Caseys General Stores INC: directors' dealings · United States · SEC (Form 4)

About Caseys General Stores INC

Casey’s General Stores, Inc. (ticker CASY) is a major U.S. convenience-retail operator listed on the NASDAQ market in the United States. Founded in 1968 by Donald Lamberti, the company has built a highly recognizable model centered on mid-sized convenience stores, typically located in small and mid-sized communities across the American Midwest. Its corporate headquarters are in Ankeny, Iowa. At its core, Casey’s operates a network of convenience stores selling fuel, everyday consumer staples, and made-in-store prepared food. The chain trades under the Casey’s and Casey’s General Store banners, and, following recent acquisitions, also includes regional brands such as CEFCO, GoodStop, Bucky’s, and Lone Star Food Store. The business mix spans beverages, grocery items, tobacco and nicotine products, health and beauty aids, automotive products, and other non-food merchandise. However, Casey’s key differentiator is its prepared-food platform, especially fresh pizza, breakfast items, hot sandwiches, and other foodservice offerings. This category is strategically important because it supports traffic, basket size, and margins. From a competitive standpoint, Casey’s is one of the largest convenience-store chains in the United States, with a particularly strong footprint in the Midwest and an expanding presence in the South. Based on recent company disclosures, it operated 2,924 stores in 19 states as of January 31, 2026. A major strategic milestone was the November 1, 2024 acquisition of Fikes Wholesale and Group Petroleum Services, owner of the CEFCO chain. That transaction added 198 stores and expanded Casey’s into Texas more meaningfully, while also establishing its first stores in Alabama, Florida, and Mississippi. This acquisition broadened the company’s geographic reach beyond its historical Midwestern base. Recent highlights include continued integration of the CEFCO assets, ongoing growth in prepared food sales, solid fuel performance, and the rollout of EV charging stations across the network. Casey’s also increased its quarterly dividend in fiscal 2025, reinforcing its shareholder-return profile. For investors, CASY offers a differentiated defensive-consumption exposure: a convenience store platform with a strong foodservice engine, a fuel-led traffic model, and an acquisition-driven growth strategy that has been steadily expanding its addressable market.