Yesway Q3 earnings miss estimates as revenue tops forecast

Yesway reported Q3 earnings of 34 cents per share, missing estimates of 37 cents, while revenue rose to $969.2 million from $715.9 million year-over-year. The convenience-store operator topped revenue forecasts.

Original reporting
Published Nov 12, 2026, 12:35 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 12, 2026, 12:39 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$YSWY
Bearish
high confidence
Mentioned
$YSWY
Relevance
7/10
AlphAI data visualization · based on seekingalpha.com
Decision brief

The 30-second read

$YSWYBearishMed
01

Why it matters

The earnings miss is the primary catalyst for potential price movement.

02

Market read

Earnings miss creates short‑term trading opportunity; broader market impact is minimal.

03

What to watch

Management may highlight higher same‑store sales growth, which could mitigate the EPS shortfall.

Relevance 7/10Novelty 8/10Timing: after-hours

Background

Yesway is a convenience‑store operator listed on Nasdaq (YSWY). The Q3 report was released on Thursday.

Company-level read

Ticker impact

$YSWYBearishHigh confidence
Context

Yesway reported Q3 diluted EPS of $0.34 versus consensus $0.37 and revenue of $969.2M, missing earnings estimates.

Expected impact

likely downside as investors price in the EPS shortfall

Evidence & confidence

The miss on EPS, despite revenue beating expectations, typically triggers a sell‑off in the near term.

Market effects

The convenience‑store sector may see modest pressure as peers are compared to Yesway's earnings miss.

Limited to U.S. small‑cap retail space.

Low; the news is company‑specific.

Counterpoint

Revenue beat could support a short‑term bounce if the market overreacts to the EPS miss.

Key entities

  • Yesway

    Convenience‑store operator reporting Q3 results.

Related articles

$YSWYMed

Yesway 3Q 2026: Revenue $969.15M, EPS $0.34 — 10-Q Summary

Yesway reported 3Q 2026 revenue of $969.15M, up 35.4% YoY, driven by higher fuel sales and margins. Net income fell 31.6% YoY to $10.85M, with EPS at $0.34. Fuel profitability and volume increased, while merchandise gross profit rose 3.8%. The company sold stores in Iowa and Kansas and opened four new ones.

$YSWYMedAI 8/10

Yesway beats Q3 estimates, reaffirms 2026 outlook

Yesway, Inc. (NASDAQ: YSWY) reported Q3 2026 adjusted EPS of $0.34 and revenue of $969.15M, beating estimates. Revenue rose 35.4% YoY, driven by fuel volumes and margin growth. Inside merchandise sales increased 4.0% YoY. The company reaffirmed its 2026 outlook, projecting adjusted EBITDA of $235M-$245M. As of Q3 2026, Yesway operates 423 stores across eight states.

$YSWYMed

Yesway, Inc. Reports Third Quarter 2026 Financial Results

Yesway, Inc. (YSWY) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Yesway, Inc. Reports Third Quarter 2026 Financial Results Delivered same-store inside merchandise sales growth in 19 of the past 20 quarters and positive same-store fuel gallons growth for the fifth consecutive quarter Opened two new stores in the third quarter, incl

$YSWYHighAI 8/10

Yesway (YSWY) Q2 2026 Earnings Call Transcript

Yesway (YSWY) reported Q2 2026 earnings with adjusted EBITDA of $70.9M, up 35% YoY, driven by fuel and merchandise sales growth. Fuel margin was 52.6 cents per gallon, up 27.4% YoY. Net income rose to $29.7M from $24.2M. The company raised full-year EBITDA guidance to $235M-$245M and plans to open 6-8 new stores. Management highlighted strong diesel sales and cost efficiencies, but noted risks from fuel price volatility and economic conditions.

$YSWYMed

Yesway, Inc. Reports Second Quarter 2026 Financial Results

Yesway, Inc. (YSWY) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Yesway, Inc. Reports Second Quarter 2026 Financial Results Achieved record Store Contribution, driven by increases in fuel margin and inside merchandise margin from same-store sales and increases in fuel gallons and inside merchandise sales from new stores Delivered