Mama`s Creations Inc
Q3 2026 Earnings
Market Reaction
S&P 500 over the same 30 days: +1.77%.
Did MAMA Beat Earnings? Q3 2026 Results
Mama's Creations delivered a decisive beat across the board in its fiscal third quarter, posting earnings of $0.01 per diluted share against a consensus estimate of negative $0.01, a 200.00% positive surprise, while revenue of $47.27 million topped the $43.21 million estimate by 9.40% and grew 50.00% year over year. The primary engine behind that revenue surge was the $17.50 million acquisition of Crown 1 Enterprises from Sysco Corporation, which added meaningful top-line scale and a 42,000-square-foot Bay Shore facility brimming with upgraded production capacity. Gross profit climbed 56.60% to $11.14 million, with margin expanding to 23.60% from 22.60% a year ago, even as $1.01 million in non-recurring acquisition costs weighed on net income, which still rose 31.70% to $540,000. Adjusted EBITDA more than doubled to $3.79 million. Management is targeting consolidated gross margins in the mid-20% range over the next year, supported by procurement scale and integration efficiencies, while freshly secured retail placements at Target and Food Lion signal meaningful volume growth ahead, though some observers note that the bull case still hinges on efficiencies not yet fully realized.
- Crown 1 acquisition adding revenue and operational capacity
- Double-digit organic sales growth in the core pre-acquisition business
- Operational efficiency improvements and stabilized chicken commodity prices
- Targeted price increases across beef and chicken portfolios to offset commodity headwinds
- Improvements in chicken operations enhanced throughput and lowered overtime
- High-return trade and marketing investments leveraging newly added retail doors
“Our third quarter demonstrated meaningful momentum in scaling the business. With the integration of the business of Crown 1 underway, we delivered broad-based growth across our protein portfolio, deployed high-return trade and marketing investments, leveraging newly added retail doors and cross-selling. We also implemented targeted price increases across both our beef and chicken portfolios to help offset commodity headwinds, while improvements in chicken operations enhanced throughput and lowered overtime, helping us meet our margin objectives.”
Mama's Creations CEO, on the earnings call
Forward Guidance & Outlook
Management expects to lift consolidated gross margins from the low-20% range to the mid-20% range over the next year through procurement scale, throughput and overhead efficiencies, shared services, and best-practice sharing at the acquired Crown 1 Bay Shore facility. New retail placements at Target (first shipments beginning February, staged rollout to 1,995 stores) and Food Lion (1,100 stores) are expected to drive significant growth in the coming quarters. The company is prioritizing integration of Crown 1 ahead of pursuing additional acquisitions, while maintaining conservative balance sheet management and strict capital allocation discipline. The long-term strategic vision is to become a $1 billion deli prepared foods company.
MAMA YoY Financials
Figures from SEC filings and company reports. Not investment advice.