Mama's Creations, Inc. (MAMA) Q2 2025 Earnings Call Transcript Summary
Mama's Creations, Inc. (MAMA) Q2 2025 Earnings Call Transcript Summary
The following is a summary of the Mama's Creations, Inc. (MAMA) Q2 2025 Earnings Call Transcript:
以下是 Mama's Creations, Inc. (MAMA) 2025年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Mama's Creations, Inc. reported an increase in revenue by 14% to $28.4 million in Q2 2025, compared to $24.8 million in the same quarter last year.
Gross profit for the quarter was $6.9 million or 24.2% of total revenues, down from 30.3% in the year-ago quarter primarily due to significant commodity cost increases and non-recurring construction impacts.
Operating expenses as a percentage of sales decreased due to improved efficiencies, resulting in net income of $1.1 million or $0.03 per diluted share.
Mama's Creations, Inc.報告稱，2025年第二季度的收入增長了14％，達到2,840萬美元，而去年同期爲2480萬美元。
該季度的毛利爲690萬美元，佔總收入的24.2％，低於去年同期的30.3％，這主要是由於大宗商品成本的顯著增加和非經常性建築影響。
由於效率的提高，運營費用佔銷售額的百分比有所下降，淨收益爲110萬美元，攤薄後每股收益爲0.03美元。
Business Progress:
業務進展：
The company is expanding its product lines and successfully entering new retail doors; significant relationships include Walmart and an increased presence in Costco with new products like 3-pound meatball packs.
Strategic capital expenditures have been made to double chicken capacity and reduce operating costs, aligning with long-term growth strategies.
Implemented key operational KPIs and boosted operations through efficiency programs like logistic management and SKU rationalization.
該公司正在擴大其產品線併成功進入新的零售大門；重要的關係包括沃爾瑪以及通過推出3磅肉丸包裝等新產品在Costco的影響力擴大。
已經進行了戰略資本支出，以使雞肉產能翻一番，降低運營成本，這與長期增長戰略保持一致。
實施了關鍵運營關鍵績效指標，並通過物流管理和SKU合理化等效率計劃促進了運營。
Opportunities:
機會：
Market trends have shifted consumer preferences towards grocery prepared foods, positioning Mama's Creations to capitalize on this demand with its product offerings.
The introduction of the fourth 'C', Catapult, includes investments in trade promotions and marketing to drive higher product velocities and broader distribution.
市場趨勢已將消費者偏好轉向雜貨預製食品，這使Mama's Creations能夠通過其產品供應來利用這一需求。
第四個 「C」 Catapult的推出包括對貿易促銷和營銷的投資，以推動更高的產品速度和更廣泛的分銷。
Risks:
風險：
The operational impact of construction at production facilities and significant commodity price fluctuations, particularly in chicken and beef, pose risks to gross margins.
生產設施建設的運營影響以及大宗商品價格的重大波動，尤其是雞肉和牛肉的價格波動，對毛利率構成風險。
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譯文內容由第三人軟體翻譯。