Jon Quast

speaker

8,012 appearances 79 recordings 2 series first heard Oct 2025 last heard 6d ago

Jon Quast’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 79 in all, peaking in Aug 2026 with 10.

Appearances

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Motley Fool Hidden Gems Investing · The Challenges of the China Market · 2 Jul 2026 podcast

So this doesn't even crack the top 10%, but this is Casey's General Store and that ticker symbol C-A-S-Y. voice-verified

This is a Midwestern convenience store and gas station chain. voice-verified

And it was up 41% in the first half. voice-verified

That's a tremendous six-month performance. voice-verified

Doesn't even crack the top 10% of the S&P 500, which is just remarkably laughable to me. voice-verified

But with gas prices going higher, I wasn't surprised that people were spending on gas necessarily. voice-verified

But I was wondering, is this consumer discretionary spend going to come under pressure? voice-verified

Well, restaurant sales, I mean, they were kind of under pressure here in the first half of the year, but you look at Casey's, where it really makes its money is in the prepared foods part of its business. voice-verified

People go to the gas station, now you can get kind of these grocery items as well, but the prepared foods are close to a 60% margin, so this is the real moneymaker for the business. voice-verified

The same store sales for prepared foods up 5% in the first half of its fiscal 2026, which just ended here in April. voice-verified

But that's a very strong showing in more of like the restaurant category here for Casey's. voice-verified

And it is driving a lot of its outperformance right now. voice-verified

For me, it was Tractor Supply Company. voice-verified

This is ticker symbol T-S-C-O. voice-verified

It's down 36% in the first half of 2026. voice-verified

That makes it the 17th worst performer in the index. voice-verified

Now the company is forecasting some kind of tepid, voice-verified

top line growth as well as EPS growth for the year. voice-verified

So I'm not necessarily surprised it's underperforming the index, but I am surprised that it is down so sharply because it is still forecasting modest growth. voice-verified

It's not like the business is falling apart. voice-verified

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