To put it in perspective, this US chain of convenience stores and gas stations is trading at around 12x EBITDA and an unbelievableI’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In ad ...

To put it in perspective, this US chain of convenience stores and gas stations is trading at around 12x EBITDA and an unbelievableI’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In ad ...

RICHMOND, Va., Oct. 09, 2025 (GLOBE NEWSWIRE) -- ARKO Corp. (Nasdaq: ARKO) (“ARKO” or the “Company”), a Fortune 500 company and one of the largest convenience store operators in the United States, today announced that Jordan Mann, the Company’s Senior Vice President of Corporate Strategy, Capital Markets and Investor Relations, has been appointed Interim Chief Financial Officer, effective October 10, 2025. Mr. Mann succeeds Robb Giammatteo, whose departure was previously announced. Mr. Mann brings more than ...

Company Performance - ARKO Corp. closed at $4.83, reflecting a -3.78% change from the previous day, underperforming the S&P 500's gain of 0.49% [1] - Over the past month, ARKO shares have remained flat, contrasting with a 2.73% loss in the Consumer Staples sector and a 2.99% gain in the S&P 500 [1] Earnings Forecast - Analysts predict ARKO Corp. will report an EPS of $0.12, indicating a 71.43% growth year-over-year [2] - Revenue is expected to be $2.03 billion, representing an 11.05% decrease compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $0.17 per share, showing a +30.77% change from the previous year, while revenue is estimated at $7.74 billion, reflecting a -11.35% change [3] - Recent adjustments to analyst estimates for ARKO Corp. may indicate changing near-term business trends, with positive revisions suggesting a favorable business outlook [3] Zacks Rank and Valuation - ARKO Corp. currently holds a Zacks Rank of 1 (Strong Buy), with a historical average annual return of +25% for stocks rated 1 since 1988 [5] - The Forward P/E ratio for ARKO Corp. is 29.53, which is higher than the industry average of 22.16, indicating a premium valuation [6] Industry Context - The Consumer Products - Staples industry, to which ARKO belongs, has a Zacks Industry Rank of 174, placing it in the bottom 30% of over 250 industries [6] - The strength of industry groups is measured by the Zacks Industry Rank, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Company Performance - ARKO Corp. closed at $5.03, reflecting a -3.08% change from the previous day, which is less than the S&P 500's daily loss of 0.05% [1] - The stock has increased by 4.22% over the past month, outperforming the Consumer Staples sector's loss of 0.82% and the S&P 500's gain of 3.44% [1] Earnings Estimates - The upcoming EPS for ARKO Corp. is projected at $0.12, indicating a 71.43% increase compared to the same quarter last year [2] - Revenue is estimated at $2.03 billion, down 11.05% from the prior-year quarter [2] - For the annual period, earnings are anticipated at $0.17 per share and revenue at $7.74 billion, reflecting shifts of +30.77% and -11.35% respectively from the last year [3] Analyst Estimates and Rankings - Recent changes in analyst estimates for ARKO Corp. are important as they reflect short-term business trends [3] - The Zacks Rank system, which incorporates estimate changes, currently ranks ARKO Corp. as 1 (Strong Buy) [5] - The Zacks Consensus EPS estimate has remained steady over the past month [5] Valuation Metrics - ARKO Corp. has a Forward P/E ratio of 30.53, indicating a premium compared to its industry's Forward P/E of 21.11 [5] Industry Context - The Consumer Products - Staples industry, part of the Consumer Staples sector, has a Zacks Industry Rank of 166, placing it in the bottom 33% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Group 1 - ARKO Corp. shares have increased by 25.3% over the past four weeks, closing at $5, with a mean price target of $6.63 indicating a potential upside of 32.6% [1] - The mean estimate consists of four short-term price targets with a standard deviation of $2.21, where the lowest estimate is $4.50 (10% decline) and the highest is $9.00 (80% increase) [2] - Analysts show strong agreement on ARKO's ability to report better earnings, with a positive trend in earnings estimate revisions suggesting potential upside [4][11] Group 2 - The Zacks Consensus Estimate for ARKO's current year earnings has increased by 112.5% over the last 30 days, with no negative revisions [12] - ARKO holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] - While consensus price targets may not be reliable for predicting the extent of gains, they can indicate the direction of price movement [14]

Core Viewpoint - ARKO Corp. announces the departure of CFO Robb Giammatteo, who will leave to pursue a new opportunity outside the convenience store sector, effective October 10, 2025 [1][2]. Company Overview - ARKO Corp. is a Fortune 500 company and one of the largest convenience store operators in the United States, owning 100% of GPM Investments, LLC [3]. - The company operates in four reportable segments: retail, wholesale, fleet fueling, and GPM Petroleum, providing a range of products including prepared foods, beverages, and fuel [3]. Leadership Transition - Chairman and CEO Arie Kotler acknowledges Giammatteo's contributions to the company's transformation plan and finance department [2]. - Giammatteo expresses pride in his achievements during his tenure and commitment to the company's future success [2].

Group 1 - ARKO Corp. (ARKO) closed at $5.01, with a 14.9% gain over the past four weeks, and a mean price target of $6.63 indicating a 32.3% upside potential [1] - The mean estimate includes four short-term price targets with a standard deviation of $2.21, where the lowest estimate is $4.50 (10.2% decline) and the highest is $9.00 (79.6% increase) [2] - Analysts show strong agreement on ARKO's ability to report better earnings, with a positive trend in earnings estimate revisions indicating potential upside [4][11] Group 2 - The Zacks Consensus Estimate for ARKO's current year has increased by 112.5%, with one estimate moving higher and no negative revisions [12] - ARKO holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] - While the consensus price target may not be a reliable indicator of ARKO's potential gain, it does suggest a positive direction for price movement [14]

Core Insights - ARKO Corp. has opened its second fas craves location in Mechanicsville, Virginia, as part of its initiative to enhance customer experience through remodeled stores featuring a food-first concept [2][5] - The new store offers a menu of hot and cold grab-n-go items aimed at busy consumers, with a grand opening celebration planned from September 17–30, 2025 [3][6] Company Expansion - The Mechanicsville location opened on August 6, 2025, and follows the recent opening of a Handy Mart in Kinston, NC, on July 31, 2025, which also features the fas craves concept [6] - The fas craves menu includes items such as crispy chicken biscuits, zesty potato wedges, and various beverages, catering to diverse consumer preferences [4][6] Customer Engagement - To celebrate the opening, the store is offering exclusive food deals, including two crispy Ultimate Chicken Tenders and a small side of potato wedges for $4.99, and fountain drinks for 99 cents [6] - Customers can also participate in the Fueling America's Future promotion, which allows savings of up to $2 off per gallon of gas through the fas REWARDS loyalty program [7] Company Overview - ARKO Corp. is a Fortune 500 company and one of the largest convenience store operators in the U.S., owning 100% of GPM Investments, LLC [10] - The company operates in four segments: retail, wholesale, fleet fueling, and GPM Petroleum, providing a wide range of products including prepared foods, beverages, and fuel [10]

Group 1 - ARKO Corp. reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, and showing an increase from $0.11 per share a year ago, resulting in an earnings surprise of +33.33% [1] - The company posted revenues of $2 billion for the quarter ended June 2025, which was 3.08% below the Zacks Consensus Estimate and a decrease from $2.39 billion in the same quarter last year [2] - ARKO shares have declined approximately 38.4% year-to-date, contrasting with the S&P 500's gain of 7.1% [3] Group 2 - The earnings outlook for ARKO is mixed, with the current consensus EPS estimate for the upcoming quarter at $0.13 on revenues of $2.08 billion, and $0.08 on revenues of $7.87 billion for the current fiscal year [7] - The Zacks Industry Rank indicates that the Consumer Products - Staples sector is currently in the bottom 33% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8]