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Alimentation Couche-Tard
Alimentation Couche-Tard (ATD) investor relations material
Alimentation Couche-Tard Investor Day 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2026 summary11 Feb, 2026
Strategic vision and business model
Announced a refreshed vision to become the world's favorite stop for people on the go, focusing on making customers' lives easier through a decentralized, scalable operating model that empowers local teams with global capabilities.
Emphasizes a decentralized operating model with 30 business units across 29 countries, operating over 17,000 sites in the US, 2,000+ in Canada, and 5,200+ in Europe and other regions as of October 2025.
Maintains a disciplined approach to M&A and targeted expansion, prioritizing long-term assets, robust returns, and integration of distinct capabilities, leveraging operational excellence and financial discipline.
Core values include humility, customer obsession, and a strong one-team culture, driving engagement and operational excellence.
Focus on organic growth, with all financial guidance based on internal initiatives rather than future acquisitions.
Recent performance and learnings
Recent years saw challenges from consumer softness, rapid category shifts, and initial complexity in food execution.
Key successes include improved people and operating metrics, disciplined network growth, digital transformation, and a food program reset.
Cost discipline has enabled consistent performance despite inflation, with significant reinvestment in systems and platforms.
Company culture and decentralized structure are credited for resilience and adaptability.
Achieved nearly $1B in cost savings from FY24 to Q2 FY26, with loyalty program membership exceeding 18 million and significant increases in meal deal sales and customer trip frequency.
Core business and growth drivers
Core platforms—fuel, nicotine, and thirst—represent 90% of revenues and ~75% of gross profit, with $73B in total revenues and $13B in gross profit for FY25.
Fuel network sold 15.4 billion gallons in FY25, with over 110 million transactions annually and industry-leading fuel margins supported by supply chain and procurement enhancements.
Nicotine category is shifting from traditional cigarettes to modern alternatives, with the company outperforming in both.
Thirst (beverages) is a major growth area, with double-digit growth in energy and functional drinks and strong private label performance.
Investments in supply chain, digital platforms, and loyalty programs are enhancing customer experience and operational efficiency.
How will Europe's EV platform scale further?
Detail food reset's impact on complexity & SKUs
What drives sustainable fuel margin outperformance?
How Fit-to-Serve drives $850M EBITDA value?
Full Circle Media revenue stream potential
M&A focus for US, Europe, LatAm/SEA
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Next Alimentation Couche-Tard earnings date
Q3 202620 Mar, 2026
Alimentation Couche-Tard
Next Alimentation Couche-Tard earnings date
Q3 202620 Mar, 2026
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Frequently asked questions
Gas station and convenience store operators
Couche-Tard is one of the world's largest gas station and convenience store operators and the parent company behind gas station chains Circle K, Couche-Tard, and Ingo.
You have most certainly visited one of Couche-Tard’s 14,000 locations, spread over a dozen countries, and you probably agree that gas stations and convenience stores are a complete necessity. They are in transit to any destination.
A great role in the expansion of electric cars
As we are adapting to the use of electric vehicles, Couche-Tard plays a major role in making superchargers as convenient and accessible as possible. They have experience with this by already being present in Norway–the country with the highest electric vehicle penetration in the world.
Increased sales during historical recessions
Couche-Tard has also proven to be a recession-resilient business and posted sales increases of 5 percent and 8 percent, respectively, during the Dot-Com Bubble and the Great Recession.
Businesses that can earn a high return on their capital employed (ROCE) and at the same time increase the amount of capital employed are often able to multiply in value over time.
Founded by Alain Bouchard
Alain Bouchard founded Couche-Tard 42 years ago and is still active in the company as Executive Chairman. Couche-Tard grew steadily over the first two decades after its inception, organically and through acquisitions. The company has continued to grow and has incredibly enough been profitable every year since their IPO in 1986.
Couche-Tard has increased the amount of capital employed by 115 percent over the past five years and earned a return of roughly 15 percent on that capital. This steady growth is also reflected in the stock price, which is up 270 percent over the same period.
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