MAMA: The Meatballs Are Still Rolling Along
A quick update post Q2'25 earnings release
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Foreword: This is an update on an existing position. If you don’t want to get an update on MAMA, you can skip this article. I’m still aiming to get a core report out next week.
Mama’s Creations (MAMA) is one of the most under-the-radar companies I’ve covered since writing 3 years ago. It’s a business with a simple product offering (fresh deli foods) and one that is not complicated to understand when it comes to growth opportunities…
Expansion of doors (number of stores, i.e. Costco, Publix, etc)
Penetration within those doors (number of products carried)
The company currently has a ~$285 million market cap at the time of writing this article and is up ~25% since our initial report on June 26th (see below).
Today I’ll be going over my takeaways from their Q2’25 earnings release and why I’m still very much excited for the future of this company.
Q2’25 Key Highlights
Most of the takeaways that I’ll be addressing today will be more on the negatives since that’s why the stock has retreated recently, even though I believe them to be short-term problems. However, I will quickly address the positives.