- Casey’s 4th Quarter Adjusted EBITDA reached $263.0 million, a 17% increase year-over-year, exceeding estimates of $238.8 million.
- Total Revenue totaled $3.99 billion, reflecting an 11% increase year-over-year, surpassing the estimate of $3.94 billion.
- Fuel Revenue stood at $2.44 billion, increasing by 7.1% year-over-year, slightly above the projected $2.4 billion.
- Grocery and General Merchandise Revenue hit $1.02 billion, marking a 13% rise year-over-year, in line with expectations.
- Prepared Food and Dispensed Beverage Revenue was $391.7 million, showing a 9.7% yearly increase but falling short of the $402.7 million estimate.
- Other Revenue significantly increased to $140.2 million from $66.1 million year-over-year, outperforming the estimate of $125.9 million.
- Same store gallons slightly rose by 0.1%, exceeding the anticipated decline of 0.21%.
- Same-store grocery sales increased by 1.8%, though under the expected growth of 2.41%.
- Same-store prepared food sales rose by 1.5%, less than the projected growth of 3.46%.
- Fuel Gross Profit amounted to $307.8 million, achieving a 21% increase year-over-year, surpassing the estimate of $290.3 million.
- Casey’s anticipates a tax rate between approximately 24% and 26% for the year.
- Inside same-store sales grew by 2.6%, outperforming the industry, or 7.1% on a two-year combined basis, driven by robust sales of hot sandwiches, bakery items, and beverages.
- The market response includes 10 buy ratings, 5 hold ratings, and 2 sell ratings.
Casey’s General Stores on Smartkarma
Analysts covering Casey’s General Stores on Smartkarma have provided positive insights into the company’s expansion and financial performance. Baptista Research highlighted the company’s third-quarter fiscal year 2025 results, noting a 17.3% increase in total revenue driven by strong fuel and inside sales growth. Despite retail fuel price declines, Casey’s effective market strategies were praised for potential market share gains, particularly in the Mid-Continent region.
Value Investors Club also offered bullish sentiments, emphasizing Casey’s continued store growth, margin expansion, and sound capital allocation. The analysts projected further growth for the company in a favorable industry, expecting a low-to-mid-teens IRR over the next five years. Baptista Research echoed positive sentiments, citing Casey’s solid performance in the second quarter of fiscal year 2025, with notable growth in diluted earnings per share, net income, and EBITDA, showcasing the strength of the company’s diversified business strategy.
A look at Casey’s General Stores Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Casey’s General Stores shows a promising long-term outlook. With solid scores in Growth and Momentum categories, the company is positioned for continued expansion and positive market performance. The above-average rating in Resilience indicates a company capable of weathering economic fluctuations and challenges. While the Value and Dividend scores are moderate, the overall outlook for Casey’s General Stores appears optimistic for investors seeking growth potential.
Casey’s General Stores, Inc. operates convenience stores primarily in the Midwest under the name Casey’s General Store. The company offers a wide range of products including food, beverages, tobacco, health and beauty items, automotive products, and gasoline. With a focus on growth and momentum, combined with resilient operations, Casey’s General Stores presents itself as a competitive player in the convenience store industry, poised for long-term success.
Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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