Yesway (YSWY) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Consumer Staples· Aug 13, 2026

Source: earnings call transcript

Yesway delivered a record second quarter, driven by robust performance across both fuel and inside merchandising, leading to a significant increase in adjusted EBITDA. The company continues to execute its growth strategy through new store development and selective M&A, while maintaining a strong balance sheet and focusing on high-return investments. Management remains confident in its differentiated model and long-term growth opportunities despite potential moderation in fuel margins.

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YSWY operating KPIs by quarter

YSWY operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Mar 2026 Q1 FY26	This call Jun 2026 Q2 FY26	Change vs prior quarter
Stores	449 As of March 31, 2026, we operated 449 stores, making Yesway the 15th largest convenience store operator in the country. Source: earnings call transcript	450 During the second quarter, we opened 1 new store, bringing our total store count to 450. Source: earnings call transcript	+0.2%
New stores opened	1 During the quarter, we opened 1 new store, ending the period with 449 stores. Source: earnings call transcript	1 During 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.