Yesway (NASDAQ:YSWY) Releases Earnings Results, Misses Expectations By $0.14 EPS

Yesway (NASDAQ:YSWY) issued its quarterly earnings results on Thursday. The company reported $0.21 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.14), Zacks reports. The company had revenue of $920.77 million during the quarter. The company’s quarterly revenue was up 35.9% compared to the same quarter last year.

Here are the key takeaways from Yesway’s conference call:

• Positive Sentiment: Yesway reported its strongest quarter ever, with adjusted EBITDA up 35% year over year to $71 million, record fuel gallons, fuel gross profit, inside merchandise sales and store contribution.
• Positive Sentiment: Same-store fuel gallons rose 1.4% and inside merchandise sales increased 1.2% despite higher fuel prices; fuel margin expanded 27.4% to $0.526 per gallon, while inside merchandise margin improved to 35.7%.
• Positive Sentiment: Management raised full-year 2026 adjusted EBITDA guidance to $235 million–$245 million from $210 million–$220 million, citing strong first-half results and continued momentum in July.
• Positive Sentiment: The company is expanding its growth pipeline across Arizona, Texas, New Mexico and Oklahoma, while considering both new-store development and selective acquisitions; management said it expects to exceed its 130-store long-term target.
• Negative Sentiment: Management expects fuel margins to moderate to the low-$0.40-per-gallon range in the second half, and higher fuel prices have already caused modestly lower store traffic, creating potential pressure on merchandise sales.

Yesway Trading Up 3.9%

Shares of NASDAQ:YSWY traded up $0.95 on Friday, reaching $25.30. The company had a trading volume of 208,656 shares, compared to its average volume of 476,692. Yesway has a 52-week low of $18.92 and a 52-week high of $29.08. The business has a 50 day moving average of $21.00.

Analyst Ratings Changes

A number of analysts have weighed in on the company. BMO Capital Markets initiated coverage on Yesway in a research note on Monday, May 18th. They issued an “outperform” rating and a $30.00 target price on the stock. Guggenheim reissued a “buy” rating on shares of Yesway in a research note on Wednesday, June 3rd. Raymond James Financial began coverage on shares of Yesway in a report on Monday, May 18th. They issued an “outperform” rating and a $30.00 price target on the stock. The Goldman Sachs Group assumed coverage on shares of Yesway in a research note on Monday, May 18th. They issued a “neutral” rating and a $28.00 price target on the stock. Finally, Morgan Stanley assumed coverage on shares of Yesway in a research report on Monday, May 18th. They issued an “equal weight” rating and a $28.00 price objective for the company. Three research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $29.38.

Yesway Company Profile

Yesway, traded on NASDAQ under the ticker YSWY, is a U.S.-based convenience store and fuel retail company that operates retail locations under the Yesway brand. The company’s core business is the operation of neighborhood convenience stores that provide quick-purchase retail items, on-site prepared foods, beverages and other convenience merchandise. Many locations also feature fuel dispensing, making Yesway a combined convenience and gasoline retailer for everyday consumers and motorists.

Yesway’s stores focus on high-turnover product categories typical of the convenience-retail sector, including snacks, cold beverages, coffee, single-serve and prepared food offerings, and commonly purchased household items.