Convenience Stores: Monthly fuel and inside store c-store spending in June

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Convenience Stores: Monthly fuel and inside store c-store spending in June

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Convenience Stores

Monthly fuel and inside store c-store

spending in June

Industry Overview

Fuel spending +18% in June 10 July 2026

According to BAC aggregated credit and debit card data, total credit card spending on Equity

fuel per household (HH) climbed +17.6% YoY in June, easing from May’s +26.2%. Despite United States

easing prices at the pump since the start of the Iran conflict, per gallon prices remain Convenience Stores

elevated vs. pre conflict and year ago levels. For a detailed discussion of methodology, Lisa K. Lewandowski

disclaimers, and limitations related to BAC’s aggregated credit and debit card data, Research Analyst

please refer to the latest BofA on USA report June retail sales: a truly Messi month., fuel BofAS+1 646 855 4647

accounted for 58% of total US convenience store (c‑store) industry sales, according to lisa.lewandowski@bofa.com

the National Association of Convenience Stores (NACS). Peter T. Galbo, CFA

Research Analyst

BofAS

+1 646 743 0175More frequent visits and increased app usage

peter.galbo@bofa.com

As fuel prices rose rapidly, we believe consumers initially responded reducing gallons

Christian Junquera

purchased per visit, downtrading fuel grades and increasing usage of c‑store‑specific Research Analyst

rewards apps. (On its June 10 earnings call Casey’s General Stores’ mgmt. noted that BofAS +1 646 855 5195

fuel-related app usage increased 23% YoY in the 3M ended April.) Given inflationary christian.junquera@bofa.com

pressures on many goods, we expect consumers to look for ways to conserve gas usage

but limited public transportation options in some areas present a challenge. Higher fuel