<p>凱西雜貨公司（Casey’s General Stores，簡稱 CASY）已舉行其第二季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
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<p>凱西雜貨公司最近的財報電話會議描繪了其強健的財務健康狀況，淨收入、EBITDA 和店內銷售均顯著增長。公司還強調了其成功的社區參與舉措。然而，會議中也提到了挑戰，凱西提及了低利潤率的 Cefco 店鋪的影響、上升的運營費用和增加的利息費用。</p>
<h2>強勁的財務表現</h2>
<p>凱西雜貨公司報告淨收入顯著增長，增長了 14%，達到 2.06 億美元。稀釋每股收益（EPS）也顯著上升至 5.53 美元。此外，公司 EBITDA 增長了 17.5%，達到 4.1 億美元，凸顯了公司的穩固財務基礎。</p>
<h2>店內銷售增長</h2>
<p>公司店內銷售健康增長，第二季度同店銷售增長 3.3%。值得注意的是，熟食和飲料銷售增長了 4.8%，而雜貨和一般商品銷售增長了 2.7%，反映出強勁的消費者需求。</p>
<h2>燃料部門成功</h2>
<p>凱西的燃料部門繼續保持上升趨勢，燃料銷售連續第四個季度增長。公司每加侖的利潤達到了 41.6 美分，超過了地區約 2% 的下降，突顯了其市場競爭優勢。</p>
<h2>社區參與</h2>
<p>凱西展示了其對社會責任的承諾，為以退伍軍人為重點的非營利組織籌集了 120 萬美元，包括 Fallen Patriots 兒童基金和 Hope for the Warriors，展示了公司回饋社區的決心。</p>
<h2>Cefco 店鋪對利潤率的影響</h2>
<p>Cefco 店鋪的整合對凱西的整體利潤率構成了挑戰，因為這些店鋪的利潤率低於凱西。特別是，熟食部門的利潤率約為凱西的一半，影響了公司的盈利能力。</p>
<h2>運營費用增加</h2>
<p>凱西報告同店運營費用增加 4.5%，不包括信用卡費用。這一增長主要是由於保險、公用事業、法律和廣告成本上升，公司正在積極管理這些費用。</p>
<h2>利息費用上升</h2>
<p>公司的淨利息費用增加至 2470 萬美元，比去年增加了 1210 萬美元。這主要是由於 Fikes 交易的融資，增加了公司的財務負擔。</p>
<h2>財務指導更新</h2>
<p>展望未來，凱西雜貨公司對 2026 財年的前景持樂觀態度。公司預計 EBITDA 增長 15% 至 17%，同店銷售預計增長 3% 至 4%。公司還預計在燃料類別中持續增長市場份額，並從戰略舉措中獲得積極影響，例如 Cefco 店鋪的整合和新產品如雞翅的推出。</p>
<p>總之，凱西雜貨公司的財報電話會議反映出積極的情緒，得益於強勁的財務表現和戰略增長舉措。儘管承認了如費用增加和低利潤率店鋪等挑戰，但公司的前瞻性指導表明持續的樂觀和增長潛力。</p>

凱西雜貨公司

<p>凱西雜貨公司報告了強勁的第二季度業績，淨收入增長 14% 至 2.06 億美元，EBITDA 增長 17.5% 至 4.1 億美元。店內銷售增長 3.3%，燃油銷售量持續上升。公司為關注退伍軍人的非營利組織籌集了 120 萬美元。面臨的挑戰包括利潤較低的 Cefco 門店、增加的運營費用和更高的利息支出。凱西對 2026 財年的前景持樂觀態度，預計 EBITDA 增長 15%-17%，同店銷售增長 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>凱西雜貨公司（Casey’s General Stores，簡稱 CASY）已舉行其第二季度財報電話會議。請繼續閲讀會議的主要亮點。</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>凱西雜貨公司最近的財報電話會議描繪了其強健的財務健康狀況，淨收入、EBITDA 和店內銷售均顯著增長。公司還強調了其成功的社區參與舉措。然而，會議中也提到了挑戰，凱西提及了低利潤率的 Cefco 店鋪的影響、上升的運營費用和增加的利息費用。</p>
</div><h2>Strong Financial Performance</h2>
<div class="lb-trans"><h2>強勁的財務表現</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>凱西雜貨公司報告淨收入顯著增長，增長了 14%，達到 2.06 億美元。稀釋每股收益（EPS）也顯著上升至 5.53 美元。此外，公司 EBITDA 增長了 17.5%，達到 4.1 億美元，凸顯了公司的穩固財務基礎。</p>
</div><h2>Inside Store Sales Growth</h2>
<div class="lb-trans"><h2>店內銷售增長</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>公司店內銷售健康增長，第二季度同店銷售增長 3.3%。值得注意的是，熟食和飲料銷售增長了 4.8%，而雜貨和一般商品銷售增長了 2.7%，反映出強勁的消費者需求。</p>
</div><h2>Fuel Segment Success</h2>
<div class="lb-trans"><h2>燃料部門成功</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>凱西的燃料部門繼續保持上升趨勢，燃料銷售連續第四個季度增長。公司每加侖的利潤達到了 41.6 美分，超過了地區約 2% 的下降，突顯了其市場競爭優勢。</p>
</div><h2>Community Engagement</h2>
<div class="lb-trans"><h2>社區參與</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>凱西展示了其對社會責任的承諾，為以退伍軍人為重點的非營利組織籌集了 120 萬美元，包括 Fallen Patriots 兒童基金和 Hope for the Warriors，展示了公司回饋社區的決心。</p>
</div><h2>Impact of Cefco Stores on Margins</h2>
<div class="lb-trans"><h2>Cefco 店鋪對利潤率的影響</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 店鋪的整合對凱西的整體利潤率構成了挑戰，因為這些店鋪的利潤率低於凱西。特別是，熟食部門的利潤率約為凱西的一半，影響了公司的盈利能力。</p>
</div><h2>Increased Operating Expenses</h2>
<div class="lb-trans"><h2>運營費用增加</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>凱西報告同店運營費用增加 4.5%，不包括信用卡費用。這一增長主要是由於保險、公用事業、法律和廣告成本上升，公司正在積極管理這些費用。</p>
</div><h2>Interest Expense Rise</h2>
<div class="lb-trans"><h2>利息費用上升</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>公司的淨利息費用增加至 2470 萬美元，比去年增加了 1210 萬美元。這主要是由於 Fikes 交易的融資，增加了公司的財務負擔。</p>
</div><h2>Financial Guidance Update</h2>
<div class="lb-trans"><h2>財務指導更新</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>展望未來，凱西雜貨公司對 2026 財年的前景持樂觀態度。公司預計 EBITDA 增長 15% 至 17%，同店銷售預計增長 3% 至 4%。公司還預計在燃料類別中持續增長市場份額，並從戰略舉措中獲得積極影響，例如 Cefco 店鋪的整合和新產品如雞翅的推出。</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>總之，凱西雜貨公司的財報電話會議反映出積極的情緒，得益於強勁的財務表現和戰略增長舉措。儘管承認了如費用增加和低利潤率店鋪等挑戰，但公司的前瞻性指導表明持續的樂觀和增長潛力。</p>
</div>

凱西雜貨公司公佈強勁的第二季度財報