Casey's vs Performance Food Group

This page compares Casey's General Stores, Inc. and Performance Food Group Company, focusing on business models, financial performance, and market context in clear, neutral terms. It presents neutral, accessible analysis to inform, not to persuade. Educational content, not financial advice.

This page compares Casey's General Stores, Inc. and Performance Food Group Company, focusing on business models, financial performance, and market context in clear, neutral terms. It presents neutral,...

Comparison Snapshot

Key Financial Metrics

CASY

Metric

PFGC

$22.87B

Market Cap

$14.70B

-2.82%

Potential Profit

18.67%

Buy

Analyst Rating

Buy

Why It's Moving

Casey's General Stores rides high on analyst upgrades and growth momentum as Q2 earnings loom.

Analysts at Stephens hiked their price target to $600 with an overweight rating, signaling confidence in sustained inside sales growth of 3.7% for fiscal 2026.
Zacks Consensus earnings estimate rose $1.02 to $17.39 per share after upward revisions, underscoring Casey's appeal as a top growth pick with 18.8% year-over-year earnings expansion.
Company set to report Q2 fiscal 2026 results soon, spotlighting synergies from the Fikes acquisition and resilience in grocery and prepared food categories amid steady consumer traffic.

Sentiment:

🐃Bullish

Casey's General Stores rides high on analyst upgrades and growth momentum as Q2 earnings loom.

Analysts at Stephens hiked their price target to $600 with an overweight rating, signaling confidence in sustained inside sales growth of 3.7% for fiscal 2026.
Zacks Consensus earnings estimate rose $1.02 to $17.39 per share after upward revisions, underscoring Casey's appeal as a top growth pick with 18.8% year-over-year earnings expansion.
Company set to report Q2 fiscal 2026 results soon, spotlighting synergies from the Fikes acquisition and resilience in grocery and prepared food categories amid steady consumer traffic.

Sentiment:

🐃Bullish

Investment Analysis

Casey's

CASY

Pros

Casey's General Stores consistently delivers revenue and earnings growth, with net income rising nearly 9% in fiscal 2025 and plans to open 80 new locations.
The company's small-town-focused business model provides resilience in uncertain economic environments, often outperforming larger peers on operational efficiency.
Casey's maintains a long-term track record of compounding shareholder returns, delivering average annual gains above 20% since the late 1980s.

Considerations

Casey's heavy reliance on convenience store operations in the Midwestern US exposes it to regional economic cycles and localised competitive pressures.
Expansion into new markets requires significant capital investment and carries execution risk as the company scales beyond its core regions.
The stock's current valuation reflects much of its recent growth, potentially limiting near-term upside unless earnings surprises persist.

Performance Food Group

PFGC

Pros

Performance Food Group benefits from scale as a leading foodservice distributor, serving a diverse customer base across multiple industry segments.
The company demonstrates solid year-to-date share price performance, indicating operational execution and market confidence in its growth trajectory.
Diversification across foodservice channels helps mitigate reliance on any single customer or sector, supporting stable cash flows.

Considerations

Exposure to foodservice industry cycles means Performance Food Group faces headwinds during downturns in restaurant and institutional demand.
Thin profit margins are typical in food distribution, limiting operating leverage and making cost control critical to maintaining profitability.
Potential supply chain disruptions and food commodity price volatility add uncertainty to earnings forecasts and operational stability.

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About The Companies

Casey's (CASY)

Casey’s General Stores, Inc. (CASY) is a US-based convenience-store operator known for selling fuel, everyday groceries and made-to-order food such as pizza. With a market capitalisation around $20.38 billion, it combines retail fuel margins with higher-margin in-store prepared foods, creating a mixed revenue profile that can help smooth earnings compared with fuel-only retailers. Investors should note growth has come from opening stores and improving foodservice sales, while margins remain sensitive to fuel price swings and local competition. The company has a history of returning capital through dividends and buybacks, but past actions are not guarantees of future policy. This summary is educational only and not personal financial advice; values can rise and fall and prospective investors should research company filings and consider suitability before taking any position.

Performance Food Group (PFGC)

Performance Food Group Company (PFGC) is a US-based foodservice distributor supplying restaurants, healthcare, education and hospitality clients. It operates national and regional distribution networks, offers private-label products and provides supply-chain services to a broad customer base. Revenue growth has been supported by acquisitions, expanded customer relationships and rising foodservice demand; margins depend on purchasing scale, pricing power and logistics efficiency. Key sensitivities include commodity and fuel prices, labour costs, customer concentration and economic cycles that affect dining out. With a market capitalisation of about $15.86bn, PFGC sits at mid-cap scale in a competitive, low-margin industry. Investors should watch sales growth, gross margin trends, free cash flow conversion and leverage. This summary is for general educational purposes only and not personal financial advice. Shares can fall as well as rise; consider your investment objectives and risk tolerance before acting.

Casey's (CASY) Next Earnings Date

Casey's General Stores (CASY) next earnings date is estimated for March 10, 2026, covering the third quarter of fiscal 2026 (Q3 2026). This date aligns with the company's historical reporting patterns following the prior Q2 2026 release on December 10, 2025, though it remains unconfirmed by the company. Investors should monitor official announcements for any updates to this estimate.

Casey's (CASY) Next Earnings Date

Casey's General Stores (CASY) next earnings date is estimated for March 10, 2026, covering the third quarter of fiscal 2026 (Q3 2026). This date aligns with the company's historical reporting patterns following the prior Q2 2026 release on December 10, 2025, though it remains unconfirmed by the company. Investors should monitor official announcements for any updates to this estimate.

Which Baskets Do They Appear In?

Convenience & 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 Basket

Which Baskets Do They Appear In?

Convenience & 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 Basket

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Comparison Snapshot

Why It's Moving

Casey's General Stores rides high on analyst upgrades and growth momentum as Q2 earnings loom.

Casey's General Stores rides high on analyst upgrades and growth momentum as Q2 earnings loom.