Lumida
/CASY
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Caseys General Stores Inc

Caseys General Stores Inc

CASY
$859.12USD↑+3.88%+32.08 today

MARKET CAP

31.8B

P/E (TTM)

44.8x

FWD P/E

39.7x

DAY RANGE

$820 – $863

52W RANGE

$490
$928

AI Summary

Stalk
Buy NowMedium

CASY remains in a Stage 2 corrective reset within its long-term uptrend, having reclaimed and held above the rising 9 and 21 EMAs with constructive volume dynamics. While no primary pattern is active, the higher-high/higher-low sequence and support from multiple EMAs confirm continued bullish regime. Under the Stable strategy, engagement now on pullbacks into the EMA support zone aligns with medium-term continuation.

  • ↑Q4 FY2026 EPS climbed 66% YoY to $4.37, revenues rose 14.5% to $4.57B.
  • ↑Planning 120+ store openings in FY2027, focusing on Texas and Florida markets.
  • ↓CEO and CFO sold over 14% and 16% of shares, implying skepticism.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Casey's General Stores, Inc. (NASDAQ: CASY) is a leading convenience store chain operating over 2,400 stores primarily across the Midwest. The company provides a diverse range of products, including fuel, groceries, and prepared foods, while maintaining a strong community-focused ethos. Notably, Casey's has positioned itself at the forefront of the growing prepared food segment, capitalizing on consumer demand for convenience and quality amidst intense competition from larger rivals and quick-service restaurants (QSRs).

Bull says

  • ↑Q4 FY2026 EPS climbed 66% YoY to $4.37, revenues rose 14.5% to $4.57B.
  • ↑Planning 120+ store openings in FY2027, focusing on Texas and Florida markets.
  • ↑Prepared food sales (pizza, wings) drive robust same-store growth and margins.
  • ↑$1B share buyback and 14% dividend increase reflect strong cash flow.
  • ↑Rewards membership tops 10 million, enhancing loyalty and repeat traffic.
  • ↑Free cash flow hit $722M in FY2026, funding growth and returns.

Bear says

  • ↓CEO and CFO sold over 14% and 16% of shares, implying skepticism.
  • ↓Operating expenses surged 16.7% YoY, squeezing profitability.
  • ↓Negative trailing earnings yield indicates potential overvaluation.
  • ↓SEFCO acquisition integration may pressure margins if synergies lag.
  • ↓Fuel nearing $5/gal could trigger demand destruction and lower transactions.
  • ↓Same-store sales guided at 2–5% growth may underdeliver on expectations.

Investment themes with CASY

Restaurants↑ +0.38%

Exposure to casual and fine dining venue operators

MCD · SBUX · YUM

Earnings Call · Q4 2025 · Mgmt. Guidance

Updated 06-10-2026neutral

Transcript signals

Bull points

  • This fiscal year, Casey's and our partners gave back $6 million in our communities in the areas of education, veterans and first responders, and food insecurity, resulting in thousands of donations to schools, PTOs, 4-H clubs, veterans organizations, and food pantries.
  • Fiscal 2025 was the largest store growth year in the company's history, with 35 new builds and 235 units acquired, including the largest transaction in KC's history with the Fife's wholesale acquisition and its 198 Sefco convenience stores.
  • Fiscal 2025 was another record year for diluted earnings per share, finishing at $14.64, a 9% increase from the prior year.

Bear points

  • Just wanted to talk about the same store sales outlook for fiscal 26. in that two to five range i guess it's just a little lower on the low end there um than the past uh several years
  • I do think with everything going on in the world, it's reasonable to have a little bit of conservatism there on the low end, and so we factor that into the guidance
  • I would still anticipate that two cent drag to carry through throughout the year. And we'll continue to work on that over the course of the year. But yeah, where we're looking at it is about two cent impact to the overall margin of the company.
Read full transcript analysis ›