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Arko (ARKO) investor relations material
Arko Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Adjusted EBITDA for Q2 2025 was $76.9M, above guidance midpoint but down year-over-year, amid inflation and soft demand.
Net income rose to $20.1M from $14.1M year-over-year, aided by a one-time $20.8M gain from a purchase option expiration.
Dealerization and new store formats are central to transformation, with over 300 stores converted since mid-2024 and further conversions planned.
Loyalty initiatives and targeted promotions drove higher customer engagement and improved sales in key categories.
Early Q3 trends show improved same store sales and gallons, with July merchandise comps up 3 points over Q2.
Financial highlights
Q2 2025 revenue was $1.99B, down 16.3% year-over-year; net income attributable to shareholders was $18.7M, up from $12.6M.
Adjusted EBITDA was $76.9M, down from $80.1M year-over-year; six-month Adjusted EBITDA was $107.8M, down from $113.2M.
Retail segment operating income was $80.4M (vs. $87.9M prior year); Wholesale $23.2M (vs. $21.3M); Fleet $13.1M (vs. $13.7M).
Merchandise margin improved to 33.6% from 32.8% year-over-year; retail fuel margin up to 44.9 cents per gallon.
Operating expenses and G&A fell year-over-year, reflecting cost controls and store conversions.
Outlook and guidance
Q3 adjusted EBITDA expected between $70M–$80M; full-year guidance maintained at $233M–$253M.
Continued store conversions to dealer sites through 2025 and into 2026, targeting improved profitability and capital efficiency.
Capital spending to focus on remodels, new formats, and opportunistic acquisitions; OBBBA tax law impact under review.
Q3 average store count ~1,220; per-store merchandise and gallons up mid-single digits, but same store sales/gallons down modestly.
Q3 retail fuel margin assumed at 42.5–44.5 cents per gallon.
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Frequently asked questions
Arko Corp. operates in the convenience store and wholesale fuel distribution sectors. The company owns and franchises a network of convenience stores across the United States, offering a variety of products including snacks, beverages, and everyday essentials. Arko Corp. also supplies fuel to its own retail locations as well as independent and third-party operators through its fuel distribution business. The company focuses on expanding its footprint and providing accessible services to consumers while managing fuel logistics and retail operations. The company is headquartered in Richmond, Virginia, and its shares are listed on the NASDAQ.
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