Casey's General Stores, Inc.

“So welcomed like Casey's General Stores, a national retailer that really needed a value provider that also was an incredible experience for those stores.”

Casey's General Stores is cited as a national retail customer that adopted T-Mobile's point-of-sale network slicing and fixed-wireless solution across its stores.

“We are right where we expect it to be as it relates to the integration of Fikes and CEFCO”

Casey's reports its acquisition of Fikes (CEFCO) is integrating on plan, with synergy capture and store conversions to prepared food tracking to expectations.

“we're activating our Feeding America campaign in partnership with DoorDash.”

Casey's is running a Feeding America charitable campaign in partnership with DoorDash, indicating an ongoing delivery-platform relationship.

“our guests have early access to Monster's Ultra Red, White and Blue Razz flavor, celebrating 250 years of American independence.”

Casey's secured a near-exclusive early launch of a new Monster Energy flavor through joint business planning, a positive distribution win for Monster.

“the majority of that is coming from the Fikes acquisition. As you recall, there's a fuel terminal we picked up”

Casey's acquired Fikes (CEFCO convenience stores plus a fuel terminal), now driving Fuel 3.0 procurement and ongoing store integration/synergies.

“along with the support from our supplier partner, Coca-Cola, this August campaign raised over $1 million”

Coca-Cola is a named beverage supplier partner co-funding Casey's Cash for Classrooms campaign, reflecting an active vendor relationship with KO.

“This included the largest transaction in Casey's history with the Fikes Wholesale acquisition and its 198 CEFCO convenience stores.”

Casey's closed its largest-ever acquisition, adding 198 CEFCO convenience stores from Fikes Wholesale, a major driver of fiscal 2025 unit growth and future synergy capture.

“And as a reminder, we self-distribute Monster, which is unique in the industry. And I feel like our execution at store level and our in-stock position as a result of that is a differentiator versus others in the industry.”

Casey's self-distributes Monster energy drinks, an unusual supply-chain arrangement in convenience retail that management credits for stronger in-stock execution and category growth versus peers.

“Announcing the closing of the largest transaction in the company's history is extremely exciting and right in line with the plan we laid out in June of 2023.”

Casey's closed its acquisition of Fikes convenience stores on November 1, 2024, the largest deal in company history; the quarter's guidance update reflects one-time integration costs and expected EBITDA dilution from Fikes in Q3 before turning accretive in Q4.