Consumer

3.4% growth

Identical sales without fuel grew 3.4%, ahead of expectations and marking the sixth consecutive quarter of improvement.

CCL

Consumer

~10% above pre-pandemic levels

$2 billion

Achieved an all-time high net income of $2 billion, surpassing pre-pause benchmark by nearly 10%.

CASY

Consumer

Diluted EPS increased 19% to $5.77 per share compared to prior year.
Fuel gallons sold grew 1.7% same-store with a fuel margin of $0.41 per gallon, up $0.03 from prior year.
Gross profit increased 16.5% to $1.11 billion, with inside gross profit margin up 20 basis points to 41.9%.
Net income rose 20% to $215 million, and EBITDA increased 20% to $414 million year-over-year.
Net interest expense increased due to financing related to the Fikes acquisition, with a debt-to-EBITDA ratio of 1.8x.
Operating expenses rose 14.6%, partly due to 8% more stores and modest wage increases.
Same-store inside sales increased 4.3%, with a 6.7% increase on a 2-year stack basis.
Total revenue grew 11.5% to $4.6 billion, driven by higher inside sales and fuel gallons sold.