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Alimentation Couche-Tard (ATD) investor relations material
Alimentation Couche-Tard Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic vision and business model
Aspires to be the world's favorite stop for people on the go, focusing on convenience and customer experience.
Operates a decentralized, scalable model empowering local teams with global capabilities.
Core values emphasize ownership, integrity, and a winning culture, with a mission to make customers' lives easier daily.
Recognized for a strong workplace culture, winning multiple Gallup Exceptional Workplace Awards.
Geographic footprint and growth history
Operates 17,267 sites across 27 countries, with a strong presence in the US, Canada, and Europe.
History of dynamic growth through acquisitions in North America, Europe, and Asia, including recent transformative deals in Germany and Benelux.
Maintains a leading market share in many regions and continues to expand through targeted investments and M&A.
Financial performance and highlights (FY2026)
Achieved net earnings of $3.1B, adjusted EBITDA of ~$6.7B, and diluted EPS of $3.37.
Merchandise and service revenues reached $19.6B; fuel gallons sold totaled 15.8B.
Return on equity at 20.2% and leverage ratio at 1.99, with strong year-over-year growth in net earnings and EPS.
- Q3 FY2026 delivered double-digit earnings growth, robust fuel margins, and network expansion.ATD
Q3 202628 Jul 2026 - Record earnings, margin expansion, and loyalty growth driven by disciplined execution.ATD
Q4 202628 Jul 2026 - Targets 6–8% EBITDA and >10% EPS CAGR through FY2030, led by core and new growth platforms.ATD
Investor Day 20269 Jul 2026 - Board and executive changes, strong financials, and all shareholder proposals rejected.ATD
AGM 20248 Jul 2026 - Earnings declined on softer US fuel margins, but revenue grew 6% and dividend was increased.ATD
Q2 20254 Mar 2026 - Revenue up 17% to $18.3B, but net earnings fell on softer demand and lower US fuel margins.ATD
Q1 20254 Mar 2026 - Q3 FY2025 earnings and revenue rose on acquisitions and strong fuel margins.ATD
Q3 20254 Mar 2026 - Q2 FY2026 delivered higher earnings, margin gains, and robust capital returns to shareholders.ATD
Q2 20264 Mar 2026 - Q1 FY2026 saw higher merchandise sales, lower fuel revenues, and major network expansion.ATD
Q1 20264 Mar 2026
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