Mama's Creations accelerates integration efforts and aims for $1B in revenue with new retail successes.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 08 2025
0mins
Should l Buy MAMA?
Source: SeekingAlpha
Management Insights: CEO Adam Michaels described Q3 2026 as "transformational," highlighting the successful acquisition of the Bay Shore facility, which has led to significant cost reductions and increased market share through new retail partnerships with Target and Food Lion.
Financial Performance: The company reported a 50% increase in revenue to $47.3 million and a 56.6% rise in gross profit, with adjusted EBITDA up 118% to $3.8 million, indicating strong operational growth and efficiency.
Future Outlook: Management anticipates that the integration of Bay Shore will enhance gross margins and is focused on securing favorable supplier contracts to support increased chicken volumes, aiming for long-term revenue growth towards $1 billion.
Analyst Sentiment: Analysts expressed positive sentiment regarding the company's integration progress and growth strategies, with management demonstrating increased confidence in operational execution and future profitability.
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Analyst Views on MAMA
Wall Street analysts forecast MAMA stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 15.080
Low
15.00
Averages
18.00
High
20.00
Current: 15.080
Low
15.00
Averages
18.00
High
20.00
About MAMA
Mama's Creations, Inc. is a marketer and manufacturer of fresh deli prepared foods, found in over 10,000 grocery, mass, club and convenience stores nationally. The Company's product portfolio consists of a variety of easy to prepare foods to address the needs of both its consumers and retailers. Its product line includes all-natural specialty prepared refrigerated foods for sale in retailers around the country. Its primary products include beef and turkey meatballs, meat loaf, chicken, sausage-related products and pasta and rice entrees. Its brands include MamaMancini's, Creative Salads and The Olive Branch. Its products include the Mama Mancini's brand featuring many all-natural meals that contain a minimum number of ingredients, many of which are derived from the original recipes of Anna Mama Mancini. It has over 100 product offerings that are packaged in different sized retail and bulk packages. Its products are sold to supermarkets, club chains, and mass-market retailers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investor Confidence: Although the market remains cautious about mergers involving Elon Musk's companies, analysts believe that such a merger could provide these firms with greater resource and capital liquidity, helping them achieve better valuations ahead of their IPOs.
- Technological Integration Potential: If SpaceX and xAI successfully merge, it could create a powerful technological ecosystem that leverages AI to enhance innovation in aerospace and transportation, thereby gaining a competitive edge in future market dynamics.
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- Market Expectation Reset: As market expectations for fast-casual stocks adjust, investors are beginning to refocus on the fundamentals of these businesses, particularly the strong long-term performance of companies like Chipotle and Wingstop, which may attract renewed capital inflows.
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- Management Engagement: CEO Adam L. Michaels will host a fireside chat at the Roth Conference and schedule one-on-one investor meetings throughout each event, showcasing the company's early progress in integrating the Crown 1 acquisition and its future growth potential.
- Growth Strategy Outlook: The company plans to lift margins toward the mid-20% range over the next year, leveraging new tier-1 retail partnerships with Target and Food Lion to further solidify its leadership position in the fresh deli market.
- Market Positioning and Vision: Mama's Creations aims to become a $1 billion deli solutions platform, leveraging vertical integration and a diverse brand portfolio to meet the evolving demands of modern consumers, demonstrating strong long-term growth potential.
See More
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- MAMA Expansion Momentum: Mama's Creations is growing revenue at a healthy pace through fresh food sales in supermarkets and club stores nationwide, while maintaining operational leverage and balance sheet discipline, showcasing sustainable growth potential.
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See More
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