Alimentation Couche-Tard (ATD) Investor presentation summary

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 include ownership, integrity, and a winning mindset, fostering a strong workplace culture.

• Recognized for employee engagement, with industry-leading retention and multiple workplace awards.

Geographic footprint and growth history

• Operates 17,220 sites across 27 countries, with a strong presence in the US, Canada, and Europe.

• History of dynamic growth through strategic acquisitions in North America, Europe, and Asia.

• Recent expansion includes 2,175 retail assets in Germany and Benelux and 270 food-first locations.

Financial performance and highlights

• FY2026 net earnings reached $3.1B, with adjusted EBITDA of ~$6.7B and diluted EPS of $3.37.

• Q1-2027 saw 5.9% net earnings growth YoY and 15.4% adjusted diluted EPS growth YoY.

• Return on equity at 20.2% and leverage ratio at 1.77, with $19.6B in merchandise and service revenues.

• 26-year CAGR: ~21% EBITDA, ~25% EPS and net earnings.