After mentioning Casey’s in my Murphy USA post last week, I decided to revisit the gas station & convenience store operator that I said I would prefer to own (and have owned in the past). Quality (5/5) Casey’s has grown sales at a high-single digit (HSD) rate over time, with inside same-store sales (SSS) growing in the mid-single digits (MSD). Revenue is 100% U.S.-based with the vast majority coming from the Midwest.
Podcast on breakdown Casey
https://podcasts.apple.com/be/podcast/business-breakdowns/id1559120677?i=1000625360615