Core Insights - Casey's General Stores, Inc. (CASY) is recognized as a growing convenience store chain with a maintained bullish hold rating on its stock [1] - BAD BEAT Investing, led by Quad 7 Capital, has a strong track record in providing investment opportunities and focuses on both long and short trades [1] - The investment group emphasizes educating investors on market dynamics and offers extensive research and trading tools [1] Company Overview - Casey's General Stores operates as a convenience store chain and has been previously traded with positive growth prospects [1] - The company is part of a broader investment strategy that includes short- and medium-term investments, income generation, and momentum trades [1] Investment Strategy - BAD BEAT Investing aims to teach investors to become proficient traders through a structured playbook and high-quality research [1] - The investment group provides weekly trade ideas, chat room access, and daily analyst upgrade/downgrade summaries to its members [1]

Casey's General Stores (NasdaqGS:CASY) Q2 2026 Earnings Call December 10, 2025 08:30 AM ET Company ParticipantsDarren Rebelez - Chairman, President and CEOBrian Johnson - SVP of Investor Relations and Business DevelopmentSteve Bramlage - CFOChuck Cerankosky - Managing Director and PrincipalBen Wood - Vice President Equity ResearchEd Kelly - Managing Director Equity ResearchPooran Sharma - Managing Director of Equity ResearchConference Call ParticipantsRyan Bell - AnalystBobby Griffin - Managing Director and ...

Financial Data and Key Metrics Changes - Diluted EPS finished at $5.53 per share, and net income was $206 million, both representing a 14% increase from the prior year [6][14] - The company generated $410 million in EBITDA, a 17.5% increase from the prior year [6][14] - Total revenue for the quarter was $4.51 billion, an increase of $559 million, or 14.2% from the prior year [9][14] - Gross profit was $1.12 billion, an increase of $163 million, or 17% from the prior year [10][14] Business Line Data and Key Metrics Changes - Same store sales were up 3.3% for the second quarter, or 7.5% on a two-year stack basis, with an average margin of 42.4% [7] - Same store prepared food and dispensed beverage sales increased by 4.8%, or 10.3% on a two-year stack basis, with an average margin of 58.6% [7] - Same-store grocery and general merchandise sales were up 2.7%, or 6.4% on a two-year stack basis, with an average margin of 36%, an increase of approximately 40 basis points from the prior year [8] Market Data and Key Metrics Changes - Same-store gallons sold were up 0.8%, with a fuel margin of 41.6 cents per gallon [8] - The Midcontinent region saw an approximate 2% decline in fuel gallons sold, indicating continued market share growth for the company [8] Company Strategy and Development Direction - The company is focused on balancing profitability and volume, with a strong emphasis on store execution and guest engagement [21] - The strategic plan is nearing completion, with expectations to continue gaining market share and enhancing the value proposition for customers [17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to compete effectively in a challenging environment, noting that consumer behavior is becoming more discerning [72] - The company expects a sequential deceleration in EBITDA growth in the second half of the fiscal year due to higher prior year comparisons and the integration of recent acquisitions [33] Other Important Information - The board of directors voted to maintain the quarterly dividend at $0.57 per share, with share repurchases expected to total approximately $200 million for the fiscal year [15] - The company is approximately 80% hedged for cheese prices for the next four quarters, ensuring favorable pricing stability [52] Q&A Session Summary Question: Can you talk about the sustainability of fuel performance? - Management indicated that their consistent approach to balancing profitability and volume has contributed to their success, with a focus on store traffic driving fuel sales [21][22] Question: What impact will SEFCOS stores have on margins? - Management acknowledged that SEFCOS stores currently carry lower margins but expect improvements as they are rebranded and integrated into the Casey's model [27][28] Question: What are the drivers behind the updated EBITDA guidance? - Management clarified that the strong first half results will not be replicated in the second half due to higher prior year comparisons and the integration of FICOS [33] Question: How is the company addressing competition from private convenience stores? - Management expressed confidence in their competitive positioning, highlighting their differentiated offerings and strong performance in competitive markets [66][67] Question: What is the company's strategy regarding M&A? - The company remains focused on small tuck-in acquisitions while maintaining a high bar for asset quality, with no significant changes in their M&A strategy [35][36]

Casey's Investor Deck December 2025 Safe Harbor Statements The presentation is dated as of December 9, 2025 and speaks as of the date unless otherwise specified. Forward-Looking Statements This presentation contains statements that may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including those related to the potential impact of the Fikes transaction, expectations for future periods, possible or assumed future results of operations, finan ...

Key Takeaways Markets Stayed Flat Ahead of Tomorrow's FOMC Rate CutJOLTS Data Jumped in the Delayed October ReportCasey's & Cracker Barrel Report Earnings After the CloseTuesday, December 9, 2025Market indexes kept mostly flat for the trading session today, with the blue-chip Dow sliding into the red mid-day and staying there, while the small-cap Russell 2000 looked headed for a new record all-time closing high before petering out in the final trading minutes. The Dow shed -178 points, -0.37%, the S&P 500 w ...

Core Insights - Casey's General Stores (CASY) reported $4.51 billion in revenue for the quarter ended October 2025, marking a year-over-year increase of 14.2% and an EPS of $5.53 compared to $4.85 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $4.55 billion by -1.03%, while the EPS exceeded the consensus estimate of $4.92 by +12.4% [1] Financial Performance Metrics - The number of stores at the end of the period was 2,921, slightly above the estimated 2,920 [4] - Same-store sales for Grocery & General Merchandise increased by 2.7%, below the average estimate of 3.1% [4] - Fuel gallons sold totaled 906.65 million, lower than the estimated 919.75 million [4] - Same-store sales for Fuel gallons showed a year-over-year increase of 0.8%, surpassing the estimated 0.5% [4] - Same-store sales for Prepared Food & Dispensed Beverage rose by 4.8%, exceeding the average estimate of 4% [4] - Net Sales for Fuel reached $2.69 billion, below the estimated $2.78 billion, but represented an 11.3% increase year-over-year [4] - Net Sales for Other categories were reported at $160.36 million, significantly above the estimated $131.04 million, reflecting a year-over-year change of +148.2% [4] - Net Sales for Prepared Food & Dispensed Beverage were $467.8 million, slightly above the estimated $465.04 million, with a year-over-year change of +12% [4] - Net Sales for Grocery & General Merchandise amounted to $1.19 billion, slightly above the estimated $1.18 billion, representing a +13.4% change year-over-year [4] - Gross Profit for Prepared Food & Dispensed Beverage was $274.24 million, exceeding the average estimate of $268.88 million [4] - Gross Profit for Grocery & General Merchandise reached $429.18 million, above the estimated $417.64 million [4] Stock Performance - Casey's shares have returned +6.4% over the past month, outperforming the Zacks S&P 500 composite's +1.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Casey's General Stores (CASY) came out with quarterly earnings of $5.53 per share, beating the Zacks Consensus Estimate of $4.92 per share. This compares to earnings of $4.85 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.40%. A quarter ago, it was expected that this convenience store chain would post earnings of $5.01 per share when it actually produced earnings of $5.77, delivering a surprise of +15.17%.Over the last fo ...

The company reported earnings of $5.53 a share and revenue of $4.5 billion. ...

Exhibit 99.1 FOR IMMEDIATE RELEASE Casey's General Stores, Inc. One SE Convenience Blvd Ankeny, IA 50021 Casey's Announces Second Quarter Results Ankeny, IA, December 9, 2025 - Casey's General Stores, Inc. ("Casey's" or the "Company") (Nasdaq: CASY) one of the leading convenience store chains in the United States, today announced financial results for the three and six months ended October 31, 2025. Second Quarter Key Highlights "Casey's delivered a great second quarter highlighted by strong sales and traff ...

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