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Casey's General Stores
CASY · NASDAQConsumer Staples — Food & Drug Retail
The economic chain
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AI demand
Farm & rawinputscrops, commodities, packa…Brands &manufacturersthe companies that make itDistribution &wholesalemoving the palletsRetailchannelsgrocers, clubs & big-boxHouseholdswho actually paysCapital &regulatorswho funds & polices itFUELFuel refiners & terminalsFOODCheese, flour & dough suppliersPKGPackaging & suppliesKOCoca-ColaPEPPepsiCoMOAltriaCPGPackaged-goods brandsDCCasey's distribution centresMCLMcLane & wholesalersCASYCasey's General StoresPZAPrepared food & pizzaGRCGrocery & general merchandiseGASFuel pumpsEATPizza & food customersYOUMidwest householdsCARMotorists & commutersCAPInvestors & lendersREGFood, fuel & tobacco regulators
Company details
Market cap
$29B
P/E ratio
34×
Div yield
0.3%
EPS (FY25)
$14.64
Revenue (FY25)
$15.9B
Net income
$547M
Stores
~2,900
Fuel volume
~3.2B gal
In plain English
Casey's is the third-largest convenience-store chain in America — and, almost by accident, the country's fifth-largest pizza maker. Across roughly 2,900 stores clustered in small-town and rural Midwest, it sells fuel at the pump, groceries and tobacco off the shelf, and freshly made pizza, donuts and sandwiches from in-store kitchens — the high-margin prepared food that turns a gas stop into a destination. It runs its own distribution centres and fuel-tanker fleet, and has bulked up through big acquisitions (Buchanan/Bucky's, and the $1.1B Fikes/CEFCO deal that pushed it into Texas).
In simple terms
What Casey's General Stores really sells
Casey's is the third-largest convenience-store chain in America — and, almost by accident, the country's fifth-largest pizza maker. Across roughly 2,900 stores clustered in small-town and rural Midwest, it sells fuel at the pump, groceries and tobacco off the shelf, and freshly made pizza, donuts and sandwiches from in-store kitchens — the high-margin prepared food that turns a gas stop into a destination. It runs its own distribution centres and fuel-tanker fleet, and has bulked up through big acquisitions (Buchanan/Bucky's, and the $1.1B Fikes/CEFCO deal that pushed it into Texas).
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Risk read
Moderate
SteadierMore speculative
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