The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Ryan Meyers - Lake Street Capital Markets LLC - Analyst
: Hey guys, thanks for taking my questions. First one for me, just on the gross margins. And I know things will be a little difficult to predict as you
guys are integrating the acquisition. But if we think about just the organic Mama's business, do you still feel confident in the gross margin rebound
in the second half of the year?
Are you may be seeing ongoing chicken commodity headwinds? Are you planning to pull back on trade spend at all? Just how we should be
thinking about the Mama's business organically as itself, the gross margins in the second half of the year?
Question: Ryan Meyers - Lake Street Capital Markets LLC - Analyst
: Got it. That's good to know. And then thinking about the $56 million in revenue that the Crown acquisition will add, is that growing? Is it expected
to continue to grow? Is there any kind of SKU rationalization or channel rationalization that you need to do?
I know you did some of that when you first joined Mama's, there was some stuff you guys walked away from. But just kind of help us understand
where that Crown business is from a revenue standpoint and kind of anything we should be understanding with that?
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SEPTEMBER 08, 2025 / 8:30PM, MAMA.OQ - Q2 2026 Mama's Creations Inc Earnings Call
Question: Ryan Meyers - Lake Street Capital Markets LLC - Analyst
: Got it. Makes sense. Thanks for taking my questions.
Question: George Kelly - Roth Capital Partners LLC - Analyst
: Hey, everybody. Thanks for taking my questions. To start, I was curious if you could be more specific just on the sort of potential revenue capacity
out of Crown's manufacturing facility? And is there a lot of CapEx that you anticipate investing to get you up to whatever that potential capacity
number is?
Question: George Kelly - Roth Capital Partners LLC - Analyst
: Okay. Excellent. And just to -- so you said you think you could double your revenue productivity? So roughly a $200 million business now, you think
you could double that number with the three properties?
Question: George Kelly - Roth Capital Partners LLC - Analyst
: Okay. That's great. And then just one other question for me. You spoke -- congrats. The news you offered on Costco and the 4Q promotion, that
seems like a big deal. I was hoping that you could talk a little about the other big club customer, Sam's?
And I think you mentioned in the press release the panini has performed well. Maybe, if you could give a little more detail just on the performance
of that SKU? And what are your expectations in the back half? Are there potentially additional products coming or anything else you can flag for
the back half?
Question: George Kelly - Roth Capital Partners LLC - Analyst
: Okay, thanks.
Question: Nicholas Sherwood - Maxim Group LLC - Analyst
: Hi. Thank you for taking my questions. My first question is, can you expand a little bit more on the success you had at Walmart in the quarter from
the marketing perspective? And sort of how that relationship has evolved and where you see that going through the rest of the year?
Question: Nicholas Sherwood - Maxim Group LLC - Analyst
: Appreciate the detail. And then kind of switching gears, Sheetz is your first convenience channel customer. Can you kind of talk about the experience
and expanding in that channel and where you see yourself growing more? Is that a near-term priority? Or are you more focused on club and mass
and then maybe really getting into convenience as something further in the future?
Question: Nicholas Sherwood - Maxim Group LLC - Analyst
: Okay. Perfect. And then my final question is, how does this acquisition affect any of the planned improvements to the East Rutherford facility?
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SEPTEMBER 08, 2025 / 8:30PM, MAMA.OQ - Q2 2026 Mama's Creations Inc Earnings Call
Question: Nicholas Sherwood - Maxim Group LLC - Analyst
: Thank you for answering all my questions, and I will return to the queue.
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