Mama's Creations Posts 55% Revenue Jump in Fiscal 2027 Second Quarter

Earnings
โดย Insider Monkey·US·Read original
Summary · why it matters

Mama's Creations reported second quarter fiscal 2027 results on September 3, with revenue rising 55% to $54.6 million, net income more than doubling to $2.6 million, and adjusted EBITDA climbing 68.9% to $5.5 million. Distribution is expanding: October brings the company's first placement inside banner Kroger, with over 100 stores in the Louisville division stocking four items, while Costco has confirmed it for a second-half multi-vendor mailer across all eight national regions, Walmart shelf space has grown past 2,300 stores, and Sam's Club is adding 300 clubs for a new panko chicken product this quarter. Gross margin ticked up to 24.0% from 23.6% in the first quarter, operating expenses fell 160 basis points to 18.5% of revenue, and a July stock offering brought in $108.6 million, pushing cash to $138.6 million against just $4.8 million of total debt as of July 31. CEO Adam Michaels flagged the challenge that chicken bottom percentages are not growing as fast as overall volume, since those dark meat cuts carry higher margins than the portion chicken products driving the fastest sales gains, and the Bay Shore facility acquired last year is still working toward the company's corporate average margins. Hedge fund ownership rose from 17 funds to 30 in the most recent quarter, 7.30% of the float is sold short, and the stock trades at 86.56 times forward earnings as of September 11.

Impact on stocks 4

Consumer Staples · 4 stocks
Mama's Creations Inc.
MAMA
▲ PositiveCapitalDemandrelevance

Mama's Creations posted 55% revenue growth, net income more than doubling, and 68.9% adjusted EBITDA growth in fiscal Q2 2027.

Costco Wholesale Corp
COST
▲ PositiveDemandrelevance

Costco confirmed Mama's Creations for a second-half multi-vendor mailer across all eight national regions, expanding product distribution.

Kroger Company
KR
▲ PositiveDemandrelevance

Kroger's banner stores will stock four Mama's Creations items in over 100 Louisville division stores starting October.

Walmart Inc.
WMT
▲ PositiveDemandrelevance

Walmart shelf space for Mama's Creations has grown past 2,300 stores.