Question · Q2 2026
Ryan Bell inquired about the mix dynamics as CEFCO stores roll into the comp base next quarter, specifically regarding the expected impact on margins, traffic in Texas, and overall comparable store sales.
Answer
Darren Rebelez, Chairman, President, and Chief Executive Officer, explained that CEFCO stores currently carry lower margins in prepared foods and grocery/general merchandise because they are not yet rebranded Casey's stores. He noted that the rebranding effort, including kitchen conversions, will begin in earnest at the start of the calendar year, expecting margins to accrete over time. Mr. Rebelez expressed pride in the team's ability to mitigate the CEFCO impact on the overall Casey's portfolio through cost of goods and waste management.
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