Added to YB: 2026-02-18
Pitch date: 2026-02-13
ATD.TO [neutral]
Alimentation Couche-Tard Inc.
+0.38%
current return
Author Info
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Company Info
Alimentation Couche-Tard Inc. operates and licenses convenience stores in North America, Europe, and Asia.
Market Cap
CAD 57.0B
Pitch Price
CAD 83.82
Price Target
N/A
Dividend
1.03%
EV/EBITDA
11.69
P/E
22.41
EV/Sales
0.98
Sector
Consumer Staples Distribution and Retail
Category
growth
Quick Updates: Alimanetation Couche-Tard
ATD.TO (update): Strong long-term track record but last 2 yrs weak. Large NA tobacco exposure (surprisingly high mkt share) + significant energy drinks. Refocusing on operational excellence & store rollouts post-failed 7-Eleven deal. Target 10%+ EPS growth to 2030 (incl buybacks). 20x P/E, 8.8% div yield suggests ~10% return potential.
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