Q4 2025 Alimentation Couche-Tard Inc Earnings Call Transcript

Jun 26, 2025 / 12:00 PM GMT

Release Date Price: C$68.9 (+0.13%)

Transcript

Key Points

Positve

Alimentation Couche-Tard Inc (ANCTF) reported strong positive results in Canada and Europe, with same-store sales increasing by 3.4% in Europe and 3.5% in Canada.
The company is making significant progress in its M&A strategy, including ongoing discussions with 7 and I Holdings and the expected closure of the GetGo acquisition.
The company's meal deals in North America have shown impressive growth, with nearly 800,000 meal deals sold each week, up from 500,000 in the previous quarter.
Alimentation Couche-Tard Inc (ANCTF) has made record progress in organic growth, opening nearly 45 stores this quarter and over 110 stores in North America during the fiscal year.
The company has been recognized for its innovative technology investments, such as the AI-driven digital people platform, which won the 2025AX Convenience Retail Technology Award Europe.

Negative

Same-store merchandise revenues in the United States decreased by 0.4%, impacted by challenging economic and inflationary conditions.
Net earnings for fiscal 2025 decreased by 5.5% compared to fiscal 2024, primarily due to higher depreciation, finance, and operating expenses linked to acquisitions and strategic investments.
The US fuel business saw a decrease in same-store road transportation fuel volumes by 1.9%.
The company faced softness in traffic and fuel demand in the United States, particularly affecting low-income consumers.
Merchandise and service gross margins decreased in the United States, Europe, and Canada, impacted by ongoing price investments and changes in product mix due to new legislation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ATD.TO - Alimentation Couche-Tard Inc
Q4 2025 Alimentation Couche-Tard Inc Earnings Call
Jun 26, 2025 / 12:00PM GMT

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Presentation
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Good morning. My name is Joel, and I will be a conference operator today. Bonjour Jamape Joelle is a sar of a tropes for the conference.

I will now introduce Mr. Matthieu Brunet, Vice President, Investor relations and treasury at aimato Costar. Chevenala parlamonie Matthieu Brune, vice prerela vessar retar.

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I would like to welcome everyone to this web conference presenting Aliattanocuta's financial results for the 4th quarter of fiscal year 2025. All lines will be kept on mute to prevent any background noise.

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