TimesSquare Capital Management’s U.S. Mid Cap Growth Strategy reported that Casey’s General Stores gained 32% in the first quarter of 2026. The convenience store operator, which runs 2,900 stores across nineteen states, posted mixed fiscal third-quarter results with a top-line miss but beats on EBITDA and earnings. Same-store sales grew 4%, accelerating from the prior quarter, and the outlook remains solid with strong gross margins supported by a favorable mix. The strategy also noted that geopolitical volatility has historically been net positive for fuel spreads, and the expansion of chicken wings to more than 550 stores is a bigger driver.
Caseys General Stores IncSame-store sales grew 4% and chicken wing expansion to 550+ stores drives demand.
MicroStrategy Incorporated