Yesway Marks ‘Another Exceptional Quarter’

Yesway has released its results from the third quarter, which ended Sept. 30. During the three-month stretch, the company delivered “another exceptional quarter, building on (its) strong performance in the first half of 2026,” according to president and CEO Thomas Trkla.

Net income in the quarter increased to $24.8 million from $15.9 million in the prior-year period, and adjusted EBITDA increased 8.6% year-over-year to $59.6 million. Same-store inside merchandise sales increased 1.9% year-over-year, while total inside merchandise sales increased 4% year-over-year, with a total inside merchandise margin of 35.1%. On the fuel side, same-store gallons sold increased 1.1%, as total fuel gallons sold increased 4.8%.

Income from operations jumped to $38.8 million from $35.4 million last year, and store contribution ticked up 9.2% to $77.0 million. “We continued to grow inside merchandise sales and fuel gallons, expand our market share and deliver strong profitability against a challenging consumer environment. This continued momentum reflects our differentiated market positioning, deliberate geographic focus, significant diesel exposure and destination foodservice platform,” said Trkla.

As of Sept. 30, the company operated 423 stores under the Yesway and Allsup’s brands. In October, CStore Decisions recognized Yesway as an Established Chain to Watch for its commitment to growth, company culture, foodservice innovation and much more. “I am proud of our people and the operating culture they have built,” Trkla told CStore Decisions in October. “Over the past 12 months, we have shown that Yesway can grow on a scale while continuing to strengthen the business’ underlying performance. We have invested in new stores, improved our existing portfolio, expanded our foodservice and merchandising offerings, and deepened our relationships with customers.”

Yesway combines growth, performance and differentiation with a level of operational consistency that is difficult to achieve on a scale, which Trkla attributed to making it a 2026 Chain to Watch.