TSE:ATD

Alimentation Couche-Tard (ATD-T)

67.69
+0.05 (0.07%)
as of Jun 30, 2025, 8:00:01 pm Market Open.
541 watching
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This summary was created by AI, based on 50 opinions in the last 12 months.

Alimentation Couche-Tard (ATD) has garnered mixed opinions among experts, mainly revolving around its recent pursuit of acquiring 7-Eleven and its operational strategy. The company is viewed as a strong player in the convenience store sector with a solid growth trajectory, underpinned by its history of successful acquisitions and effective capital allocation. However, uncertainties surrounding the 7-Eleven deal and broader economic factors have led to some skepticism about future growth. While many analysts appreciate its profitability and return on equity (ROE), concerns persist regarding potential share dilution if the acquisition goes through and the implications of a declining consumer spending environment. Overall, ATD remains considered a fundamentally sound investment, yet opinions vary on its immediate growth outlook.

Consensus
Hold
Valuation
Fair Value

Most recent Opinions go here

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DON'T BUY

Seven & I negotiations are a big overhang. If deal goes through, anti-competition reviews will be required. Plus, would likely need to issue equity to fund it. Integration risk. To conserve cash, company's stopped buying back stock until this gets resolved. US operations are seeing softer traffic, with lower-income consumers spending less.

Low-growth area, so they've grown by acquisition. But now that they're so big, there's nothing left for them to buy. Trades at a discount, but lots of uncertainty on the name.

BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

ATD has a lot of available firepower, and has indicated there are still 'lots' of acquisition opportunities if 7/11 fails. It does get harder to grow as the company gets bigger, but we do not think its M&A run is over yet. We would be comfortable buying this stock if one has a 5-year timeframe. Management has proven itself over and over. 
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SELL

Didn't care for its bid to acquire Seven & I, so they sold. This could be one deal too many; could indeed be game-changing, but not in the way investors hope. They'd have to issue massive equity, take on massive debt, with integration risks.

If it walked away from the deal, he might be interested again.

SELL ON STRENGTH

He did own it. It was a good call for him. It was in an uptrend, based out, then failed. He sold it late last year. The chart shows lower lows and lower highs. Sell on any rally.

BUY

There are concerns it might be too diluted if the acquisition goes through. However the acquisition would be accretive and the 7-11 stores could become more profitable, as well as supplying more food for ATD's stores. It is still an uphill battle and if it doesn't go through it would allow ATD to concentrate more on organic growth.

PAST TOP PICK
(A Top Pick May 27/24, Down 9%)

Owned since his firm's inception. Great example of a compounder. Huge potential acquisition of 7-Eleven, and he'd prefer it not happen. This will cost much more than previous acquisitions, plus the people in Japan really don't want the deal. An acrimonious dance, and that risk is overhanging the stock. He really does not want them to overpay, wants them to stick to their track record of disciplined capital allocation.

ROC over 20 years is consistently in the 20% range. Wonderful, long-term holding. He added again around $69.

PAST TOP PICK
(A Top Pick Apr 12/24, Down 2%)

Struggling compared to the rest of the leaders. Underperformed market. With the Seven & I drama, this pick hasn't worked out. Now in no-man's land. Compare it to the wonderful chart for Loblaw.

BUY
Seven & I negotiations.

At least they're talking now, trying to figure out how they can get regulator approval (the biggest concern). Success would give ATD 80k more stores, a near-monopoly in the US, so some would have to be sold. That's a distraction. Wrestling with a low-income consumer who's having troubles with inflation and trading down, which hurts the bottom line.

For him, it's a "heads you win, tails you win" situation. If successful, ATD can improve operations and pay back acquisition debt quickly. If not, they'll do other deals and buy back a ton of stock. An absolute bargain. Once we get through the issues with the US and NA consumer, this will return to compounding greatness as before.

TOP PICK

Well positioned, nice footprint in NA and globally. It all comes down to the Seven & I deal -- last few weeks have seen more positive rumblings of an agreement. His speculative call is that the deal will get done. Company will eventually come through. If the stock can start to form a base here, a positive trendline should start to form (though may not get back to where it was last year).

Japan is "open for business" in this new world we find ourselves in, and that's an advantage for ATD. Yield is 1.07%.

(Analysts’ price target is $84.06)
HOLD

Stock will go sideways while all the Seven & I talks go on, because this could be a $46B acquisition for a company with market cap of $64B. Sales are fairly flat, and this deal would get the needle moving again. If no deal, it'll be on the hunt for something else.

DON'T BUY

Great business, great management. Expensive. Off his radar unless the price changed a lot. Seven & I deal is great if they can do it. These guys are big, and he likes companies where there's lots of market opportunity ahead.

TOP PICK

He doesn't know how the Seven & I scenario will play out. His investment thesis doesn't hinge on them completing the deal. If it goes through, massive win for shareholders, lots of efficiencies to be had. He's in the camp of the deal not going through and, if so, the company will be off to look for something else. 

Massive scale. No one can do what they do. As they've gotten bigger, margin profile has actually expanded. Gushes tons of cash. 17x PE is a very fair price to pay for a well-run business. Yield is 1.1%.

(Analysts’ price target is $85.13)
PAST TOP PICK
(A Top Pick Apr 22/24, Down 7%)

He'd consider stepping in again if the Seven & I deal could get done, but that doesn't seem to be the case. Thinks they're pursuing this transaction because growth opportunities have slowed. He owns, and would prefer, DOL and Loblaw in this space.

PAST TOP PICK
(A Top Pick Apr 22/24, Down 10%)

The Japanese owners of 7-11 have pushed back in this attempted take-over. It's really a global company, a consumer staple in convenience stores with habitual consumers. It's up in the air if the 7-11 deal will close, but if it does, ATD will be #3 in terms of brick-and-mortar sales in North America. A solid company.

TOP PICK

Management's been on a charm offensive in Japan. Excellent serial acquirers, financially disciplined. A sensible deal to be had. Constructive outlook doesn't hinge on a deal. Strategy is to lure shoppers in with cheap fuel, then sell merchandise at high margins. Selling alcohol in Ontario has helped same-store sales. Yield is 1.1%.

Almost 20% ROE. Grew earnings 12% compound rate over last decade. Undemanding multiple of 16x PE. Great combo of value and growth.

(Analysts’ price target is $84.80)
Showing 1 to 15 of 183 entries

Alimentation Couche-Tard(ATD-T) Rating

Ranking : 5 out of 5

Star iconStar iconStar iconStar iconStar icon

Bullish - Buy Signals / Votes : 10

Neutral - Hold Signals / Votes : 10

Bearish - Sell Signals / Votes : 10

Total Signals / Votes : 30

Stockchase rating for Alimentation Couche-Tard is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Alimentation Couche-Tard(ATD-T) Frequently Asked Questions

What is Alimentation Couche-Tard stock symbol?

Alimentation Couche-Tard is a Canadian stock, trading under the symbol ATD-T on the Toronto Stock Exchange (ATD-CT). It is usually referred to as TSX:ATD or ATD-T

Is Alimentation Couche-Tard a buy or a sell?

In the last year, 30 stock analysts published opinions about ATD-T. 10 analysts recommended to BUY the stock. 10 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Alimentation Couche-Tard.

Is Alimentation Couche-Tard a good investment or a top pick?

Alimentation Couche-Tard was recommended as a Top Pick by on . Read the latest stock experts ratings for Alimentation Couche-Tard.

Why is Alimentation Couche-Tard stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Alimentation Couche-Tard worth watching?

30 stock analysts on Stockchase covered Alimentation Couche-Tard In the last year. It is a trending stock that is worth watching.

What is Alimentation Couche-Tard stock price?

On 2025-06-30, Alimentation Couche-Tard (ATD-T) stock closed at a price of $67.69.