Yesway, Inc. delivered strong Q2 '26 revenue growth of 36% y/y, driven by fuel sales, but GAAP EPS missed estimates significantly. YSWY's management raised FY26 Adjusted EBITDA guidance to $235m–$245m, reflecting confidence in operational improvements despite anticipated fuel margin normalization. Store expansion remains limited, with a focus on quality over quantity and operational efficiency, including SKU rationalization and loyalty monetization initiatives.
Yesway, Inc. (YSWY) Q2 2026 Earnings Call Transcript
Yesway NASDAQ: YSWY reported record second-quarter results and raised its full-year adjusted EBITDA outlook, citing higher fuel margins, growth in fuel volumes and continued expansion in inside merchandise sales.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
George Soros Soros Fund Management LLC | 50,000 | $1.01M | $1.08M | $67,000 | 6.6% |
| CD Charlie Durham Sterling Capital Management LLC | 299 | $6,070 | $6,431.49 | $361.49 | 5.96% |
Point72 Asset Management LP Point72 Asset Management LP | 19,161 | $388,968 | $435,337.92 | $46,369.92 | 11.92% |
Joseph Castro Nuveen LLC | 32,801 | $665,860 | $744,746.7 | $78,886.7 | 11.85% |
Regan O'Neill Burkehill Global Management LP | 140,000 | $2.84M | $3.03M | $187,600 | 6.6% |
| 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.