Q2 2025 Mama's Creations Inc Earnings Call Transcript
Key Points
- Mama's Creations Inc (MAMA) reported a strong 14% revenue growth for the second quarter of fiscal 2025.
- The company successfully implemented cost control measures, resulting in reduced SG&A expenses by 254 basis points.
- New customer acquisitions, including Walmart and Costco, are expected to drive future growth.
- Significant investments in CapEx, such as new grills, are expected to improve margins and operational efficiency.
- The company has a strong balance sheet with reduced debt and sufficient cash reserves to support future growth initiatives.
- Gross margins decreased to 24.2% from 30.3% in the same year-ago quarter, primarily due to commodity cost increases and construction impacts.
- Net income for the quarter decreased to $1.1 million from $1.7 million in the same year-ago quarter.
- Commodity price volatility, particularly in chicken prices, remains a significant concern.
- Construction activities impacted margins by approximately 500 basis points during the quarter.
- C-store penetration has been slower than expected, impacting potential growth in that segment.
Good afternoon, ladies and gentlemen. Thank you for standing by. Welcome to Mama's Creations second quarter fiscal 2025 earnings conference call. (Operator Instructions) This conference is being recorded today, September 10, 2024. On the earnings press release accompanying this conference call was issued after market close today. On our call today is Mama's Creations' Chairman and CEO, Adam L. Michaels, and CFO, Anthony Gruber.
Before we get started, I'll read a disclaimer about forward-looking statements. This conference call may contain in addition to historical information forward-looking statements within the meaning of federal securities laws regarding Mama's Creations. Forward-looking statements include, but are not limited to statements that express the company's intentions, beliefs, expectations, strategies, predictions, or other statements relating to its future earnings activities, events, or conditions.
These statements are based on current expectations, estimates and projections about the company's business based in part on assumptions made by management. These statements are
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