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

Yesway (NASDAQ:YSWY) released its quarterly earnings data 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 revenue for the quarter 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 Price Performance

Yesway stock traded up $0.82 on Friday, reaching $25.17. 477,403 shares of the stock were exchanged, compared to its average volume of 333,136. Yesway has a twelve month low of $18.92 and a twelve month high of $29.08. The company’s fifty day moving average is $21.06.

Analyst Ratings Changes

YSWY has been the topic of several recent research reports. BMO Capital Markets began coverage on shares of Yesway in a research report on Monday, May 18th. They set an “outperform” rating and a $30.00 price objective on the stock. Guggenheim restated a “buy” rating on shares of Yesway in a research note on Wednesday, June 3rd. The Goldman Sachs Group assumed coverage on shares of Yesway in a report on Monday, May 18th. They set a “neutral” rating and a $28.00 price target on the stock. JPMorgan Chase & Co. lifted their price objective on shares of Yesway from $25.00 to $27.00 and gave the company a “neutral” rating in a research note on Friday. Finally, Weiss Ratings assumed coverage on shares of Yesway in a report on Thursday, July 16th. They issued a “sell (e)” rating for the company. Three analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Yesway presently has an average rating of “Moderate Buy” and an average target price of $29.38.

Yesway News Summary

Here are the key news stories impacting Yesway this week:

• Positive Sentiment: Yesway raised its full-year 2026 Adjusted EBITDA outlook to $235 million-$245 million, up from $210 million-$220 million. Management cited strong fuel margins, improved merchandise margins and better-than-expected second-quarter execution. The company expects fuel margins to moderate into the low-40-cent-per-gallon range during the second half of the year. Yesway raises FY 2026 adjusted EBITDA outlook
• Positive Sentiment: Second-quarter results showed strong operating momentum: Adjusted EBITDA rose 35% year over year to $70.9 million, Store Contribution increased 29.5% to a record $87.7 million, and net income grew to $29.7 million from $24.2 million. Fuel gross profit rose 36.2%, supported by a 27.4% increase in fuel margin to 52.6 cents per gallon. Yesway second-quarter 2026 financial results
• Positive Sentiment: Revenue increased 35.9% to $920.8 million, while same-store fuel gallons rose 1.4% and same-store inside merchandise sales increased 1.2%. Yesway also generated $56.6 million in quarterly operating cash flow and reaffirmed plans for six to eight new stores in 2026.
• Neutral Sentiment: JPMorgan raised its price target on YSWY to $27 from $25 but maintained a Neutral rating, suggesting modest upside while signaling that the improved outlook may already be partly reflected in the valuation. JPMorgan price target update
• Negative Sentiment: Reported EPS of $0.21 missed the $0.35 consensus estimate, which could limit near-term gains despite the stronger EBITDA outlook. Yesway also carried $618.4 million of total debt at quarter-end, plans to sell 29 Iowa and Kansas stores, and faces the risk that unusually strong fuel margins will weaken in the second half.

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.