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Casey's General Stores, Inc. (CASY) reported first-quarter fiscal 2025 results, wherein the top line lagged the Zacks Consensus Estimate and the bottom line surpassed the same. However, both metrics improved year over year. The company demonstrated strength in inside same-store sales, underscoring its ability to engage customers effectively.More on Casey's Q1 ResultsCASY, one of the leading convenience store chains in the United States, posted quarterly earnings of $4.83 per share, which surpassed the Zacks ...

财务数据和关键指标变化 - 公司本季度收入为41亿美元,同比增长5.9% [14] - 净利润为1.802亿美元,同比增长6.5% [20] - EBITDA为3.458亿美元,同比增长9.1% [20] - 每股收益为4.83美元,同比增长7% [10] 各条业务线数据和关键指标变化 - 内部销售同店销售增长2.3%,两年堆积同比增长7.9% [11] - 现制食品及现调饮料同店销售增长4.4%,两年堆积同比增长10.6% [11] - 杂货及一般商品同店销售增长1.6%,两年堆积同比增长6.9% [12] - 燃料同店销量增长0.7%,燃料毛利为0.407美元/加仑 [12] 各个市场数据和关键指标变化 - 公司在中西部地区的燃料销量表现优于整体区域,同比下降约5% [12] - 公司的E15和E85燃料销量有所下降,但高级燃料销量增长近9% [47] 公司战略和发展方向及行业竞争 - 公司正在执行3年战略计划,本季度业绩体现了该计划的可信性和可实现性 [10] - 公司计划通过收购Fikes公司加快门店扩张,将3年新增门店目标从350家提高到500家 [25] - 公司正在加快食品业务发展,其中热三明治销售增长约70% [26] - 公司正在提升运营效率,连续9个季度减少同店人工成本 [27] - 公司认为行业整合加速是由于经营环境的挑战,小型独立运营商面临生存压力 [64][65] 管理层对经营环境和未来前景的评论 - 管理层认为中高收入消费者的购买行为尚未发生明显变化,低收入消费者有所收缩 [32][47] - 管理层对公司未来前景保持乐观,认为公司业务模式具有韧性和抗压能力 [10] 其他重要信息 - 公司将暂时暂停股票回购,直至收购Fikes后将财务杠杆降至2倍目标水平 [21] - 公司预计第二季度将发生与Fikes交易相关的一次性费用 [24] - 公司将在未来3-4年内投入1.45亿美元用于Fikes门店改造升级 [55] 问答环节重要的提问和回答 问题1 **Michael Montani 提问** 询问消费者健康状况以及毛利率受原料成本上涨影响的应对措施 [30][31] **Darren Rebelez 和 Steve Bramlage 回答** - 中高收入消费者购买行为尚未发生明显变化,低收入消费者有所收缩 [32] - 公司正在通过对冲和适当调价来应对原料成本上涨的影响 [33][34] 问题2 **Bobby Griffin 提问** 询问公司持续改善运营效率的具体措施 [36] **Darren Rebelez 回答** - 公司通过数字化生产计划、5S整理等措施提高门店运营效率,减少人工成本 [37][38][39] 问题3 **Krisztina Katai 提问** 询问公司在定价和促销方面的策略,如何维护消费者价值感 [57][58][59][60] **Darren Rebelez 回答** - 公司谨慎调整定价,主要是为了应对供应商成本上涨,同时利用私有品牌等维护价值主张 [58][59] - 公司认为即使竞争对手在价格上更加激进,也不会对公司业务产生太大影响 [61]

For the quarter ended July 2024, Casey's General Stores (CASY) reported revenue of $4.1 billion, up 5.9% over the same period last year. EPS came in at $4.83, compared to $4.52 in the year-ago quarter.The reported revenue represents a surprise of -0.34% over the Zacks Consensus Estimate of $4.11 billion. With the consensus EPS estimate being $4.54, the EPS surprise was +6.39%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determin ...

Casey's General Stores (CASY) came out with quarterly earnings of $4.83 per share, beating the Zacks Consensus Estimate of $4.54 per share. This compares to earnings of $4.52 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.39%. A quarter ago, it was expected that this convenience store chain would post earnings of $1.70 per share when it actually produced earnings of $2.34, delivering a surprise of 37.65%.Over the last four ...

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-34700 CASEY'S GENERAL STORES, INC. (Exact name of registrant as specified in its charter) Iowa 42-0935283 (State or other jurisdiction of incorporation or organization)(I.R.S. Employer Ide ...

财务业绩 - 第一季度每股摊薄收益为4.83美元，同比增长7%。净利润为1.8亿美元，同比增长6%，EBITDA为3.46亿美元，同比增长9%[3] - 公司三个月内营业收入达40.98亿美元，同比增长5.9%[20] - 公司三个月内EBITDA达3.46亿美元，同比增长9.1%[24] - 公司三个月内净利润为1.80亿美元，同比增长6.5%[24] - 公司三个月内经营活动产生的现金流入为2.81亿美元，同比增长22.8%[18] - 公司三个月内投资活动产生的现金流出为1.12亿美元，同比增加46.5%[18] - 公司三个月内融资活动产生的现金流出为7,086万美元，同比减少23.3%[18] 门店经营 - 同店内部销售额增长2.3%，两年堆积增长7.9%，内部毛利率为41.7%。内部总毛利增长10.4%至6.14亿美元[5] - 同店燃料销量增长0.7%，燃料毛利率为40.7美分/加仑。燃料总毛利增长5.9%至3.15亿美元[6] - 同店营业费用(不含信用卡费用)增长0.7%，受益于同店人工成本下降2%[7] - 准备食品和现调饮料业务毛利率为58.3%，同比提升0.1个百分点[20] - 杂货和日用品业务毛利率为35.4%，同比提升1.3个百分点[20] - 燃料业务毛利率为12.3%，同比提升0.1个百分点[20] - 公司三个月内燃料销量达7.73亿加仑，同比增长8.2%[20] 收购计划 - 预计将于2024年完成收购Fikes Wholesale公司旗下198家CEFCO便利店[3] 未来展望 - 公司预计2025财年EBITDA将增长至少8%，同店内部销售额增长3%-5%，同店燃料销量变动-1%至1%[13] - 公司有12亿美元的可用流动性,包括3.05亿美元现金及9亿美元信用额度[10]

Casey’s General Stores, Inc. CASY will release earnings results for its first quarter, after the closing bell on Wednesday, Sept. 4.Analysts expect the Ankeny, Iowa-based company to report quarterly earnings at $4.52 per share, compared to $4.52 per share in the year-ago period. Casey’s is projected to post revenue of $4.2 billion, according to data from Benzinga Pro.On July 26, Caseys announced it will acquire Fikes Wholesale for $1.145 billion to expand its presence in Texas and southern markets.Casey’s s ...

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Casey's General Stores, Inc. (CASY) is poised to release its first-quarter earnings for fiscal 2025 on Sep. 4 after the closing bell. Investors are anticipating another decent performance from this convenience store chain operator, with expectations of both revenue growth and a slight uptick in earnings per share.Analysts are optimistic about Casey's revenue prospects for the quarter. The Zacks Consensus Estimate places revenues at $4,112 million, indicating a 6.3% increase compared to the same quarter last ...