{"slug":"caseys","name":"케이시스","name_en":"Casey's","ticker":"CASY","updated_at":"2026-09-24T11:10:52.680467+00:00","canonical":"https://valuechain.wiki/caseys","citable":"밸류체인 그래프 기준 케이시스의 직접 연결 기업은 4곳(관계 기준 공급 2·매출 2)이고, 사슬을 2차까지 넓히면 18곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, Casey's is directly linked to 4 companies (2 supply, 2 revenue relationships) and reaches 18 companies within two hops; the links are backed by 7 dated sources, 1 of them primary filings (as of 2026-09-24).","kicker":"미국 지역 편의점망","kicker_en":"Regional convenience retailer","lead":"케이시스는 미국 중서부와 남부의 편의점에서 연료, 식료품, 조리식품을 판매하고 배달 플랫폼으로 주문 접점을 넓힌다. 상품 제조사와 음료 업체에 재고 대금을 지급하며, 편의점 체인과 연료 도매망 인수로 영업 지역을 확장한다.","lead_en":"Casey's sells fuel, groceries, and prepared food through convenience stores across the US Midwest and South, with delivery platforms extending its ordering reach. It pays product manufacturers and beverage suppliers for inventory and expands its footprint by acquiring convenience-store chains and wholesale fuel networks.","categories":[{"key":"mass-retail","ko":"대형 유통","en":"Mass Retail","theme":"consumer-commerce","theme_ko":"소비 브랜드·유통","theme_en":"Consumer Brands & Commerce","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"조리식품·디스펜스 음료"},{"name":"식료품·일반상품"},{"name":"연료"},{"name":"기타","note":"연료 도매망, 세차, 복권 등이 포함된다."}],"total":"$17,561,101,000 (FY2026, SEC 10-K XBRL)","track":"C"},"segments_en":{"parts":[{"name":"Prepared food and dispensed beverages"},{"name":"Grocery and general merchandise"},{"name":"Fuel"},{"name":"Other","note":"Includes wholesale fuel, car wash, and lottery activity."}],"total":"$17,561,101,000 (FY2026, SEC 10-K XBRL)"},"returns_yearly":{"2021":11.2,"2022":14.5,"2023":23.3,"2024":45,"2025":40.1,"2026":17.2},"return_asof":"2026-10-09","value_chain":{"leading":[{"slug":"pepsico","name":"PepsiCo","name_en":"PepsiCo","tier":3,"returns_yearly":{"2021":20.6,"2022":6.8,"2023":-3.3,"2024":-7.6,"2025":-1.8,"2026":-2.2}},{"slug":"yum-brands","name":"얌! 브랜즈","name_en":"Yum! Brands","tier":2,"returns_yearly":{"2021":30.1,"2022":-6,"2023":3.9,"2024":4.7,"2025":14.9,"2026":0.6}},{"slug":"kroger","name":"크로거","name_en":"The Kroger Co.","tier":2,"returns_yearly":{"2021":45.4,"2022":0.4,"2023":5,"2024":36.9,"2025":4.3,"2026":-4.6}},{"slug":"dominos","name":"도미노피자","name_en":"Domino's","tier":2,"returns_yearly":{"2021":48.4,"2022":-37.9,"2023":20.7,"2024":3.2,"2025":0.9,"2026":-17.2}},{"slug":"doordash","name":"도어대시","name_en":"DoorDash, Inc.","tier":1,"returns_yearly":{"2022":-67.2,"2023":102.6,"2024":69.6,"2025":35,"2026":-6.5}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":1,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-7.3}}],"benefiting":[{"slug":"coca-cola","name":"Coca-Cola","name_en":"The Coca-Cola Company","tier":1,"returns_yearly":{"2021":11.4,"2022":10.6,"2023":-4.4,"2024":8.9,"2025":15.6,"2026":27.7}},{"slug":"pepsico","name":"PepsiCo","name_en":"PepsiCo","tier":1,"returns_yearly":{"2021":20.6,"2022":6.8,"2023":-3.3,"2024":-7.6,"2025":-1.8,"2026":-2.2}},{"slug":"lyondellbasell","name":"라이온델바젤","name_en":"LyondellBasell Industries N.V.","tier":2,"returns_yearly":{"2021":5.1,"2022":-1,"2023":20.7,"2024":-17.4,"2025":-36,"2026":51.6}},{"slug":"archer-daniels-midland","name":"아처 대니얼스 미들랜드","name_en":"Archer-Daniels-Midland Company","tier":2,"returns_yearly":{"2021":37.3,"2022":40,"2023":-20.4,"2024":-27.5,"2025":18.2,"2026":41.8}},{"slug":"bunge-global","name":"번지","name_en":"Bunge Global SA","tier":2,"returns_yearly":{"2021":45.9,"2022":9.3,"2023":3.8,"2024":-20.7,"2025":18.6,"2026":35.7}},{"slug":"smurfit-westrock","name":"스머핏 웨스트록","name_en":"Smurfit Westrock plc","tier":2,"returns_yearly":{"2021":17.3,"2022":-28,"2023":14.1,"2024":37.6,"2025":-26.2,"2026":22}},{"slug":"live-nation-entertainment","name":"라이브 네이션 엔터테인먼트","name_en":"Live Nation Entertainment, Inc.","tier":2,"returns_yearly":{"2021":62.9,"2022":-41.7,"2023":34.2,"2024":38.4,"2025":10,"2026":21.8}},{"slug":"keurig-dr-pepper","name":"큐리그 닥터페퍼","name_en":"Keurig Dr Pepper Inc.","tier":2,"returns_yearly":{"2021":17.5,"2022":-1.2,"2023":-4.2,"2024":-1.1,"2025":-10.1,"2026":17}},{"slug":"coca-cola-europacific-partners","name":"코카콜라 유로퍼시픽 파트너스","name_en":"Coca-Cola Europacific Partners","tier":2,"returns_yearly":{"2021":15.6,"2022":2.3,"2023":24.5,"2024":18.4,"2025":21.2,"2026":16.2}},{"slug":"monster-beverage","name":"몬스터 베버리지","name_en":"Monster Beverage Corporation","tier":2,"returns_yearly":{"2021":3.8,"2022":5.7,"2023":13.5,"2024":-8.8,"2025":45.9,"2026":13.8}},{"slug":"ecolab","name":"에코랩","name_en":"Ecolab Inc.","tier":2,"returns_yearly":{"2021":9.4,"2022":-37.1,"2023":37.9,"2024":19.3,"2025":13.2,"2026":7}},{"slug":"kroger","name":"크로거","name_en":"The Kroger Co.","tier":2,"returns_yearly":{"2021":45.4,"2022":0.4,"2023":5,"2024":36.9,"2025":4.3,"2026":-4.6}},{"slug":"salesforce","name":"세일즈포스","name_en":"Salesforce, Inc.","tier":2,"returns_yearly":{"2021":14.2,"2022":-47.8,"2023":98.5,"2024":27.8,"2025":-20.2,"2026":-12.9}},{"slug":"adobe","name":"어도비","name_en":"Adobe Inc.","tier":2,"returns_yearly":{"2021":13.4,"2022":-40.7,"2023":77.3,"2024":-25.5,"2025":-21.3,"2026":-23.9}},{"slug":"dow","name":"다우","name_en":"Dow Inc.","tier":3,"returns_yearly":{"2021":6.8,"2022":-6.6,"2023":14.7,"2024":-22.8,"2025":-37.4,"2026":25.7}},{"slug":"norfolk-southern","name":"노퍽 서던","name_en":"Norfolk Southern","tier":3,"returns_yearly":{"2021":27.3,"2022":-15.6,"2023":-1.6,"2024":1.6,"2025":25.6,"2026":15.6}},{"slug":"evergy","name":"에버지","name_en":"Evergy","tier":3,"returns_yearly":{"2021":28,"2022":-4.9,"2023":-13.3,"2024":23.4,"2025":22.4,"2026":15.3}},{"slug":"ford-motor-company","name":"포드","name_en":"Ford Motor Company","tier":3,"returns_yearly":{"2021":137.5,"2022":-42.2,"2023":15.8,"2024":-13.1,"2025":42.3,"2026":15.3}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":12}},{"slug":"ball","name":"볼","name_en":"Ball Corporation","tier":3,"returns_yearly":{"2021":4.1,"2022":-46.2,"2023":14.1,"2024":-3,"2025":-2.4,"2026":11.5}},{"slug":"automatic-data-processing","name":"오토매틱 데이터 프로세싱","name_en":"Automatic Data Processing, Inc.","tier":3,"returns_yearly":{"2021":42.6,"2022":-1.3,"2023":-0.2,"2024":28.4,"2025":-10.2,"2026":9.6}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":8.3}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":3,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":4}},{"slug":"dover","name":"도버","name_en":"Dover Corporation","tier":3,"returns_yearly":{"2021":45.7,"2022":-24.3,"2023":15.2,"2024":23.3,"2025":5.2,"2026":-0.5}},{"slug":"doordash","name":"도어대시","name_en":"DoorDash, Inc.","tier":3,"returns_yearly":{"2022":-67.2,"2023":102.6,"2024":69.6,"2025":35,"2026":-6.5}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":3,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-7.3}},{"slug":"mcdonalds","name":"McDonald's","name_en":"McDonald's","tier":3,"returns_yearly":{"2021":27.8,"2022":0.5,"2023":15.1,"2024":0.1,"2025":7.9,"2026":-21.5}},{"slug":"jyp-entertainment","name":"JYP Ent.","name_en":"JYP Entertainment","tier":3,"returns_yearly":{"2021":27.1,"2022":77.8,"2023":4.5,"2024":0.4,"2025":-1.6,"2026":-45.7}}],"analysis":"미국 지역 편의점망 기업. 최근 몇 년간 견조한 상승이 이어졌고 2026년 +37.1%다. 본주(+37.1%)가 수요단(평균 -6.9%)과 공급단(평균 +12.8%)을 모두 앞선다. 사슬보다 먼저 달린 만큼, 수요단 숫자가 따라오지 못하면 되돌림이 먼저 오는 자리다. 연결 노드 중 가장 앞선 곳은 코카콜라(+27.7%), 가장 처진 곳은 우버(-7.3%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Casey's operates across Regional convenience retailer. It stayed steadily positive in recent years and is +37.1% in 2026. The stock (+37.1%) is ahead of both its demand side (avg -6.9%) and supply side (avg +12.8%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is The Coca-Cola Company (+27.7%) and the furthest behind is Uber (-7.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It pays product manufacturers and beverage suppliers for inventory and expands its footprint by acquiring convenience-store chains and wholesale fuel networks.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Fikes Wholesale","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-06-22","basis":"Fikes Wholesale 및 Group Petroleum Services 총 취득대가","value":1165752000,"period":"FY2025 acquisition","basis_en":"Aggregate purchase price for Fikes Wholesale and Group Petroleum Services","qualifier":null},"note":"케이시스는 2024년 11월 Fikes Wholesale와 Group Petroleum Services의 지분 100%를 인수해 CEFCO 198개 점포, 연료 터미널, 도매 연료망을 확보했다. 2026년 10-K에 확정된 총 취득대가는 11억6,575만2천 달러다.","note_en":"Casey's acquired 100% of Fikes Wholesale and Group Petroleum Services in November 2024, adding 198 CEFCO stores, a fuel terminal, and a wholesale fuel network. The final aggregate purchase price reported in the 2026 Form 10-K was $1.165752 billion.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-06-22","url":"https://www.sec.gov/Archives/edgar/data/726958/000072695826000046/casy-20260430.htm","title":"CASEYS GENERAL STORES INC 10-K (2026-06-22)","title_en":"CASEYS GENERAL STORES INC 10-K (2026-06-22)","excerpt":"회사는 Fikes 지분 100%를 인수했으며 총 취득대가는 11억6,575만2천 달러였다.","excerpt_en":"the Company acquired 100% of the equity of Fikes ... The aggregate purchase price for the acquisition totaled $1,165,752."},{"stance":"confirms","publisher":"머서 캐피털","publisher_en":"Mercer Capital","kind":"analysis","lang":"en","published_at":"2025-10-30","url":"https://mercercapital.com/content/uploads/Mercer-Capital-2025-Energy-PPA-Study_Final.pdf","title":"Mercer Capital 2025 에너지 취득가격 배분 연구","title_en":"Mercer Capital 2025 Energy Purchase Price Allocation Study","excerpt":"케이시스의 Fikes Wholesale 인수에서 취득대가의 36%가 영업권에, 2%가 고객관계 자산에 배분됐다고 분석했다.","excerpt_en":"Casey’s General Stores’ acquisition of Fikes Wholesale reported 36% of purchase consideration to goodwill and 2% of purchase consideration to customer-related assets."},{"stance":"confirms","publisher":"인베스팅닷컴 코리아","publisher_en":"Investing.com Korea","kind":"news","lang":"ko","published_at":"2024-11-05","url":"https://kr.investing.com/news/company-news/article-93CH-1257554","title":"Casey's General Stores, CEFCO 편의점 인수 완료","title_en":"Casey's General Stores Completes Acquisition of CEFCO Convenience Stores","excerpt":"2024년 11월 1일 CEFCO 편의점을 운영하는 Fikes Wholesale 인수를 완료했습니다.","excerpt_en":"Casey's completed its acquisition of Fikes Wholesale, operator of CEFCO convenience stores, on November 1, 2024."}]},{"direction":"revenue","counterparty":"도어대시","counterparty_slug":"doordash","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-03-04","basis":"도어대시 경유 케이시스 매출","value":null,"period":"2026","basis_en":"Casey's revenue generated through DoorDash","qualifier":"confirmed_no_disclosed_value"},"note":"도어대시는 케이시스 상품과 조리식품 주문을 중개하는 주요 배달 채널이다. 2026년에도 케이시스 공식 자료가 도어대시를 통한 주문을 안내하지만 채널별 매출은 공개되지 않았다.","note_en":"DoorDash is a major delivery channel for Casey's merchandise and prepared-food orders. Casey's continued to direct customers to DoorDash ordering in 2026, but channel-specific revenue was not disclosed.","sources":[{"stance":"confirms","publisher":"케이시스","publisher_en":"Casey's","kind":"ir","lang":"en","published_at":"2026-03-04","url":"https://investor.caseys.com/node/17161/pdf","title":"Casey’s Partners with DoorDash to Drive Hunger Relief by Helping Provide 10 Million Meals through Annual Feeding America Campaign","title_en":"Casey’s Partners with DoorDash to Drive Hunger Relief by Helping Provide 10 Million Meals through Annual Feeding America Campaign","excerpt":"고객은 도어대시를 통해 케이시스 상품을 주문할 수 있다.","excerpt_en":"Casey’s guests can ... order delivery through DoorDash."}]},{"direction":"revenue","counterparty":"Uber","counterparty_slug":"uber","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2021-06-25","basis":"Uber Eats 경유 케이시스 매출","value":null,"period":"FY2021","basis_en":"Casey's revenue generated through Uber Eats","qualifier":"confirmed_no_disclosed_value"},"note":"케이시스는 Uber Eats를 750개가 넘는 점포에 도입해 피자와 편의점 상품의 주문 채널로 활용했다. 공개 자료에서 현재 점포 수와 채널별 매출은 확인되지 않는다.","note_en":"Casey's rolled out Uber Eats to more than 750 locations as an ordering channel for pizza and convenience merchandise. Public sources do not disclose the current store count or channel-specific revenue.","sources":[{"stance":"confirms","publisher":"케이시스","publisher_en":"Casey's","kind":"ir","lang":"en","published_at":"2021-06-25","url":"https://investor.caseys.com/static-files/6c9bd0e8-d665-448b-84cc-77e1eeee2938","title":"Casey's 2021 Annual Report","title_en":"Casey's 2021 Annual Report","excerpt":"회사는 Uber Eats 제휴를 750개가 넘는 점포에 도입했다.","excerpt_en":"we recently launched an Uber Eats partnership to over 750 locations."}]},{"direction":"cost","counterparty":"PepsiCo","counterparty_slug":"pepsico","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-11-19","basis":"PepsiCo 상품 공급·공동 판촉 관련 지급액","value":null,"period":"2025","basis_en":"Payments associated with PepsiCo product supply and joint promotions","qualifier":"confirmed_no_disclosed_value"},"note":"케이시스는 PepsiCo의 음료를 매장에서 판매하고 피자와 Pepsi를 묶은 전국 판촉을 진행한다. 상품 공급과 공동 판촉의 개별 금액은 공개되지 않았다.","note_en":"Casey's sells PepsiCo beverages in its stores and runs national promotions pairing Casey's pizza with Pepsi. The value of product supply and joint promotion activity was not disclosed.","sources":[{"stance":"confirms","publisher":"케이시스","publisher_en":"Casey's","kind":"ir","lang":"en","published_at":"2025-11-19","url":"https://investor.caseys.com/news-releases/news-release-details/caseys-and-pepsir-team-celebrate-ultimate-duo-pizza-and-pepsi","title":"Casey’s and PEPSI Team Up to Celebrate the Ultimate Duo: Pizza and Pepsi","title_en":"Casey’s and PEPSI Team Up to Celebrate the Ultimate Duo: Pizza and Pepsi","excerpt":"케이시스와 Pepsi는 피자와 음료를 함께 알리는 전국 캠페인을 진행했다.","excerpt_en":"Casey’s and Pepsi teamed up on a bold, unexpected new advertising spot."}]},{"direction":"cost","counterparty":"Coca-Cola","counterparty_slug":"coca-cola","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-07-30","basis":"Coca-Cola 상품 공급·공동 캠페인 관련 지급액","value":null,"period":"2025","basis_en":"Payments associated with Coca-Cola product supply and joint campaigns","qualifier":"confirmed_no_disclosed_value"},"note":"케이시스는 Coca-Cola와 병입 파트너의 음료를 매장에서 판매하고 공동 캠페인을 운영한다. 제품 공급과 캠페인 관련 개별 지급액은 공개되지 않았다.","note_en":"Casey's sells beverages from Coca-Cola and its bottling partners and operates joint campaigns with the company. Product-supply and campaign-specific payments were not disclosed.","sources":[{"stance":"confirms","publisher":"케이시스","publisher_en":"Casey's","kind":"ir","lang":"en","published_at":"2025-07-30","url":"https://investor.caseys.com/news-releases/news-release-details/caseys-cash-classrooms-round-returns-support-local-schools-and","title":"Casey’s Cash for Classrooms Round-up Returns to Support Local Schools and Students","title_en":"Casey’s Cash for Classrooms Round-up Returns to Support Local Schools and Students","excerpt":"케이시스 매장에서 Coca-Cola 제품을 구매하면 공동 교육 캠페인 기금이 적립된다.","excerpt_en":"guests at Casey’s stores can ... purchase Coca-Cola products."}]}]}