Mama's Creations, Inc. · NASDAQ:MAMA
Mama's Creations — Investor Presentation (September 2024)
20 slides from Mama's Creations's investor presentation, September 2024
Slide 1: Investor Presentation September 2024
NASDAQ: MAMA Investor Presentation September 2024
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation may contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934. "Forward-looking statements" describe future expectations, plans, results, or str
Slide 3: Mama's Creations Overview
Mama’s Creations Overview Our Objective: To become the leading national “one-stop-shop” NASDAQ: MAMA solution for high quality fresh, clean and easy to prepare foods Share Price1 $7.75 Market Cap1 $291M • Consumer Preferences are Changing: Shoppers increasingly prefer ready TTM Revenues2 $113M to ea
Slide 4: Consumer Preferences are Changing. As are the Grocery Stores Serving Them.
Consumer Preferences are Changing. As are the Grocery Stores Serving Them. Consumer Preferences Grocers are Seeking are Rapidly Evolving Simplified Business Models • Consumers are increasingly time and budget • Grocers are adapting by investing heavily in constrained, with grocery deli sections attr
Slide 5: Macro Trends: The Rise of Fresh Food
Macro Trends: The Rise of Fresh Food Grocery stores are investing in grab-n-go food offerings to inch into restaurant territory as a quick-serve restaurant alternative Shifting habits are driving consumers to the perimeter of the store where • The Deli is a $45B department and one of the fastest gro
Slide 6: The Mama's Creations Origin Story
The Mama’s Creations Origin Story Building upon MamaMancini’s strong legacy in Italian-inspired foods In 1921, Daniel Mancini’s grandmother Anna Mancini made her way to America through Ellis Island with his grandfather, Nicola Mancini. They settled in Bay Ridge, Brooklyn and raised five children. Sh
Slide 7: Mama's Creations Strategic Platform
Mama’s Creations Strategic Platform One-stop-shop Deli solution for Grocery, Mass, Club and Convenience store owners to procure high quality, fresh, clean prepared foods Proteins Salads Pasta & Grains Olives Sandwiches Soups Pizzas Sushi Current Categories Organic Expansion Potential M&A NASDAQ: MAM
Slide 8: Full Line of All-Natural Products
Full Line of All-Natural Products One stop shop for freshly prepared meals – from our kitchen to yours – found in the deli • 50+ distinct Italian-inspired protein products by Mama’s Creations, packaged in both retail and bulk packages (for supermarket or food service) • 200+ chicken and salad produc
Slide 9: Successful Product Innovation
Successful Product Innovation Continued new product development key to driving per-store SKU growth Meatballs in a Cup in Convenience Stores Market Survey • Protein-oriented snack provides convenient, in-demand portable meals Product Recommendation • Potential for thousands of store placements acros
Slide 10: IDDBA 2024: New Product Launches
IDDBA 2024: New Product Launches Expanded Offerings Across Product Lines • New SKUs serve to broaden product offerings and cement our positioning as a IDDBA 2023 Launches true one-stop-shop for our Deli partners. Newly launched products include: − Mama’s Creations heat & eat Breakfast Wraps; − Mama’
Slide 11: Broad Consumer Demographic Reach
Broad Consumer Demographic Reach Mama’s Creations is popular Mama’s Creations has an extensive Consistently strong consumer across all demographics, reach across the United States satisfaction rankings especially females age 45-54 Consumers Satisfied with Mid Midwest Ease of Preparation Atlantic Gen
Slide 12: Distribution & Sales Channels
Distribution & Sales Channels • Products are primarily sold to supermarkets & mass-market retailers New Customers in 2023 (hot/salad bars, prepared foods, fresh meat, deli and “to-go”) • Mama’s Creations products are found in over 8,400 stores nationally Los Angeles • Building out sales and marketin
Slide 13: In-House Manufacturing & Testing Facilities
In-House Manufacturing & Testing Facilities Provides differentiated agility & innovation 30,000 sq. ft. New Jersey Manufacturing & Testing Facility • Made significant process and automation improvements to the manufacturing facility & equipment to increase capacity, operating efficiency and improve
Slide 14: Our Top Priority: Margin, Margin & Then Margin
Our Top Priority: Margin, Margin & Then Margin The Result Start by Setting the Right Then Managing Price with the Customer Operational Costs 11.9% 29.4% Q2 FY23 Gross Margin FY24 Gross Margin • Start by Understanding Costs • Economies of Scale Customer Level Profitability • Purchasing / Logistics Ye
Slide 15: Balancing Organic & Inorganic Growth
Balancing Organic & Inorganic Growth Vision of Mama’s Creations as a national Deli Solutions company • Serving the full demands of deli & fresh departments via our suite of brands as a “One Stop Shop” Tremendous further distribution and velocity opportunities • Under 20% penetrated today with upside
Slide 16: Mama's Creations: Our 2030 Vision
Mama’s Creations: Our 2030 Vision We aspire to become the next $1B deli solutions provider 05 04 Becoming the One Stop Shop Deli Solution The Company has the 03 Pursue Accretive, potential to achieve $1B in Near-In Acquisitions sales through a combination of accretive acquisitions of 02 Consumer-Dri
Slide 17: Financial Highlights
Financial Highlights • Normalized gross margins are currently in the upper 20% range with the potential to steadily move into the low 30% range over the long-term • Expect to achieve adj. EBITDA margins in the teens percentage range over the Strong Revenue Growth ($Millions) medium- to long-term. •
Slide 18: Experienced Management Team
Experienced Management Team Adam is a seasoned industry executive with nearly two decades of industry expertise, having most recently served Adam Michaels with Mondelez International, a multinational food and beverage company with operations in over 150 countries. Chairman & Previously he worked at
Slide 19: Key Takeaways
Key Takeaways Our Objective: To become the leading national “one-stop-shop” solution for high quality, fresh, clean and easy to prepare foods • Consumer Preferences are Changing: Shoppers increasingly prefer ready to eat, prepared food options at grocery and convenience stores • Our Family of Brands
Slide 20: Investor Relations
Investor Lucas A. Zimmerman Main: (949) 259-4987 Relations MZ North America MAMA@mzgroup.us Mama’s Creations Inc. (NASDAQ: MAMA) 25 Branca Road, East Rutherford, NJ 07073 www.mamascreations.com
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