Casey's (CASY) Reports $5.68B Revenue, Stock Falls After Sales Miss

On September 9, 2026, Casey's General Stores, Inc. (NASDAQ: CASY) reported fiscal first-quarter revenue of $5.68 billion, an increase of 24.3% year over year, and earnings per share of $7.37, exceeding the $6.78 analyst consensus. However, same-store sales growth of 3.2% fell short of Wall Street's expectation of 3.8%, leading shares to decline by roughly 10-15%. Fuel gross profit rose 19.6% to $446.9 million as margins expanded to 47.8 cents per gallon. Maintaining its fiscal 2027 guidance signals management’s caution about sustaining early earnings strength amidst potential consumer pressure.

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