NASDAQ$MAMA

Mamas Creations Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Mama’s Creations reported a 14% increase in revenue to $28.4 million, driven by operational execution and strategic focus.

Mama's Creations reported a 14% increase in revenue for the second quarter of fiscal year 2025, reaching $28.4 million. Net income was $1.1 million, or $0.03 per diluted share, compared to $1.7 million, or $0.05 per diluted share, in the same quarter of the previous year. The company secured new sales wins, including placements in Wal-Mart and Costco.

  • Revenue increased by 14% to $28.4 million compared to the same quarter last year.
  • Gross profit was $6.9 million, representing 24.2% of total revenues.
  • Net income totaled $1.1 million, or $0.03 per diluted share.
  • The company continues to win new sales, including an initial placement in 2,000 Wal-Mart stores and a Costco national buy.

Headline financials

Total Revenue

$28.4M

Previous: $24.8M+14.5%
EPS

$0.03

Previous: $0.05-40.0%
Gross margin

24.2%

No prior period
OpEx as % of revenue

18.6%

No prior period
Capital Expenditures

-$2.74M

Previous: -$253K-983.6%
Free Cash Flow

-$1.59M

Previous: $1.49M-206.8%
Net Income

$1.15M

Previous: $1.74M-34.2%
Operating Income

$1.61M

Previous: $2.28M-29.2%
Gross Profit

$6.88M

Previous: $7.51M-8.4%
Cash & Equivalents

$7.37M

Previous: $5.56M+32.5%
Total Assets

$43M

Previous: $39.9M+7.6%
R&D Expense

$93K

No prior period
Stock-Based Comp

$316K

Previous: $55.2K+472.7%

Revenue & EPS history

Mamas Creations · Revenue · Quarterly

$28.4M

Q2 2025+14.5%vs Q2 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Mama's Creations anticipates margin improvements and profitability, supported by completed CapEx projects and the reversal of seasonal commodity pricing headwinds. The company expects to invest surplus gross margin into trade promotion, targeting a long-term goal of 10% of revenue.

Tailwinds

  • Major construction pressures are mostly behind.
  • Seasonal commodity pricing headwinds are expected to reverse.
  • CapEx investments, including a doubling of chicken capacity, will enable increased trade promotion.
  • Company is positioned for a return to a steady cadence of margin enhancement back toward historical highs.
  • Expects to invest surplus gross margin, beyond goal in the high 20% range, into more and higher ROI trade promotion.

Headwinds

  • Continued commodity pressures reaching multi-year highs impacted gross margin profile.
  • Construction-related disruptions from the installation of strategic CapEx projects impacted gross margin profile.
  • Recent CapEx investments to improve chicken processing capabilities and related disruptions from construction efforts impacted margins during the quarter.
  • Change in cash and cash equivalents was primarily driven by $3.5 million in capital investments and $2.0 million of debt paydown.
  • Second quarter net income totaled 4.0% of revenue, as compared to 7.0% in the same year-ago quarter.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+1.4%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+8.1%

Avg return

30 days after

35%

7 / 20 earnings

Positive

+33.0%

Q3 2023

Best reaction

-17.1%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-11.1%-2.0%
Q4 2026+0.0%-9.7%-8.6%
Q3 2026+27.8%+19.2%+14.1%
Q2 2026-4.7%-5.3%+7.7%
Q1 2026+0.0%-0.4%+11.5%
Q4 2025-0.3%-6.8%-6.4%
Q3 2025-12.9%-21.3%-18.2%
Q2 2025-1.5%-0.5%+0.3%
Q1 2025-2.7%-8.7%+1.9%
Q4 2024+7.6%+14.4%+33.6%
Q3 2024+10.7%+9.6%+28.8%
Q2 2024-4.0%-5.1%-4.9%
Q1 2024-7.4%+11.3%+37.3%
Q4 2023+5.9%+20.4%+27.4%
Q3 2023+33.0%+20.5%+62.5%
Q2 2023-17.1%-16.2%-22.6%
Q1 2023-2.8%-2.8%-3.5%
Q4 2022+12.9%+14.5%+12.9%
Q3 2022-5.9%-5.9%-7.9%
Q2 2022+0.7%+4.4%-12.5%
Q1 2022
Q4 2021
Q3 2021
Q2 2021
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q3 2015
Q2 2012
Q1 2012
Q3 2011
Q2 2011
Q1 2011

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