Yesway
Operates fuel, merchandise, and foodservice stores under the Yesway and Allsup's brands.
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Profile
Sells fuel, merchandise, groceries, and private-label products through a US convenience-store portfolio. Foodservice, including Allsup's deep-fried burritos, supports a two-brand retail model concentrated in rural and suburban Southwest and Midwest markets.
The US store portfolio operates under Yesway and Allsup's, its two principal brands. Stores sell fuel, merchandise, groceries, private-label goods, and other convenience products and services, with Allsup's deep-fried burrito anchoring foodservice.
The footprint is concentrated in rural and suburban markets across the Southwest and Midwest. Growth has combined new-store development with acquisitions, while the public issuer controls its retail business through BW Ultimate Parent and its subsidiaries.
Operations are reported as one Retail segment rather than separate financial segments for the two consumer brands. The operating model depends on fuel and inside-merchandise sales, foodservice traffic, and the store footprint.
Company facts
Categories
Key statistics
Year to date +15.7% · Average volume (30d) 328.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 17, 2026 | Guggenheim | Reiterate | Buy | $30 | $32 |
| May 18, 2026 | Guggenheim | Target | $30 | ||
| May 18, 2026 | Barclays | Target | $31 | ||
| May 18, 2026 | Raymond James | Target | $30 | ||
| May 18, 2026 | KeyBanc | Target | $31 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q2 FY26 | $0.47 | $0.52 | +10.0% | $843.9M | $920.8M | +9.1% | +11.29% |
| Jun 2, 2026Q1 FY26 | $0.48 | $0.49 | +2.0% | $678.3M | $683.6M | +0.8% | +6.70% |
Financial highlights
| 3 quarters | — | — | — | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | $0 | $0 | $920.8M | |
| Gross profit | — | — | — | $0 | $0 | $160.7M | |
| Operating income | — | — | — | −$26.0K | −$47.5M | $48.3M | |
| Net income | — | — | — | −$26.0K | −$47.5M | $16.3M | |
| Diluted EPS | — | — | — | $0.00 | −$1.63 | $0.56 | |
| Gross margin | — | — | — | — | — | 17.5% | |
| Operating margin | — | — | — | — | — | 5.2% |
Balance sheet, Jun 30, 2026Cash & short-term investments $81.6M · Total debt $952.3M · Total assets $2.07B · Shareholders' equity $393.8M
Dividends
No dividends on record.
Ownership
Shares outstanding 31.19M · Float 16.10M · 51.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Principal Financial Group Inc | 2.65M | 8.51% | 13F | Aug 4, 2026 |
| American Century Companies Inc | 1.93M | 6.20% | 13F | Aug 12, 2026 |
| Royce & Associates LP | 1.49M | 4.79% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 1.33M | 4.26% | 13F | Aug 7, 2026 |
| Boston Partners | 1.18M | 3.78% | 13F | Aug 4, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Casey's General Stores
Fuel, convenience retail, and prepared food at national scale
- Murphy USA
High-volume motor fuel and convenience merchandise retail
- ARKO
GPM convenience retail and fuel supply across a U.S. network
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Yesway | $24.55 | −0.08% | $765.6M | — | 21.9 | 0.8 | — |
| Casey's General Stores | $766.20 | +1.40% | $27.96B | 39.4 | 35.4 | 1.6 | +14.5% |
| Murphy USA | $503.19 | −0.05% | $9.29B | 15.3 | 16.6 | 0.4 | +36.0% |
| ARKO | $4.38 | 0.00% | $490.3M | 61.4 | 33.7 | 0.1 | +17.4% |
| Median | 39.4 | 33.7 | 0.4 | +17.4% |