Yesway Earnings Call Transcripts
Fiscal Year 2026
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The operator is pursuing aggressive growth through new store builds and targeted acquisitions, focusing on high-margin fuel and value-driven food service. Operational improvements, SKU rationalization, and geographic concentration in the Southwest underpin its strategy, with mid to high single-digit EBITDA growth expected over five years.
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Record Q2 results with 35% adjusted EBITDA growth, strong fuel and merchandise margins, and raised full-year guidance. Diesel mix and new store productivity drive outperformance, while disciplined capital allocation and menu optimization support long-term growth.
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Record Q1 results with net income of $30.2M and adjusted EBITDA up 112.9% year-over-year, driven by strong fuel and merchandise sales. Guidance for 2026 includes 1.25%-3.25% same-store inside sales growth and $210-$220M adjusted EBITDA, with continued expansion and focus on high-margin diesel.