President, Chief Executive Officer & Board Chair, Caseys General Stores
Search every verified Darren Rebelez interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Darren Rebelez, chairman, president and CEO of Casey's General Stores, reported on the company's fourth quarter and fiscal year 2026 earnings on June 10, 2026. He stated that the company achieved its highest ever diluted earnings per share of $19.16 and net income of $714 million, a 31% increase over the prior year. Rebelez attributed the results to the "durability and strength of Casey's advantage business model" and expressed confidence in the company's ability to perform across different economic conditions. During the call, he also noted that the company's rollout of chicken wings had performed well in early stages. In a July 17, 2026 appearance on the Iowa Biz Cast, Rebelez discussed his approach to leadership and technology. He described one of his primary responsibilities as "separating the signal from the noise" in a 24-hour news and social media environment, cautioning against being pulled in many directions. Regarding artificial intelligence, Rebelez stated that Casey's does not have an "AI strategy" but rather a business strategy, and that the company would use AI tools only if they help execute that strategy, not "for the sake of AI." He also addressed workforce challenges, noting difficulty in filling trade and commercial driver roles as older workers retire, and emphasized that while technology is useful, "AI's not going to make your pizza for you."
“We have a business strategy. And to the extent that we can leverage AI tools and technology to help us execute that business strategy better, we will use those tools and technology but we're not going to allow ourselves to burn a lot of calories and spend a lot of money doing AI for the sake of AI.”
“I think it's one of my primary responsibilities to separate the signal from the noise. And what I mean by that is you have a 24-hour news cycle and then you throw in social media on top of it. There's just a lot of stuff coming at people. Most of it is noise. And it's very easy if you're in my seat to get sucked into a...”
“We have a we don't have an AI strategy. We have a business strategy. And to the extent that we can leverage AI tools and technology to help us execute that business strategy better, we will use those tools and technology but we're not going to allow ourselves to burn a lot of calories and spend a lot of money doing AI...”
“I think it's one of my primary responsibilities to separate the signal from the noise. And what I mean by that is you have a 24-hour news cycle and then you throw in social media on top of it. There's just a lot of stuff coming at people. Most of it is noise. And it's very easy if you're in my seat to to get sucked int...”
“We had an outstanding fiscal 26 that achieved the highest ever diluted earnings per share, finishing at $19.16 and net income of $714 million, both representing a 31% increase over the prior year.”
“Our fiscal 26 results illustrate the durability and strength of Casey's advantage business model and we're confident in our ability to deliver results in a variety of economic climates.”
“We focus on our food, we focus on store growth, we focus on running our business efficiently, all underpinned by our great team. And it's all in our control.”
“We've been able to sustain these results over many, many, many years. And I really attribute that to the fact that our plan is pretty simple.”
“We do make the best pizza in the country, Jim. And it's not an accident either. It's because of our great team and high quality ingredients made from scratch in every store.”
“Because we have such a legacy with our prepared food and our pizza, people automatically assume anything we put our name on is going to be high quality. We take that responsibility seriously.”
“Iowa has a population of 3 million people and we have 550 stores in the state. Texas has 30 million people and we have 170 stores there. We have white space for days.”
“Coming out of Covid when we had some supply chain challenges and inflation took off, that was a shock to the system. Then interest rates went up, and people started questioning the value of what they pay for.”
“We get stronger ratings on value from our higher income consumers because they're gravitating towards the quality. They really see that value proposition there.”
“Coming out of Covid when we had some supply chain challenges and inflation took off, I think that was a shock to the system. And then you compound that with interest rates going up, it really shook people loose.”
“Even if you have money, people are questioning why they're paying for something that they don't think the value is quite there. And so that's why we lean into quality. And we've been able to keep that value proposition.”
06/10/2026 Q&A: 19:20 Casey's General Stores, Inc., together with its subsidiaries, operates convenience stores under the Casey's and Casey's General Store names in the United States. Its stores offer pizza, donuts, breakfast items, and sandwiches; and tobacco and nicotine products. The company's stores also provide soft drinks, energy, water, sports drinks, juices, coffee, and tea and dairy products; beer, wine, and spirits; snacks, candy, packaged bakery, and other food items; ice, ice cream, meals, and appetizers; health and beauty aids, automotive products, electronic accessories, and hous…
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