Prepared-food units rose nearly 4% with flat labor hours, an early sign that higher store throughput can translate into operating leverage.

Consumer staples looked dead in 2025—but a few operators delivered market-beating, semiconductor-level returns by executing relentlessly where others stagnated.

Casey’s earnings rise on strong food sales, firm fuel margins, and disciplined cost control across its 2,900-store network.

Casey’s earnings surged in Q1 2026 as EPS rose 19%, driven by strong food, grocery, & fuel performance despite Fikes integration drag.

Casey’s earnings rise on record EBITDA and net income; strong inside sales and fuel margins drive performance.