Strong Business Attributes Position Mama’s Creations (MAMA) for Strong Growth

1 hour ago 1

Soumya Eswaran

Wed, February 4, 2026 astatine 7:23 AM CST 4 min read

Immersion Investment Partners, an concern absorption company, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Immersion Investment Partners returned 4.9% (net) successful Q4 2025, compared to the Russell 2000Index’s 2.2% instrumentality and the Russell Microcap Index’s 6.3% gain. The yearly instrumentality was 45.4% compared to 12.8% and 23.0% returns for the indexes, respectively. The missive noted the monolithic investments being made successful AI and raised concerns astir vigor demands and unclear monetization paths. The marketplace is broadly penalizing tech companies whose concern models aren’t adapting to AI, creating imaginable concern opportunities for those with innovative concern models. The steadfast ever makes cautious decisions and maintains subject erstwhile opportunities arise. Please reappraisal the Partnership’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Immersion Investment Partners highlighted stocks similar Mama’s Creations, Inc. (NASDAQ:MAMA). Mama’s Creations, Inc. (NASDAQ:MAMA) is simply a nutrient institution that manufactures and markets caller deli-prepared foods. On February 3, 2026, Mama’s Creations, Inc. (NASDAQ:MAMA) banal closed astatine $15.38 per share. Mama’s Creations, Inc. (NASDAQ:MAMA) delivered a 22.06% instrumentality successful the past month, and its shares are up 97.69% implicit the past 12 months. Mama’s Creations, Inc. (NASDAQ:MAMA) has a marketplace capitalization of $625.248 million.

Immersion Investment Partners stated the pursuing regarding Mama’s Creations, Inc. (NASDAQ:MAMA) successful its 4th fourth 2025 capitalist letter:

"After the adjacent of the marketplace connected December 8th, Mama’s Creations, Inc. (NASDAQ:MAMA) – (Doubted Champion) reported exceptional operating results for its 3rd fiscal 4th ending October 31. The 4th was astir flawless, particularly erstwhile 1 considers that the institution is successful the midst of integrating a ample acquisition ($50 cardinal successful acquired income vs. $140 cardinal successful LTM income pre acquisition). Net income grew 50% to $47.3 million, coming successful up of statement expectations for $43.2 million, driven by the caller acquisition of Crown, which contributed $10 cardinal successful gross during the quarter, and 18% integrated income growth. Nearly 15 ]of the 18 percent points was via measurement maturation and the remainder came from terms and merchandise mix. Performance was wide based crossed channels and geographies, with each country of the state increasing 15% oregon greater. Regarding Crown, absorption has described the implementation arsenic seamless. The plus is simply a earthy acceptable for MAMA, seeing arsenic its superior 45,000-square-foot processing installation is located conscionable 10 miles from MAMA’s existing Farmingdale, NY, installation and operates a akin grill system. A creaseless modulation is evident successful margins coming successful meaningfully up of expectations – gross borderline was 23.6% vs. statement of 21.9% and EBITDA borderline was 8% vs. 6.1% consensus. In total, the institution generated $3.8 cardinal successful adjusted EBITDA vs. $1.74 cardinal a twelvemonth agone and $3.7 cardinal successful escaped currency travel vs. a $1.9 cardinal outflow successful the year-ago quarter, owed to upgrades astatine the Farmingdale facility…” (Click present to work the afloat text)