Alimentation Couche-Tard (ATD.TO) Buy, Sell…

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Alimentation Couche-Tard (ATD.TO)

92.35

-0.84 (0.90%)

as of Aug 12, 2026, 2:55:59 pm Market Open.

562 watching

Investor Insights

Aug 12, 2026, 12:00 am

This summary was created by AI, based on 43 opinions in the last 12 months.

Alimentation Couche-Tard (ATD) has seen mixed expert opinions following its failed attempt to acquire 7-Eleven, leading to a refocus on organic growth and smaller acquisitions. Experts generally appreciate the company's execution, emphasizing solid same-store sales growth and effective procurement strategies that allow for competitive pricing, particularly on fuel, which draws customers into their convenience stores. While some analysts express concerns about the health of consumers and the broader economic environment, others highlight the company's ability to grow through acquisitions and maintain margins amidst fluctuating fuel prices. The stock is viewed as a potential long-term play due to its well-managed operations, disciplined financial strategies, and continued interest in expanding its geographic footprint. However, there's also caution regarding its current valuation and the need for significant growth drivers in the absence of major acquisitions.

Consensus

Buy

Valuation

Fair Value

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Unspecified

The question was on the future of gas stations with the increasing number of EV's. He owns some Alimentation Couche-Tard. He also owns and prefers Parkland Fuels. They bought M&M's Meat Shops and are trying to make the gas station a destination where people can go to pick up food items etc. The changes coming to gas stations will not happen overnight and as EV stations, people will have to pay to charge their cars.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly This well known Canadian convenience store operator is a TOP PICK. It trades at 17x earnings. Analysts are raising EPS and share price expectations. Most recent earnings beat expectations by 30%, mostly on higher. Customers are focusing more on their own house brand of products which is bolstering margins. It pays a small dividend backed by a payout ratio of 10% of earnings. We recommend placing a stop loss at $47, looking to achieve $68 -- upside potential over 17%. Yield 0.74% (Analysts’ price target is $67.42)

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Despite inflation, ATD enjoyed a 14% increase in net earnings in that quarter, Q1. Shares have since popped $3 to close $59.46 before Labour Day in heavy volumes. It was the third earnings beat in a row at $1.12 actual vs. $0.95 estimated. Shares are close to 52-week lows, but there's little more gas in the tank, so to speak.

HOLD

Good long-term hold. Geographic distribution for EVs. Transition to EVs will take longer than people think. Valuation has gone up a bit this year. Benefiting from higher fuel margins. C-stores have been relatively resilient. Possibly more M&A.

BUY ON WEAKNESS

Above his target price, so not a buy right now. Well run with great growth profile. Buy on pullback. Global platform, huge cashflow allows for opportunistic acquisitions during choppy economic times.

STRONG BUY

Executed incredibly well. Predictable, great acquisitions. Market's waiting for the possibility of a larger deal, perhaps SU assets. Good company, good margins. He'd buy it today.

BUY

Currently owns stock and has been a long term holder. Believes company has room to grow and expand. Excellent growth story in Canada.

BUY

Great grower and compounder. Behind 7-Eleven, second-largest convenience store owner in the world. Great operators and acquirers in a fragmented industry. Juicy margins on store items. Scale lets them sell fuel for less. Under-leveraged. Grows organically and inorganically. Petro-Can purchase would be great. He's buying.

PAST TOP PICK

(A Top Pick Jun 03/21, Up 18%) Fits well with needs vs. wants in this environment. The CEO says they "sell people time". Procurement clout lets them price competitively on fuel, which is so important now. Same store sales on merchandise may check back. Modest organic growth bolstered by great acquisition capabilities.

PAST TOP PICK

(A Top Pick Aug 17/21, Up 5%) Still a buy today. Really good management with a global platform. Economies of scale. Exceptionally strong balance sheet and defensive, so it's held up well. Earnings likely to remain strong.

STRONG BUY

A long-term grower and compounder. More upside. Exposure is timely. Pretty defensive if economic slowdown. Great operators. Scale applies procurement clout to drive margin advantages. Getting better at merchandising. Navigating inflation well. Underleverged. Great consolidators. Very much a buy.

BUY ON WEAKNESS

Really likes it. Tremendous capital allocators in a challenging business. Current valuation of 18x forward earnings is 10% above his buy price. Defensive. Wait for a pullback.

Unspecified

It is well run with very strong cash flows. Also aggressively buying back stock. Very successful in acquiring, integrating and growing its business. Growth profile is a little slower but management is disciplined and doing the right thing. Trading at a good valuation with good price protection. Buy 12, Hold 3, Sell 0

WAIT

It had good earnings results and has been in a bit of a trading range lately. It is well run and has done well in recession. As far as growth is concerned it is making fewer acquisitions - from 70% down to 30%. The headwind is inflation and sky rocketing gas prices causing people to drive less. Wait to buy.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The quarter results were solid. EPS beat estimates at 70 cents. Revenues also beat at $18.6B. Same store growth was 3.7% in the US and 7.2% in Europe, although it fell in Canada by 0.8%. It has bought back stock to the tune of $500M. Unlock Premium - Try 5i Free

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Alimentation Couche-Tard (ATD.TO)