MAMA | Market Cap: $779.1M (07/13/26)
Industry:
Consumer Staples Producers

DESCRIPTION

Mama's Creations makes and sells fresh, refrigerated, deli-prepared foods to grocery, club, mass, and convenience retailers across the U.S. Products are sold under three brands: MamaMancini's (the flagship, featuring meatballs, meatloaf, chicken strips, stuffed chicken meatballs, and single-serve meals), T&L Creative Salads (prepared salads and deli sides), and Olive Branch (olives and savory mixes). In September 2025, Mama's Creations acquired Crown 1 Enterprises, a Bay Shore, NY manufacturer of private-label proteins and ready-to-heat meals with roughly $56M in revenue, bringing the company's total revenue run rate to approximately $200M. Mama's Creations sells at wholesale to retailers — including Costco, Walmart, Sam's Club, BJ's, Publix, and Target — through a commission broker network, with products now in over 12,000 stores. Gross margin is primarily driven by protein commodity costs (chicken and beef), in-house chicken trimming (which captures supplier margin), and trade promotion spending. The company hedges roughly half its anticipated protein volume with fixed-price contracts. Mama's Creations' growth strategy combines distribution expansion, club channel growth, operational efficiency, and bolt-on M&A targeting new deli sub-categories. Management has a long-term revenue target of $1B, to be achieved through organic growth and acquisitions.

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