- Couche-Tard’s adjusted earnings per share (EPS) for the second quarter were $0.78, surpassing estimates of $0.74.
- Total revenue for the quarter reached $17.87 billion, slightly below the projected $17.97 billion.
- Merchandise and service revenue amounted to $4.68 billion, meeting expectations.
- In the United States, merchandise and service revenue was $3.14 billion, slightly above the estimate of $3.13 billion.
- Europe and other regions reported merchandise and service revenue of $934.0 million, slightly under the estimated $938.9 million.
- Canada’s merchandise and service revenue was $597.8 million, exceeding the estimate of $590.9 million.
- The consolidated merchandise and service gross margin stood at 35.5%.
- In the United States, the gross margin for merchandise and services was 34.7%, above the estimate of 34.6%.
- Europe and other regions had a gross margin of 38.9% for merchandise and services, surpassing the estimate of 38.3%.
- Canada’s merchandise and service gross margin was 34.2%, higher than the projected 33.5%.
- Adjusted EBITDA was $1.63 billion, outperforming the estimate of $1.56 billion.
- According to Filipe Da Silva, Chief Financial Officer, the second quarter closed with optimism due to steady progress from consistent execution and effective cost management.
- The company received 13 buy recommendations, 5 hold recommendations, and no sell recommendations.
Alimentation Couche-Tard on Smartkarma
Analysts at Smartkarma have provided insightful coverage of Alimentation Couche-Tard, with a bullish sentiment. The latest report titled “Primer: Alimentation Couche-Tard (ATD CN) – Sep 2025″ highlights the company’s global leadership in the convenience and fuel retail industry. Alimentation Couche-Tard’s impressive growth trajectory is attributed to a strategic acquisition approach, bolstered by a network of over 16,700 stores that offer substantial scale advantages. The company’s proactive stance towards the electric vehicle transition, investment in charging infrastructure, and diversification of in-store offerings to attract non-fuel customers are noted as key strengths. Management’s ambitious “10 for the Win” strategy targeting US$10 billion in EBITDA by 2028 underscores confidence in sustained growth and performance.
A look at Alimentation Couche-Tard Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Alimentation Couche-Tard Inc., a global convenience store operator, is seen to have a generally positive long-term outlook according to Smartkarma Smart Scores. The company scores moderately across the board, with a Value score of 3, Dividend at 2, Growth and Resilience both at 3, and Momentum also at 3. This indicates that while Alimentation Couche-Tard is not standout in any particular factor, it maintains a solid overall standing in terms of valuation, growth potential, financial stability, and market momentum.
With a diverse offering ranging from coffee and snacks to fuel and lottery tickets, Alimentation Couche-Tard serves customers worldwide. While not excelling in dividends or showing exceptional growth compared to peers, its resilience and momentum suggest a steady and sustainable performance in the long run. Investors may find Alimentation Couche-Tard to be a stable choice in their portfolios, benefitting from its global reach and well-rounded operational strength.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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