YSWY Yesway (YSWY) Q1 FY26 earnings call
Yesway's public-market debut landed on a fuel-margin windfall: geopolitical price volatility lifted cents-per-gallon economics well above structural norms while the rural, value-positioned store base kept traffic and baskets resilient. Management is candid that both comps and fuel margins should normalize from here, and is redeploying the excess cash into accelerated store development, Arizona expansion, and a reopened M&A appetite.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
YSWY operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Stores | 449As of March 31, 2026, we operated 449 stores, making Yesway the 15th largest convenience store operator in the country.Source: earnings call transcript | 450During the second quarter, we opened 1 new store, bringing our total store count to 450.Source: earnings call transcript | +0.2% |
| New stores opened | 1During the quarter, we opened 1 new store, ending the period with 449 stores.Source: earnings call transcript | 1During the second quarter, we opened 1 new store, bringing our total store count to 450.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.