Arko (ARKO) Q2 FY26 earnings call

Arko Corp. navigated a challenging Q2 FY26 with a strategic acquisition for its APC subsidiary, expanding its fuel distribution platform and expected EBITDA contribution. Despite a volatile fuel pricing environment and softened retail demand, the company demonstrated resilience through disciplined pricing, merchandise margin expansion, and strong loyalty program engagement. Management reaffirmed its full-year adjusted EBITDA outlook, highlighting confidence in its diversified earnings base and operational levers.