CASY Casey's General Stores (CASY) Q4 FY26 earnings call
Casey's closed its three-year plan with a record quarter powered by a differentiated inside-store flywheel and unusually strong, volatility-aided fuel margins. Management frames FY27 as getting back on its ~4% unit-growth algorithm with durable grocery mix tailwinds (nicotine alternatives, energy, liquor) and scaling wings, while cautioning that the exceptional exit-rate fuel margin will be hard to lap late in the year.
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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 | Jan 2026 Q3 FY26 | This call 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 | — |
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