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ARKO Corp (ARKO)
NASDAQ:ARKO
Earnings Data
Report Date
May 07, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.17Last Year’s EPS
-0.02Same Quarter Last Year
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: -43.25%
|Next Earnings Date:May 07, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a mixed outlook for ARKO Corp. While there were notable achievements, such as progress in the dealerization program and improvements in OTP gross margins, the company faced challenges with declining same store sales, reduced adjusted EBITDA, and a net loss for the quarter. The introduction of the Fueling America's Future campaign aims to counter these challenges by boosting store traffic and fuel sales.Company Guidance
During the ARKO Corp. fourth-quarter and full-year 2024 earnings call, the company provided guidance for 2025, expecting total company adjusted EBITDA between $233 million and $253 million, reflecting a slight decrease from 2024's $248.9 million. The retail fuel margin is projected to be between $0.395 and $0.415 per gallon, with mid-teen percent operating profit growth anticipated for the wholesale segment. The dealerization program is expected to generate an annualized benefit exceeding $20 million in combined wholesale and retail segment operating income. Despite a decline in same-store retail fuel gallons, fuel margin resilience and strategic initiatives, like the Fueling America’s Future campaign, aim to enhance customer engagement and boost store traffic. Additionally, ARKO plans to continue optimizing its portfolio by converting select retail stores to dealer sites, which is expected to be accretive over time.Loyalty Program Success
Enrolled loyalty members spent an average of $104 per month, nearly 60% more than non-enrolled customers, and visited stores about three more times per month.
Dealerization Program Progress
ARKO converted more than 150 retail stores to dealer sites in 2024, exceeding their initial conversion goal, with plans to convert approximately 100 more stores by the end of Q1 2025.
OTP Gross Margin Improvement
The OTP category saw a 200 basis points improvement in gross margin during Q4 2024, further increasing the gap between higher-margin OTP and traditional cigarettes.
Fueling America's Future Campaign
Launched a campaign allowing customers to earn up to $2 off per gallon for up to 20 gallons with in-store purchases, aimed at increasing store traffic and fuel sales.
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ARKO Earnings History
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
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ARKO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 26, 2025 | $7.26 | $4.52 | -37.74% |
| Nov 07, 2024 | $6.81 | $6.58 | -3.38% |
| Aug 06, 2024 | $6.04 | $6.50 | +7.62% |
| May 07, 2024 | $4.22 | $4.97 | +17.77% |
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.
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FAQ
When does ARKO Corp (ARKO) report earnings?
ARKO Corp (ARKO) is schdueled to report earning on May 07, 2025, TBA Not Confirmed.
What is ARKO Corp (ARKO) earnings time?
ARKO Corp (ARKO) earnings time is at May 07, 2025, TBA Not 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 (Q1) is -0.17.
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