The strong beat on both revenue and EPS, combined with accelerating profitability (66% net income growth, 71% adjusted EBITDA growth) and expanding retail distribution, reinforces the growth narrative. Monitor the conference call for gross margin trajectory commentary and any formal guidance — the 23.6% gross margin vs 26.1% last year is the key risk. The company's ability to grow on top of a tough $10M Costco MVM comp is a positive signal of underlying demand breadth.
Price Chart
Executive Summary
Mama's Creations reported Q1 FY2027 results with revenue of $52.8M (+50% YoY) and EPS of $0.05, beating consensus estimates of $0.03. Net income grew 66% to $2.1M and adjusted EBITDA rose 71% to $4.9M. The company continues to execute on its growth strategy with new retail placements and Costco expansion, though gross margin compressed to 23.6% from 26.1% due to startup inefficiencies from new product launches.
Key Financial Metrics
Key Facts
- Revenue of $52.8M, up 50% YoY from $35.3M, beating $51.6M consensus
- EPS of $0.05, up 67% YoY from $0.03, beating $0.03 consensus by 66.7%
- Net income of $2.1M, up 66% YoY from $1.2M
- Adjusted EBITDA of $4.9M, up 71% YoY from $2.8M
- Gross margin declined to 23.6% from 26.1% due to startup inefficiencies from new product launches
- Cash position grew to $24.4M from $20.0M at year-end; total debt $5.1M
- Launched over a dozen new items with Wal-Mart, Target, and Food Lion
- Won Costco Everyday Item status for branded beef meatballs in San Diego region
- Operating expenses as % of revenue improved to 18.5% from 21.6%
- Operating cash flow of $5.0M for the quarter
Financial Impact
Revenue beat consensus by $1.2M (2.3%), EPS beat by $0.02 (66.7%). Net income up 66% YoY to $2.1M.
Risk Factors
- Gross margin compression to 23.6% from 26.1% due to startup inefficiencies from new product launches
- No formal forward guidance provided in the release
- Dilution from share count growth (diluted shares up 10% YoY to 43.3M)
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001493152-26-027736 |
| Document: form8-k.htm | 0001493152-26-027736 |
| Document: 0001493152-26-027736-index-headers.html | 0001493152-26-027736 |
| Document: 0001493152-26-027736-index.html | 0001493152-26-027736 |
| Document: 0001493152-26-027736.txt | 0001493152-26-027736 |
| 8-K Data (Synthetic) | 0001493152-26-027736 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 30, 2026 16w ago | 424B5 | $18.33 $13.37 | ▲ +27.06% | ▲ +29.93% | $12.26 (+33.12%) |
Jun 29, 2026 17w ago | Press Release | $17.85 $13.30 | ▲ +25.49% | ▲ +28.31% | $12.26 (+31.32%) |
Jun 29, 2026 17w ago | 424B5 | $17.85 $13.30 | ▲ +25.49% | ▲ +28.31% | $12.26 (+31.32%) |
Jun 29, 2026 17w ago | S-3ASR | $17.85 $13.30 | ▼ −25.49% | ▼ −28.31% | $12.26 (−31.32%) |
Jun 8, 2026 20w ago | 8-K | $13.51 $15.63 | ▲ +15.69% | ▲ +11.88% | $12.26 (−9.25%) |
May 26, 2026 21w ago | Press Release | $14.40 $16.48 | ▲ +14.44% | ▲ +11.72% | $12.26 (−14.86%) |
Apr 14, 2026 27w ago | 8-K | $15.70 $19.05 | ▲ +21.34% | ▲ +13.20% | $12.26 (−21.91%) |
Apr 14, 2026 27w ago | Press Release | $15.70 $19.05 | ▼ −21.34% | ▼ −13.20% | $12.26 (+21.91%) |
Mar 31, 2026 29w ago | Press Release | $15.34 $19.94 | ▲ +29.99% | ▲ +17.60% | $12.26 (−20.08%) |
US Market Status
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