WEBULL

Earnings Beat, New Stores and Capital Returns Could Be A Game Changer For Casey's General Stores (CASY)

Simply Wall St · 2d ago
  • Earlier this month, Casey's General Stores reported second-quarter 2025 results showing higher sales of US$4,506.08 million and net income of US$206.34 million, alongside updated fiscal 2026 guidance, new store growth plans, a continued quarterly dividend of US$0.57 per share, and progress on its long-running share repurchase program.
  • The combination of stronger earnings, expectations for at least 80 new stores in fiscal 2026, and reaffirmed capital returns offers fresh insight into how Casey's is balancing growth investment with ongoing shareholder payouts.
  • We will now examine how Casey’s stronger quarterly earnings and higher inside sales guidance may influence its existing investment narrative.

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Casey's General Stores Investment Narrative Recap

To own Casey’s, you have to believe in its ability to keep growing store count and higher margin “inside” sales while managing fuel, labor and integration challenges. The latest quarter’s stronger earnings and tighter inside sales guidance support the near term growth catalyst, while the biggest lingering risk is whether acquisitions and new builds can sustain margins as the footprint expands.

The company’s plan to open at least 80 new stores in fiscal 2026, supported by roughly US$600 million of capital spending, ties directly into that growth story. For investors, the key question is how quickly these locations, including converted acquisitions, can ramp prepared foods and inside sales without adding too much cost pressure to the broader network.

Yet investors should also recognize the risk that Casey’s regional concentration and exposure to local economic shifts could start to...

Read the full narrative on Casey's General Stores (it's free!)

Casey's General Stores' narrative projects $19.5 billion revenue and $760.7 million earnings by 2028.

Uncover how Casey's General Stores' forecasts yield a $600.00 fair value, a 10% upside to its current price.

Exploring Other Perspectives

CASY 1-Year Stock Price Chart
CASY 1-Year Stock Price Chart

Four Simply Wall St Community fair value estimates for Casey’s span roughly US$233 to US$734 per share, showing how far apart individual views can be. When you set that beside Casey’s plan for at least 80 new stores and higher guided inside margins, it underlines why many investors want to weigh both growth potential and execution risk before deciding how the business might perform over time.

Explore 4 other fair value estimates on Casey's General Stores - why the stock might be worth as much as 34% more than the current price!

Build Your Own Casey's General Stores Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.