Q3 2025 Alimentation Couche-Tard Inc Earnings Call Transcript

Mar 19, 2025 / 12:00PM GMT

Release Date Price: C$70.74 (+6.31%)

Transcript

Key Points

Positve

Alimentation Couche-Tard Inc (ANCTF) reported positive same-store sales in Canada and Europe, with sequential improvement in the United States despite historic winter storms.
The company is maintaining market share in the U.S. fuel business with margins aligned with recent trends.
The acquisition of assets from TotalEnergies in Europe is on track for synergy realization, contributing to solid results.
The company has expanded its meal deal promotions to Canada, selling nearly 465,000 meal deals weekly across North America.
Alimentation Couche-Tard Inc (ANCTF) has seen a 13% increase in Inner Circle loyalty program enrollments in the U.S., nearing 10 million members.

Negative

Same-store merchandise revenues in the U.S. decreased by 0.1%, impacted by severe winter storms.
The U.S. fuel business saw a 3% decrease in same-store road transportation fuel volumes.
Inflationary pressures persist, affecting consumer spending and posing challenges to maintaining margins.
The company faces uncertainty in its pursuit of a combination with Seven & i Holdings, with no definitive agreement reached yet.
The U.S. tobacco category experienced a decline, with overall nicotine performance slightly negative.

Operator

My name is Joelle, and I will be your conference operator today. (spoken in foreign language) I will now introduce Mr. Mathieu Brunet, Vice President, Investor Relations and Treasury at Alimentation Couche-Tard. (spoken in foreign language)

Mathieu Brunet

Alimentation Couche-Tard Inc - Vice President, Investor Relations and Treasury

English will follow. (spoken in foreign language) Good morning. I would like to welcome everyone to this web conference presenting Alimentation Couche-Tard's financial results for the third quarter of fiscal year 2025. (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 might 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

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.