J P M O R G A N North America Equity Research 12 June 2026 Casey's General Stores It's Not Just Red Bull That Gives the CASY Share Price Its Wings We are raising our estimates and price target following CASY's 4Q26 earnings (initial take). Even by CASY's lofty standards, the quarter was a standout, with EPS beating the Bloomberg consensus estimate by 32% and upside coming from inside SSS, inside margins, fuel volume and fuel gross profit per gallon. CASY is benefiting from the robust fuel margin environment ...