Casey’s Rewards Surpasses 10 Million Members

Casey’s General Stores Inc. announced its financial results for the three and nine months ended January 31, 2026.

For the third quarter, the retailer reported:

• Net income of $130.1 million, up 49.3% from the prior year.
• EBITDA of $308.9 million, up 27.5% from the same period a year ago.
• Inside same-store sales increased 4.0% compared to prior year, and 7.9% on a two-year stack basis, with an inside margin of 42.2%.
• Total inside gross profit increased 8.9% to $624.0 million compared to the prior year.
• Same-store fuel gallons were up 0.4% compared to the prior year with a fuel margin of 41.0 cents per gallon. Total fuel gross profit increased 15.3% to $348.2 million compared to the prior year.
• During the quarter, Casey's Rewards surpassed 10 million members.
• Operating expenses increased 4.1% during the third quarter.
• The company now expects inside same-store sales to increase 3.5% to 4.5%, with an inside margin of approximately 41.5% to 42.5%.

The retailer said that the year-over-year net income, diluted EPS and EBITDA increases for the quarter were due to higher inside and fuel gross profit, partially offset by higher operating expenses.

Meanwhile, total inside sales for the quarter were up 5.7% compared to the prior year. Prepared food and dispensed beverage same-store sales were led by whole pizzas and hot sandwiches, while grocery and general merchandise same-store sales had excellent performance in non-alcoholic beverages, Casey’s said.

“Casey's achieved another successful quarter as strong sales and margin expansion drove performance,” said Darren Rebelez, chairman, president and CEO. “Our high quality inside offering, along with a compelling value proposition, continues to attract guests to our stores. On the fuel side, the team had another sound quarter, expanding fuel margin while reporting positive same-store gallon growth. All of this was anchored by our store level operations team, who continue to meet our guests’ needs in an efficient manner.”

Earlier this month, Casey’s launched its annual campaign to help end hunger across the areas it serves, the retailer said in a press release. In partnership with Feeding America and DoorDash, Casey’s said it is committed to helping provide 10 million meals to local Feeding America food banks in its communities.

Through April 7, customers can round up in-store purchases, add a donation to online orders, or order Casey’s through DoorDash, which will donate the monetary equivalent of one meal for every delivery.