Good morning. Are you communicating the purpose of AI with your younger employees? According to new data from Harvard, most fear AI is going to take their jobs.The Institute of Politics at Harvard Kennedy School released the fall 2025 Harvard Youth Poll on Thursday, which finds a generation under profound strain. The nationwide survey of 2,040 Americans between 18 and 29 years old was conducted from Nov. 3–7. For these respondents, instability—financial, political, and interpersonal—has become a defining fe ...

This story was originally published on C-Store Dive. To receive daily news and insights, subscribe to our free daily C-Store Dive newsletter. Dive Brief: Anabi Oil, parent company of Rebel Convenience Stores, has acquired 12 convenience stores from California-based C&J Cox Corporation, according to an announcement from Matrix Capital Markets, which coordinated the deal. The deal includes nine c-stores in the Tri-Valley region, located near the San Francisco Bay area, and three in the Lake Tahoe area, ac ...

Core Thesis - Casey's General Stores, Inc. is viewed positively by analysts, with a current share price of $566.81 and trailing and forward P/E ratios of 36.55 and 35.71 respectively [1] Company Overview - Founded in 1968, Casey's General Stores started as a gas station and convenience store in Iowa, focusing on underserved rural markets and evolving into a leading convenience retailer [2] - The company expanded significantly after going public in 1983, introducing "made-from-scratch" pizza in 1985, which helped it dominate the prepared food segment [3] Business Strategy and Growth - Casey's operates over 2,900 stores across 20 states, generating over $16 billion in revenue with a 5% operating margin, making it the third-largest convenience retailer and fifth-largest pizza chain in the U.S. [4][5] - The company has maintained its independence by rebuffing takeover attempts and has accelerated digital adoption under CEO Darren Rebelez since 2019, including mobile ordering and a loyalty program with over 9 million members [4] Recent Performance and Market Position - The company's stock has appreciated approximately 21.64% since a previous bullish thesis in May 2025, reflecting its food-first strategy and strong growth through mergers and acquisitions [6]

Core Insights - The company's shares have significantly increased due to its expansion and market share growth, indicating strong investor confidence and potential for further upside [1] Group 1 - The company is experiencing a surge in share prices as it expands its operations [1] - The growth in market share suggests that the company is effectively competing within its industry [1] - Analysts believe that there is more potential for upside in the company's stock performance [1]

This story was originally published on C-Store Dive. To receive daily news and insights, subscribe to our free daily C-Store Dive newsletter. Dive Brief: TravelCenters of America has partnered with digital payments network Relay to add the latter’s cardless payment method to all TA, TA Express and Petro Stopping Centers locations, according to a Tuesday press release. Professional drivers can use Relay to pay for fuel, diesel exhaust fluid and items inside the store, according to the announcement. T ...

Convenience store franchisee Jaymes Lee Kim Meng started with $20,000 in savings and opened seven convenience stores before turning 30. Meng spoke with Singapore news network CNA Insider about his story and offered advice for young entrepreneurs. However, he was upfront about the challenges of running a successful convenience store chain. "It's a 24/7 business," he told CNA Insider. "We do not close." Franchising Gave Meng Financial Security Meng's motivation to open convenience stores was to boost his ...

Signet (SIG) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +293.75%. A quarter ago, it was expected that this jewelry company would post earnings of $1.21 per share when it actually produced earnings of $1.61, delivering a surprise of +33.06%.Over the last four quarters, the company ...

Group 1: AI Spending Forecast - Global AI spending is projected to exceed $2 trillion by 2026, driven by the integration of AI into various products and infrastructure [2] - The increase in AI investment is expected to come from a broader base of enterprises, not just top tech giants [1][2] - Regional economic conditions, regulatory environments, and access to skilled talent will impact the pace at which companies scale their AI initiatives [2] Group 2: Market Trends and Insights - 2026 is anticipated to be a pivotal year for AI monetization, with a focus on turning existing capabilities into measurable business results rather than introducing new models [3][5] - Analysts from Wedbush Securities note a recent acceleration in AI-related business activities, suggesting that enterprises are fast-tracking their AI deployments [3] - Deloitte emphasizes the shift from experimentation to execution in AI spending, highlighting the importance of data hygiene, integration, and compliance [4] Group 3: Investment Activity - In November, E*TRADE reported that clients were net buyers in 10 of 11 S&P 500 sectors, particularly favoring technology stocks amid a market dip [11] - The consumer discretionary sector saw the highest net buying activity at +13.41%, followed by utilities at +7.35% and communication services at +4.9% [11]

Core Insights - ARKO Corp. has appointed Galagher Jeff as the new Executive Vice President and Chief Financial Officer, effective December 1, 2025, to support its growth and transformation plans [1][3]. Company Overview - ARKO Corp. is a Fortune 500 company and one of the largest convenience store operators and fuel wholesalers in the United States, owning 100% of GPM Investments, LLC [4]. - The company operates in four reportable segments: retail, wholesale, fleet fueling, and GPM Petroleum, providing a range of products including prepared foods, beverages, and fuel [4]. Leadership Background - Galagher Jeff has a distinguished career as a CFO and finance executive, previously serving as CFO for Murphy USA, Inc., and holding senior finance roles at major retailers such as Dollar Tree, Advance Auto Parts, and Walmart [2][3]. - Jeff holds a Bachelor of Science in Electrical Engineering and two Master's degrees in Engineering and Business Administration from reputable institutions [2]. Strategic Vision - The appointment of Jeff is expected to enhance ARKO's leadership team as the company continues its multi-year transformation plan and focuses on organic growth initiatives [3]. - Jeff expressed optimism about the opportunities for ARKO as it executes its transformation plan and channel optimization work [3].

This story was originally published on C-Store Dive. To receive daily news and insights, subscribe to our free daily C-Store Dive newsletter. Dive Brief: Arko Corp., parent company of GPM Investments, has named Galagher Jeff executive vice president and chief financial officer, effective Dec. 1, according to a Monday announcement from the company. Jeff resigned as CFO of convenience retailer Murphy USA in October. While he left after a financially turbulent year for Murphy, the company noted the split ...