Casey's General Stores ($CASY) podcast mentions
Apple has a new product. Does it have a new corporate direction? Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe, and today I'm joined by longtime Fool contributors Jon Quast and Matt Frankel. Guys, we're going to get into— obviously, we have the new product relaunch as Apple. We're going to get into the mailbag. But before we get started, Stop me if you've heard this story already. A company posts results somewhere between okay and good, and the stock falls precipitously after. It's been a pretty common theme this particular quarter. I feel like as we've been talking through earnings results, and we could have done this for a few companies that have reported in the past, I don't know, 36 hours or so, but let's focus on two. Online pet retailer Chewy and good old brick-and-mortar convenience store Casey's General Stores. Both of them saw at their peaks about double-digit declines after reporting earnings. So guys, we're going to start with Chewy first. And what did the market see that they didn't like, and did it line up with your thoughts on the earnings report?
Tyler Crowe · Motley Fool Hidden Gems Investing · Apple Launches New Products in Time for New CEO · 2026-09-10So the theme here in, for Chewy, and this has been pretty common with a lot of, I, it's hard to say Chewy's discretionary retail. Like you said, people spend money on their pets. Maybe they're going from the premium cat food down to the, you know, kind of bulk warehouse cat food, I guess would, would be the way of putting it to kind of pull back on spending a little bit. But it is slightly more discretionary than say like food convenience store purchases and things like that. And we saw something similar at Casey's General Store. Stores. So what is the common thread here, at least in the earnings report for Casey's, that we saw a similar earnings reaction for what I would say is kind of like staple purchases in the form of like convenience stores, gas, you know, takeout pizzas and things like that for Casey's versus, as, as to your point, this slight discretionary aspect of what Chewy does?
Tyler Crowe · Motley Fool Hidden Gems Investing · Apple Launches New Products in Time for New CEO · 2026-09-10I think we, you kind of hinted at it a little bit in your answer, but I wanna put you both on the spot as we kind of assessing these earnings reports and thinking about, you know, stocks to buy and stuff like that. Given the choice between the two of these companies right now where they are, Chewy's, Casey's General Stores, which one do you see as the better buy right now?
Tyler Crowe · Motley Fool Hidden Gems Investing · Apple Launches New Products in Time for New CEO · 2026-09-10Hey, good morning everybody. Welcome back to the Mining Stock Daily Morning Briefing. It's Thursday, September 10th, and gold's pulling back this morning, down about 0.5% to $4,370. $73 an ounce. Silver's off sharply as well, down 2.5% to $65.55. The biggest move is in copper, which is under significant pressure today, off 4.7% to $6.48. But on the energy side, Brent crude is pushing further above $100. It's up almost 3% to $1.04. A barrel. With Brent trading above that $100 level, the question is how consumers are responding at the pump, and Casey's General Stores provided some useful color on that yesterday, shared with our friend Peter Buchvar this morning. The convenience store chain noted it is seeing exactly the behavior you would expect at these prices. Consumers are making more trips to fill up but buying fewer gallons per visit. And they are trading down out of premium and mid-grade into regular or higher ethanol blends like E15 and E85. On the bond market side, Treasury Secretary Scott Bessant is taking an aggressive posture. The Treasury announced it will buy back up to $6 billion in longer-dated government debt. That's triple the normal size of these operations, as Bessant looks to put a ceiling on long-term borrowing costs. In a comment that has gotten considerable attention at the trading desks, Bessant told an audience in Dallas, quote, I am the house now. It's a direct challenge to anyone betting against his interventions. 10-year yields moved higher after the announcement, suggesting investors are not fully convinced. We'll get to the news out of the miners and explorers here in just a moment, but first, a mention of today's sponsor. This morning briefing is brought to you by Revival Gold. Revival Gold is a U.S.-focused gold developer advancing two advanced-stage projects in western United States. The flagship Merkur Gold Project in Utah is a formerly producing heap leach operation in the historic Tintic Mining District, now being aggressively drilled toward a preliminary feasibility study targeted for Q1 of next year. And it has a 2025 PEA already in hand, demonstrating strong economics at current gold prices. Revival also holds the Beartrack Arnett Gold Project in Idaho. It's one of the larger undeveloped gold deposits in the United States. They trade on the Venture Exchange with RVG and on the OTCQX with RVLGF.
Trevor Hall · Mining Stock Daily · Morning Briefing: Talon Metals Drill Longest Massive and Mixed Massive Sulphide Intercept Ever at Tamarack · 2026-09-10So, no more 7 7's, folks, you'll have to make do with Sazerac and Sprite. Among active stocks, Meta Platforms is the top S&P gainer after unveiling its standalone AI agent Muse, which has yet to weigh in on its view of humanity. KeyBank analyst Justin Patterson says if Muse can build a monthly—and ideally daily or weekly—audience in the hundreds of millions over the coming months, it would be a success, with engagement the initial barometer and monetization following over time. Casey's General Stores is the biggest S&P decliner after a Q2 earnings beat failed to match more high-flying expectations. But the sell side is coming to its defense. Jefferies analyst Corey Tarlow recommended buying weakness on continued comparable sales growth, margin expansion, and an unchanged outlook. Chewy is choppy after it boosted its full-year outlook but also reported a meaningful decline in liquidity. Free cash flow declined by 15.5%, while cash and cash equivalents tumbled 29%. And Jersey Mike's Subs issued its first earnings report as a public company with same-store sales up 2.3% in Q2. CEO Charlie Morrison said an acceleration in comps has continued into the third quarter as we seek to broaden our consumer base, grow our digital channels, bring thoughtful innovation to the market, and of course continue to deliver on our vision of being the world's most beloved destination for authentic sub sandwiches. And in other news of note, NASA is seeking proposals to develop technologies needed to establish a sustained human presence near the Moon's South Pole, with a focus on generating power, extracting oxygen, and producing materials beyond Earth. The agency announced the solicitation as part of its effort to close critical infrastructure gaps that could hinder long-duration lunar missions. NASA is inviting proposals from private companies, academic institutions, and nonprofit organizations, along with international partners participating through U.S.-led teams. The 5 tech areas it's focusing on are vertical solar arrays, oxygen extraction, radioisotope nuclear generators, manufacturing in space, and innovative nanomaterials. And the NFL season kicks off tonight with a rematch of the Seahawks-Patriots Super Bowl, putting DraftKings and FanDuel in focus. In anticipation of that, privately held Fanatics has launched a unified mobile app that combines its sportsbook, online casino, and prediction market products in a bid to become a broader super app for sports fans.
Kim Kahn · Wall Street Breakfast · Anthropic researcher warns AI could kill us all · 2026-09-09