Consumer staples retail may seem like an unexciting business. Still, certain superior retail business models have gone on to generate massive market returns.
Food-forward convenience stores are stealing breakfast customers from fast-food chains. Morning meal traffic to fast-food chains rose 1% in the three months ended in July, while visits to food-forward convenience stores climbed 9% in the same period, according to Circana.
CASY delivered strong Q1 results, with impressive inside store and fuel sales growth, validating its differentiated food strategy and operational efficiency. Despite robust fundamentals and market share gains, near-term headwinds from the CEFCO integration are weighing on margins, especially in Prepared Foods. Management's conservative guidance and slowing EBITDA growth outlook make the current...
Casey's General Stores, Inc. (NASDAQ:CASY ) Q1 2026 Earnings Call September 9, 2025 8:30 AM EDT Company Participants Brian Johnson - Senior Vice President of Investor Relations & Business Development Darren Rebelez - President, CEO & Board Chair Stephen Bramlage - Senior VP & CFO Conference Call Participants Pooran Sharma - Stephens Inc., Research Division Charles Cerankosky - Northcoast Resear...
Investors win with Casey's General Stores NASDAQ: CASY in their portfolio because this must-own quality stock self-funds growth, grows profitably, generates cash flow, and returns capital to shareholders. The recipe is one of success, specifically in terms of steadily increasing shareholder value.
Casey's General Stores continues to outperform companies like Costco with strong earnings, efficient operations, and a unique small-town-focused business model. Growth is driven by new store openings, strategic acquisitions, rising memberships, and robust free cash flow supporting buybacks and expansion. Despite stellar fundamentals, the current valuation above 32x earnings poses significant do...
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