Yesway, Inc. (YSWY)
NASDAQConsumer StaplesGrocery StoresSnapshot 2026-10-16
NASDAQConsumer StaplesGrocery StoresSnapshot 2026-10-16
Research Workspace
Put YSWY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Staples is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating income must continue to improve: Operating income: $47.74M.
View ThesisModerate volatility — typically moves about 2% a day.
View RiskYSWY’s case rests on improving profitability, especially operating income. Recent revenue growth and earnings history are unavailable. The latest recorded quarter missed by 40%, weakening the case. No clean valuation multiple is available for comparison. The price is roughly in line with forecast growth. Operating income remains under pressure at $47.74M. Our model puts next-quarter miss risk near 44%. The thesis is on watch; peer multiples imply a price about 5% below where it trades. This read is provisional.
Trailing returns as of 2026-10-16. YSWY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering YSWY (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare YSWY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| YSWY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-10-16. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Food Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put YSWY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Improve profitability and operating income
Outperform rating suggests strong future profitability potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-16. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

Advances: Improve profitability and operating income
Updates on fuel supply operations can enhance profitability.
Earnings call provides insights into future performance.

Earnings call highlights positive financial trends.

Volatility may impact future earnings stability.

Advances: Improve profitability and operating income
Strongest quarter indicates significant operational success.
Milestone suggests significant growth potential.

Advances: Improve profitability and operating income
Record EBITDA and raised guidance signal strong growth.
