Professional
Added to YB: 2025-06-25
Pitch date: 2025-06-23
ATD.TO [neutral]
Alimentation Couche-Tard Inc.
+3.9%
current return
Author Info
No bio for this author
Company Info
Alimentation Couche-Tard Inc. operates and licenses convenience stores in North America, Europe, and Asia.
Market Cap
CAD 48.1B
Pitch Price
CAD 69.53
Price Target
N/A
Dividend
1.11%
EV/EBITDA
10.24
P/E
18.72
EV/Sales
0.82
Sector
Consumer Staples Distribution and Retail
Category
special_situation
Boudreau Capital Portfolio Review - Alimentation Couche-Tard Inc.
ATD.TO (holding update): Global c-store leader (16,800 locations) with strong capital allocation through smart M&A. Stock flat pending 7-Eleven deal clarity, low probability of completion. Even in Sweden (97% EV adoption), fuel sales remain stable. EV drivers spend 15-30min in-store boosting high-margin sales. Forward returns expected 12-15%.
Read full article (1 min)