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1 paragraph in Risk Factors of the 10-K filed Jun 22, 2026 with nothing like it in the 10-K filed Jun 23, 2025. Quoted exactly. Paragraphs that were only edited are under 10-K change.

Compared with the Risk Factors in the latest 10-K of the other 31 Consumer staples companies: a paragraph with at least half its words the same at another company is called similar, and the companies are listed under it. A paragraph most of them have is marked boilerplate. No line means no other company has one like it. This counts text; it does not say how serious a risk is.

significant additional resources on mitigation efforts and to further upgrade the security and other measures that we employ to guard against, and respond to, such incidents.

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New in the latest 10-Q

5 paragraphs in the 10-Q filed Sep 8, 2026 with nothing like them in the 10-Q filed Mar 9, 2026 (at least half the words must differ; new numbers alone do not count). Quoted exactly, grouped by the item heading above them. This is text that changed, not a judgement of how serious it is.

Financial statements and notes

July 31, 2026 2025 ───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────── Cash flows from operating activities: Net income $ 273,720 $ 215,355 Adjustments to reconcile net income to net cash provided by operating activities: Depreciation and amortization 115,994 108,963 Amortization of debt issuance costs 516 516 Change in excess replacement cost over LIFO inventory valuation 1,094 8,327 Share-based compensation 16,930 15,221 Loss on disposal of assets and impairment charges 2,222 561 Deferred income taxes 32,797 47,457 Changes in assets and liabilities: Receivables (7,304) (15,873) Inventories (577) (6,868) Prepaid and other current assets (31,214) (20,040) Accounts payable 6,381 35,019 Accrued expenses (50,257) (25,729) Income taxes 39,761 5,595 Other, net (15,991) 3,913 Net cash provided by operating activities 384,072 372,417 Cash flows from investing activities: Purchase of property and equipment (194,395) (110,046) Payments for acquisition of businesses, net of cash acquired (43,904) (9,495) Proceeds from sales of assets 3,578 17,499 Net cash used in investing activities (234,721) (102,042) Cash flows from financing activities: Proceeds from long-term debt 42,625 — Payments of long-term debt and finance lease obligations (45,207) (42,163) Payments of cash dividends (22,283) (19,655) Repurchase of common stock and payment of related excise taxes (44,856) (31,251) Tax withholdings on employee share-based awards (78,562) (45,895) Net cash used in financing activities (148,283) (138,964)

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Three months ended July 31, 2026 2025 ──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────── Cash paid during the period for: Interest, net of amount capitalized $ 22,498 $ 26,896 Income taxes, net 751 10,050 Noncash activities: Purchased property and equipment in accounts payable 114,088 64,905 Right-of-use assets obtained in exchange for new finance lease liabilities 1,188 4,448 Right-of-use assets obtained in exchange for new operating lease liabilities 4,133 —

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During the quarter, the Company elected to early adopt ASU 2026‑02, Environmental Credits and Environmental Credit Obligations (Topic 818). The standard establishes guidance for the recognition, measurement, presentation, and disclosure of environmental credits and environmental credit obligations. The new standard impacts the Company's accounting for renewable identification numbers ("RINs"). The Company adopted the guidance on a retrospective basis effective May 1, 2026. The effect of applying the guidance to prior-period financial statements was not material and no cumulative-effect adjustment to the opening balance of retained earnings was required. Refer to Note 3 for the required disclosures and details of the new accounting policy.

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RINs are assigned to gallons of renewable fuels produced and are used to track compliance with the U.S. Renewable Fuel Standard ("RFS"). At times, we purchase fuel components (ethanol, gasoline, biodiesel or diesel) and blend those components into a finished product. This process enables the Company to detach the RIN assigned to each gallon of ethanol or biodiesel and sell it in a transaction separate from the eventual sale of the related biofuel. Since we are not an obligated party under the RFS, the Company sells all RINs through exchange transactions. As a result, the Company has recognized the RINs as noncompliance environmental credits. The Company has elected to utilize the accounting policy election to measure these noncompliance environmental credits at fair value as of the reporting date. The fair value of RINs recognized are based upon quoted market prices for RINs in active markets, which are considered Level 1 inputs within the fair value hierarchy, and are recorded on the condensed consolidated balance sheets within prepaid and other current assets. As of July 31, 2026 and April 30, 2026, outstanding balances were immaterial to the financial statements. When RINs are sold or adjusted to fair value, the gains or losses recognized are recognized through cost of goods sold within the condensed consolidated statements of income. The Company did not recognize any impairment losses on these assets for the three months ended July 31, 2026, and 2025.

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increase. Same-store employee expense contributed to approximately 1% of the increase, primarily due to increases in labor rates, while same-store labor hours were nearly flat. Insurance was responsible for approximately 1% of the increase.

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The 10-Q's risk factors against the 10-K

Item 1A of the 10-Q filed Sep 8, 2026 against Item 1A of the 10-K filed Jun 22, 2026. A 10-Q repeats only the risks that changed, so a 10-K paragraph that is missing from it is not counted as removed. Added is a paragraph with nothing like it in the 10-K, Reworded a sentence that is in both with several words changed, Quiet changes a sentence in both where one to four words changed and one is a hedge or a modal (cut words struck through, new words highlighted and underlined). Text on the page, not a score; each links to the filing at sec.gov.

What the 10-Q itself says about its risk factors:
There have been no material changes in our “risk factors” from those previously disclosed in our 2026 Annual Report on Form 10-K.

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1 paragraph in the 10-Q's Item 1A, and none of them adds, rewords or quietly edits a paragraph of the 10-K's.