ARKO Business Summary

ARKO Corp. (Nasdaq: ARKO) is a Fortune 500 holding company and a leading operator in the North American convenience store and fuel distribution sectors. The company generates revenue through a high-volume, multi-channel model comprising four primary segments: Retail, which operates a diverse family of community brands (e.g., fas mart, E-Z Mart) selling merchandise and fuel; Wholesale, supplying independent dealers and consignment agents; Fleet Fueling, managing proprietary cardlock locations and fuel card services; and GPM Petroleum, which provides fuel supply and logistics to internal and external sites. ARKO distinguishes itself as a strategic consolidator in a highly fragmented market, leveraging its scale to secure favorable fuel supply terms and drive organic growth through food-service enhancements. It competes directly with major industry players such as 7-Eleven, Alimentation Couche-Tard (Circle K), Casey’s General Stores, and Murphy USA, positioning itself as a top-tier regional operator with a significant footprint across more than 30 states. Leadership is spearheaded by Chairman, President, and CEO Arie Kotler, who founded the core GPM business and has led the company’s aggressive acquisition-driven expansion since 2011. The executive team was recently bolstered by the appointment of Galagher Jeff as Executive Vice President and Chief Financial Officer in December 2025; Jeff brings extensive retail pedigree from previous roles as CFO of Murphy USA and senior leadership positions at Dollar Tree and Walmart. The company is supported by a sophisticated board of directors, including Lead Independent Director Andrew R. Heyer, a veteran consumer-sector investor, and recently appointed director Yona Fogel. Notable institutional backing includes Davidson Kempner Capital Management LP, which remains a significant stakeholder, alongside major asset managers like BlackRock and Vanguard. In February 2026, the company further optimized its capital structure by launching the IPO of its subsidiary, ARKO Petroleum Corp. (Nasdaq: APC), while retaining majority voting control to maintain its integrated operational strategy.