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 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.