Yesway, Inc. (Nasdaq: YSWY) cut the ribbon on a new Allsup's location in Odessa, Texas, this week — its 93rd new-to-industry (NTI) build in roughly five years and the latest marker in an aggressive Texas ground-up development program across the company's 452-unit footprint.

The Unit

The 5,630-square-foot store at 16460 South Highway 385 runs 24 hours a day and was engineered with the Permian Basin's mixed traffic in mind. The site includes 10 multi-product fuel dispensers, five diesel lanes and 11 truck parking spaces — a configuration that positions Allsup's squarely in the professional-driver daypart alongside everyday convenience customers. Foodservice anchors the in-store offer: Allsup's World Famous Burritos lead the menu alongside Yesway private-label snacks and fresh grocery staples including bread, milk and eggs. A beer cave, ATMs and Western Union services round out the amenity stack.

Development Context

Yesway's NTI pace — 93 ground-up builds since roughly 2021 — is notable in a convenience-store segment where most unit growth has historically been driven by acquisition rather than greenfield construction. The company operates its 452 stores across Texas, New Mexico, South Dakota, Iowa, Kansas, Missouri, Wyoming, Oklahoma and Nebraska under two banners: Yesway and Allsup's. The Allsup's brand carries the heavier foodservice identity, built around its deep-fried burrito LTO heritage, giving Yesway a differentiated in-store gross-profit driver at a time when fuel-margin volatility pushes c-store operators toward higher-margin prepared-food and private-label categories.

Odessa sits at the heart of West Texas oil country, making truck-accessible fuel infrastructure a direct revenue lever. The five dedicated diesel lanes and generous truck parking reflect a site-selection strategy tuned to commercial traffic, a channel that typically delivers higher per-transaction fuel volume than passenger vehicles. For c-store operators competing against dedicated travel centers from Pilot Flying J and Love's, robust trucker amenities are table stakes in the region.

Outlook

Chairman, President and CEO Tom Trkla framed the opening as evidence of the chain's operational discipline. "Our continued growth across Texas is a testament to the dedication of our team members, whose commitment to operational excellence and customer service is at the heart of our success," Trkla said. The company has not disclosed a specific NTI target for fiscal 2026, but the Odessa opening signals that the build cadence that has produced nearly 20 ground-up stores per year on average remains intact.

For operators tracking the mid-market c-store segment, Yesway's dual-banner model — combining acquisition-driven scale with organic NTI development — offers a case study in asset-light brand extension. The Allsup's identity provides instant foodservice equity in markets where the brand already carries regional recognition, reducing the marketing cost typically associated with greenfield entry. Analysts covering convenience-store foodservice trends and c-store unit growth will watch whether Yesway's West Texas diesel infrastructure also supports future fleet-fueling or loyalty-program initiatives as the company builds density in the region.

Written by Michael Politz, Author of Guide to Restaurant Success: The Proven Process for Starting Any Restaurant Business From Scratch to Success (ISBN: 978-1-119-66896-1), Founder of Food & Beverage Magazine, the leading online magazine and resource in the industry. Designer of the Bluetooth logo and recognized in Entrepreneur Magazine's "Top 40 Under 40" for founding American Wholesale Floral, Politz is also the Co-founder of the Proof Awards and the CPG Awards and a partner in numerous consumer brands across the food and beverage sector.