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MAMAMA

Mama's Creations, Inc.

$MAMA·$726M·Packaged Foods·Consumer Defensive
$17.74+1.5%YTD+31.4%1Y+94.3%
Mentions · last 7 days
2026-07-19: 2 posts2026-07-20: 2 posts2026-07-21: 0 posts2026-07-22: 2 posts2026-07-23: 2 posts2026-07-24: 4 posts2026-07-25: 1 posts140%
Price updated 2d ago·X counts updated 1d ago
MAMAMA
$MAMAMama's Creations, Inc.
$17.74+1.49%14 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MAMA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-24

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

The refrigerated-foods leader up 86% TTM with a 50% Q1 revenue jump — a $100M raise created a dip in an otherwise accelerating setup.

Mama's Creations makes fresh refrigerated prepared foods (meatballs, pasta, sauces) sold through grocery retailers. It's been a genuine growth compounder, and Q1 delivered a 50% revenue jump.

  • The revenue reacceleration is dramatic: Q1 fiscal grew 49.7% YoY to $52.8M — this is a real growth reset, driven by new customer wins and category expansion, and consistent with the multiple that has been paid for the equity.
  • The $100M offering created a dip but funds growth: Mama's entered an underwriting agreement July 1 for 5.56M shares at $18 (roughly $100M gross), with William Blair and D.A. Davidson as underwriters — the offering sent shares -10% pre-market, but the capital funds continued growth investment.
  • The margin profile is thin but improving: 4.3% operating margin at $196M trailing revenue and 98x trailing earnings — the multiple is elevated, but the operating leverage from the growth curve should compress the PE as earnings scale.
  • The tape has been strong: 73% percentile of the 52-week range, +6% vs the 50-day, +22% vs the 200-day, up 30% YTD and 86% TTM — the market has repriced this from a niche prepared-foods brand to a genuine growth story, and September 14 earnings needs to sustain it.

September 14 fiscal Q2 print is the next test — investors want revenue growth extending plus margin expansion plus commentary on how the fresh $100M is being deployed. What sustains the accelerating run: growth above 40% plus margin expansion plus new customer wins. What triggers cooling: growth decel or a specific customer loss — the 98x PE requires continued growth to justify, and offering-driven overhang can pressure the tape if the print isn't clean.

Agrees with X sentimentX's mixed framing (offering-driven -10% pre-market followed by recovery, portfolio manager tracking position, split between offering pressure and long-term growth optionality) captures the current tension accurately. The 50% Q1 revenue growth is the substance behind the setup, and the offering is short-term noise against a longer-term compounder thesis.

What to watch: September 14 fiscal Q2 print — revenue against the ~$52M Q1 base, margin expansion trajectory, and $100M deployment color. Growth above 40% plus margin expansion plus new customer wins sustains the run; growth decel or customer loss triggers cooling from the 98x PE.

On the calendar: 2026-09-14 — Q2 fiscal earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment5 posts analyzed · as of 2026-07-07

Mama's Creations announced a $100M public offering of 5.56M shares priced at $18 sending shares down 10% in pre-market trading. The company is using the food-company balance sheet to fund growth. Portfolio manager who bought a small tracking position notes the offering-driven selloff followed by recovery. Sentiment split between offering pressure and long-term growth optionality.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — WEST's private-label coffee co-packing benefits from consumer switching from branded to value coffee, while DAR's food waste conversion to bio-based..

What this means for $MAMA

Partial — Produces and distributes chilled ready-to-eat meatballs, sausage, and comfort foods to US grocery retailers; partial earnings exposure to packaged foods demand dynamics through its product portfolio.

Industry benchmark

12-name peer basket
+15.2%YTD
-7.9%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
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%
Q2 2025Sep 8, 2025$0.03$0.02+50.0%
Next earningsMon, Sep 14·consensus EPS $0.05

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 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$170.4M$167.2M – $172.9M$0.11$0.10 – $0.113
FY27$223.2M$219.0M – $226.5M$0.24$0.23 – $0.244
FY28$250.6M$245.9M – $254.3M$0.37$0.36 – $0.384
FY29$261.0M$256.1M – $264.9M$0.37$0.36 – $0.381
FY30$749.3M$735.3M – $760.3M$1.17$1.14 – $1.191

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.0.5×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.75%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.+7.5%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.+23.8%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 today1.1% 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
Free, forever. No credit card.

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 (6 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Can New Products Drive Mama's Creations' Next Growth Wave?zacks.com·6d agoIs Mama's Creations, Inc. (MAMA) Outperforming Other Consumer Staples Stocks This Year?zacks.com·12d agoZacks Industry Outlook Mondelez, Sysco, United Natural Foods and Mama'szacks.com·12d ago4 Miscellaneous Food Stocks to Keep an Eye on Amid Industry Headwindszacks.com·13d agoBet on Winning DuPont Analysis & Pick 4 Top Stockszacks.com·13d ago

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Voices on X · last 7 days

No standout posts about $MAMA on X in the last 7 days.

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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