Brew Markets YouTube’s Ad Revenue Triumph & Casey’s Earnings Pop… and Beer… and Pizza
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Mar 10, 2026 A rundown of YouTube’s ad revenue surge and how it’s upending traditional media. A deep dive into Casey’s surprising earnings and why pizza and beer drive its profits. Coverage of Kohl’s meme-stock volatility, ExxonMobil’s planned move to Texas, and a new Applied Materials–Micron memory partnership.
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YouTube Subscriptions Power Its Revenue Mix
- Subscriptions are a growing, material revenue source for YouTube.
- Nearly a third of YouTube's revenue now comes from YouTube TV, Premium and NFL Sunday Ticket, shifting its mix beyond ad sales.
Casey's Humble Iowa Roots To $25B Chain
- Casey's began in 1968 in Boone Iowa and grew into a major Midwest convenience chain.
- It now has nearly 3,000 locations across 19 states and a market cap around $25B, making it the third largest U.S. convenience chain.
Prepared Food Fuels Casey's Profitability
- Prepared foods drive disproportionate profit at Casey's despite being a small revenue slice.
- Pizza and dispensed beverages were ~10% of revenue but produced 53% of profit, with fuel 60% of revenue at a 15% margin.