Yesway (YSWY)
Operates fuel, merchandise, and foodservice stores under the Yesway and Allsup's brands.
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Sells fuel, merchandise, groceries, and private-label products through a US convenience-store portfolio. Foodservice, including Allsup's deep-fried burritos, supports a two-brand retail model concentrated in rural and suburban Southwest and Midwest markets.
The US store portfolio operates under Yesway and Allsup's, its two principal brands. Stores sell fuel, merchandise, groceries, private-label goods, and other convenience products and services, with Allsup's deep-fried burrito anchoring foodservice.
The footprint is concentrated in rural and suburban markets across the Southwest and Midwest. Growth has combined new-store development with acquisitions, while the public issuer controls its retail business through BW Ultimate Parent and its subsidiaries.
Operations are reported as one Retail segment rather than separate financial segments for the two consumer brands. The operating model depends on fuel and inside-merchandise sales, foodservice traffic, and the store footprint.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 22, 2026 | William Blair | Initiate | Rating: — | |
| Aug 17, 2026 | Guggenheim | Reiterate | Rating: —Target: $30 | Target: $32 |
| May 18, 2026 | Guggenheim | Target | Target: — | Target: $30 |
| May 18, 2026 | Barclays | Target | Target: — | Target: $31 |
| May 18, 2026 | Raymond James | Target | Target: — | Target: $30 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $81.6M · Total debt $952.3M · Total assets $2.07B · Shareholders' equity $393.8M
- Revenue
- $920.8M
- Operating income
- $48.3M
- Net income
- $16.3M
No dividends on record.
| Institutions | 60.61% | 18.90M shares | |
|---|---|---|---|
| 88 holders · as of Jun 30, 2026 | |||
| Other | 39.39% | 12.29M shares | |
| remainder | |||
31.19M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count has not been confirmed by a second filing; stakes use it as it stands.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Principal Financial Group IncInstitution | 8.51% | 2.65M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 6.20% | 1.93M | as of Jun 30, 2026 |
Royce & Associates LPInstitution | 4.79% | 1.49M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 4.26% | 1.33M | as of Jun 30, 2026 |
Boston PartnersInstitution | 3.78% | 1.18M | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
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- ARKO
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Yesway | $20.45 | +0.25% | $636.2M | — | 18.2 | — | — |
| Casey's General Stores | $580.64 | −0.80% | $21.66B | 28.2 | 27.0 | 1.2 | +24.3% |
| Murphy USA | $512.81 | +0.75% | $9.40B | 15.5 | 16.9 | 0.4 | +36.0% |
| ARKO | $4.29 | +1.06% | $475.7M | 59.6 | 33.0 | 0.1 | +17.4% |
| Median | 28.2 | 27.0 | 0.4 | +24.3% |