Mamas Creations Inc (MAMA) Q3 2026 Earnings Report

Mamas Creations delivered a transformative QQ3 2026 with revenue of $47.3 million, up ~50% year over year, supported by the Crown One acquisition and robust organic growth in the legacy business. The company highlighted meaningful operating leverage and margin expansion driven by operational improvements, centralized procurement, and the Bayshore integration. Adjusted EBITDA rose 118% year over year to $3.8 million, while net income reached $0.54 million as the quarterly operating margin modestly improved to 1.7%. The Bayshore platform is accelerating scale, enabling closer access to tier-one retailers and yielding early gross margin improvement toward corporate targets as the three-facility network operates as one integrated unit.

Management underscored the strategic importance of the Bayshore integration in creating a unified, high-throughput platform capable of supporting substantial volume growth. The quarter featured multiple retail wins (Target and Food Lion) and continued Costco/MVM activity, as well as ongoing SKU rationalization and a plan to lock in calendar 2026 chicken supply to stabilize costs. Looking ahead, management expects Bayshore margins to converge toward the historical corporate range within roughly 12-18 months and reiterated disciplined investment in high-ROI trade and marketing programs to sustain velocity gains. The company ends the quarter with a strong balance sheet and a cash-positive stance, positioning it to pursue organic and strategic growth opportunities while managing commodity and macro risks.