Q4 2026 Alimentation Couche-Tard Inc Earnings Call Transcript
Key Points
- Alimentation Couche-Tard Inc (ANCTF) reported a nearly 20% year-over-year top-line growth for the quarter, indicating strong market performance.
- The company achieved its best performance in years in the United States, with significant traffic growth in the fourth quarter.
- Record-breaking EBITDA was delivered in Canada, supported by strong fuel execution and market share gains.
- The company completed the construction of 37 new stores and the relocation or reconstruction of 13 existing stores, with plans to build 750 new stores by 2030.
- The integration of Total energy sites in mid-Europe is progressing well, with 95 rebranded sites implemented during the quarter.
- In Canada, same-store sales declined by 0.9%, primarily due to persistent pressure in tobacco and modern nicotine.
- The Netherlands faced pressure as the company lapped prior year tobacco-related benefits.
- In the US, same-store fuel volumes declined by 2.1%, reflecting challenges in the fuel market.
- The company faces regulatory dynamics and illicit trade challenges in Canada, impacting nicotine product sales.
- Operating expenses increased, partly offsetting the growth in adjusted EBITDA, indicating cost management challenges.
Here today, I will now introduce Mr. Mathieu Brunet, Vice President, Investor Relations and Treasury (spoken in foreign language)
English will follow
(interpreted) Good morning. I would like to welcome everyone to this web conference presenting Alimentation Couche-Tard financial results for the fourth quarter and fiscal year 2026. (Event Instructions) We would like to remind everyone that this webcast presentation will be available on our website for a 90-day period. Also, please remember that some of the issues discussed during this webcast may be forward-looking statements, which are provided by the corporation with its usual caveats. These caveats or risks and uncertainties are outlined in our financial reporting.
Therefore, our future results could differ from the information discussed today. Our financial results will be presented by Mr. Alex Miller, President and Chief Executive Officer; and Mr. Felipe De Silva, Chief Financial Officer. Alex, you may
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