Kelly Bania

I was just curious if you have seen any impact to consumer behavior, traffic ticket, inside sales just in the past few weeks?

Can you talk a little bit more about the timing and cadence of additional rollout of that program to more stores?

just curious if there's any more learnings that you can share or even refinements to that original plan for the $45 million in synergies.

Just wanted to talk about the same-store sales outlook for fiscal '26 in that 2% to 5% range. I guess it's just a little lower on the low end there than the past several years

just wanted to ask about the EBITDA contribution from CEFCO in the quarter and what's embedded in the fiscal '26 outlook from the deal there?

I was just wondering if you can talk about how Casey markets, kind of legacy markets performed from a fuel margin standpoint

just curious how much EBITDA the acquisition of Fikes added to the quarter and how much it's contributing to the 11% EBITDA growth forecast

I wanted to ask first, if you could just talk about the pharmacy category. A lot of moving pieces being called out

Hoping to go back to the topic of of renewal rates a little bit. I know you don't prefer to guide or or forecast

Just wanted to ask about membership growth and total membership households that continue to increase

Just wanted to try and see if we could understand your your stance on inventory planning here.

Wanted to just ask about membership fees. Obviously, you've had the increase in the US and Canada that's flowing through

I was wondering if you could just talk a little bit about your partnerships with Instacart and Uber now that you've had Uber for quite some time

can you unpack that between the price mix and units and just help us understand what is in the plan in terms of inflation for those discretionary categories in the back half?

I was wondering if you could talk a little bit more about the same-day delivery pilot. What have you learned so far from there?

Can you just walk through some of the key factors that are driving that is a little bit lower than your prior outlook

how much is due to the extreme 145% tariff level during that period

Can you just maybe help parse out more specifically the impact of pharmacy on the quarter? It sounds like you are estimating some slight market share improvements

I was just curious, if you have any specific strategies or factors that you would attribute that to? And also in that, you noted strong demand in delivery. And I was wondering if you could clarify ...

I think this quarter and this year, even came in ahead of plan, but it sounded like this year is planned flat. So just curious if you could talk about what maybe different about this year versus th...

what are the financial implications of that initiative? I believe it's intended to drive growth, but is there any sort of trade-off between margin and case growth?

you remain quite positive on the impact from the compensation change into the second half? And can you just help us understand what gives you that confidence

Can you just maybe drill down and elaborate on what is driving that? And are you willing to comment about where you're tracking in October?

First, just wanted to clarify the payroll investment that you're talking about, how much of that is hours versus wages?

advertising, $6.4 billion now

how incredibly consistent, so many of the key metrics are really across the board

you ended up with some lower markup

the tariffs and just what you're assuming