실시간 뉴스 • Aug 15
Yesway Reports Record Q2 2026 Results and Lifts Full-Year Profit Guidance Yesway reported its strongest quarter on record in Q2 2026, with Store Contribution, fuel gallons sold, fuel gross profit and inside merchandise gross profit all reaching new highs and Adjusted EBITDA up about 35% year over year.
Management raised full-year 2026 Adjusted EBITDA guidance and highlighted progress on its five-year growth plan, which includes new store openings and acquisitions.
Yesway shares trade at $25.17, with the stock up 32.8% over the past 30 days.
The combination of record operating metrics and higher full-year guidance points to strong execution on Yesway’s current plan. The bigger question for investors is whether the company can sustain this level of profitability while funding expansion through new builds and acquisitions, without eroding returns or stretching its balance sheet. Valuation Update With 7 Day Price Move • Jun 18
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to US$20.42, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Consumer Retailing industry in the US. 실시간 뉴스 • Jun 10
Yesway Posts Record Profits in Q1 2026 and Unveils New Store Expansion Plans Yesway reported Q1 2026 net income of $30.2 million, a shift from a loss in the prior-year period, alongside Adjusted EBITDA of $59.2 million, which management described as a 112.9% year-over-year increase.
The company cited fuel margins, fuel volume, and a 9.5% rise in inside merchandise sales as key contributors, with same-store inside sales growth in 12 of the last 13 quarters and positive fuel gallon growth in Q1.
Following its April 2026 Nasdaq listing, Yesway outlined plans to open 6 to 8 new stores, including expansion into Arizona, and issued fiscal 2026 guidance for Adjusted EBITDA of $210 million to $220 million with planned capital expenditures of $85 million to $95 million.
These results and the new guidance frame Yesway as a business currently focused on scaling its store base while emphasizing both fuel and in-store merchandise economics.
For you, the main decision point is how comfortable you are with a growth plan that involves ongoing capital spending at the same time as the company executes on post-IPO expectations. New Risk • Jun 10
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 7.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.8x net interest cover). Earnings are forecast to decline by an average of 7.3% per year for the foreseeable future. 실시간 뉴스 • Jun 02
Yesway Reports Record Q1 Net Income and Sets 2026 Expansion and Earnings Targets Yesway reported first quarter 2026 net income of $30.2 million, compared with a loss in the prior year period, and Adjusted EBITDA of $59.2 million, which the company described as a record result for the quarter.
The company cited growth in fuel sales, inside merchandise sales, and improved margins across both categories as contributors to the quarter’s performance.
For fiscal 2026, Yesway issued guidance for Adjusted EBITDA of $210 to $220 million, plans to open 6 to 8 new stores, and projected capital expenditures of $85 to $95 million.
The shift from a prior-year loss to net income alongside record Adjusted EBITDA suggests that current operations and margins are supporting stronger profitability at the start of 2026.
Planned store openings and a defined capex range indicate management is committing capital to expansion, so you may want to watch how these investments affect profitability and cash flow as the year progresses. Reported Earnings • Jun 02
First quarter 2026 earnings released First quarter 2026 results: Revenue: US$683.6m (up 12% from 1Q 2025). Net income: US$30.2m (up 485% from 1Q 2025). Profit margin: 4.4% (up from 0.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in the US. 공고 • May 19
Yesway, Inc. to Report Q1, 2026 Results on Jun 02, 2026 Yesway, Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 02, 2026 공고 • Apr 23
Yesway, Inc. has completed an IPO in the amount of $280 million. Yesway, Inc. has completed an IPO in the amount of $280 million.
Security Name: Class A Common Stock
Security Type: Common Stock
Securities Offered: 14,000,000
Price\Range: $20
Discount Per Security: $1.3
Transaction Features: Reserved Share Offering; Sponsor Backed Offering