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Yesway Q2 revenue up 36%, but EPS misses; raises full-year EBITDA guidance

Company Fundamentals
17 Aug 2026
Seeking Alpha
View Source
Neutral
Yesway Q2 revenue up 36%, but EPS misses; raises full-year EBITDA guidance

Yesway, Inc. reported a 36% year-over-year revenue increase in Q2 2026, driven mainly by fuel sales, though its GAAP earnings per share fell short of expectations. The company raised its full-year 2026 Adjusted EBITDA guidance to $235 million–$245 million, signaling confidence in operational improvements despite expected normalization of fuel margins. Yesway is focusing on quality store expansion, operational efficiency, SKU rationalization, and loyalty program monetization. The outlook remains cautious due to macroeconomic uncertainties and volatile fuel margins, leading to a Hold rating on the stock.

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