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CACASY

Casey's General Stores, Inc.

$CASY·$28B·Specialty Retail·Consumer Cyclical
$627.64-0.2%YTD+13.7%1Y+16.6%
Price updated 2h ago·X counts updated 1d ago
CACASY
$CASYCasey's General Stores, Inc.
$627.64-0.22%497 posts13×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CASY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

497X posts · last 7 days
Aug 27Sep 9
Chatter Meter
13×
QuietNormal · 1×Loud

How loud $CASY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 99% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data51 posts analyzed · as of 2026-09-10

Casey's posted a Q1 double beat — EPS $7.37 vs $6.75, revenue $5.68B vs $5.57B, EBITDA +17.1% — yet the stock cratered ~13-15%, its worst day since 3/23/2020, on inside same-store-sales growth of 3.2% coming below expectations and at a ~35x FY27 multiple. Bulls call it an overreaction and are buying at $610; the loud take frames the beat as insufficient at the multiple.

Read what X is saying about $CASY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CASY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-10

Catching its breath after a run — could pick back up or fade from here.

Convenience-store operator beat earnings and sold off 14% on "recession fears" — the fundamentals still say quality compounder.

Casey's General Stores runs ~2,700 convenience stores and gas stations across the Midwest, dominant in in-house food (pizza program is legitimate market share). Q1 delivered a double-beat but the stock dropped 14% today anyway.

  • The beat was clean: EPS $7.37 vs $6.75 est on $5.68B revenue — inside sales and fuel margins both delivered, and Q4 revenue grew 14.5% YoY as unit growth from recent acquisitions flowed through.
  • The sell-off reads as a defensive rotation, not a break: short-dated puts had already been elevated into the print, and one wire tag called the reaction "the recession is here" — but the actual metrics show accelerating unit growth, not consumer weakness.
  • Insider activity is routine director grants and vests (multiple August 31 awards) — no meaningful sales into strength, no material buys either.

The path if it works: the Northeast expansion continues (Fikes, Uncle Dan's), inside-sales margin holds, and analysts' $21.42 FY27 EPS lands — that would justify the 47x trailing P/E through 20%+ EPS growth. What extends the cooling is another quarter of decelerating same-store sales on Dec 8, or fuel-margin compression; at 31% of 52w range after today's drop, this is a value-in-a-quality-name setup for anyone who thinks the recession fears are overdone.

Agrees with X sentimentX's bearish read (double-beat then 10% sell-off, short-dated puts pre-outweighing calls, "the recession is here" wire tag) captures the tape reaction. But the read is emotional — the actual numbers show accelerating growth, not a fundamental crack. Long-term compounder defenders have the mechanics right.

What to watch: The Dec 8 Q2 print for same-store sales (needs to hold at 3-5%) and any commentary on new unit growth; also whether the sell-off finds a base near $600. A break of $570 would confirm the cool-off is bigger than one earnings reaction.

On the calendar: 2026-12-08 — Q2 earnings

consumer slowdown riskhigh leverage

Read the AI verdict on $CASY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates a chain of convenience stores with fuel stations and fresh-made food, primarily across the US Midwest and rural markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $CASY.

Specialty Retail · Consumer Cyclical

Consumer discretionary spending is the underlying cycle — back-to-school traffic is the near-term seasonality anchor, and omnichannel retailers with AI-driven inventory personalization (AMZN, BABA) are widening their share gap versus pure physical players. Value and pet categories are outperforming as consumers trade down in higher-inflation sub-segments.

What this means for $CASY

Neutral — Casey's General Stores convenience and fuel revenue is driven by fuel prices and Midwest foot traffic, with fresh food a growing mix driver; not materially exposed to the back-to-school or discretionary spending cycle.

Top industry ETF

$XRTSPDR S&P Retail ETF
-0.1%YTD
-3.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
47.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 8, 2026$7.37$6.78+8.7%
Q1 2026Jun 9, 2026$4.37$3.31+32.0%
Q4 2025Mar 9, 2026$3.49$3.00+16.3%
Q3 2025Dec 9, 2025$5.53$5.19+6.6%
Next earningsTue, Dec 8·consensus EPS $6.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$4.6B+14.5%26.0%2.6%$4.41$207.4M
Q3 FY26$3.9B+0.3%25.7%7.9%$3.51$75.8M
Q2 FY26$4.5B+14.2%24.9%6.6%$5.56$176.0M
Q1 FY26$4.6B+11.5%22.0%6.7%$5.80$262.4M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$20.5B$19.0B – $21.4B$21.42$20.70 – $21.8015
FY28$20.6B$19.2B – $22.0B$23.64$23.01 – $24.4214
FY29$21.7B$19.4B – $26.3B$26.34$25.45 – $28.138
FY30$24.7B$22.6B – $28.2B$28.30$25.29 – $33.585
FY31$29.9B$27.5B – $34.2B$30.64$27.38 – $36.354

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.7.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-23.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.595-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 9Koschel Williams EnaCOO2.8K sh$2.3MSellJul 8Allison M. WingDirector530 sh$444KSellJul 8Stephen P BramlageCFO5.7K sh$4.8MSellJul 7Darren M RebelezCEO17.5K sh$14.0MSellJul 1Koschel Williams EnaCOO3.0K sh$2.4MSellJun 30Frazell Chad MichaelChief HR Officer3.0K sh$2.4MSellJun 29Katrina S LindseyChief Legal Officer2.0K sh$1.6MBuyJun 26Mike SpanosDirector256 sh$199K
+ 48 other (23 awards · 17 exempts · 6 inkinds · 2 gifts) in window

See when $CASY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteSep 88-K — Item 2.02: Earnings release · Item 5.07: Shareholder vote
AI summary

Casey's General Stores (CASY) filed an 8-K combining Q1 FY2026 earnings (Item 2.02) and annual meeting voting results (Item 5.07). The earnings press release is in an exhibit. At the annual meeting, shareholders voted on directors and routine matters; specific vote counts and financial results are in the exhibits.

8-KPress release / Reg FDJun 248-K — Item 7.01: Press release / Reg FD
AI summary

Casey's General Stores held its 2026 Investor Day in New York City on June 24, 2026, furnishing the investor presentation materials as Exhibit 99.1 under Reg FD. The filing discloses that the presentation was made available to the public, but no actual content of the presentation appears in the excerpt. Routine Reg FD disclosure — informational rather than a material corporate action; investors should review the full presentation for guidance or strategic updates from the convenience store operator.

8-KOfficer or director changeJun 98-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

Casey's General Stores reported fiscal year and Q4 2026 results (year ended April 30, 2026) and disclosed executive compensation outcomes: annual incentive payouts at 161% of target for all NEOs, with CEO Darren Rebelez receiving $3.26M and CFO/COO each receiving $1.30M. Long-term equity incentive awards for fiscal 2027 were also approved by the Compensation Committee and Board. The 161% target payout reflects strong FY2026 performance; actual Q4/full-year financial figures are in the attached press release (Exhibit 99.1). The above-target pay outcome is a positive performance signal for this convenience store operator, making the earnings release the more material item.

3New insider — initial holdingsJun 83
AI summary

Stanley J. Sutula III filed an initial Form 3 on June 8, 2026, disclosing no beneficial ownership of any securities of Casey's General Stores (CASY) upon his appointment as a new director effective June 4, 2026. The filing reflects zero direct shares and no derivative positions. This is a routine Section 16 initial statement for a newly appointed independent director, administratively immaterial to Casey's financial position.

8-KOfficer or director changeJun 88-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Casey's General Stores (CASY) appointed Stanley J. Sutula III to its Board of Directors and Audit Committee on June 4, 2026, expanding the board from 11 to 12 directors; Mr. Sutula will stand for election at the September 2026 annual meeting. Separately, director Cara Heiden notified the company she will not stand for re-election and will retire at the end of her current term. Sutula receives standard non-employee director compensation prorated to the Annual Meeting. The simultaneous board expansion and retirement is a routine governance refresh with no material financial impact.

+ 12 other (7 13Gs · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Casey's Post-Earnings Drop May Give Investors a Better Entry Into a Quality Retailermarketbeat.com·1d agoWhy Casey's General Stores Stock Is Leading the S&P 500 Lower Todayinvestopedia.com·1d agoCASY Near 2026 Lows After Earnings, Earnings Show Deceleration Despite Beatyoutube.com·2d agoCasey's General Stores, Inc. (CASY) Q1 2027 Earnings Call Transcriptseekingalpha.com·2d agoCASY Q1 Earnings Beat Estimates on Inside and Fuel Gainszacks.com·2d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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