Mama's Creations, Inc. (NASDAQ: MAMA) Q1 2026 Earnings Call | 6/3/2025

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Mama's Creations, Inc. (NASDAQ: MAMA) delivered a strong start to fiscal 2026, reporting Q1 results on June 3, 2025, that showcased robust growth and operational progress. Revenue for the quarter ended April 30, 2025, rose 18% year-over-year to $35.3 million, driven primarily by volume gains, new customer wins, and successful product innovation. Net income surged 123.7% to $1.2 million, or $0.03 per diluted share, compared to $0.6 million ($0.01 per share) a year ago, with net income representing 3.5% of revenue. Adjusted EBITDA climbed 12.2% to $2.8 million. Gross margin improved to 26.1%, returning to the company’s near-term target range, reflecting operational efficiency gains and the benefits of recent CapEx investments. The company doubled its chicken production capacity and secured fixed-price contracts for over half its anticipated protein needs for the year, providing margin stability amid commodity volatility. Operating expenses as a percentage of sales fell to 21.6%, despite a 71% increase in marketing spend to drive brand growth. Cash and cash equivalents rose to $12 million, up from $7.2 million at the end of January, fueled by $6 million in operating cash flow and ongoing working capital optimization. Total debt was reduced to $4.6 million. Despite the strong quarter, Mama’s Creations’ stock dipped 2.35% in after-hours trading, possibly reflecting broader market sentiment or investor caution about future growth. Management reaffirmed its focus on double-digit growth, expanding national distribution, and exploring M&A opportunities to strengthen its position in the deli solutions market. Key Highlights: Revenue: $35.3 million (+18% YoY) Net Income: $1.2 million (+124% YoY), $0.03 per share Gross Margin: 26.1% Adjusted EBITDA: $2.8 million (+12% YoY) Cash: $12 million; Debt: $4.6 million Continued national expansion and product innovation CEO Adam Michaels emphasized the company’s resilience amid macroeconomic challenges and its commitment to becoming a “one-stop shop” for deli solutions in major retail chains. #MamasCreations #MAMA #EarningsCall #Q12026 #DeliFoods #GrowthStocks #StockMarket #Investing #InsideTicker