Mama`s Creations Inc
Q2 2026 Earnings
Market Reaction
S&P 500 over the same 30 days: +4.52%.
Did MAMA Beat Earnings? Q2 2026 Results
Mama's Creations delivered a notably strong second quarter of fiscal 2026, beating Wall Street estimates on both the top and bottom lines as revenue climbed 24.0% year-over-year to $35.20 million against a consensus of $33.63 million, while earnings per diluted share came in at $0.03, a 50.00% beat versus the $0.02 analysts had expected. The headline numbers were powered by same-customer cross-selling, accelerating product velocities, and new door expansion, with gross margin widening to 24.9% from 24.2% a year ago despite ongoing chicken commodity pressure. The quarter's defining moment, however, was strategic rather than operational: Mama's Creations acquired Crown 1 Enterprises from Sysco Corporation for $17.50 million, adding roughly $56.00 million in trailing twelve-month revenue and a 42,000-square-foot USDA facility, pushing the company's pro forma revenue run-rate toward approximately $200.00 million. Shares have responded to the company's growth momentum, having risen sharply in recent weeks. Management expects consolidated gross margins, initially in the low-20% range post-integration, to trend toward Mama's historical levels within 12 to 18 months as synergies materialize.
- Volume gains from same-customer cross-selling of new items
- Accelerating velocities of existing items
- New customer door expansion
- Targeted pricing actions to maintain gross margin targets
- Operational efficiency improvements across the organization
- Improved chicken yields reducing overtime costs
- Revenue growth outpaced category by nearly 10x
“Our second quarter showed broad-based momentum across our protein offerings: revenue growth outpaced the category by nearly 10x; we prudently deployed high-ROI trade investment; and we saw continued geographic balance with volume-led growth, supported by new branded placements and incremental doors. We also implemented targeted pricing by early Q2, while operational work in chicken improved yields and cut overtime meaningfully, helping us deliver our margin targets before trade investments.”
Mama's Creations CEO, on the earnings call
Forward Guidance & Outlook
Management expects Crown 1's gross margin to be brought toward Mama's Creations' levels within 12 to 18 months post-acquisition, with consolidated gross margin initially in the low-20% range and trending higher as synergies and mix improvements materialize. Pro forma, the Crown 1 acquisition moves the company's revenue run-rate toward approximately $200 million. The company plans to focus first on rapid integration before pursuing additional bolt-on acquisitions. Management targets meaningful cost synergies by next fiscal year through procurement scale (notably chicken), throughput and overhead efficiencies, and shared services. The company has been confirmed for its first National Costco Multi-Vendor Mailer with Beef Meatballs in the fourth quarter. The company's long-term vision targets $1 billion in revenue by 2030.
MAMA YoY Financials
Figures from SEC filings and company reports. Not investment advice.