Casey's vs US Foods
Casey's General Stores, Inc. and US Foods Holding Corp are compared here to outline their business models, financial performance, and market context in a neutral, accessible way. This page presents an overview of how each company operates, where value is created, and the environments they navigate, without speculation. Educational content, not financial advice.
Casey's General Stores, Inc. and US Foods Holding Corp are compared here to outline their business models, financial performance, and market context in a neutral, accessible way. This page presents an...
Why It's Moving
RBC Boosts Casey's Price Target to $662 Amid Store Expansion Momentum
- RBC hiked its price target on CASY to $662 from $591 on January 23, reflecting optimism about the company's ability to expand its store network without sacrificing margins.
- Casey's is accelerating its smaller-format Goodstop stores in Iowa, broadening reach into new trade areas and bolstering its prepared foods dominance as a top U.S. pizza chain.
- Recent director purchase of 300 shares and higher quarterly net income of $206.3 million underscore insider faith and operational strength driving the stock's recent 52-week high.
RBC Boosts Casey's Price Target to $662 Amid Store Expansion Momentum
- RBC hiked its price target on CASY to $662 from $591 on January 23, reflecting optimism about the company's ability to expand its store network without sacrificing margins.
- Casey's is accelerating its smaller-format Goodstop stores in Iowa, broadening reach into new trade areas and bolstering its prepared foods dominance as a top U.S. pizza chain.
- Recent director purchase of 300 shares and higher quarterly net income of $206.3 million underscore insider faith and operational strength driving the stock's recent 52-week high.
Investment Analysis
Casey's
CASY
Pros
- Casey's General Stores reported strong fiscal 2025 results with net income up 8.9%, demonstrating solid profitability growth.
- The company has a robust cash flow position with free cash flow of $635.2 million and plans to expand aggressively by adding 80 new locations.
- Casey's operates a proven convenience store model with steady revenue growth of 7.25% year-over-year, reinforcing its competitive retail position.
Considerations
- Despite recent gains, Casey's stock valuation is high with a P/E ratio above 33, leading to only one undervaluation metric passed, indicating expensive share price.
- Analyst price targets show mixed sentiment with some forecasting potential downside around 8-9% in the next year, reflecting possible market uncertainty on further upside.
- The company’s dividend yield is low at 0.43%, which may be less attractive for income-focused investors compared to peers.
US Foods
USFD
Pros
- US Foods benefits from its status as one of the largest foodservice distributors in the U.S., providing scale advantages and broad customer reach.
- The company has been focusing on operational efficiencies and supply chain improvements, which have enhanced its margin profile and profitability.
- US Foods is positioned to capitalize on the gradual reopening and recovery of the restaurant and hospitality sectors, driving volume growth potential.
Considerations
- The foodservice distribution industry is cyclical and sensitive to macroeconomic pressures like inflation and consumer spending shifts, potentially impacting US Foods’ demand.
- US Foods carries significant debt from past acquisitions which can weigh on financial flexibility and increase execution risk on refinancing.
- Competition from both established players and emerging players in the food distribution market remains intense, pressuring pricing power and margins.
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Casey's (CASY) Next Earnings Date
Casey's General Stores is expected to announce its next earnings report on March 10, 2026, which will cover the Q3 2026 quarter. The company has not officially confirmed this date, but it is based on the firm's historical earnings release patterns. Analysts are currently projecting earnings per share of approximately $2.91 to $2.94 for this quarter. The earnings call will provide executives an opportunity to discuss financial results and the company's outlook.
Casey's (CASY) Next Earnings Date
Casey's General Stores is expected to announce its next earnings report on March 10, 2026, which will cover the Q3 2026 quarter. The company has not officially confirmed this date, but it is based on the firm's historical earnings release patterns. Analysts are currently projecting earnings per share of approximately $2.91 to $2.94 for this quarter. The earnings call will provide executives an opportunity to discuss financial results and the company's outlook.
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 USFD in Nemo
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