Mama's Creations (MAMA) 28th Annual ICR Conference 2026 summary
Event summary combining transcript, slides, and related documents.
28th Annual ICR Conference 2026 summary
13 Jan, 2026Strategic positioning and market opportunity
Positioned at the intersection of convenience and value in the $60 billion deli-prepared foods category, which is highly fragmented and growing in volume and shelf space.
Category growth is supported by economic trends favoring in-home dining over restaurants, benefiting retailers and manufacturers.
Retailers are expanding shelf space for prepared foods, with products priced competitively against restaurant options.
Leadership and team development
Entire leadership team rebuilt over three years, bringing in experienced executives from major food companies.
Management team is considered highly qualified for the deli space, driving operational improvements and growth.
Distribution, product penetration, and innovation
Store presence expanded from 8,000 to an expected 15,000 doors, including major wins with Target and Food Lion.
Average items per store increased from under five to about seven, with significant potential for further expansion.
Focus on increasing items carried (AIC) and velocity per store, prioritizing depth over breadth in distribution.
Product innovation includes new paninis, vegetables, and Mediterranean items, leveraging recent acquisitions.
Latest events from Mama's Creations
- Double-digit growth, high-20% margins, and expanded branded SKUs drive 2030 vision.MAMA
Investor Day 202627 Feb 2026 - Expanding nationally with a one-stop deli strategy, fresh products, and strong margin growth.MAMA
Planet MicroCap Showcase: VEGAS 20253 Feb 2026 - All proposals, including director elections and auditor ratification, were approved.MAMA
AGM 20243 Feb 2026 - Q1 revenue up 29% to $29.8M, but net income fell on higher costs and a one-time charge.MAMA
Q1 20251 Feb 2026 - Revenue up 14–14.5% to $28.4M; margin pressures offset by new retail wins and CapEx completion.MAMA
Q2 202521 Jan 2026 - Pursuing $1B sales by 2030 via acquisitions, innovation, and margin-focused growth.MAMA
Investor presentation13 Jan 2026 - Revenue up 10% to $31.5M; margins pressured but recovery expected after CapEx completion.MAMA
Q3 202511 Jan 2026 - Pursuing $1B sales by consolidating the fragmented deli market with a one-stop shop strategy.MAMA
27th Annual ICR Conference 202510 Jan 2026 - Q4 revenue up 25.7% and FY25 margin gains highlight strong growth and operational progress.MAMA
Q4 202524 Dec 2025