Mamas Creations 2026 Q3 Earnings Net Income Surges 31.7% as Revenue Jumps 50%

Mama’s Creations (MAMA) reported Q3 2026 earnings that exceeded expectations, with revenue rising 50% year-over-year and net income growing 31.7%. The company also reiterated its $1 billion revenue ambition, driven by strategic acquisitions and retail expansion.

Revenue

The company’s total revenue surged to $47.27 million in Q3 2026, a 50.0% increase from $31.52 million in the prior-year period. This growth was fueled by the integration of the Crown One acquisition, which contributed $10 million in net sales, and robust performance in the Northeast and Midwest regions, where gross sales reached $17.9 million and $9.9 million, respectively.

Earnings/Net Income

Mama’s Creations maintained an EPS of $0.01, matching the prior year, while net income climbed to $540,000, a 31.7% increase from $410,000. The company’s profitability strengthened, with gross profit rising 56.6% to $11.1 million and adjusted EBITDA surging 118% to $3.8 million. Despite higher operating expenses, the net income growth underscores improved operational efficiency.

Post-Earnings Price Action Review

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CEO Commentary

Adam L. Michaels highlighted the “transformational” Q3, driven by the Crown One acquisition, which accelerated market share gains and reduced chicken costs. He emphasized the “one-plant, three-location” strategy to unlock capacity and operational efficiencies, alongside expansion of retail partnerships with Target, Food Lion, and Costco. Michaels reiterated confidence in achieving $1 billion in revenue through disciplined M&A and execution.

Guidance

The company expects Bayshore’s gross margin to align with its corporate average (mid-20% range) within 12–18 months. Management also aims to secure stronger chicken supply agreements in 2026 and expand retail partnerships, including full store rollouts with Target and Food Lion.

Additional News

1. M&A Activity: The $17.5 million acquisition of Crown One Enterprises added $56.8 million in annual revenue, enhancing operational capabilities and cross-selling opportunities.

2. Retail Expansion: New placements at Target, Food Lion, and Costco, alongside a “limitless” growth potential with Costco, underscored the company’s retail strategy.

3. Operational Synergies: Centralized procurement reduced Bayshore beef costs by double digits within a month, while the “one-plant, three-location” strategy improved absorption and capacity.