The call highlights several positive developments such as improved same-store sales trends, successful progress in the dealerization program, and strong fuel margin performance. However, these are offset by declines in retail segment operating income and same-store sales, indicating a balanced outlook.

Company Guidance -

Q3 2025

During the second quarter of 2025, Arko Corp. reported an adjusted EBITDA of $76.9 million, which was above the midpoint of their guidance despite macroeconomic challenges. The company expanded its merchandise margin by 80 basis points year-over-year, driven by effective promotions and loyalty-led engagement. In July, total merchandise same-store sales trends improved by 3 percentage points compared to the second quarter, marking the best performance in 18 months. Arko's "dealerization" program continued to progress, with over 300 stores converted and plans for approximately 200 more. The initiative is expected to deliver more than $20 million in cumulative annualized operating income benefits once fully scaled, alongside $10 million in expected annual G&A savings. The company also opened new-format stores with enhanced foodservice offerings, which showed promising initial results. In terms of financial guidance, Arko expects third-quarter adjusted EBITDA to range between $70 million and $80 million, with full-year 2025 adjusted EBITDA maintained in the range of $233 million to $253 million.

Improved Same-Store Sales Trends

In July, same-store sales excluding cigarettes were up slightly year-over-year, reflecting the best performance in the last 18 months. Total merchandise same-store sales trend in July was 3 percentage points better than the second quarter.

Dealerization Program Progress

Over 300 stores have been converted to dealer locations with an additional 200 sites under contract, expected to deliver more than $20 million in annualized operating income benefits.

Fuel Margin Performance

Retail fuel margin increased to $0.45 per gallon, with consecutive improvements in same-store gallon growth from May to July.

Loyalty Program Success

The Fueling America's Future campaign boosted loyalty enrollment, with enrolled members spending 50% more and making 3 more trips per month compared to non-members.

New Format Stores

The first new-format store opened in June with positive early results. Additional stores are being remodeled to improve customer experience and emphasize food service.

ARKO Corp (ARKO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ARKO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	0.11 / -	0.07	―	―	―
Aug 06, 2025	2025 (Q2)	0.11 / 0.16	0.11	45.45% (+0.05)	―
May 08, 2025	2025 (Q1)	-0.17 / -0.12	-0.02	-500.00% (-0.10)	―
Feb 26, 2025	2024 (Q4)	<0.01 / -0.03	0	―	―
Nov 07, 2024	2024 (Q3)	0.12 / 0.07	0.17	-58.82% (-0.10)	―
Aug 06, 2024	2024 (Q2)	0.12 / 0.11	0.11	0.00% (0.00)	―
May 07, 2024	2024 (Q1)	-0.17 / -0.02	-0.03	33.33% (<+0.01)	―
Feb 27, 2024	2023 (Q4)	0.06 / 0.00	0.09	―
Nov 06, 2023	2023 (Q3)	0.15 / 0.17	0.17	0.00% (0.00)
Aug 07, 2023	2023 (Q2)	0.17 / 0.11	0.24	-54.17% (-0.13)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ARKO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$4.14	$4.70	+13.53%
May 08, 2025	$4.42	$4.74	+7.24%
Feb 26, 2025	$7.16	$4.46	-37.71%
Nov 07, 2024	$6.72	$6.49	-3.42%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ARKO Corp (ARKO) report earnings?

ARKO Corp (ARKO) is schdueled to report earning on Nov 10, 2025, Before Open (Confirmed).

What is ARKO Corp (ARKO) earnings time?

ARKO Corp (ARKO) earnings time is at Nov 10, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ARKO EPS forecast?

ARKO EPS forecast for the fiscal quarter 2025 (Q3) is 0.11.

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