Mama's Creations Q2 Revenue Jumps 55% to $54.6M; Cash Swells to $138.6M After $108.6M Raise
MAMA sits 83% above its 52-week low of $8.671.
Summary
Mama's Creations reported Q2 revenue of $54.6M (up 55% YoY) and net income of $2.6M, with cash surging to $138.6M after its July equity raise.
Key Events · Earnings and Guidance · MAMA
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Q2 Revenue Up 55% to $54.6M
Net sales rose 55% year-over-year to $54.6 million for the quarter ended July 31, 2026, beating the $52.85 million consensus. Six-month revenue reached $107.3 million, up 52%.
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Net Income Doubles to $2.6M
Q2 net income was $2.6 million ($0.06 diluted EPS), up from $1.3 million a year ago. Six-month net income was $4.6 million ($0.10 diluted EPS).
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Cash Position Swells to $138.6M
Cash and cash equivalents jumped to $138.6 million from $20.0 million at January 31, 2026, primarily from the $108.6 million net proceeds of the July 2026 underwritten offering (5.56M shares at $18.00 plus full overallotment).
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Customer Concentration Improves but Stays High
The top customer represented 39% of gross revenue in Q2 2026, down from 53% in Q2 2025. Two customers accounted for 39% and 11% of six-month gross revenue.
Analysis · MAMA · Manufacturing
Mama's Creations delivered a strong fiscal Q2 with revenue up 55% year-over-year to $54.6 million, beating the $52.85 million consensus. Net income doubled to $2.6 million for the quarter. The balance sheet is the bigger story: cash and equivalents ballooned to $138.6 million from $20.0 million at fiscal year-end, driven by the $108.6 million net proceeds from the July 2026 underwritten offering. That gives the company substantial dry powder for its stated acquisition strategy, though the offering also increased the share count by roughly 6.4 million shares. Customer concentration remains a risk — the top customer accounted for 39% of gross revenue in Q2, down from 53% a year ago, which is an improvement but still material.
How filings like this one have moved
In the 30 days to Sep 11, 2026, 30.5% of the 1993 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.21%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, MAMA was trading at $15.90 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $755.4M. The 52-week trading range was $8.67 to $21.00. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.