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CACASY

Casey's General Stores, Inc.

$CASY·$32B·Specialty Retail·Consumer Cyclical
$879.95+2.1%YTD+56.1%1Y+63.8%
Mentions · last 7 days
2026-07-19: 2 posts2026-07-20: 4 posts2026-07-21: 4 posts2026-07-22: 2 posts2026-07-23: 3 posts2026-07-24: 2 posts2026-07-25: 2 posts19-32%
Price updated 7m ago·X counts updated 2d ago
CACASY
$CASYCasey's General Stores, Inc.
$879.95+2.13%19 posts-32%
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 2026-07-24

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

The Midwest convenience-store compounder quietly delivering 15% revenue growth into a stealth-outperformer year — sitting at 88% of range.

Casey's General Stores is a $32B convenience store operator concentrated in the Midwest and small-town markets. Fuel plus prepared food (pizza is a signature category) drives the business, with a real digital and loyalty program overlay.

  • Revenue growth is strong: Q4 fiscal grew 14.5% YoY to $4.57B, driven by comps plus store expansion — the small-town-C-store model has strong unit economics, and Casey's has been executing better than the peer group on both traffic and category-mix.
  • Management confidence is loud: annual incentive payouts at 161% of target for all NEOs signals the board's view that FY26 outperformed materially — that generosity of comp structure is a leading indicator of continued FY27 confidence.
  • The margin economics are appropriate for the format: 5.9% operating margin at $16.7B trailing revenue, 47x trailing earnings — the multiple is elevated versus most convenience/fuel operators, reflecting the quality-compounder valuation the market has awarded Casey's.
  • The tape confirms the outperformance: 88% percentile of the 52-week range, +6% vs the 50-day, +28% vs the 200-day, up 59% YTD and 67% TTM — the market has repriced this from a boring C-store operator to a genuine compounder.

September 14 fiscal Q1 print is the next test — investors want continued 10%+ growth plus commentary on fuel-margin durability plus prepared-food category expansion. What sustains the accelerating run: growth above 10% plus a raised FY27 guide. What triggers cooling: any commentary that fuel margins are normalizing back to historical norms, or that prepared-food traffic is fading — at 88% of range, the setup has real downside room on any miss.

Agrees with X sentimentX's 'stealth outperformer' framing (99.9% will fail to beat CASY's YTD return, Cash and CASY) captures how quietly this has compounded. Where the crowd's SCHD/dividend-aristocrat framing is fair: this is a compounder, but it's also priced at 47x trailing earnings — the FY27 guide has to keep the growth story credible or the multiple contracts.

What to watch: September 14 fiscal Q1 print — revenue growth against the ~$4.6B run-rate, fuel-margin durability commentary, and prepared-food traffic color. Growth above 10% plus a raised FY27 guide sustains the run; fuel-margin normalization or prepared-food fade triggers cooling.

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

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-25

Casey's General Stores is framed as a benchmark investors won't beat this year, with a poster trademarking a 'Cash and CASY' concept and calling it the one stock worth a 20% portfolio allocation. Posters describe it as working in bull and bear markets and mock chasing options or paid picks when CASY has quietly done the job. The tone across the sample is uniformly bullish.

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.

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

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

What this means for $CASY

Neutral — Operates a chain of convenience stores with fuel stations and fresh-made food, primarily across the US Midwest and rural markets; limited read-through from specialty retail macro dynamics to this specific revenue mix.

Top industry ETF

$XRTSPDR S&P Retail ETF
+1.5%YTD
+6.7%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 $6.66

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$21.28$20.54 – $21.8015
FY28$20.8B$19.3B – $22.2B$23.58$22.89 – $24.2914
FY29$22.2B$20.3B – $26.4B$25.87$24.95 – $27.069
FY30$23.9B$22.0B – $27.2B$28.34$25.47 – $33.394
FY31$29.9B$27.6B – $34.0B$30.64$27.54 – $36.103

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.0.4×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.85%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.+4.5%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.+25.9%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 today0.7% 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.

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 8Stephen P BramlageCFO5.7K sh$4.8MSellJul 8Allison M. WingDirector530 sh$444KSellJul 7Darren M RebelezCEO19.0K sh$15.2MSellJul 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$199KBuyMar 13Mike SpanosDirector300 sh$200KSellMar 11Katrina S LindseyChief Legal Officer200 sh$137K
+ 27 other (13 awards · 6 inkinds · 6 exempts · 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-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.

+ 10 other (4 13Gs · 2 proxys · 1 ARS · 1 10-K) in window

Recent news

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

From a $45,000 Income Stream to $90,000 Without Investing Another Dollar247wallst.com·3d agoHow a 55-Year-Old Teacher Could Replace an $85,000 Salary With Dividend Growth Plus Covered Calls247wallst.com·4d agoA $900,000 Portfolio That Quietly Pays $60,000 a Year Without Touching Principal247wallst.com·4d agoYour Dividend Calendar for July 27–31: 10 Stocks and the Last Day to Buy Each One247wallst.com·5d agoCasey’s General Stores, Inc. $CASY Shares Acquired by Assetmark Inc.defenseworld.net·6d 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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