My dears, because I like the community so much, here's another delicious long-runner of a different kind for dinner.
You hear a lot these days about the AI and tech market running too hot.
On Friday, we saw how stocks were punished with China risk.
That's why I quickly picked out a growth stock for you.
Which the Trump escapades can do nothing to.
Perhaps a nice quality stock to hedge your portfolio.
And possibly also interesting for the star investor @Simpson
I look forward to plenty of feedback in the comments.
Mama's Creations is a food manufacturer. Mama's Creations has made a name for itself in this field by using high-quality materials and appealing designs.
Another important business area is Gourmet Foods. In this segment, the company offers a selection of delicatessen products that are sold both locally and internationally. The product range extends from traditional Turkish delicacies to international specialties that are produced according to strict quality standards.
Another focus of the company is the production and distribution of textile products, especially in the category of Home Textiles. This includes a variety of products such as bed linen, tablecloths and curtains.
Finally, Mama's Creations is also active in the area of Craft Supplies division. Here, the company produces materials and tools for various handicraft and craft activities.
The following table shows the development of the Mama's Creations share price over different holding periods:
10 years +1,666.67 %
5 years +424.75
1 year +32.17 %
Current year +33.17 %
📊 Financial results Q2 FY2026
- Turnover: $35.2 million (+24% compared to previous year)
- Gross profit: $8.8 million (+27.5 %)
- Net profit$1.3 million (+11.2 %)
- Adj. EBITDA$3.3 million (+17.9 %)
- Earnings per share (diluted): $0,03
🏭 Strategic acquisition
- Acquisition of Crown 1 Enterprises (manufacturer of ready meals) from Sysco for $17.5 million in cash
- Brings additional $56 million in sales (12 months to June 2025)
- Expansion of production capacity through a 42,000 sq ft USDA facility near Farmingdale, NY
- Access to new premium customers and cross-selling potential
🛒 Sales & products
- New products at BJ's, Costco, Sam's Club, Publix, Walmart, Sheetz and Amazon Fresh
- First national Costco multi-vendor mailer with Beef Meatballs confirmed
💬 Management Commentary
- Sales growth exceeds industry average by a factor of ten
- Improved margins through targeted price adjustments and efficiency gains
- Integration of Crown 1 to deliver significant cost synergies by FY2027
- Target: sales run rate of $200 million and long-term vision of $1 billion by 2030
💰 Financial position
- Cash position$9.4 million (increase due to improved profitability and optimized working capital)
- Total debt$2.7m (decrease from $6.8m in the previous year)
Mama's Creations gets a price target of $18, which corresponds to a potential upside of more than 50%!
Mama's Creations with a market capitalization of just 410 MIo. USD is an interesting small-cap stock to keep an eye on. The US company specializes in delicatessen dishes such as meatballs, rice dishes and olive products.
On September 2, the protein producer Crown was acquired for USD 17.5 million. On September 8, the company reported strong figures for the second quarter, with both sales and profits exceeding forecasts. According to management, the acquisition puts the company on track to achieve annual sales of USD 200 million, with the aim of reaching USD 1 billion by 2030.
On September 22, DA Davidson initiated coverage of the share with a target of USD 18, which corresponds to a potential upside of more than 50%. The analyst firm considers the management's target to be realistic and assumes a "significant margin expansion".
The share is now breaking out of a multi-month base to a new high and could now head for DA Davidson's target in the near future. (MMMB) (MAMA)
Mama´s Creations bekommt ein Kursziel von 18 USD, was einem Potenzial von mehr als 50 % entspricht!
Mama's Creations Aktie: Realtime-Kurs & Analyse (A2QBSG | MMMB)
