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Mama's Creations, Inc.

MAMA

Consumer Defensive · 15.00 -1.5% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

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.

P/E122.4xlatest annual facts
Revenue YoY+39.2%2026-01-31
Operating margin4.1%+0.2 pts YoY
Company-1.5% todayVolume comparison unavailable
Market group0 of 1 activePackaged Deli Foods · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Consumer Defensive · Packaged Foods

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • 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

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements51
Verified relationships3
Evidence supporting the case
  • 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.
Evidence challenging the case
  • Diluted shares increased 5.0% in the latest annual period.
Questions before a position
  • 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.
Longer-term price context

Price as of Sep 10, 2026

15.00
6m-12.5%12m+75.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-31$47.1M+15.5%$-0.01+5.0%
2023-01-31$93.2M+97.9%$0.06+4.5%
2024-01-31$103.3M+10.8%$0.17+2.9%
2025-01-31$123.3M+19.4%$0.09+2.7%
2026-01-31$171.7M+39.2%$0.13+5.0%

What management says matters

Persistent and emerging business drivers

Energy and commodity pricesmixed · 4 filings
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
Input and raw-material costspositive · 3 filings
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
Credit and interest ratesnegative · 3 filings
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
Product pipeline and R&Dpositive · 2 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

15.00-1.5% today

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.