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

Yesway (NASDAQ:YSWYGet Free Report) released its quarterly earnings data on Thursday. The company reported $0.21 EPS for the quarter, missing the consensus estimate of $0.35 by ($0.14), Zacks reports. The company had revenue of $920.77 million during the quarter. The company’s 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 Stock Performance

Shares of NASDAQ YSWY traded up $2.47 during trading hours on Thursday, hitting $24.35. 930,413 shares of the company traded hands, compared to its average volume of 480,251. The firm’s 50 day moving average is $20.96. Yesway has a 12 month low of $18.92 and a 12 month high of $29.08.

Analyst Ratings Changes

Several research analysts have recently weighed in on YSWY shares. Raymond James Financial assumed coverage on shares of Yesway in a research note on Monday, May 18th. They set an “outperform” rating and a $30.00 price target on the stock. JPMorgan Chase & Co. decreased their target price on Yesway from $29.00 to $25.00 and set a “neutral” rating on the stock in a report on Friday, June 5th. The Goldman Sachs Group started coverage on Yesway in a research report on Monday, May 18th. They set a “neutral” rating and a $28.00 target price on the stock. Barclays began coverage on Yesway in a report on Monday, May 18th. They set an “overweight” rating and a $31.00 price target for the company. Finally, Wall Street Zen upgraded Yesway to a “hold” rating in a research report on Saturday, April 25th. Three research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $29.12.

Check Out Our Latest Stock Report on Yesway

About Yesway

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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.

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