TSE:ATD
Alimentation Couche-Tard (ATD.TO)
Financials 
Technical Analysis 
Jul 21, 2026, 12:00 amThis summary was created by AI, based on 43 opinions in the last 12 months.
Alimentation Couche-Tard (ATD) has received mixed reviews from analysts, primarily focused on its growth trajectory and market position following its failed acquisition attempts of 7-Eleven. While many experts highlight its strong operational management and the potential for acquisitions, there are concerns regarding the health of the consumer and the overall competitive landscape in the convenience store sector. ATD's recent earnings report showed improved fuel margins and same-store sales growth, suggesting resilience despite some market volatility from fuel prices. Experts note the company's ability to generate consistent returns through prudent capital allocation and operational efficiency, forecasting continued growth in both the US and international markets by expanding its footprint and offerings. However, given the current economic uncertainty, there is caution regarding future consumer spending and the company's ability to sustain rapid growth without major acquisitions.
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Premium content
Michael Sprung
Chris Blumas
Currently owns stock and has been a long term holder. Believes company has room to grow and expand. Excellent growth story in Canada.
Brendan Caldwell
Brian MaddenBrian MaddenChris BlumasBrian MaddenReally 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.
Chris Blumas
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
Stockchase InsightsAt this point, shares being range-bound is something to cheer about. People aren't looking for growth names. 3-5 years from now it will be bigger, generate a ton of free cash, and either buy back stock or make an acquisition. The business is doing fine, but this is what a bear market looks like. Excellent job transitioning to electric. He owns PKI instead.
Believes company is looking towards future which is a positive sign (building convenience stores next to electric car charging stations). Selling private label products has helped grow profits. Increasing dividend yield is positive sign. Owns company and will continue to hold.
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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.