YSWY(YSWY)
YSWY
8/18/26
YESWAY (YSWY)
Tuesday
4:00 AM
Thesis: Concerns over rising fuel prices and increased competition are overshadowing growth prospects, leading to a more cautious outlook.
Revenue Outlook
What Moves the Stock
- 1Changes in consumer spending patterns, particularly in grocery and convenience store segments
- 2Fuel price fluctuations impacting margins and consumer traffic
- 3Expansion of store locations and market penetration
- 4Operational efficiency improvements and cost management
- 5Grocery sales - approximately 70% of total revenue
- 6Fuel sales - approximately 20% of total revenue
- 7Other services (e.g., lottery, ATM fees) - approximately 10% of total revenue
- 8Growth in convenience store market driven by consumer preference for quick shopping experiences
FY2025 Snapshot
- Revenue
- $2.7B
- Rev. Growth
- +5.8%
- Gross Margin
- 21.7%
- Op. Margin
- 3.5%
- Net Margin
- 0.4%
- Net Income
- $11M
- NI Growth
- -51.6%
- EPS
- $-0.00
- 1Y Return
- +17.9%
YSWY Chart
My Notes
- "Management noted, 'While we are expanding, the competitive landscape is evolving rapidly, and we must adapt to maintain our market position.'"
- Moat: Yesway's competitive advantage lies in its strategic location selection and customer loyalty programs, which foster repeat business.
- value - Investors may be drawn to Yesway for its low price-to-sales ratio (0.3x) and potential for operational improvements.
- Interest rates affect financing costs for expansion and capital expenditures.
- Watch on earnings: Consumer Sentiment (UMCSENT), Fuel price trends (DCOILWTICO), Same-store sales growth rate.
One Sentence Summary:
Yesway: the story is balanced — changes in consumer spending patterns, particularly in grocery and convenience store segments.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.