Mamas Creations 2026 Q3 Earnings Net Income Surges 31.7% Despite Flat EPS

Generated by AI AgentDaily EarningsReviewed byAInvest News Editorial Team
Tuesday, Dec 9, 2025 2:08 am ET1min read
Aime RobotAime Summary

-

Mama's Creations
(MAMA) reported Q3 2026 results with 50% revenue growth to $47.27M and 31.7% net income increase, exceeding expectations.

- The Crown One acquisition drove market share gains, reduced beef costs by double digits, and enabled new retail partnerships at

Target
and Food Lion.

- CEO Adam Michaels emphasized the "Four C Strategy" and $1B revenue ambition, supported by operational synergies and expanded retail distribution at

Costco
.

- Historical stock performance showed 592.35% total return over three years following revenue growth, with strong risk-adjusted returns (1.50 Sharpe ratio).

Mama's Creations (MAMA) reported fiscal 2026 Q3 results on Dec 8, 2025, exceeding revenue and net income expectations while maintaining stable EPS. The company guided toward its $1B revenue ambition, aligning with operational integration progress and new retail partnerships.

Revenue

Driven by the Crown One acquisition and geographic expansion,

Mama’s Creations
reported total revenue of $47.27 million for Q3 2026, a 50.0% increase from $31.52 million in the prior year. Net sales accounted for the entire revenue figure, reflecting robust demand across its deli-prepared food portfolio.

Earnings/Net Income

Despite flat EPS at $0.01, the company’s net income surged 31.7% year-over-year to $540,000, outperforming expectations. This growth underscores improved profitability despite higher operational expenses tied to acquisition integration.

Post-Earnings Price Action Review

A strategy of buying

MAMA
shares following quarterly revenue growth and holding for 30 days has historically delivered exceptional returns, with a 592.35% total return over three years versus a 74.51% benchmark. The approach achieved a 91.75% CAGR, 1.50 Sharpe ratio, and 61.14% volatility, demonstrating strong risk-adjusted performance.

CEO Commentary

Adam L. Michaels highlighted the Crown One acquisition’s role in accelerating market share gains, reducing beef costs by double digits, and enabling new retail partnerships. The “Four C Strategy” and deli-prepared food trend expansion remain central to scaling the $1B revenue ambition.

Guidance

The CEO expects Bayshore’s gross margin to approach the company’s historical mid-20% range within 12 months, driven by procurement synergies. Retail expansion at Target, Food Lion, and Costco, alongside disciplined M&A, will fuel growth without explicit revenue targets.

Additional News

  1. M&A Activity: The $17.5M acquisition of Crown One Enterprises added $56.8M in annual revenue and expanded capacity.

  2. Retail Partnerships: New placements at Target and Food Lion, with nationwide store rollouts, are expected to drive sales.

  3. Operational Synergies: Centralized procurement at the Bayshore facility reduced beef costs by double digits, enhancing margins.

Comments



Add a public comment...
No comments

No comments yet