Yesway, Inc. (YSWY)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Yesway Q2: Further Volatility In Performance Is Expected
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, Inc. (YSWY) Q2 2026 Earnings Call Transcript
Yesway Q2 Earnings Call Highlights
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.
Gas Station Aggregation Is Coming, And Yesway Is The Best Bet On It
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, Inc. (YSWY) Q1 2026 Earnings Call Transcript
Yesway Q1 Earnings Call Highlights
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.
