COKE
Coca-Cola Consolidated, Inc. Common Stock
stock NASDAQ

Bought an entry level position in CASY today - looking for Buffet style play, that is;
**Easy to understand**
Gas, snacks, and pizza in small-town America. Casey's is usually the only real store in town, so people fill up there, grab a slice, and come back tomorrow. Pretty easy to understand
**Durable competitive advantage**
Small towns (generally speaking) can't support two big convenience stores, so whoever gets there first basically owns the market. That's the same local-territory idea I like in COKE. I also have to admit, I'm tickled that pizza provides real edge: it's one of the biggest pizza chains in the country, the margins are way better than fuel.
**Financial discipline/moat**
Management buys small regional chains, fix them up, and make them better. The (recent) CEFCO remodels are already showing a 30% jump in food sales. They've raised the dividend 27 years straight, debt is manageable, and they don't (so far) do dumb stuff. ROC is solid.
**Attractive price**
It got smoked about 35% after earnings, mostly because the fuel-margin beat looked like a one-time bump and the remodels will drag near term. The business didn't break, and analysts cut targets, not ratings. Right now trading @ 50 week SMA I got in around $609. About another 20% downside to the 200 week SMA. Also, analyst target consensus is \~ 30% upside - after the earnings report that dropped the price.

more. I have seen 50-100% cost increases on lots of goods and services.
Lets look at COKE, a 12 pack. 2020, regularly getting 4-12 packs for ~$10. Today, $11 a single 12 pack. Their sales are "buy 3 get 1 free", regularly. Adjust for number of years.
2020 - 2026, so 6 years. Base price, ~$3 vs $10.
That is literally a 50% cost increase PER YEAR for a 4 12packs, and for 1-12pack, price is 55% per year.
Yea BULLSHIT on inflation being 3%, just straight lies.

CHARGING 3 DOLLARS FOR A LARGE COKE, WHEN YOU CAN GET ONE AT MICKEY D'S FOR 2 BUX OR COSTCO FOR .79 CENTS, WHAT DO U EXPECT?