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

Yesway (NASDAQ:YSWY) posted its quarterly earnings results on Thursday. The company reported $0.21 EPS for the quarter, missing the consensus estimate of $0.35 by ($0.14), Zacks reports. The firm had revenue of $920.77 million during the quarter. The company’s revenue was up 35.9% on a year-over-year basis.

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 Stock Performance

Shares of NASDAQ:YSWY traded up $2.47 during mid-day trading on Thursday, reaching $24.35. 930,416 shares of the company were exchanged, compared to its average volume of 480,251. Yesway has a 1 year low of $18.92 and a 1 year high of $29.08. The company has a 50-day moving average price of $20.96.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Zacks Research upgraded shares of Yesway to a “hold” rating in a research report on Tuesday, May 19th. Morgan Stanley assumed coverage on shares of Yesway in a report on Monday, May 18th. They issued an “equal weight” rating and a $28.00 target price on the stock. BMO Capital Markets assumed coverage on shares of Yesway in a research note on Monday, May 18th. They issued an “outperform” rating and a $30.00 price target for the company. Raymond James Financial began coverage on shares of Yesway in a report on Monday, May 18th. They set an “outperform” rating and a $30.00 price target for the company. Finally, Weiss Ratings initiated coverage on shares of Yesway in a research report on Thursday, July 16th. They set a “sell (e)” rating on the stock. Three research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $29.12.

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.