Yesway, Inc. (YSWY) Presents at Goldman Sachs Global Consumer and Retail Conference Transcript

SA Transcripts 162.21K Followers Follow Yesway, Inc. ( YSWY ) Goldman Sachs Global Consumer and Retail Conference September 14, 2026 2:05 PM EDT Company Participants Thomas Trkla - Founder, Chairman, CEO & President Ericka Ayles - CFO & Treasurer Conference Call Participants Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Presentation Bonnie Herzog Goldman Sachs Group, Inc., Research Division All right. Good afternoon, everyone. I'm Bonnie Herzog and thanks so much for joining us today. It's a pleasure to introduce our next speakers. So with us today, we have Yesway's Chairman, President and CEO, Tom Trkla; as well as CFO and Treasurer, Ericka Ayles. First and foremost, I'd like to congratulate you both on the recent and successful IPO of Yesway, we can only imagine how much work went into that from year-end, and I'm sure you're both happy to have that process wrapped up. So congrats. And then for background for all of you, Yesway, it was established in 2015. It's the 15th largest convenience store operator in the U.S. with 450 stores. And they are the proud owner of the famous Allsup's Burrito following their acquisition of that company back in 2019. Yesway was really is one of the fastest-growing convenience store operators, and they just recently posted very strong Q2 results, which included EBITDA guidance range. Now before we begin, I'm just going to -- the company wanted me to note that today's discussion may include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Any forward-looking statements made today are based on management's current expectations, assumptions and beliefs about its business and the environment in which it operates. For a more detailed discussion of risks, please see its final prospectus dated April 21, '26, and as filed with the SEC on April 23, 2026 and other filings with the SEC. So any