Yesway was built by Brookwood Financial Partners, a PE firm, and scaled fast through the 2019 Allsup's acquisition. Gas station aggregation is happening as smaller, family-owned stores sell to bigger, better-capitalized players, and Yesway is positioned to keep buying into that trend. YSWY offers 57% short-term upside as it rerates to Murphy-level valuations and long-term potential for the share price to quadruple to $80 as it grows into a Casey's-like valuation.
Yesway, Inc. (YSWY) Q1 2026 Earnings Call Transcript
Yesway NASDAQ: YSWY reported record first-quarter results in its first earnings call as a public company, with management citing strong fuel margins, higher merchandise sales and improved cost controls as key drivers of profitability.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 1,352 | $26,512.72 | $29,216.72 | $2,704 | 10.2% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 4,668 | $94,760 | $97,654.56 | $2,894.56 | 3.05% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 36,095 | $732,729 | $755,107.4 | $22,378.4 | 3.05% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Bania BMO Capital | 1,984.86 | $46,133.4 | $39,081.96 | -$7,051.44 | -15.28% |
| Consumer Staples Distribution & Retail Industry | Consumer Staples Sector | Thomas N. Trkla CEO | NASDAQ (NGS) Exchange | 98585C100 CUSIP |
| US Country | 5,662 Employees | - Last Dividend | - Last Split | - IPO Date |
Yesway, Inc. is a dynamic company that operates a chain of convenience stores, catering to the needs of everyday consumers. Founded in 2015 by Thomas Nicholas Trkla, the company has rapidly established itself as a reliable source for essential goods. Headquartered in Fort Worth, TX, Yesway focuses on providing a wide range of products aimed at delivering convenience and quality service to its customers. With a commitment to enhancing the shopping experience, Yesway has become a notable player in the convenience store sector.