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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Casey's General Stores
Casey's General Stores (CASY) investor relations material
Casey's General Stores Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary9 Sep, 2026
Executive summary
Achieved strong first quarter results with EPS up 27.7% to $7.37, net income up 27.1% to $273.7 million, and EBITDA up 17.1% to $485.1 million, reflecting the effectiveness of the strategic plan and business model integration.
Operated 2,959 stores in 19 states as of July 31, 2026, with continued expansion through new builds and acquisitions, and maintained a 100% company-owned model for operational consistency.
Achieved 27 consecutive years of inside same-store sales growth and dividend increases, with over 800 million guest transactions annually.
Continued successful integration of the Fikes/CEFCO acquisition, with remodeled stores showing substantial performance lifts, especially in prepared foods.
Maintained operational efficiency, meeting increased food demand without increasing labor hours, and advanced continuous improvement initiatives.
Financial highlights
Total revenue for Q1 FY2027 was $5.68 billion, up 24.3% year-over-year, driven by higher inside sales and fuel prices.
Net income rose 27.1% to $273.7 million; EBITDA increased 17.1% to $485.1 million.
Inside sales grew 5.6% to $1.78 billion; prepared food and dispensed beverage sales up 7.4%, grocery and general merchandise up 4.9%.
Gross profit reached $1.24 billion, up 11.4% year-over-year; inside gross profit margin was 42.2%, up 30 bps.
Operating expenses increased 8%, mainly due to store growth, higher credit card fees, labor rates, and insurance.
Outlook and guidance
Fiscal 2027 outlook unchanged: inside same-store sales expected to rise 2–5% with inside margin above 42%; EBITDA expected to grow 8–10%.
Plans to open at least 120 stores in fiscal 2027 through acquisitions and new construction.
Annual guidance will be updated after the second quarter, following the seasonally largest period.
Liquidity supported by strong operating cash flow and available credit facilities.
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Latest events from Casey's General Stores
- Key votes include board elections, auditor ratification, and special meeting rights.CASY
Proxy filing - Record financial performance and robust governance drive strong shareholder alignment.CASYProxy filing
- Targets 8–10% EBITDA CAGR and 400+ new stores by FY29, driven by digital, menu, and operational innovation.CASYInvestor Day 2026
- Record earnings, margin expansion, and strong sales growth with a positive multi-year outlook.CASYQ4 2026
- EPS up nearly 50% and EBITDA up 27.5% on strong sales, margins, and store growth.CASYQ3 2026
- Aims for 8%-10% EBITDA growth and 500 new stores by FY2026, led by food and efficiency.CASYAnalyst Day 2024
- Revenue up 5.9%, net income up 6.5%, and EBITDA up 9.1% as store count and margins expand.CASYQ1 2025
- Acquisition of 198 CEFCO stores for $1.145B brings $45M synergies and accelerates Southern growth.CASYM&A Announcement
- Record EBITDA, net income, and store growth, with strong guidance for continued expansion.CASYQ4 2024
Next Casey's General Stores earnings date
Q2 20279 Dec, 2026
Casey's General Stores
Next Casey's General Stores earnings date
Q2 20279 Dec, 2026
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Frequently asked questions
The beating heart of small-town America
Casey’s General Store, doing business under the name of Casey’s, has since its foundation in 1968 grown to become a common sight in smaller rural towns all over the American Midwest. Casey’s is a retail business, providing their communities with a one-stop shop for everyday staples such as gas and basic groceries, while also offering a wide array of different prepared foods, snacks, and drinks. With their 2400 stores spread across 16 states they’ve become a part of everyday life in the American heartland.
Iowans at heart
Casey’s General Store was founded in Boone, Iowa, and in the years following the opening of the first store, expansion into the rest of Iowa was rapid. Even if Casey’s can now be found far away from Iowa’s borders, its feet remain firmly planted in their home state. The headquarters are located in Ankeny just outside of Des Moines. Although much has changed since 1968, Casey’s small-town mentality is still being preserved through an emphasis on hospitality and customer service, and 24% of its stores are located throughout Iowa. The origins of Casey’s is a classic tale of American growth and entrepreneurial spirit, closely mirroring the development of companies like Target and Walmart.
Gas sales drive retail sales and vice versa
Since its early days, Casey’s has focused on providing its nearby communities with a practical and welcoming hub for the necessities of everyday life. Combining a gas station with groceries and various fast-food options means that the revenue streams are diverse and operate with a built-in hedge against fluctuating oil prices. Casey’s is vertically integrated and runs its own distribution. The company currently employs three separate distribution centers, strategically placed around its area of operations.
Adapting for the future
Even if Casey’s locations often are a central hub in their community, steps are being taken to remain relevant for many years to come. Selling gasoline is a cornerstone of the business, but it’s a revenue stream that isn’t going to be around forever. The shift towards EVs has started and is ramping up every year. Casey’s is preparing for this by rolling out EV charging stations at their locations across the Midwest while continuing to develop their offerings of various prepared foods. A big push is being made in rolling out their expansive made-from-scratch Pizza program which now includes delivery and online ordering.