The call presented a mixed picture with notable progress in transformation initiatives, loyalty program growth, and strong fuel margins. However, it also highlighted challenges such as decreased adjusted EBITDA and declines in same-store sales. The positive aspects, especially the July performance improvement and dealerization progress, are promising but balanced by significant lowlights.

Company Guidance

During Arko Corp.'s second quarter 2025 earnings call, management provided guidance indicating several key metrics. The company reported an adjusted EBITDA of $76.9 million, which was above the midpoint of their guidance. For the third quarter, they projected adjusted EBITDA between $70 million and $80 million and maintained their full-year guidance in the range of $233 million to $253 million. Same-store sales in July showed improvement, with total merchandise same-store sales up by 3 percentage points compared to the second quarter. Arko's dealerization program, expected to deliver over $20 million in annualized operating income benefits before G&A, continues with over 300 stores converted and approximately 200 additional sites in the pipeline. The company also highlighted the success of their loyalty program, with membership growing to 2.35 million, up 10% from the previous year, and substantial increases in member spending and visit frequency.

Improvement in July Performance

Same-store sales growth for July, excluding cigarettes, was up slightly year-over-year. Total merchandise same-store sales trend for July was 3 percentage points better than for the second quarter, marking the best comp performance in the last 18 months.

Dealerization Program Progress

Since launching the dealerization program, more than 300 stores have been converted, with 200 additional sites expected to convert. The program aims to deliver more than $20 million in annualized operating income benefits before G&A.

New Store Formats and Food Service Concept

Arko introduced new store formats, including a remodel and new food and beverage concept, Fas Craves. Early results show outperformance in key categories and improved customer experience.

Loyalty Program Growth

The Fas Rewards program added over 38,000 new members, bringing total enrollment to approximately 2.35 million members, a 10% increase from the previous year.

Strong Fuel Margins

Fuel margin was strong at $0.45 per gallon for the quarter, with consecutive improvement from May to June and continuing into July.

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	$4.11	$4.67	+13.63%
May 08, 2025	$4.40	$4.71	+7.05%
Feb 26, 2025	$7.12	$4.43	-37.78%
Nov 07, 2024	$6.68	$6.45	-3.44%

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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