Mama’s Creations and Oatly report strong revenue growth in fiscal 2026
Mama’s Creations generated 39% revenue growth to $171.7M in fiscal 2026, with adjusted EBITDA up over 50%. The company expanded its Costco relationship from $0.5M in fiscal 2023 to $10M in Q1 fiscal 2026.
Oatly delivered Q1 fiscal 2026 revenue of $228.32M with 15.6% growth, gross margin up 188 basis points to 33.4%. The company achieved its first full year of positive adjusted EBITDA in 2025.
Packaged food demand remains steady at $1.5 trillion annually, creating a tailwind for small-cap compounders like Mama’s Creations and Oatly. Personal consumption on nondurable food has hovered between $1,513.8B and $1,550.0B over the past 15 months, with March 2026’s $1,547.8B reading being the highest in the dataset.