Mamas Creations 2026 Q3 Earnings Net Income Surges 31.7% Amid Revenue Growth

Mama's Creations (MAMA) reported Q3 2026 results that exceeded expectations, with revenue rising 50% to $47.27 million and net income growing 31.7% to $540,000. The CEO outlined a $1 billion revenue ambition, driven by operational efficiency gains and expanded retail partnerships.

Revenue

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 period. Net sales accounted for the entirety of this revenue, reflecting strong demand across its product portfolio. The growth was fueled by the integration of the Crown One acquisition, geographic expansion, and new retail partnerships.

Earnings/Net Income

The company maintained stable earnings per share (EPS) at $0.01, consistent with the previous year. However, net income surged 31.7% to $540,000, outperforming the prior-year $410,000. This improvement underscores enhanced profitability despite flat EPS, driven by cost reductions and operational efficiencies.

Price Action

The stock price of Mama's Creations declined 3.20% during the latest trading day and 5.01% for the week, though it gained 3.71% month-to-date.

Post-Earnings Price Action Review

The strategy of buying Mama's Creations (MAMA) shares after its revenue raised quarter-over-quarter on the financial report released date and holding for 30 days delivered exceptional returns over the past three years. The strategy achieved a total return of 592.35%, vastly outperforming the benchmark return of 74.51%. The excess return was 517.83%, indicating that the strategy's focus on MAMA's revenue raise signal led to significant gains. The strategy's CAGR was 91.75%, and although it had a maximum drawdown of 0.00%, it exhibited a high Sharpe ratio of 1.50, suggesting a strong risk-adjusted return. The volatility was recorded at 61.14%, which, along with the maximum drawdown, highlights the strategy's ability to manage risk effectively.

CEO Commentary

Adam L. Michaels, Chairman and CEO, emphasized Q3 as a “transformational quarter” driven by the Crown One acquisition and geographic expansion. He highlighted operational efficiency gains from the Bayshore facility integration, including centralized procurement and reduced beef costs. Strategic priorities include the Four C Strategy (Cost, Controls, Culture, Catapult) and expanding retail partnerships with Target and Food Lion.

Guidance

The company aims to lock in 2026 chicken supply agreements to stabilize costs and achieve mid-20% gross margins for Bayshore within a year. While no specific revenue or EPS targets were provided, the CEO reiterated the $1 billion revenue ambition, supported by expanded facilities and Costco MVM expansion.

Additional News

Mama’s Creations completed the $17.5 million acquisition of Crown I Enterprises, a manufacturer of value-added proteins and ready-to-heat meals, which is expected to add $56.8 million in annual revenue. The integration of Crown I has enabled centralized procurement and double-digit reductions in beef costs. Additionally, the company secured new retail placements at Target and Food Lion, with rollouts to thousands of stores starting in Q4. CEO Adam Michaels emphasized the acquisition’s role in accelerating market share gains and operational synergies.