Yesway Outlines Fiscal 2026 Outlook With Arizona Expansion

Yesway announced a fiscal 2026 adjusted EBITDA guidance of $210 million to $220 million and plans to open six to eight new stores [1, 2].

This growth strategy marks a significant expansion phase for the company as it leverages strong first-quarter performance to enter new regional markets. The move signals management's confidence in its ability to scale operations while maintaining profitability through fuel margins and merchandise sales growth [3, 4].

As part of its expansion, the chain will open its first location in Arizona this year ^[2]. This entry into the Southwest market is a key component of the company's broader plan to increase its physical footprint across the U.S. ^[2].

Financial targets for the fiscal year include a projected same-store inside merchandise sales growth between 1.25% and 3.25% ^[1]. To support these goals, Yesway expects capital expenditures to range from $85 million to $95 million ^[1].

"We've introduced fiscal year '26 guidance as follows: same‑store inside merchandise sales growth of 1.25% to 3.25%, adjusted EBITDA of $210 million to $220 million and capital expenditures of $85 million to $95 million," Yesway management said ^[1].

The company's growth is supported by a combination of operational efficiencies and increased consumer demand. A Yesway spokesperson said, "We plan to open six to eight new stores this year, including our first Arizona location" ^[2].

Management said the optimistic outlook was due to strong performance in the first quarter, specifically citing growth in merchandise sales and fuel margins as primary drivers for the increased targets [3, 4].