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.