Mama's Creations, Inc. (MAMA)

NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-10-23

$12.82-3.39%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Mama's Creations, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-10-31
Revenue	—	55.67M
EPS	—	0.055
Annual ending 2027-01-31
Revenue	—	223.71M
EPS	—	0.242
Annual ending 2028-01-31
Revenue	—	251.66M
EPS	—	0.343

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Grow EPS to $0.27 in FY27	A supporting condition in Mama's Creations, Inc.'s published investment case. The stated target is >= $0.27 EPS in FY27.	Improving	EPS falls below $0.20 in FY27	Diluted EPS: $0.06 per share FY2027-Q2; GAAP. Published target: >= $0.27 EPS in FY27. Target period is not explicitly aligned with this observation. Source published Sep 3, 20260.06 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: 826557fc-bb77-4c52-8c79-8dfce6497b10. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Maintain gross margin near 25%	Gross margin guidance targets 25% next year.	Under Pressure	gross margin falls below 20% in FY26	Gross margin: 23.96% FY2027-Q2; GAAP. Published target: >= 25% gross margin. Target period is not explicitly aligned with this observation. Source published Sep 3, 202623.958448 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: 826557fc-bb77-4c52-8c79-8dfce6497b10. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Sustain strong revenue growth	A primary condition in Mama's Creations, Inc.'s published investment case. The stated target is >= $52.77M revenue in Q1 FY2027.	Intact	revenue falls below $28.38M in any quarter next year	Revenue: $54.582M FY2027-Q2; GAAP. Published target: >= $52.77M revenue in Q1 FY2027. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Source published Sep 3, 202654,582,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: 826557fc-bb77-4c52-8c79-8dfce6497b10. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 4 of last 4 quarters. Revenue grew from $35.2 million in 2025-Q3 to $54.6 million in 2026-Q3 (+55%), with fiscal 2026 revenue up 39% to $171.7 million. Growth was driven by new product launches, expanded retail placements, and the Bay Shore acquisition. The trajectory is delivering strong, consistent revenue growth as management emphasized. Delivery assessment Oct 24, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-01-31 · fmp

FY2028 EPS: comparable history unavailable.

FY2028 revenue$0.25B

Unavailable → $0.25B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	3 / 4
2026-07-25	Unavailable	Unavailable	3 / 4
2026-07-26	Unavailable	Unavailable	3 / 4
2026-07-27	Unavailable	Unavailable	3 / 4
2026-07-28	Unavailable	Unavailable	3 / 4
2026-07-29	Unavailable	$250,556,500	4 / 5
2026-07-30	Unavailable	$250,556,500	4 / 5
2026-07-31	Unavailable	$250,556,500	4 / 6
2026-08-01	Unavailable	$250,556,500	4 / 6
2026-08-02	Unavailable	$250,556,500	4 / 6
2026-08-03	Unavailable	$250,556,500	4 / 6
2026-08-04	Unavailable	$250,556,500	4 / 6
2026-08-05	Unavailable	$250,556,500	4 / 6
2026-08-06	Unavailable	$250,556,500	4 / 6
2026-08-07	Unavailable	$250,556,500	4 / 6
2026-08-08	Unavailable	$250,556,500	4 / 6
2026-08-09	Unavailable	$250,556,500	4 / 6
2026-08-10	Unavailable	$250,556,500	4 / 6
2026-08-12	Unavailable	$250,556,500	4 / 6
2026-08-13	Unavailable	$250,556,500	4 / 6
2026-08-14	Unavailable	$250,556,500	4 / 6
2026-08-15	Unavailable	$250,556,500	4 / 6
2026-08-16	Unavailable	$250,556,500	4 / 6
2026-08-17	Unavailable	$250,556,500	4 / 6
2026-08-18	Unavailable	$250,556,500	4 / 6
2026-08-19	Unavailable	$250,556,500	4 / 6
2026-08-20	Unavailable	$250,556,500	4 / 6
2026-08-21	Unavailable	$250,556,500	4 / 6
2026-08-22	Unavailable	$250,556,500	4 / 6
2026-08-23	Unavailable	$250,556,500	4 / 6
2026-08-24	Unavailable	$250,556,500	4 / 6
2026-08-25	Unavailable	$250,556,500	4 / 6
2026-08-26	Unavailable	$250,556,500	4 / 6
2026-08-27	Unavailable	$250,556,500	4 / 6
2026-08-28	Unavailable	$250,556,500	4 / 6
2026-08-29	Unavailable	$250,556,500	4 / 6
2026-08-30	Unavailable	$250,556,500	4 / 6
2026-08-31	Unavailable	$250,556,500	4 / 6
2026-09-01	Unavailable	$250,556,500	4 / 6
2026-09-02	Unavailable	$250,556,500	4 / 6
2026-09-03	Unavailable	$250,556,500	4 / 6
2026-09-04	Unavailable	$250,556,500	4 / 6
2026-09-05	Unavailable	$251,659,750	3 / 6
2026-09-06	Unavailable	$251,659,750	3 / 6
2026-09-07	Unavailable	$251,659,750	3 / 6
2026-09-08	Unavailable	$251,659,750	3 / 6
2026-09-09	Unavailable	$251,659,750	3 / 6
2026-09-10	Unavailable	$251,659,750	3 / 6
2026-09-11	Unavailable	$251,659,750	3 / 6
2026-09-12	Unavailable	$251,659,750	3 / 6
2026-09-13	Unavailable	$251,659,750	3 / 6
2026-09-14	Unavailable	$251,659,750	3 / 6
2026-09-15	Unavailable	$251,659,750	3 / 6
2026-09-16	Unavailable	$251,659,750	3 / 6
2026-09-17	Unavailable	$251,659,750	3 / 6
2026-09-18	Unavailable	$251,659,750	3 / 6
2026-09-19	Unavailable	$251,659,750	3 / 6
2026-09-20	Unavailable	$251,659,750	3 / 6
2026-09-21	Unavailable	$251,659,750	3 / 6
2026-09-22	Unavailable	$251,658,875	3 / 6
2026-09-23	Unavailable	$251,658,875	3 / 6
2026-09-24	Unavailable	$251,658,875	3 / 6
2026-09-25	Unavailable	$251,658,875	3 / 6
2026-09-26	Unavailable	$251,658,875	3 / 6
2026-09-27	Unavailable	$251,658,875	3 / 6
2026-09-28	Unavailable	$251,658,875	3 / 6
2026-09-29	Unavailable	$251,658,875	3 / 6
2026-09-30	Unavailable	$251,658,875	3 / 6
2026-10-01	Unavailable	$251,658,875	3 / 6
2026-10-02	Unavailable	$251,658,875	3 / 6
2026-10-03	Unavailable	$251,658,875	3 / 6
2026-10-04	Unavailable	$251,658,875	3 / 6
2026-10-05	Unavailable	$251,658,875	3 / 6
2026-10-06	Unavailable	$251,658,875	3 / 6
2026-10-07	Unavailable	$251,658,875	3 / 6
2026-10-08	Unavailable	$251,658,875	3 / 6
2026-10-09	Unavailable	$251,658,875	3 / 6
2026-10-10	Unavailable	$251,658,875	3 / 6
2026-10-11	Unavailable	$251,658,875	3 / 6
2026-10-12	Unavailable	$251,658,875	3 / 6
2026-10-13	Unavailable	$251,658,875	3 / 6
2026-10-14	Unavailable	$251,658,875	3 / 6
2026-10-15	Unavailable	$251,658,875	3 / 6
2026-10-16	Unavailable	$251,658,875	3 / 6
2026-10-17	Unavailable	$251,658,875	3 / 6
2026-10-18	Unavailable	$251,658,875	3 / 6
2026-10-19	Unavailable	$251,658,875	3 / 6
2026-10-20	Unavailable	$251,658,875	3 / 6
2026-10-21	Unavailable	$251,658,875	3 / 6
2026-10-22	Unavailable	$251,658,875	3 / 6
2026-10-23	Unavailable	$251,658,875	3 / 6
2026-10-24	Unavailable	$251,658,875	3 / 6

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	6	0	0
2026-06-01	6	0	0
2026-07-01	8	0	0
2026-08-01	8	0	0
2026-09-01	8	0	0
2026-10-01	8	0	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 8 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Grow EPS to $0.27 in FY27Diluted EPS: $0.06 per share
Maintain gross margin near 25%Published status: Under Pressure
Sustain strong revenue growthRevenue: $54.582M

Next proof point

Dec 14, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.9%Typical daily move · historical

Downside history

-38.4%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Mama's Creations, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

MAMA is a high-growth consumer staples business, with recent growth supported by new products, wider retail placement, and the Bay Shore acquisition. Its long-term thesis is intact, and the latest signal has turned mildly favorable, though risk remains elevated.

What's priced into Mama's Creations, Inc.

The valuation is expensive versus peers, with a sizable premium and an expectations gap tied to growth optionality, meaning the market is placing weight on future growth opportunities. Model confidence is low, and the available evidence does not show that this premium is justified; fragility is still rated low because valuation is the main concern rather than a combination of weak fundamentals and turbulence.

What the fundamentals likely do

Near-term results have been strong: fiscal 2026 revenue rose 39%, and gross margin improved sequentially in the latest quarter while remaining below management’s mid-to-high-20% goal. Management is delivering on its growth and margin priorities, while progress on acquisitions is mixed; a guidance cut remains a meaningful near-term risk, despite a low estimated miss probability.

What Mama's Creations, Inc. hinges on

Over the next few quarters, the thesis depends on continued revenue growth and progress toward higher gross margins without guidance cuts. Weakening jobs data could increase recession concerns for cyclical businesses, while continued strong results and guidance from sector peers could support the broader consumer staples backdrop.