ARKO Corp (ARKO)

Arko Corp.'s stock price has been influenced by its financial results and strategic initiatives. In Q1 2025, Arko Corp. reported a net loss of $12.7 million, with merchandise margin increasing to 33.2%. In Q2 2025, the company announced a net income of $20.1 million. Arko has been actively converting company-operated retail stores to dealer sites as part of a transformation strategy. The company is advancing its store remodeling initiative and progressing its NTI store pipeline. As of October 28, 2025, analysts have a consensus "Hold" rating for ARKO stock, with a 12-month price target of $7.13.

Demand for Arko Corp.'s products and services, particularly fuel, is influenced by seasonal travel patterns. There has been an increase in demand for gas, returning to pre-COVID levels. Rising fuel prices can create challenges for consumers. The company also focuses on higher-margin in-store merchandise sales, with consumers spending more in stores, particularly on products other than cigarettes. The company's foodservice offerings also contribute to demand.

Arko Corp., through GPM Investments, is an independent convenience store chain and wholesale fuel distributor in the U.S. The company acquires existing convenience store chains and integrates them into its network, while also managing a wholesale fuel distribution segment. Arko operates in the Consumer Discretionary sector, specifically the Specialty Retail industry. Its major products and services include retail sales of fuel and merchandise, wholesale fuel distribution, fleet fueling, and other services like lottery, prepaid products, and car washes. The company is also adding EV chargers to select sites.

Arko Corp. operates approximately 1,500 company-operated retail stores and supplies fuel to around 1,800 dealer sites across the United States. As of December 31, 2022, it supplied fuel to 1,674 independent dealer locations. The company operates under more than 20 regional store brands, with a strong presence in the central and eastern states.

There is no specific information detailing Arko Corp.'s brand reputation in the past year. The company operates under more than 20 regional store brands, leveraging their long-term community involvement and customer loyalty. Its fas REWARDS® loyalty program has approximately 1.3 million members. The company's ongoing store remodeling initiatives and enhanced foodservice offerings are aimed at elevating the customer experience.

Arko Corp.'s ownership is primarily concentrated among institutional investors, who own 78.29% of the shares. Major institutional holders include Davidson Kempner Capital Management LP, Phoenix Financial Ltd, Blackrock Inc, Vanguard Group Inc, Invesco Ltd, and Dimensional Fund Advisors LP. Arko insiders own 53.38% of the company, with key individual insider shareholders including Arie Kotler and Morris Willner. Retail investors hold 0.00% of Arko.