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CACASY

Casey's General Stores, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$CASY·$34B·Specialty Retail·Consumer Cyclical
$895.55-2.3%YTD+66.0%1Y+83.4%
Mentions · last 7 days
2026-06-05: 21 posts2026-06-06: 20 posts2026-06-07: 39 posts2026-06-08: 38 posts2026-06-09: 95 posts2026-06-10: 189 posts2026-06-11: 345 posts748+85%
Price updated 12m ago·X counts updated 20h ago
CACASY
Casey's General Stores, Inc.$CASY
$895.55-2.26%748 posts+85%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CASY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-06-12

The move is getting stronger, with heavier trading behind it.

Convenience-store compounder at 97th percentile of 52w range — Q4 triple beat, all-time-high fuel margin, pizza is the catalyst.

Casey's General Stores is the Iowa-headquartered convenience-store chain — and the Q4 print was the cleanest beat in this batch. Q4 revenue grew 14.5% YoY to $4.57B at a 3% operating margin, 25% gross margin, and a 10% ROIC — that's defensive-compounder-with-secular-growth economics. The triple-play earnings beat by 30% featured the highest-ever quarterly fuel margin at 46.9 cents per gallon and 8-10% EBITDA-growth guidance on top of 23.6% growth in FY26. The bull-cited story behind the story is pizza-sales growth — 'a gas station grew pizza sales' is the kind of structural-category-extension that justifies the multiple. The stock at 47.5x trailing earnings sits at the 97th percentile of its 52-week range with vs-50d +14% and vs-200d +43% — pure leadership tape. Bulls flag CASY having outperformed BRK.B by 7,519% since 1/1/2000 — that's the long-term-quality framing. Insider activity is routine director and officer awards; no signal in either direction.

Agrees with X sentimentAgree with the conviction-buyer accumulation framing — the Q4 triple beat with the all-time-high fuel margin at 46.9 cents/gal and 8-10% EBITDA growth guide is exactly the kind of operational acceleration that justifies the 97th-percentile-of-52w-range price. The 'pizza is the catalyst, not fuel margins' framing is structurally right — that's the durable category-extension thesis. The CASY-vs-BRK.B 7,519% outperformance since 2000 is the right quality framing.

What to watch: September 14 Q1 FY27 print. Bulls need same-store sales growth holding mid-single-digits and explicit pizza/prepared-foods revenue mix color; a fuel-margin reversion below 35 cents/gal or a same-store-sales guide-down invalidates the 47.5x P/E. Watch the 50d MA as the structural support.

On the calendar: 2026-09-14 — Q1 FY27 earnings

near 52w highfuel margin recorddefensive compounder

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment22 posts analyzed · as of 2026-06-11

Casey's General Stores rallied 18-20% after delivering a Q3 earnings triple play — beat by 30% — with highest-ever quarterly fuel margin at 46.9 cents per gallon and 8-10% EBITDA growth guidance on top of 23.6% growth in FY26. Bulls cite the pizza-sales growth story (the real catalyst, not fuel margins) — 'a gas station grew pizza sales' — and the company has outperformed BRK.B by 7,519% since 1/1/2000. Bulls flag CASY as having one of the cleanest 10-year charts ever. Multiple traders booked 100-265% gains on the weekly $1,000 calls. Conviction-buyer accumulation thesis dominates with the defensive/quality consumer-stable rotation theme anchoring the bull thesis.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Casey's General Stores, Inc., including its various subsidiaries, manages and operates a widespread chain of convenience stores across the United States, primarily under the "Casey's" and "Casey's General Store" banners. These retail locations provide a broad spectrum of products and services designed for everyday needs. Their food offerings are extensive, featuring freshly prepared items like pizza, donuts, a variety of breakfast dishes, and sandwiches. The beverage selection is equally diverse, ranging from soft drinks, energy drinks, and bottled water to juices, coffee, tea, and dairy items, as well as alcoholic options such as beer, wine, and spirits. Customers can also purchase an assortment of snacks, candies, packaged baked goods, and other grocery essentials, alongside tobacco and nicotine products. Beyond food and drink, the stores stock various non-food items including health and beauty aids, automotive supplies, electronic accessories, and household goods. For motorists, self-service motor fuel, encompassing both gasoline and diesel, is readily available. Complementary services provided include ATMs, lottery and prepaid card sales, and car wash facilities. To support its extensive retail network, the company also operates its own distribution centers. Founded in 1959, Casey's General Stores, Inc. is headquartered in Ankeny, Iowa.

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

Amazon's $200B AI infrastructure commitment and agentic commerce expansion are the structural pull on AMZN while tariff uncertainty and cross-border logistics disruption create headwinds for China-linked marketplaces (BABA, JD). Consumer spending confidence at mid-tier e-commerce players remains sensitive to persistent inflation.

See how Specialty Retail shapes $CASY

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $CASY's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$XRTSPDR S&P Retail ETF
+2.2%YTD
+12.4%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
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%
Q2 2025Sep 8, 2025$5.77$5.02+14.9%
Next earningsMon, Sep 14·consensus EPS $6.27

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 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$20.0B$18.7B – $21.9B$21.07$20.11 – $23.4613
FY28$20.5B$19.4B – $22.5B$23.03$22.67 – $23.7210
FY29$22.9B$21.9B – $23.8B$25.52$24.00 – $27.905
FY30$23.9B$22.4B – $26.5B$28.34$26.06 – $32.322
FY31$29.9B$28.1B – $33.2B$30.64$28.18 – $34.941

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.1.6×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.97%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.+14.5%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.+42.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% 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.β0.625-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.

Know if $CASY is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

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

Recent transactions

BuyMar 13Mike SpanosDirector300 sh$200KSellMar 11Katrina S LindseyChief Legal Officer200 sh$137KBuyJan 5Castanon Moats MariaDirector300 sh$166K
+ 12 other (7 awards · 5 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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Recent news

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

3 Stocks That Announced Dividend Hikes Amid Geopolitical Tensionszacks.com·1d agoCasey's Is Looking Like a Hot Buy as Growth, Buybacks, and Guidance Alignmarketbeat.com·1d agoCASY Q4 Earnings Call Flags Durable Margin Momentumzacks.com·2d agoCasey's General Stores Inc (CASY) Q4 2026 Earnings Call Highlights: Record Profits and Strategic Expansion Plansgurufocus.com·2d agoCasey's General Stores, Inc. (CASY) Q4 2026 Earnings Call Transcriptseekingalpha.com·2d ago

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Voices on X · top 14 · last 7 days

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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