Compounders Podcast

Conquering the Deli Aisle with Adam Michaels, Chairman & CEO of Mama’s Creations (NASDAQ: MAMA)

Nov 15, 2023

Adam Michaels, Chairman & CEO of Mama's Creations, shares insights on expanding deli aisle presence, distribution strategies, financial goals, & team collaboration. Discusses strategic investments, revenue growth, national distribution expansion, family involvement in quality control, corporate governance, & growth strategy.

01:03:57

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Episode guests

Adam Michaels

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Adam Michaels brings Mondelez playbook to Mama's, focusing on deli aisle growth strategy.

Operational improvements at Mama's led by Michaels result in enhanced margins and financial controls.

Mama's targets nationwide expansion with diversified product portfolio and consumer-relevant brand presence.

Deep dives

Dilupa Streamlines Investment Team's Data Handling

Dilupa streamlines investment teams' idea generation by reducing data input time, capturing data from various company-reported sources, and providing gap-to-non-gap adjustments and auditability features, saving time and enhancing accuracy.

Intro

3min

Transition to Mama's Creations and Growth Potential in the Deli Space

15min

Reflecting on Past Experiences and Implementing a Collaborative Approach to Strategy

3min

Strategic Investments and CapEx Spending

6min

Exploring Revenue Growth and Consumer Trends in the Deli Aisle

4min

Expanding National Distribution and Product Offerings

19min

Family Involvement and Quality Control Focus in Business Operations

4min

Corporate Governance and Growth Strategy

7min

Acquiring Companies with Similar Values and Focused Growth Strategy

4min

My guest on the show today is Adam Michaels, the Chairman and CEO of Mama’s Creations, a $140 million market cap company that provides products to the deli aisle of large food retailers. Adam became CEO in 2022, after spending about 9 years at the large consumer packaging company, Mondelez. I met Adam at a recent investment conference and wanted to have him on the podcast to discuss:

Why he decided to take the role as CEO;
The playbook he has brought from Mondelez and its applicability at Mama’s;
Why there is such a large opportunity for the company to more deeply penetrate the deli aisle;
The strategy surrounding further expanding its distribution footprint; and,
The target financial profile of the company once it starts to hit scale.

For full disclosure, I am not a MAMA shareholder.

For more information about Mama's Creations, please visit: https://mamascreations.com/

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All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

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Compounders Podcast

Conquering the Deli Aisle with Adam Michaels, Chairman & CEO of Mama’s Creations (NASDAQ: MAMA)

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Dilupa Streamlines Investment Team's Data Handling

Adam Michaels Becomes CEO of Mama's Creations

Impacts of Transition as CEO at Mama's Creations

Operational Changes Driving Financial Growth at Mama's Creations

Market Expansion and Product Innovation at Mama's Creations

Remember Everything You Learn from Podcasts