<p>凯西杂货公司（Casey’s General Stores，简称 CASY）已举行其第二季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>凯西杂货公司最近的财报电话会议描绘了其强健的财务健康状况，净收入、EBITDA 和店内销售均显著增长。公司还强调了其成功的社区参与举措。然而，会议中也提到了挑战，凯西提及了低利润率的 Cefco 店铺的影响、上升的运营费用和增加的利息费用。</p>
<h2>强劲的财务表现</h2>
<p>凯西杂货公司报告净收入显著增长，增长了 14%，达到 2.06 亿美元。稀释每股收益（EPS）也显著上升至 5.53 美元。此外，公司 EBITDA 增长了 17.5%，达到 4.1 亿美元，凸显了公司的稳固财务基础。</p>
<h2>店内销售增长</h2>
<p>公司店内销售健康增长，第二季度同店销售增长 3.3%。值得注意的是，熟食和饮料销售增长了 4.8%，而杂货和一般商品销售增长了 2.7%，反映出强劲的消费者需求。</p>
<h2>燃料部门成功</h2>
<p>凯西的燃料部门继续保持上升趋势，燃料销售连续第四个季度增长。公司每加仑的利润达到了 41.6 美分，超过了地区约 2% 的下降，突显了其市场竞争优势。</p>
<h2>社区参与</h2>
<p>凯西展示了其对社会责任的承诺，为以退伍军人为重点的非营利组织筹集了 120 万美元，包括 Fallen Patriots 儿童基金和 Hope for the Warriors，展示了公司回馈社区的决心。</p>
<h2>Cefco 店铺对利润率的影响</h2>
<p>Cefco 店铺的整合对凯西的整体利润率构成了挑战，因为这些店铺的利润率低于凯西。特别是，熟食部门的利润率约为凯西的一半，影响了公司的盈利能力。</p>
<h2>运营费用增加</h2>
<p>凯西报告同店运营费用增加 4.5%，不包括信用卡费用。这一增长主要是由于保险、公用事业、法律和广告成本上升，公司正在积极管理这些费用。</p>
<h2>利息费用上升</h2>
<p>公司的净利息费用增加至 2470 万美元，比去年增加了 1210 万美元。这主要是由于 Fikes 交易的融资，增加了公司的财务负担。</p>
<h2>财务指导更新</h2>
<p>展望未来，凯西杂货公司对 2026 财年的前景持乐观态度。公司预计 EBITDA 增长 15% 至 17%，同店销售预计增长 3% 至 4%。公司还预计在燃料类别中持续增长市场份额，并从战略举措中获得积极影响，例如 Cefco 店铺的整合和新产品如鸡翅的推出。</p>
<p>总之，凯西杂货公司的财报电话会议反映出积极的情绪，得益于强劲的财务表现和战略增长举措。尽管承认了如费用增加和低利润率店铺等挑战，但公司的前瞻性指导表明持续的乐观和增长潜力。</p>

凯西杂货公司

<p>凯西杂货公司报告了强劲的第二季度业绩，净收入增长 14% 至 2.06 亿美元，EBITDA 增长 17.5% 至 4.1 亿美元。店内销售增长 3.3%，燃油销售量持续上升。公司为关注退伍军人的非营利组织筹集了 120 万美元。面临的挑战包括利润较低的 Cefco 门店、增加的运营费用和更高的利息支出。凯西对 2026 财年的前景持乐观态度，预计 EBITDA 增长 15%-17%，同店销售增长 3%-4%</p>

<p>Casey’s General Stores ((CASY)) has held its Q2 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>凯西杂货公司（Casey’s General Stores，简称 CASY）已举行其第二季度财报电话会议。请继续阅读会议的主要亮点。</p>
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</div><p>Casey’s General Stores’ recent earnings call painted a picture of robust financial health, marked by notable growth in net income, EBITDA, and inside store sales. The company also highlighted its successful community engagement initiatives. However, the call was not without its challenges, as Casey’s addressed the impact of lower-margin Cefco stores, rising operating expenses, and increased interest expenses.</p>
<div class="lb-trans"><p>凯西杂货公司最近的财报电话会议描绘了其强健的财务健康状况，净收入、EBITDA 和店内销售均显著增长。公司还强调了其成功的社区参与举措。然而，会议中也提到了挑战，凯西提及了低利润率的 Cefco 店铺的影响、上升的运营费用和增加的利息费用。</p>
</div><h2>Strong Financial Performance</h2>
<div class="lb-trans"><h2>强劲的财务表现</h2>
</div><p>Casey’s General Stores reported a significant increase in net income, which rose by 14% to reach $206 million. The diluted earnings per share (EPS) also saw an impressive rise to $5.53. Additionally, the company’s EBITDA grew by 17.5%, reaching $410 million, underscoring the company’s solid financial footing.</p>
<div class="lb-trans"><p>凯西杂货公司报告净收入显著增长，增长了 14%，达到 2.06 亿美元。稀释每股收益（EPS）也显著上升至 5.53 美元。此外，公司 EBITDA 增长了 17.5%，达到 4.1 亿美元，凸显了公司的稳固财务基础。</p>
</div><h2>Inside Store Sales Growth</h2>
<div class="lb-trans"><h2>店内销售增长</h2>
</div><p>The company experienced a healthy boost in inside store sales, with same-store sales climbing 3.3% in the second quarter. Notably, prepared food and dispensed beverage sales increased by 4.8%, while grocery and general merchandise sales saw a 2.7% rise, reflecting strong consumer demand.</p>
<div class="lb-trans"><p>公司店内销售健康增长，第二季度同店销售增长 3.3%。值得注意的是，熟食和饮料销售增长了 4.8%，而杂货和一般商品销售增长了 2.7%，反映出强劲的消费者需求。</p>
</div><h2>Fuel Segment Success</h2>
<div class="lb-trans"><h2>燃料部门成功</h2>
</div><p>Casey’s fuel segment continued its upward trajectory, with fuel gallon sales growing for the fourth consecutive quarter. The company achieved a margin of 41.6 cents per gallon, outperforming the regional decline of approximately 2%, highlighting its competitive edge in the market.</p>
<div class="lb-trans"><p>凯西的燃料部门继续保持上升趋势，燃料销售连续第四个季度增长。公司每加仑的利润达到了 41.6 美分，超过了地区约 2% 的下降，突显了其市场竞争优势。</p>
</div><h2>Community Engagement</h2>
<div class="lb-trans"><h2>社区参与</h2>
</div><p>Demonstrating its commitment to social responsibility, Casey’s raised $1.2 million for veteran-focused nonprofits, including Children of Fallen Patriots and Hope for the Warriors, showcasing the company’s dedication to giving back to the community.</p>
<div class="lb-trans"><p>凯西展示了其对社会责任的承诺，为以退伍军人为重点的非营利组织筹集了 120 万美元，包括 Fallen Patriots 儿童基金和 Hope for the Warriors，展示了公司回馈社区的决心。</p>
</div><h2>Impact of Cefco Stores on Margins</h2>
<div class="lb-trans"><h2>Cefco 店铺对利润率的影响</h2>
</div><p>The integration of Cefco stores posed a challenge to Casey’s overall margins, as these stores have a lower margin compared to Casey’s. The prepared foods segment, in particular, has about half the margin rate of Casey’s, impacting the company’s profitability.</p>
<div class="lb-trans"><p>Cefco 店铺的整合对凯西的整体利润率构成了挑战，因为这些店铺的利润率低于凯西。特别是，熟食部门的利润率约为凯西的一半，影响了公司的盈利能力。</p>
</div><h2>Increased Operating Expenses</h2>
<div class="lb-trans"><h2>运营费用增加</h2>
</div><p>Casey’s reported a 4.5% increase in same-store operating expenses, excluding credit card fees. This rise was driven by higher costs in insurance, utilities, legal, and advertising, which the company is actively managing.</p>
<div class="lb-trans"><p>凯西报告同店运营费用增加 4.5%，不包括信用卡费用。这一增长主要是由于保险、公用事业、法律和广告成本上升，公司正在积极管理这些费用。</p>
</div><h2>Interest Expense Rise</h2>
<div class="lb-trans"><h2>利息费用上升</h2>
</div><p>The company’s net interest expense increased to $24.7 million, a rise of $12.1 million from the previous year. This was primarily due to the financing of the Fikes transaction, which has added to the company’s financial obligations.</p>
<div class="lb-trans"><p>公司的净利息费用增加至 2470 万美元，比去年增加了 1210 万美元。这主要是由于 Fikes 交易的融资，增加了公司的财务负担。</p>
</div><h2>Financial Guidance Update</h2>
<div class="lb-trans"><h2>财务指导更新</h2>
</div><p>Looking ahead, Casey’s General Stores provided optimistic guidance for fiscal 2026. The company expects EBITDA to increase by 15% to 17%, with inside same-store sales projected to rise between 3% to 4%. The company also anticipates continued market share growth in the fuel category and positive impacts from strategic initiatives, such as the integration of Cefco stores and the rollout of new product offerings like chicken wings.</p>
<div class="lb-trans"><p>展望未来，凯西杂货公司对 2026 财年的前景持乐观态度。公司预计 EBITDA 增长 15% 至 17%，同店销售预计增长 3% 至 4%。公司还预计在燃料类别中持续增长市场份额，并从战略举措中获得积极影响，例如 Cefco 店铺的整合和新产品如鸡翅的推出。</p>
</div><p>In summary, Casey’s General Stores’ earnings call reflected a positive sentiment, driven by strong financial performance and strategic growth initiatives. While challenges such as increased expenses and lower-margin stores were acknowledged, the company’s forward-looking guidance suggests continued optimism and growth potential.</p>
<div class="lb-trans"><p>总之，凯西杂货公司的财报电话会议反映出积极的情绪，得益于强劲的财务表现和战略增长举措。尽管承认了如费用增加和低利润率店铺等挑战，但公司的前瞻性指导表明持续的乐观和增长潜力。</p>
</div>

凯西杂货公司公布强劲的第二季度财报