Q4 2025 Arko Corp. Earnings Call Transcript

Feb 25, 2026 / 10:00 PM GMT

Release Date Price: $5.92 (-2.31%)

Transcript 8-K10-K

Key Points

Positve

Adjusted EBITDA grew 16% year over year to $66 million, reflecting strong financial performance.
Same store merchandise sales trend improved, with margin expanding 140 basis points to 34.4%.
Retail site's operating expenses were down 16% compared to the prior year period, indicating cost efficiency.
The IPO of subsidiary Arco Petroleum Corp (APC) was a major milestone, enhancing transparency and unlocking shareholder value.
Loyalty program showed strong results, with loyalty members spending 48% more and making 51% more trips than non-enrolled members.

Negative

Net income for the quarter was only $1.9 million, indicating modest profitability.
Same store merchandise sales were down 3% for the quarter and 4.1% for the fiscal year 2025.
Retail fuel same store gallons were down 4.1% for the quarter and 5.4% for the fiscal year 2025.
The consumer remains cautious and value-focused, impacting overall sales growth.
Pressure in the Midwest market continues to be a challenge, affecting regional performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ARKO.OQ - Arko Corp.
Q4 2025 Arko Corp. Earnings Call
Feb 25, 2026 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Arco Corp 4th quarter 2025 earnings hall.

At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press 0 on your telephone keypad. As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Jordan Mann, Senior Vice President of Investor Relations.

Thank you. You may begin.

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Unidentified_2 [2]
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Thank you. Good afternoon and welcome to ARCO's fourth quarter and

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