YSWY · Yesway, Inc.
Price & Indicators
The closing range uses available history since Apr 22, 2026; less than a full year is stored.
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 13, 2026TL;DR. Yesway reported record Q2 2026 results, with Adjusted EBITDA up 35% to $70.9M driven by a 27.4% surge in fuel margin per gallon to 52.6 cents, and raised full-year 2026 Adjusted EBITDA guidance to $235–$245M from $210–$220M.
- + Adjusted EBITDA grew 35.0% year-over-year to $70.9 million, a record quarter.
- + Raised full-year 2026 Adjusted EBITDA guidance to $235–$245M from $210–$220M.
- + Inside merchandise margin expanded ~50 basis points to 35.7%, with same-store gross profit up 2.5%.
- + Store Contribution grew 29.5% year-over-year to $87.7 million, a record.
- − Guidance assumes fuel margin moderates to low 40 cents/gallon in H2 from Q2's 52.6 cents, a material step-down.
- − Modestly lower in-store traffic and elevated fuel prices flagged as a near-term pressure on inside merchandise sales.
- − Same-store operating expenses rose 4.8% year-over-year, driven by higher credit card fees.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $130.1M | Six Months Ended June 30, 2026 | — |
| Fuel gallons sold | 159.55M | Q2 2026 | — |
| Fuel Margin | 52.6 | Q2 2026 | — |
| Fuel sales less cost of goods sold (exclusive of depreciation and amortization) non-GAAP | $84M | the three months ended June 30, 2026 filing | — |
| Inside merchandise margin | 35.7% | Q2 2026 | — |
| Inside merchandise sales less cost of goods sold (exclusive of depreciation and amortization) non-GAAP | $85.8M | the three months ended June 30, 2026 filing | — |
| Same-store fuel gallons sold | 1.4% | Q2 2026 | — |
| Same-Store Fuel sales less cost of goods sold (exclusive of depreciation and amortization) | 29% | Three Months Ended June 30, 2026 filing | — |
| Same-store inside merchandise sales | 1.2% | Q2 2026 | — |
| Same-Store Inside merchandise sales less cost of goods sold (exclusive of depreciation and amort | 2.5% | Three Months Ended June 30, 2026 filing | — |
| Same-Store Total fuel and inside merchandise sales less cost of goods sold (exclusive of depreci | 14% | Three Months Ended June 30, 2026 filing | — |
| Store Contribution non-GAAP | $162.3M | Six Months Ended June 30, 2026 | — |
| Store Contribution generated by the 29 stores in Iowa and Kansas non-GAAP | 0.5M | the three months ended June 30, 2026 filing | — |
| Stores, end of period | 450 | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Grocery Stores — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
YSWY
this stock
Yesway, Inc.
|
$1.24B | — | — | — | 3.7% |
|
KR
Kroger Co
|
$34.69B | -6.2% | +0.4% | 32.2 | 5.0% |
|
SVNDF
Seven & I Holdings Co Ltd
|
$29.49B | -12.6% | — | — | 0.4% |
|
CRRFY
Carrefour SA
|
$12.95B | +9.6% | — | — | 0.0% |
|
DNOPF
Dino Polska S.A./ADR
|
$9.24B | -18.1% | — | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| YSWY | +3.0% | -17.1% | — | -19.1% | — |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +3.7% | -17.2% | — | -18.5% | — |