Yesway Q1 Same-Store Sales Up 4.5%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 20 hours ago
0mins
Reports Q1 same-store inside merchandise sales up 4.5% vs. the prior-year period and total inside merchandise sales increased 9.5% year-over-year, with a total inside margin of 36.1%. "We are pleased to report record Q1 results following the successful completion of our public offering," said CEO Thomas Trkla. "Our strong performance reflects the continued execution of our growth strategy and the strength of our differentiated convenience and foodservice platform. During the quarter, we delivered meaningful year-over-year growth across our foodservice, merchandise, and fuel businesses, with fuel sales and margins increasing as we benefited from disciplined operations, strong customer demand, and the continued maturation of our store base. Our momentum has carried into Q2, and we remain confident in the resilience of our business model and the significant opportunity ahead...With our resilient business model and thoughtful capital allocation strategy, we believe Yesway is well-positioned to continue delivering profitable growth and create long-term value for our shareholders. We are grateful for the dedication of our team members and excited about the significant opportunities ahead as we continue to scale our platform and serve the communities in which we operate."
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About YSWY
Yesway, Inc. operates a convenience store in the United States. The Company operates its portfolio primarily under two brands, Yesway and Allsup’s. Yesway provides a deep-fried burrito, and a variety of high-quality grocery items and private-label products. Yesway’s third-party merchandise offerings are focused on convenience and categories such as bagged candy, jerky, chips, salty snacks, and packaged beverages. Allsup’s stores generally offer more products and package sizes than a country grocery store. Its stores have other ancillary services, including cash ATMs, cryptocurrency ATMs, money orders, gift cards, propane tanks, in-store gaming, Amazon Lockers, lottery tickets, and other non-consumable products. Its fuel platform offers merchandise sales as it attracts fuel shoppers, including truckers, through loyalty and fleet programs to make in-store purchases. The Company has approximately 449 stores across nine states in the Midwest and Southwest.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Yesway Reports Strong Q1 Earnings as Public Company
- Strong Performance: Yesway achieved an adjusted EBITDA of over $59 million in Q1 2026, reflecting a remarkable 112.9% year-over-year increase, marking a robust start as a public company and showcasing its competitive edge in the convenience store sector.
- Sales Growth: Inside merchandise sales rose by 9.5% year-over-year to $213.7 million, primarily driven by pricing strategies implemented in Q4 2025 and Q1 2026, indicating the company's pricing power and customer attraction capabilities.
- Financial Health: Net income surged to $30.2 million from a net loss of $5.6 million in the prior year, while net cash provided by operating activities increased significantly to $48.4 million, demonstrating improved financial health and enhanced profitability.
- Future Outlook: Management anticipates same-store sales growth for fiscal 2026 to range between 1.25% and 3.25%, with adjusted EBITDA targets set at $210 million to $220 million, alongside plans to open 6 to 8 new stores in 2026, reflecting confidence in future growth prospects.
See More
Yesway Reports Strong First Earnings as Public Company
- Significant Performance Growth: Yesway's report indicates a 21.8% year-over-year increase in same-store merchandise and fuel gross profit, reflecting robust growth in both fuel and merchandise categories, showcasing the company's strong market performance.
- Fuel Sales Improvement: Same-store fuel gallons sold rose 0.2% year-over-year, while same-store fuel gross profit surged 38.5%, indicating a significant enhancement in the company's profitability in fuel sales, further solidifying its market position.
- Revenue and EBITDA Growth: Total revenue increased by 13.9% year-over-year to $683.6 million, exceeding market expectations by $4.5 million, while adjusted EBITDA skyrocketed 112.9% to $59.2 million, demonstrating a substantial improvement in the company's profitability.
- Optimistic Future Outlook: Yesway anticipates FY26 same-store merchandise sales growth of 1.25% to 3.25% and plans to open 6 to 8 new stores during FY26, reflecting the company's confidence in future growth and commitment to ongoing investments.
See More
Yesway Reports Q1 Net Income Surge to $30.2 Million
- Net Income Reversal: Yesway's Q1 net income surged to $30.2 million from a net loss of $5.6 million in the prior year, indicating a significant turnaround in financial performance that boosts investor confidence.
- Revenue Growth: The company reported revenue of $683.63 million, a 13.9% year-over-year increase, exceeding expectations by $4.52 million, demonstrating strong market demand and solid growth in a competitive convenience store sector.
- Sales Performance: Same-store inside merchandise sales rose by 4.5%, while total inside merchandise sales increased by 9.5%, achieving an inside margin of 36.1%, reflecting successful customer experience enhancements and product optimization strategies.
- Future Outlook: The company projects same-store inside merchandise sales growth between 1.25% and 3.25%, with adjusted EBITDA expected to be between $210 million and $220 million, indicating confidence in future growth while planning to open 6 to 8 new stores in the coming year.
See More
Yesway Reports Record First Quarter Results with Strong Growth Metrics
- Significant Net Income Growth: Yesway's first-quarter net income reached $30.2 million, a substantial improvement from a net loss of $5.6 million in the prior year, demonstrating the company's successful execution of its growth strategy and boosting investor confidence.
- Adjusted EBITDA Surge: Adjusted EBITDA increased by 112.9% year-over-year to $59.2 million, primarily driven by improved fuel margins, indicating a notable advancement in operational efficiency and profitability.
- Consistent Same-Store Sales Growth: Same-store merchandise sales rose by 4.5%, while total merchandise sales increased by 9.5%, and same-store fuel gallons sold saw a slight increase of 0.2%, showcasing Yesway's strong performance in a competitive convenience store market.
- Optimistic Future Outlook: Yesway introduced its fiscal 2026 outlook, projecting same-store merchandise sales growth of 1.25%-3.25% and adjusted EBITDA of $210-$220 million, reflecting the company's confidence in future growth and the effectiveness of its strategic planning.
See More
Yesway Expands Presence in Oklahoma with New Store Opening
- New Store Opening: Yesway has opened a new Allsup's convenience store in Wagoner, Oklahoma, covering 6,277 square feet and operating 24/7, which enhances its competitive position in the local market.
- Diverse Offerings: The new store features Allsup's famous burritos, Yesway private-label snacks, fresh bread, milk, and eggs, catering to both everyday consumers and professional drivers, thereby improving the shopping experience.
- Comprehensive Facilities: The location includes 10 multi-product dispensers, five diesel lanes, and 17 truck parking spaces, demonstrating Yesway's commitment to convenience and accessibility while optimizing operational efficiency.
- Brand Expansion: Yesway's ongoing growth in Oklahoma reflects the dedication of its team and strong community relationships, which are expected to further solidify its leading position in the U.S. convenience retail market.
See More
Yesway Expands with New Allsup's Store in Oklahoma
- New Store Opening: Yesway has opened a brand-new Allsup's convenience store in Wagoner, Oklahoma, covering 6,277 square feet and operating 24 hours a day, aimed at providing consumers with a modern retail experience.
- Product Diversity: The new store offers Allsup's famous burritos, Yesway private-label snacks, fresh bread, milk, and eggs, along with a well-stocked beer cave, ATMs, and cryptocurrency ATMs, catering to a wide range of customer needs.
- Comprehensive Service Facilities: The store features 10 multi-product dispensers, five diesel lanes, and 17 truck parking spaces, further reinforcing Yesway's commitment to convenience and accessibility, particularly for professional drivers.
- Brand Expansion Strategy: Yesway's ongoing expansion in Oklahoma reflects the dedication of its team and strong community relationships, as it aims to enhance customer satisfaction through modern facilities and quality products, solidifying its leading position in the U.S. convenience retail market.
See More
Yesway Reports Strong Q1 Earnings as Public Company
- Strong Performance: Yesway achieved an adjusted EBITDA of over $59 million in Q1 2026, reflecting a remarkable 112.9% year-over-year increase, marking a robust start as a public company and showcasing its competitive edge in the convenience store sector.
- Sales Growth: Inside merchandise sales rose by 9.5% year-over-year to $213.7 million, primarily driven by pricing strategies implemented in Q4 2025 and Q1 2026, indicating the company's pricing power and customer attraction capabilities.
- Financial Health: Net income surged to $30.2 million from a net loss of $5.6 million in the prior year, while net cash provided by operating activities increased significantly to $48.4 million, demonstrating improved financial health and enhanced profitability.
- Future Outlook: Management anticipates same-store sales growth for fiscal 2026 to range between 1.25% and 3.25%, with adjusted EBITDA targets set at $210 million to $220 million, alongside plans to open 6 to 8 new stores in 2026, reflecting confidence in future growth prospects.
See More
Yesway Reports Strong First Earnings as Public Company
- Significant Performance Growth: Yesway's report indicates a 21.8% year-over-year increase in same-store merchandise and fuel gross profit, reflecting robust growth in both fuel and merchandise categories, showcasing the company's strong market performance.
- Fuel Sales Improvement: Same-store fuel gallons sold rose 0.2% year-over-year, while same-store fuel gross profit surged 38.5%, indicating a significant enhancement in the company's profitability in fuel sales, further solidifying its market position.
- Revenue and EBITDA Growth: Total revenue increased by 13.9% year-over-year to $683.6 million, exceeding market expectations by $4.5 million, while adjusted EBITDA skyrocketed 112.9% to $59.2 million, demonstrating a substantial improvement in the company's profitability.
- Optimistic Future Outlook: Yesway anticipates FY26 same-store merchandise sales growth of 1.25% to 3.25% and plans to open 6 to 8 new stores during FY26, reflecting the company's confidence in future growth and commitment to ongoing investments.
See More
Yesway Reports Q1 Net Income Surge to $30.2 Million
- Net Income Reversal: Yesway's Q1 net income surged to $30.2 million from a net loss of $5.6 million in the prior year, indicating a significant turnaround in financial performance that boosts investor confidence.
- Revenue Growth: The company reported revenue of $683.63 million, a 13.9% year-over-year increase, exceeding expectations by $4.52 million, demonstrating strong market demand and solid growth in a competitive convenience store sector.
- Sales Performance: Same-store inside merchandise sales rose by 4.5%, while total inside merchandise sales increased by 9.5%, achieving an inside margin of 36.1%, reflecting successful customer experience enhancements and product optimization strategies.
- Future Outlook: The company projects same-store inside merchandise sales growth between 1.25% and 3.25%, with adjusted EBITDA expected to be between $210 million and $220 million, indicating confidence in future growth while planning to open 6 to 8 new stores in the coming year.
See More
Yesway Reports Record First Quarter Results with Strong Growth Metrics
- Significant Net Income Growth: Yesway's first-quarter net income reached $30.2 million, a substantial improvement from a net loss of $5.6 million in the prior year, demonstrating the company's successful execution of its growth strategy and boosting investor confidence.
- Adjusted EBITDA Surge: Adjusted EBITDA increased by 112.9% year-over-year to $59.2 million, primarily driven by improved fuel margins, indicating a notable advancement in operational efficiency and profitability.
- Consistent Same-Store Sales Growth: Same-store merchandise sales rose by 4.5%, while total merchandise sales increased by 9.5%, and same-store fuel gallons sold saw a slight increase of 0.2%, showcasing Yesway's strong performance in a competitive convenience store market.
- Optimistic Future Outlook: Yesway introduced its fiscal 2026 outlook, projecting same-store merchandise sales growth of 1.25%-3.25% and adjusted EBITDA of $210-$220 million, reflecting the company's confidence in future growth and the effectiveness of its strategic planning.
See More
Yesway Expands Presence in Oklahoma with New Store Opening
- New Store Opening: Yesway has opened a new Allsup's convenience store in Wagoner, Oklahoma, covering 6,277 square feet and operating 24/7, which enhances its competitive position in the local market.
- Diverse Offerings: The new store features Allsup's famous burritos, Yesway private-label snacks, fresh bread, milk, and eggs, catering to both everyday consumers and professional drivers, thereby improving the shopping experience.
- Comprehensive Facilities: The location includes 10 multi-product dispensers, five diesel lanes, and 17 truck parking spaces, demonstrating Yesway's commitment to convenience and accessibility while optimizing operational efficiency.
- Brand Expansion: Yesway's ongoing growth in Oklahoma reflects the dedication of its team and strong community relationships, which are expected to further solidify its leading position in the U.S. convenience retail market.
See More
Yesway Expands with New Allsup's Store in Oklahoma
- New Store Opening: Yesway has opened a brand-new Allsup's convenience store in Wagoner, Oklahoma, covering 6,277 square feet and operating 24 hours a day, aimed at providing consumers with a modern retail experience.
- Product Diversity: The new store offers Allsup's famous burritos, Yesway private-label snacks, fresh bread, milk, and eggs, along with a well-stocked beer cave, ATMs, and cryptocurrency ATMs, catering to a wide range of customer needs.
- Comprehensive Service Facilities: The store features 10 multi-product dispensers, five diesel lanes, and 17 truck parking spaces, further reinforcing Yesway's commitment to convenience and accessibility, particularly for professional drivers.
- Brand Expansion Strategy: Yesway's ongoing expansion in Oklahoma reflects the dedication of its team and strong community relationships, as it aims to enhance customer satisfaction through modern facilities and quality products, solidifying its leading position in the U.S. convenience retail market.
See More
