Yesway Q1 Same-Store Sales Up 4.5%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 02 2026
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 Launches Summer of America Promotion with Exciting Rewards
- Promotion Overview: Yesway has launched the 'Summer of America' promotion at participating Yesway and Allsup's stores to celebrate America's 250th birthday, offering exclusive discounts, rewards, and instant-win prizes to engage customers throughout the season.
- Grand Prizes and Sweepstakes: Customers can enter the 'Big Fill Sweepstakes' for a chance to win a 2026 Ford F-150 Lariat and a $2,500 fuel card for free fuel, with 48 additional customers winning $66 fuel cards, significantly enhancing customer engagement and participation.
- Interactive Game Experience: Through the Yesway and Allsup's Rewards app, customers can participate in the 'Summer of America' game, providing another avenue to earn rewards, which is expected to boost customer loyalty and repeat visits, thereby driving sales growth.
- Community Engagement and Brand Value: Yesway's Chief Marketing Officer emphasized that this promotion is not only a way to thank customers but also supports community engagement, combining interactive gameplay with substantial prizes to enhance customer experience and strengthen brand image.
See More
Yesway Launches Summer of America Promotion with Exciting Rewards
- Promotion Overview: Yesway has launched the 'Summer of America' promotion at participating Yesway and Allsup's stores to celebrate the 250th anniversary of the United States, featuring exclusive discounts, instant-win prizes, and sweepstakes opportunities, which are expected to attract a large customer base.
- Grand Prizes and Rewards: A key highlight of the promotion is the 'Big Fill Sweepstakes,' where customers can win a 2026 Ford F-150 Lariat truck and a $2,500 fuel card for free fuel, along with 48 customers winning $66 fuel cards, significantly enhancing customer engagement.
- Interactive Game Experience: Through the Yesway and Allsup's Rewards app, customers can participate in the 'Summer of America' game, earning chances to win by purchasing qualifying items, which enhances customer interaction and drives sales.
- Community Engagement and Brand Value: Yesway's Chief Marketing Officer emphasized that this promotion is not only a way to thank customers but also supports community engagement, combining interactive gameplay with substantial prizes to enhance customer loyalty and brand image.
See More
Yesway Plans Expansion with New Stores in Arizona
- Expansion Plans: Yesway is set to open 6 to 8 new stores in Arizona this year, with a further 26 planned for 2027, indicating strong growth potential in the Southwest market.
- Market Positioning: The new stores will be located in smaller communities like Douglas and Willcox, aligning with Yesway's strategy to focus on mid-sized markets rather than dense urban cores, which is expected to attract local customers.
- Business Model: Yesway's stores will feature a large-format prototype of approximately 5,800 square feet, emphasizing fueling positions and prepared foods, particularly its signature
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 Launches Summer of America Promotion with Exciting Rewards
- Promotion Overview: Yesway has launched the 'Summer of America' promotion at participating Yesway and Allsup's stores to celebrate America's 250th birthday, offering exclusive discounts, rewards, and instant-win prizes to engage customers throughout the season.
- Grand Prizes and Sweepstakes: Customers can enter the 'Big Fill Sweepstakes' for a chance to win a 2026 Ford F-150 Lariat and a $2,500 fuel card for free fuel, with 48 additional customers winning $66 fuel cards, significantly enhancing customer engagement and participation.
- Interactive Game Experience: Through the Yesway and Allsup's Rewards app, customers can participate in the 'Summer of America' game, providing another avenue to earn rewards, which is expected to boost customer loyalty and repeat visits, thereby driving sales growth.
- Community Engagement and Brand Value: Yesway's Chief Marketing Officer emphasized that this promotion is not only a way to thank customers but also supports community engagement, combining interactive gameplay with substantial prizes to enhance customer experience and strengthen brand image.
See More
Yesway Launches Summer of America Promotion with Exciting Rewards
- Promotion Overview: Yesway has launched the 'Summer of America' promotion at participating Yesway and Allsup's stores to celebrate the 250th anniversary of the United States, featuring exclusive discounts, instant-win prizes, and sweepstakes opportunities, which are expected to attract a large customer base.
- Grand Prizes and Rewards: A key highlight of the promotion is the 'Big Fill Sweepstakes,' where customers can win a 2026 Ford F-150 Lariat truck and a $2,500 fuel card for free fuel, along with 48 customers winning $66 fuel cards, significantly enhancing customer engagement.
- Interactive Game Experience: Through the Yesway and Allsup's Rewards app, customers can participate in the 'Summer of America' game, earning chances to win by purchasing qualifying items, which enhances customer interaction and drives sales.
- Community Engagement and Brand Value: Yesway's Chief Marketing Officer emphasized that this promotion is not only a way to thank customers but also supports community engagement, combining interactive gameplay with substantial prizes to enhance customer loyalty and brand image.
See More
Yesway Plans Expansion with New Stores in Arizona
- Expansion Plans: Yesway is set to open 6 to 8 new stores in Arizona this year, with a further 26 planned for 2027, indicating strong growth potential in the Southwest market.
- Market Positioning: The new stores will be located in smaller communities like Douglas and Willcox, aligning with Yesway's strategy to focus on mid-sized markets rather than dense urban cores, which is expected to attract local customers.
- Business Model: Yesway's stores will feature a large-format prototype of approximately 5,800 square feet, emphasizing fueling positions and prepared foods, particularly its signature
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
