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MAMAMA

Mama's Creations, Inc.

$MAMA·$705M·Packaged Foods·Consumer Defensive
$15.02-1.4%YTD+11.3%1Y+55.5%
Price updated 24m ago·X counts updated 1d ago
MAMAMA
$MAMAMama's Creations, Inc.
$15.02-1.41%61 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MAMA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

61X posts · last 7 days
Aug 27Sep 9
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MAMA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-09

Mama's Creations printed a monster Q2: revenue +55%, net income +101%, EBITDA +69% with margins to 10.1%, $138.6M cash against $4.8M debt, Costco MVM selected across all eight regions. Bulls tag operating-leverage momentum and management guiding a step-up in acquisition size — the 45x 2028 EPS multiple is the only caution flag.

Read what X is saying about $MAMA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MAMA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-10

The move is getting stronger, with heavier trading behind it.

Mama's Creations printed Q2 revenue +55%, net income +101% — Costco MVM selected across all eight regions

Mama's Creations makes chilled ready-to-eat foods sold through US retailers — a small-cap packaged-food name delivering a genuine growth print.

  • Print was monster: revenue +55%, net income +101%, EBITDA +69% with margins to 10.1%, $138.6M cash against $4.8M debt — a real balance-sheet-plus-earnings inflection.
  • Costco relationship expanded: MVM (Manufacturer Vendor Managed) program selected across all eight regions — a major-account channel win.
  • Chart is confirming: up 15% YTD and 61% over twelve months, at 53% of the 52-week range, beta 0.56 — a defensive-beta small-cap in an uptrend, volume 1.57x normal.
  • Management guiding a step-up in acquisition size — real M&A leg.

A small-cap packaged-food name with a genuine growth print and Costco endorsement; the setup is fundamentals-led.

Agrees with X sentimentX posts amplify the Q2 print, Costco MVM expansion, cash position and management's larger-acquisition guidance. The bundle supports every point — this is a fundamentals-plus-channel-win setup, and the crowd is calibrated to that.

What to watch: Q1 FY27 print Dec 14 for revenue trajectory, Costco channel contribution and any acquisition announcement; a step-up acquisition is the medium-term catalyst.

On the calendar: 2026-12-14 — Q1 FY27 earnings

hypergrowthsmall capextreme multiple

Read the AI verdict on $MAMA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Produces and distributes chilled ready-to-eat meatballs, sausage, and comfort foods to US grocery retailers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $MAMA.

Packaged Foods · Consumer Defensive

Consumer packaged food volumes are recovering as pricing moderation supports household demand; private-label share gains have pressured branded players. AI-supply-chain demand-forecasting and reformulation for GLP-1 users (lower-calorie, higher-protein) are next investment themes.

What this means for $MAMA

Neutral — limited data.

Industry benchmark

12-name peer basket
+34.5%YTD
+13.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
98.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 3, 2026$0.06$0.05+26.3%
Q1 2026Jun 8, 2026$0.05$0.03+66.7%
Q1 2026Apr 14, 2026$0.05$0.050.0%
Q3 2025Dec 8, 2025$0.03$-0.01+400.0%
Next earningsMon, Dec 14·consensus EPS $0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$52.8M+49.7%23.6%5.0%$0.05$4.8M
Q4 FY26$54.0M+60.7%25.8%5.6%$0.06$2.8M
Q3 FY26$47.3M+50.0%23.6%1.7%$0.01$3.7M
Q2 FY26$35.2M+24.0%24.9%4.8%$0.03$-2.2M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$170.4M$166.4M – $174.2M$0.11$0.10 – $0.113
FY27$223.8M$223.7M – $224.0M$0.24$0.24 – $0.256
FY28$251.7M$250.0M – $253.3M$0.34$0.33 – $0.356
FY29$271.9M$261.4M – $282.4M$0.40$0.39 – $0.412
FY30$749.3M$731.6M – $765.9M$1.17$1.13 – $1.201

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.53%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 37.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.565-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 8Tappan Moore IiiCOO472 sh$9KSellApr 16Michaels Adam LauranceCEO16.2K sh$248K
+ 8 other (8 awards) in window

See when $MAMA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJul 78-K — Item 5.07: Shareholder vote
AI summary

Mama's Creations, Inc. held its 2026 Annual Meeting of Stockholders on July 2, 2026. Shareholders elected five directors (Lynn Blake, Fred Halvin, Meghan Henson, Dean Janeway, and CEO Adam Michaels) to serve until the 2027 annual meeting; Janeway received the narrowest majority (25.1M for vs. 3.2M withheld). Stockholders also ratified UHY LLP as independent auditor for fiscal year ending January 31, 2027, and approved executive compensation on a non-binding basis. This is a routine governance disclosure with no material business impact.

8-KMaterial agreementJul 18-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Mama's Creations entered an underwriting agreement with William Blair and D.A. Davidson for a public offering of 5,555,556 shares at $18.00/share (approximately $100M gross), with an option for 833,333 additional shares; prior close was $19.94. Material equity raise at a modest 10% discount to market.

424B5Prospectus supplement (offering)Jun 30424B5
AI summary

Mama's Creations filed the final 424B5 prospectus supplement for its offering at $18.00/share from a prior close of $19.94 on June 26; total offering approximately $100M plus over-allotment option. Confirms the MAMA offering pricing at a modest 10% discount to market.

424B5Prospectus supplement (offering)Jun 29424B5
AI summary

Mama's Creations preliminary prospectus (June 29) for common stock at a TBD price, with a prior close of $19.94. Preliminary filing preceding the final $18.00 pricing.

S-3ASRAuto-shelf registrationJun 29S-3ASR
AI summary

Mama's Creations filed an automatic shelf registration statement (East Rutherford, NJ; Adam Michaels as agent; Faegre Drinker Biddle as counsel). Enables the concurrent underwritten offering.

3New insider — initial holdingsMay 113
AI summary

Fred Halvin filed a Form 3 initial statement of beneficial ownership on May 11, 2026, reporting his status as a director and/or 10% owner of Mama’s Creations, Inc. (MAMA) as of May 1, 2026. The filing does not disclose a specific share count or percentage ownership in the excerpt provided (Table I shows no derivative or non-derivative securities listed with amounts). This is a routine insider ownership disclosure required upon assuming a reporting-person relationship; materiality depends on the actual position size disclosed in the full filing.

8-KOfficer or director changeApr 28-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 14 other (4 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Mama's Creations: Growth Story Remains, Upside Doesn't (Rating Downgrade)seekingalpha.com·3d agoMama's Creations: Getting Closer To A Buyseekingalpha.com·4d agoMama’s Creations Q2 Earnings Call Highlightsdefenseworld.net·6d agoMAMA Q2 Earnings Beat Estimates on Retail Expansion, Bay Shore Gainszacks.com·6d agoMama's Creations, Inc. (MAMA) Q2 2027 Earnings Call Transcriptseekingalpha.com·7d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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