HomeLifestyleRetailCASY: Consumers Shifting To Private Label

CASY: Consumers Shifting To Private Label

Casey's General Stores (CASY) reported 2Q earnings today; The Watch List's panel discusses the company and its results. Sam Burns says the overall trends look pretty good despite mixed market opinions, both for the company and for the stock. Lee Bohl points out Casey's take on the consumer: the lower-income consumer's habits are changing more dramatically, switching to Casey's private label goods over brand-name, which allows Casey's higher margins.

The Watch List

12 Dec 2023

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