Mama's Creations (MAMA) Investor presentation summary

Strategic vision and market positioning

• Aims to be the leading national one-stop-shop for high-quality, fresh, clean, and easy-to-prepare foods, leveraging changing consumer preferences for ready-to-eat, protein-forward options with simple ingredients.

• Operates a platform company model, acquiring complementary food product companies, with the recent Crown 1 acquisition adding ~$56M in annual revenue.

• Focuses on synergy realization, cross-selling, and expanding SKUs per store to maximize deli counter presence.

• Pursues both organic growth and accretive acquisitions to accelerate distribution and product innovation.

• Targets $1B in sales by 2030 through a combination of acquisitions, organic growth, and new product launches.

Product portfolio and innovation

• Offers over 50 Italian-inspired protein products, 150+ chicken and salad items, and 25+ olive and savory products, with ongoing expansion into international cuisines.

• Recent product launches include roasted chicken strips, chicken stuffed meatballs, and expanded international flavors such as Korean BBQ and Teriyaki Chicken.

• Vertical integration enables efficient R&D, manufacturing, packaging, and distribution across the entire product lifecycle.

• Focuses on clean-label, high-quality, and easy-to-prepare meals, with new offerings in breakfast, entertaining, and on-the-go snacking.

Distribution, sales channels, and customer reach

• Maintains diversified sales channels across retail, club, mass, and convenience, with limited concentration in any one channel.

• Achieved major wins with Walmart (8 new SKUs in 2,000 stores), Target (2 SKUs in 750 stores), and Food Lion (5 SKUs in 1,200 stores).

• Over a dozen customers generate $2M+ in annual sales, with Costco sales growing from $500K in FY23 to $10M in FY25.

• Broad demographic appeal, especially among females aged 45-54, and strong consumer satisfaction with ease of preparation and product quality.