AMCON Distributing Co (DIT)
AMEXConsumer StaplesFood DistributionSnapshot 2026-09-04
$67.64+2.48%
Close 2026-09-04 · 1-day change
AMEXConsumer StaplesFood DistributionSnapshot 2026-09-04
QuarterlyIQ Insights · DIT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue actively seeking strategic acquisition opportunities to align with customer-focused philosophy and expand geographic and market reach.
Stated as a priority in 2 of last 2 quarters. Management emphasized ongoing pursuit of strategic acquisitions to expand the business. Financials show revenue growth from $715.7M in 2026-Q1 to $835.3M in 2026-Q3, indicating growth momentum consistent with acquisition and expansion efforts.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 50% of the time over the next year (vs 61% for the rest of the cohort, n=2767).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We continue to actively seek strategic acquisition opportunities for Convenience and Foodservice Distributors, and their families, who desire to align with our customer focused approach philosophy.”
“We continue to actively seek strategic acquisition opportunities for Convenience and Foodservice Distributors, and their families, who desire to align with our customer focused approach philosophy.”
Focus on superior customer service and broad geographic scope to support retail partners across multiple time zones and challenging conditions.
Stated as a priority in 2 of last 2 quarters. Management highlights superior customer service and geographic reach as strategic advantages. Revenue increased from $715.7M in 2026-Q1 to $835.3M in 2026-Q3, supporting the effectiveness of this customer-centric approach.
“AMCON’s operating philosophy has always been centered on a superior level of customer service... broad geographic scope enables us to service customers across multiple time zones.”
“AMCON’s broad geographic scope enables us to service customers across multiple time zones. Our customer-centric approach provides extraordinary value to our retail partners.”
Focus on managing cost structures impacted by inflation in product costs, labor, benefits, equipment, and insurance to improve operating efficiency.
Stated as a priority in 2 of last 2 quarters. Management acknowledges inflationary pressures increasing operating expenses. Operating expenses rose slightly from $44.8M in 2026-Q2 to $45.4M in 2026-Q3, indicating ongoing cost challenges with limited progress in reduction.
“Cost structures for Convenience Distributors have been impacted by the cumulative impact of inflation over a multi-year period.”
“Cost structures for Convenience Distributors have been impacted by the cumulative impact of inflation over a multi-year period.”
Relentless daily focus on managing the balance sheet and maximizing liquidity position to support operations and growth.
Stated as a priority in 2 of last 2 quarters. Management emphasizes balance sheet and liquidity management. Shareholders’ equity increased from $112.4M in 2026-Q1 to $115.5M in 2026-Q3, reflecting modest improvement consistent with stated focus.
“We continue our relentless daily focus on managing the Company’s balance sheet and maximizing our liquidity position.”
“We continue our relentless daily focus on managing the Company’s balance sheet and maximizing our liquidity position.”
Over the trailing year it converted -7.03x of net income into operating cash flow. Historically, Consumer Staples names rated fragile grew net income 46% of the time over the next year (vs 58% for the rest of the cohort, n=1569).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
3 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Staples names rated stable grew net income 51% of the time over the next year (vs 52% for the rest of the cohort, n=940).
Not investment advice. As of 2026-09-04.