Church & DwightCasey's

Church & Dwight vs Casey's

This page compares Church & Dwight Co. Inc. and Casey's General Stores, Inc., outlining their business models, financial performance, and market context in a neutral, accessible way. It presents how e...

Why It's Moving

Casey's

CASY Stock Warning: Why Analysts See -12% Downside Risk

  • Revenue miss signals softer-than-expected top-line growth, raising concerns over demand sustainability despite inside same-store sales up 3.3%.
  • EPS beat to $5.53 from $5.30 estimate highlights resilient margins at 42.4% inside, but high P/E near 40 tempers enthusiasm.
  • Stock hit $647.99 52-week high recently, outpacing median analyst target of $590 and sparking warnings of overvaluation risks.
Sentiment:
🐻Bearish

Investment Analysis

Pros

  • Church & Dwight reported stronger-than-expected Q3 2025 earnings with adjusted EPS of $0.81 versus a forecast of $0.74, reflecting solid profitability.
  • The company achieved 3.4% organic sales growth in Q3 2025, outperforming its outlook and demonstrating effective market expansion.
  • Strong strategic moves, including acquisitions like Touchland, have enhanced the company’s competitive position and innovation pipeline.

Considerations

  • Church & Dwight faces increased competition in household and personal care markets, which may pressure market share and profit margins.
  • Some analysts have issued downgrades and lower price targets, including a shift from neutral to sell ratings, indicating potential downside risks.
  • Relatively low insider ownership at 2% might raise concerns about alignment between management’s interests and shareholders.

Pros

  • Casey’s General Stores reported a strong market presence with a significant market capitalization near $19.44 billion.
  • The company maintains a solid P/E multiple of about 33.75, reflecting market confidence in its future earnings potential.
  • Casey’s benefits from its established convenience store network and consistent revenue streams from fuel and in-store sales.

Considerations

  • High valuation metrics may limit upside potential and increase vulnerability to market corrections or slowing growth.
  • The company’s earnings are exposed to fuel price volatility and margin pressure from competitive convenience retailing.
  • Casey’s growth initiatives face execution risks amid intensifying competition in the convenience store sector and changing consumer habits.

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Read Insight

Casey's (CASY) Next Earnings Date

Casey's General Stores (CASY) next earnings date is estimated for March 10, 2026. This report will cover the Q3 fiscal 2026 period, aligning with the company's historical reporting patterns in early March. Multiple sources converge on this timeframe, though the company has not yet officially confirmed the exact date or time.

Which Baskets Do They Appear In?

Beauty

Beauty

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Published: May 21, 2025

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