Yesway Inc - Q2 revenue $920.7 mln

Yesway, Inc. (Nasdaq: YSWY) reported second-quarter 2026 revenue of $920.7 million, exceeding the $787 million revenue forecast previously outlined by the company. This performance reflects continued strength across the company’s merchandise and fuel segments, building on the momentum established in Q1 2026. The results were announced ahead of a scheduled conference call and webcast on August 13, 2026, at 8:30 a.m. ET, where management will provide further details on the quarter’s performance.

The company’s Q2 revenue marks a significant increase compared to the $678 million in revenue reported for Q1 2026. This growth is attributed to strong fuel sales, which rose 16% year-over-year in the first quarter, and continued expansion of the company’s store base. Yesway currently operates 449 stores across nine states, with plans to open 6–8 new locations in 2026. The company also highlighted its strategic focus on high-margin markets, including Arizona, where it plans to accelerate new store development.

Fuel margin performance remained a key driver of profitability, with Q1 fuel margin increasing 48.5% year-over-year to $0.494 per gallon. This trend is expected to continue into Q2, supported by the company’s diesel mix, which accounts for approximately 38% of total fuel volume. Additionally, same-store inside merchandise sales increased 4.5% in Q1, driven by pricing initiatives and a strong foodservice platform, including the iconic Allsup’s deep-fried burrito.

Looking ahead, Yesway has provided guidance for the full year 2026, projecting revenue of $2.94 billion and adjusted EBITDA of $210–$220 million. The company also plans to continue optimizing its balance sheet and evaluating strategic M&A opportunities to support long-term growth.