Demand · Positive Distribution expanded with first Kroger banner placement, Costco mailer, Walmart past 2,300 stores, and 300 new Sam's Club clubs.
COST · Demand · Positive Costco confirmed Mama's Creations for a second-half multi-vendor mailer across all eight national regions, expanding product distribution.
KR · Demand · Positive Kroger's banner stores will stock four Mama's Creations items in over 100 Louisville division stores starting October.
WMT · Demand · Positive Walmart shelf space for Mama's Creations has grown past 2,300 stores.
Mama's Creations reported fiscal Q2 2027 revenue of $54.6 million, a 55% increase year-over-year, with net income more than doubling to $2.6 million. Adjusted EBITDA rose 68.9% to $5.5 million, and the company closed the quarter with $138.6 million in cash and minimal debt. The company secured major distribution wins, including a first-ever launch at Kroger across over 100 stores and a Costco multi-vendor mailer in all eight regions. Management highlighted intentional trade investments that temporarily pressured gross margin, which declined to 24.0% from 24.9% a year ago, but expects improvements from operational efficiencies and product mix shifts. The company remains confident in achieving double-digit revenue growth in the second half, driven by Kroger, Sam's Club, and Walmart momentum.
Mama's Creations Q2 Earnings Preview: Revenue Expected to Jump 50.9%
Mama's Creations, Inc. is set to report second-quarter fiscal 2027 earnings on September 3, with analysts expecting a 50.9% revenue increase to $53.1 million and a 66.7% jump in earnings to 5 cents per share. The company's performance is likely to be boosted by the ramp-up of new products launched at major retailers including Walmart, Target, and Food Lion, as well as expanded distribution at Albertsons, Weis, and Fresh Market, and the addition of branded beef meatballs as an everyday item in Costco's San Diego region. The Bay Shore acquisition is also expected to contribute, supported by cross-selling opportunities and completed ERP integration across all three manufacturing facilities. However, inflation-related input pressures and trade support for new launches may weigh on margins, though efficiencies from steadying production could mitigate some impact. The company currently holds a Zacks Rank #4 (Sell) and an Earnings ESP of 0.00%, indicating an uncertain earnings beat. Other companies with favorable earnings ESP and Zacks Rank combinations include The Chefs' Warehouse, Mondelez International, and Altria Group.
MAMA · Demand · Positive Revenue expected to jump 50.9% on new product launches at Walmart, Target, Food Lion, expanded distribution, and Costco beef meatballs.
MAMA · Pricing · Negative Inflation-related input pressures and trade support for new launches may weigh on margins.
Immersion Investment Partners highlights Mama's Creations in Q2 2026 investor letter
Immersion Investment Partners highlighted Mama's Creations, Inc. in its Q2 2026 investor letter. The firm noted that investors appeared to react to a headline financial figure without fully considering management's explanation of the underlying business. During the first quarter, Mama's Creations increased spending to support orders for new product launches at Walmart, with most of the associated revenue expected in the second quarter. Gross margin declined to 23.6% from 26.1% in the prior-year period, reflecting approximately $1 million of startup costs and a reclassification of approximately $500,000 from marketing expense to trade spending. Immersion Investment Partners characterized this as part of the plan, with expenses appearing in one reporting period while much of the revenue would be recognized later.
Mama's Creations Launches Over a Dozen New Products in Record Innovation Push
Mama's Creations launched more than a dozen new items during the first quarter of fiscal 2027, the most in any single quarter for the company. The introductions included branded offerings at major retailers such as Walmart, Target Corporation and Food Lion, alongside new packaging technologies and protein formats. The rollout required upfront investments that weighed on gross margin, which declined to 23.6% from 26.1% a year earlier, though management expects these pressures to ease as production stabilizes. The company is also working to add at least two new SKUs at each of its top 10 customer accounts to deepen its presence and support longer-term revenue growth.
Zacks Highlights Four Food Stocks Amid Industry Headwinds
Zacks Equity Research has identified Mondelez International, Sysco, United Natural Foods, and Mama's Creations as stocks to watch within the Food-Miscellaneous industry, which faces pressure from value-conscious consumers and persistent cost inflation. The industry carries a Zacks Industry Rank of 214, placing it in the bottom 13% of more than 247 Zacks industries, and its consensus earnings estimate for the current financial year has declined 2.7% since the beginning of May 2026. United Natural Foods holds a Zacks Rank of 1, or Strong Buy, with shares gaining 109.4% over the past year, while Mama's Creations is ranked 2, or Buy, and has rallied 115.2%. Mondelez and Sysco both carry a Zacks Rank of 3, or Hold, with Mondelez shares down 10.4% and Sysco shares up 9.2% over the same period.
Mama's Creations Shares Surge 36.1% Since Last Earnings Report
Mama's Creations shares have risen 36.1% since its last earnings report, outperforming the S&P 500. The company reported first-quarter fiscal 2027 earnings of five cents per share, beating the Zacks Consensus Estimate of three cents and up 67% year over year. Total revenues reached $52.8 million, exceeding the $52 million estimate and rising 49.7% from the prior year, driven by expanded distribution, new product launches, and the Bay Shore acquisition. Gross profit grew 35.3% to $12.4 million, though gross margin contracted 250 basis points to 23.6% due to ramp-up inefficiencies. Adjusted EBITDA increased 71.2% to $4.9 million, and the company ended the quarter with $24.4 million in cash and $5.1 million in total debt.
ABIVAX surges on positive Phase 3 data, AeroVironment jumps on record results
ABIVAX shares surged 27% after the company reported positive Phase 3 ABTECT Maintenance Part 2 results for obefazimod in refractory ulcerative colitis, demonstrating meaningful clinical benefit and reinforcing long-term safety. AeroVironment rallied 20% after posting record fiscal fourth-quarter results that beat estimates, with revenue more than doubling to $641.6 million and adjusted earnings per share of $1.84. On the losing side, Nuvectis Pharma fell 16% after pricing a public offering of 5 million shares at $20 each to raise $100 million, while Mama's Creations dropped 13% after pricing an offering of 5.56 million shares at $18 per share, also aiming to raise about $100 million.
Mama’s Creations Prices $100 Million Public Offering of Common Stock
Mama’s Creations has priced a registered underwritten public offering of 5,555,556 shares of common stock at $18.00 per share, expecting gross proceeds of approximately $100 million before deducting underwriting discounts, commissions, and estimated offering expenses. The underwriters have a 30-day option to purchase up to an additional 833,333 shares, which if exercised in full would bring total gross proceeds to about $115 million. The offering is expected to close on July 1, 2026, subject to customary conditions, and the company plans to use the net proceeds for working capital and general corporate purposes, including potential acquisitions for which it currently has no arrangements or commitments. William Blair & Company and D.A. Davidson & Co. are serving as lead book-running managers, with Craig-Hallum Capital Group, Lake Street Capital Markets, and Roth Capital Partners acting as co-managers.
MAMA Is Riding the Fresh Deli Convenience Food Boom
Mama's Creations is capitalizing on the growing demand for fresh, convenient deli-prepared foods as grocery retailers expand their grab-and-go and protein-based meal offerings. The company's portfolio, which includes meatballs, chicken entrées, salads, and paninis, aligns with retailer needs for labor-saving, ready-to-eat products, and recent shelf-life and packaging improvements supported over a dozen new item launches with major retailers like Walmart, Target, and Food Lion in the first quarter of fiscal 2027. The Crown 1 Foods acquisition has broadened MAMA's capabilities in value-added proteins and premium ready-to-heat meals, enabling cross-selling across customer accounts. While favorable category trends and retail wins support the long-term story, the company faces execution risks from private-label competition, shelf-space pressures, and cost volatility in chicken, beef, packaging, freight, and labor.
Mama's Creations Stock Valuation Stretched After 138% Rally
Mama's Creations shares have surged 138.7% over the past year, pushing its forward sales multiple to 3.37 times, well above the five-year median of 1.6 and near the five-year high of 3.68. The company reported fiscal 2026 net sales of $171.7 million, up 39.2%, and first-quarter fiscal 2027 revenue of $52.8 million, a 49.7% year-over-year increase, driven by expanded distribution and new product launches. Adjusted EBITDA rose 71.2% to $4.9 million in the latest quarter, but gross margin fell to 23.6% from 26.1% a year earlier due to labor and raw material inefficiencies. While the operating story has strengthened, the premium valuation leaves risk and reward more balanced, with no clear Zacks Rank or Style Scores signal to support further upside.
MAMA · Capital · Negative Valuation stretched after 138% rally; forward sales multiple at 3.37x vs 5-year median 1.6x, leaving risk/reward balanced with no clear catalyst for further upside.
Online Grocery Sales Surge 19% in Q1, Four Stocks to Buy
Online grocery sales jumped 19% in the first quarter of 2026, following a 20% increase in the final quarter of 2025, according to Brick Meets Click. The report highlights that delivery and ship-to-home services have grown nearly six times faster than pickup, driven by faster fulfillment and ultra-fast delivery. Total grocery spending share has climbed every quarter, rising more than 19% over the last six quarters to its highest level by the end of the first quarter of 2025. Zacks Investment Research recommends four grocery stocks with strong online arms: Tyson Foods, The Chefs' Warehouse, Darling Ingredients, and Mama's Creations. Tyson Foods holds a Zacks Rank #2, while the other three carry a Zacks Rank #1, with Darling Ingredients expected to see earnings growth of more than 100% this year.
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