The following is a summary of the Casey's General Stores, Inc. (CASY) Q2 2025 Earnings Call Transcript:

Financial Performance:

• Casey's General Stores reported Q2 2025 diluted earnings per share of $4.85, with net income at $181 million and EBITDA at $349 million, all showing a 14% increase from the previous year.

• Total revenue for the quarter was $3.9 billion, a decrease of 2.9% primarily due to a 14.1% decline in retail fuel prices, nearly offset by higher inside sales and fuel gallons sold.

• Gross profit was up 8.2% to $959 million, driven by a 12% increase in inside gross profit.

Business Progress:

• Casey's continues to execute its three-year strategic plan effectively, with strong performance in prepared food and innovation.

• The company completed the acquisition of Fikes, adding the Fikes team to Casey's family and progressing well with integration.

• Focus remains on enhancing operational efficiencies, reducing same-store labor hours, and expanding the store network with plans to add approximately 270 stores.

Opportunities:

• The second half of FY 2025 is expected to see growth influenced by the strategic acquisition of Fikes, expanding market share and improving sales.

• The company's ability to synergize and integrate acquisitions will continue to build and enhance shareholder value.

Risks:

• EBITDA contributions from Fikes expected to be modest in the third quarter due to one-time deal and integration costs.

• Headwinds from ongoing global uncertainties, such as the impact and duration of the conflict in Ukraine, pose potential risks to operational stability and results.

More details: Caseys General Stores IR

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