Group 1 - Casey's General Stores is recognized as one of the top-five pizza chains in the U.S. by store count, leveraging its food program for strong quarterly performance [3] - The company experienced a 14.2% increase in inside sales during Q1 of fiscal year 2026, with same-store inside sales up 4.3% year over year [8] - Prepared food and dispensed beverage programs saw a 5.6% year-over-year improvement, contributing to a 20% year-over-year increase in both EBITDA and net income [8] Group 2 - The return of the BBQ brisket limited-time offer (LTO) led to an increase in whole pie sales, which are the highest-margin subcategory in prepared food [3] - Interest in prepared food is notably high among lower-income shoppers, with the price and quality resonating well with this demographic [4] - Nonalcoholic beverage sales increased by over 8%, indicating strong performance in the grocery segment [5] Group 3 - Same-store fuel gallons sold grew by 1.7%, with a margin of 41 cents per gallon, suggesting Casey's is gaining market share as overall fuel sales declined by 3% in the mid-continent region [6]
Casey’s food program drives 14% boost in inside sales