CASY Casey's General Stores (CASY) Q3 FY26 earnings call
Casey's General Stores delivered a strong third quarter, driven by robust inside sales, particularly in prepared food and dispensed beverages, and healthy fuel margins. The company continues to leverage its value proposition and strategic initiatives, including the expansion of its chicken wings program and growth in Casey's Rewards membership, to drive performance. Management remains focused on efficient operations and strategic unit growth, with an Investor Day planned to outline the next three-year strategic plan.
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CASY operating KPIs by quarter
| KPI | Jan 2025 Q3 FY25 | Apr 2025 Q4 FY25 | Jul 2025 Q1 FY26 | Oct 2025 Q2 FY26 | This call Jan 2026 Q3 FY26 | Apr 2026 Q4 FY26 | Jul 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|---|
| Average retail fuel price per gallon | $2.85This was partially offset by a $0.12 decline in the retail price of fuel from $2.98 per gallon in the prior year to $2.85 per gallon in the third quarter.Source: earnings call transcript | $2.98Retail fuel sales were up $162 million in the fourth quarter due primarily to a 17.8% increase and the total gallons sold to $819 million, which was partially offset by a 9% decline in average retail price from $3.28 per gallon last year to $2.98 this year.Source: earnings call transcript | $3The average retail price of fuel during this period was $3 a gallon, and that compares to $3.31 a year ago.Source: earnings call transcript | $2.96The average retail price of fuel during the period was $2.96 a gallon, and that compares to $3.11 a year ago.Source: earnings call transcript | $2.72The average retail price during the period was $2.72 a gallon, and that compares to $2.85 a year ago.Source: earnings call transcript | $3.4Retail fuel sales were up $446 million in the fourth quarter due primarily to a 14.1% increase in the average retail price from $2.98 to $3.40, along with a 3.6% increase in the total gallons sold to $848 million, which also contributed.Source: earnings call transcript | $3.99Retail fuel sales were up $991 million in the quarter as the average retail price of fuel rose 33% from $3 to $3.99 per gallon, and total gallons sold increased by 2.5%.Source: earnings call transcript | +17.4% |
| Employees | — | 49KThank you to our 49,000 team members, guests, supplier partners and the nonprofits that make this all possible.Source: earnings call transcript | — | — | — | 50KThis impact was made possible because of the dedication of our 50,000 team members, the generosity of our guests and the support of our partners.Source: earnings call transcript | — | — |
| Casey's Rewards members | — | 9M+Casey's Rewards now has over 9 million members.Source: earnings call transcript | <9.5MUsing guest insights and data gathered from our nearly 9.5 million Casey's Rewards members helps us get the right products on the shelves at competitive prices for our guests.Source: earnings call transcript | — | 10M+Within Casey's Rewards, we crossed a major milestone as we now have over 10 million members.Source: earnings call transcript | — | 11M+Just are flocking to the Casey's Rewards platform as we're now over 11 million members.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.