Casey's vs Celsius

This page compares Casey's General Stores, Inc. and Celsius Holdings, Inc., examining their business models, financial performance, and market context to help readers understand how each operates within the retail and wellness sectors. The approach is neutral and accessible, outlining strategy, scale, and context. Educational content, not financial advice.

This page compares Casey's General Stores, Inc. and Celsius Holdings, Inc., examining their business models, financial performance, and market context to help readers understand how each operates with...

Comparison Snapshot

Key Financial Metrics

CASY

Metric

CELH

$22.87B

Market Cap

$14.06B

-2.82%

Potential Profit

18.13%

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 posted strong fiscal year 2025 results with net income up 8.9%, indicating solid profitability growth.
The company shows robust free cash flow of $635.2 million and a track record of generating growing cash flows.
Casey’s plans aggressive expansion with 80 new store locations planned, supporting future revenue growth.

Considerations

The stock’s valuation is relatively high with a price-to-earnings ratio above 33, raising concerns about being overvalued.
Analyst consensus price targets show limited upside potential, with some expecting a possible price decline over the next year.
The convenience store industry’s moderate beta of 0.68 implies some sensitivity to economic cycles and consumer spending shifts.

Celsius

CELH

Pros

Celsius Holdings has seen rapid growth in the health and energy drink segment, capitalising on consumer trends favoring functional beverages.
The brand has expanded its product portfolio and distribution channels, improving market penetration and revenue streams.
Strong marketing and brand recognition enable Celsius to maintain premium pricing and customer loyalty.

Considerations

The company faces high competition from larger established beverage brands, which could pressure market share and margins.
Dependence on consumer trends in health and wellness creates potential volatility if preferences change.
Celsius has a relatively concentrated product range, which may increase business risk if product innovation slows or demand shifts.

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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.

Celsius (CELH)

Celsius Holdings Inc (CELH) is a US‑based beverage company known for its fitness‑positioned, non‑carbonated energy drinks sold through retail chains, gyms and direct‑to‑consumer channels. Its brand focus, marketing partnerships and product roll‑outs have underpinned rapid top‑line growth and higher gross margins relative to many beverage peers. Investors should note the company’s market capitalisation is about $16.35 billion (provided data), and growth depends on continued distribution gains, international expansion and consumer acceptance of premium positioning. Key risks include intense competition from larger incumbents, changing health and regulatory scrutiny, supply‑chain pressures and valuation sensitivity in a cyclical consumer sector. This summary is educational only — not personalised investment advice. Values can rise and fall and past performance is not a guide to the future. Before investing, consider whether the stock’s risk profile and valuation fit your objectives and seek regulated advice if unsure.

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.

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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

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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.