Charles Cerankosky's questions to CASEYS GENERAL STORES (CASY) leadership • Q1 2026
Question
Charles Cerankosky asked for more details on the price versus volume dynamics in-store, specifically inquiring about bakery and other categories.
Answer
Darren Rebelez, President, CEO & Board Chair, indicated that overall in-store sales growth was driven by approximately 1.5% traffic increase and 3% from price. The majority of the price increase stemmed from the tobacco category due to passing on manufacturer cost increases. He also highlighted modest price increases in other areas like candy and noted strong unit purchases in the basket, particularly in prepared food, non-alcoholic beverages, and snacks.