Casey's vs McCormick
Casey's General Stores, Inc. and McCormick & Company, Incorporated: this page compares their business models, financial performance, and market context in a neutral, accessible way. It explains how each company operates, what factors influence their stock profile, and how they fit in their respective sectors. Educational content, not financial advice.
Casey's General Stores, Inc. and McCormick & Company, Incorporated: this page compares their business models, financial performance, and market context in a neutral, accessible way. It explains how ea...
Why It's Moving
CASY Faces Analyst Warnings of 12% Downside Amid Mixed Signals Post-Blowout Earnings
- Blowout earnings topped consensus by over 200 basis points, with inside comps up 4.3% and margins expanding across segments for 19.8% EBITDA growth.
- Management reaffirmed 11% annual EBITDA growth outlook, seen as conservative after beating GAAP earnings by 74 cents, signaling untapped potential from acquisitions.
- While most analysts maintain Moderate Buy ratings, outlier views flag 12% downside risk amid insider selling and elevated options volatility.
CASY Faces Analyst Warnings of 12% Downside Amid Mixed Signals Post-Blowout Earnings
- Blowout earnings topped consensus by over 200 basis points, with inside comps up 4.3% and margins expanding across segments for 19.8% EBITDA growth.
- Management reaffirmed 11% annual EBITDA growth outlook, seen as conservative after beating GAAP earnings by 74 cents, signaling untapped potential from acquisitions.
- While most analysts maintain Moderate Buy ratings, outlier views flag 12% downside risk amid insider selling and elevated options volatility.
Investment Analysis
Casey's
CASY
Pros
- Casey's has delivered consistent revenue and earnings growth, with a 7.25% increase in revenue and 8.87% rise in earnings in 2025.
- The company maintains strong free cash flow, reported at $635.2 million, supporting ongoing expansion and shareholder returns.
- Casey's is expanding its store footprint, planning to add 80 new locations in the next fiscal year, driving future growth potential.
Considerations
- Casey's stock trades at a high valuation, with a P/E multiple of 33.75, which may limit near-term upside and increase downside risk.
- Analyst price targets are mixed, with some forecasting a potential decline in the stock price over the next year.
- The company's growth is exposed to consumer spending trends and fuel price volatility, which could impact margins and same-store sales.
McCormick
MKC
Pros
- McCormick benefits from a globally recognised brand portfolio and strong presence in both consumer and industrial food markets.
- The company has demonstrated resilience in pricing power, enabling margin protection amid inflationary pressures.
- McCormick maintains a diversified product range and international footprint, reducing reliance on any single market or region.
Considerations
- McCormick faces ongoing input cost pressures, particularly from commodities and logistics, which can squeeze profitability.
- Organic growth has been modest in recent periods, with sales expansion largely driven by acquisitions rather than internal momentum.
- The stock is sensitive to changes in consumer discretionary spending and restaurant industry demand, which can be cyclical.
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Casey's (CASY) Next Earnings Date
Casey's General Stores (CASY) next earnings release is estimated for March 10, 2026, covering the second quarter of fiscal 2026 (Q2 2026). This date aligns with the company's historical reporting patterns, as multiple sources project it within early to mid-March 2026. Investors should monitor for official confirmation from the company.
Casey's (CASY) Next Earnings Date
Casey's General Stores (CASY) next earnings release is estimated for March 10, 2026, covering the second quarter of fiscal 2026 (Q2 2026). This date aligns with the company's historical reporting patterns, as multiple sources project it within early to mid-March 2026. Investors should monitor for official confirmation from the company.
Which Baskets Do They Appear In?
Australia's Fuel Retail Shake-Up
Ampol's acquisition of EG Group's Australian sites marks a major consolidation in the nation's fuel retail sector. This move intensifies competition, creating potential opportunities for other retailers and suppliers who may benefit from the shifting market dynamics.
Published: August 14, 2025
Explore BasketConvenience & Cravings Portfolio
Discover a collection of companies mastering the art of on-demand satisfaction. These stocks represent market leaders in fast food, quick-service, and convenience retail, expertly selected by our analysts for their strong brands and consistent customer demand.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Australia's Fuel Retail Shake-Up
Ampol's acquisition of EG Group's Australian sites marks a major consolidation in the nation's fuel retail sector. This move intensifies competition, creating potential opportunities for other retailers and suppliers who may benefit from the shifting market dynamics.
Published: August 14, 2025
Explore BasketConvenience & Cravings Portfolio
Discover a collection of companies mastering the art of on-demand satisfaction. These stocks represent market leaders in fast food, quick-service, and convenience retail, expertly selected by our analysts for their strong brands and consistent customer demand.
Published: June 17, 2025
Explore BasketBuy CASY or MKC in Nemo
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