EARNINGS WRAP — Wednesday, September 09 Two reporters, both consumer names. Casey’s drops a big revenue beat. GameStop flat on EPS but sales keep shrinking.

$CASY Casey’s General Stores Revenue $5.7T, up 24.3% y/y — the real story. GAAP EPS $7.37 vs $6.82 consensus, +8.1% beat. No guidance in the data, but top-line momentum is the headline. $GME GameStop Adj EPS $0.27, exactly in line with consensus. GAAP EPS $0.67 — wide gap vs adjusted, worth noting. Revenue $790.2M, down 18.7% y/y. Sales decline continues even with the EPS matching estimates. THE WRAP Casey’s shows the convenience-store consumer is still spending — 24% revenue growth is a standout for staples. GameStop’s shrinking revenue keeps the pressure on its turnaround story. Light day, but the consumer split is clear: staples strong, discretionary still soft.

$CASY Casey’s General Stores Revenue $5.7T, up 24.3% y/y — the real story. GAAP EPS $7.37 vs $6.82 consensus, +8.1% beat. No guidance in the data, but top-line momentum is the headline.