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Mama's Creations (MAMA) investor relations material
Mama's Creations 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic 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.
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