“The year-over-year margin rate change was driven by increased promotional activity to support new customers and new product introductions as well as increased commodity costs, partially offset by overhead, labor and procurement efficiencies.”10-Q · Sep 3, 2026 ↗
Mama's Creations, Inc.
MAMA
Market read
Mama's Creations, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
- Inventory grew faster than revenue over the comparable six-month periods, increasing the amount of capital held in stock.
- Six-month sales growth came from volume gains, new products, promotions, new customers, and the Crown 1 acquisition.
Invalidation: The isolated read changes if MAMA's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Inventory grew faster than revenue over the comparable six-month periods, increasing the amount of capital held in stock.
- Six-month sales growth came from volume gains, new products, promotions, new customers, and the Crown 1 acquisition.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +39.2% year over year.
- Operating cash flow covered net income at 2.16x in the latest annual period.
- Energy and commodity prices has repeated favorable evidence across 4 filings.
- Input and raw-material costs has repeated favorable evidence across 3 filings.
- Diluted shares increased 5.0% in the latest annual period.
- P/E is 510% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 207% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
15.00Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Freight-related expenses increased by approximately $0.6 million mainly due to increased sales; • Other operating expenses increased by approximately $0.3 million due to additional software and EDI-related expenses, travel, and office expenses; • Insurance-re…”10-Q · Sep 3, 2026 ↗
“The increase is primarily due to higher interest expense, which is due to a higher debt balance associated with the Crown Note .”10-Q · Dec 8, 2025 ↗
“The year-over-year margin rate change was driven by increased promotional activity to support new customers and new product introductions as well as increased commodity costs, partially offset by overhead, labor and procurement efficiencies.”10-Q · Sep 3, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 3.6× · EV/sales 3.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for MAMA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for MAMA. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind MAMA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CCKCrown Holdings, Inc.investeeApr 14, 2026 ▾
“Recent Developments On September 2, 2025, Crown 1 Foods, Inc., a wholly owned subsidiary of the Company, acquired substantially all of the assets of Crown I Enterprises, Inc.”
MTBM&T Bank CorporationlenderApr 14, 2026 ▾
“Long-term Requirements: As of January 31, 2026, we had no balance outstanding under our Line of Credit Agreement, which has a maximum capacity of $5.5 million, and approximately $5.4 million o utstanding u nder our Term Loan Agreement with M&T Bank (the "Term…”
CCKCrown Holdings, Inc.partnerApr 14, 2026 ▾
“As part of the acquisition of the Crown 1 Business, the Company entered into two leases in Bayshore, New York for its manufacturing facility.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
MAMA is currently a Leader in the organic co-movement group Packaged Deli Foods. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for MAMA; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.