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    Irene Nattel • RBC Capital Markets

    Irene Nattel's questions to Caseys General Stores Inc (CASY) leadership

    Irene Nattel's questions to Caseys General Stores Inc (CASY) leadership • Q4 2025

    Question

    Irene Nattel inquired about current consumer behavior, particularly among low-income shoppers, and what the rewards program reveals about spending habits. She also asked about the promotional strategy for fiscal 2026 and the upcoming summer months.

    Answer

    CEO Darren Rebelez stated that the overall consumer is resilient, with traffic holding up across income levels. He noted a distinction within the low-income cohort between stretched families and younger, early-career individuals with different spending habits. For FY26 promotions, he highlighted the return of the popular BBQ brisket pizza LTO, continued strength in hot sandwiches, and the value proposition of the bakery category as an alternative to higher-priced candy.

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    Irene Nattel's questions to Caseys General Stores Inc (CASY) leadership • Q4 2025

    Question

    Irene Nattel asked about current consumer behavior, particularly among different low-income cohorts, and what the Casey's Rewards program is revealing about spending patterns. She also inquired about the promotional strategy for fiscal 2026.

    Answer

    President and CEO Darren Rebelez described the consumer as resilient, noting a distinction within the low-income cohort between stretched families and younger, early-career individuals with different spending habits. He stated that promotional plans for FY26 will continue to leverage food as a traffic driver, highlighting the return of the popular BBQ brisket pizza LTO and the value proposition of the bakery category.

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    Irene Nattel's questions to Murphy USA Inc (MUSA) leadership

    Irene Nattel's questions to Murphy USA Inc (MUSA) leadership • Q4 2024

    Question

    Irene Nattel from RBC Capital Markets inquired about the nature of discussions with vendors regarding promotional support for 2025 and the outlook for underlying price inflation from those vendors.

    Answer

    CEO Andrew Clyde stated that vendors value Murphy USA for its high, stable volumes, and discussions focus on mutual growth rather than just price. He noted that digital transformation initiatives have also yielded benefits in contract management. On inflation, Clyde sees it as a wildcard but believes the company is well-positioned due to its value proposition. CFO Galagher Jeff added that enhanced rewards programs allow for better customer targeting in an inflationary environment, turning it into a potential advantage.

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