Added to YB: 2025-06-13
Pitch date: 2025-06-11
ARKO [bullish]
Arko Corp.
-2.18%
current return
Author Info
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Company Info
Arko Corp., through its subsidiary, operates a chain of convenience stores in the United States. It operates through Retail, Wholesale, Fleet Fueling, and GPMP segments.
Market Cap
$521.9M
Pitch Price
$4.58
Price Target
N/A
Dividend
2.62%
Sector
Specialty Retail
Category
turnaround
$ARKO – A Grubby Little Roll-Up With A Plan (Maybe)
ARKO: Unloved convenience store roll-up yielding 11% FCF with 30% insider ownership. Dealerization strategy shifts bad stores to franchisees while maintaining fuel supply. $138M TTM FCF vs $530M market cap. $866M debt concern. Segments: Retail ($276M op income), Wholesale ($80M), Fleet ($50M), GPM ($98M). Expect $20M incremental op income from strategy shift.
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