Yesway (YSWY) Q2 2026 Earnings Call Transcript

Yesway reported stronger Q2 2026 results, highlighted by a record fuel gross profit and higher inside merchandise sales. Adjusted EBITDA rose 35% year over year to $70.9 million. Fuel margin increased 27.4% to 52.6 cents per gallon, helped by elevated volatility and a growing diesel mix, with diesel representing 38% of total volume versus a 27% industry average. Inside merchandise sales climbed to $240.1 million (+4.4%); inside merchandise margin was 35.7%. Net income was $29.7 million versus $24.2 million a year earlier. The company raised full-year adjusted EBITDA guidance to $235 million–$245 million and expects 6–8 new stores.