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This summary was created by AI, based on 42 opinions in the last 12 months.

Experts have mixed opinions on the company Alimentation Couche-Tard. While some see it as a top-quality, well-run, and global leader in the convenience store industry, others are concerned about its high valuation and dependence on gas sales. The company has a strong history of growth through acquisitions and has a well-diversified geographic presence. Overall, the stock is seen as a long-term hold, with potential for further growth. However, there are concerns about its valuation and the impact of emerging trends such as the shift to electric vehicles.

Consensus
Mixed
Valuation
Fair Value
Similar
7-Eleven, SEVN
PAST TOP PICK
(A Top Pick Jun 23/23, Up 20%)

Still likes it. Recent pullback on weak quarter reporting. Weakness represents good entry point. Headwinds are macro driven and endemic to the sector, lower income consumers are struggling. Macro headwinds will abate.

food stores
TOP PICK

Great operators of convenience stores globally that offer high margins on products. They continually buy peers in a fragmented business. After watching this for 20 years, he finally bought it. It rarely pulls back but recently did, perhaps due to inflation. High returns and owners own a lot of shares.

(Analysts’ price target is $86.29)
food stores
SELL

Two months ago, he held it, but has since sold. Headwinds such as food pricing power are longer term, not just a short-term blip. If something isn't working in a bull market, consider moving on. For a company that's a perennial winner, by the time it misses, it's pulled reserves out of every pocket it has to make numbers, but still misses.

food stores
BUY

The current pullback is an opportunity. Their US business remains sound where there will be a build out of store and merchandise. The pullback is very short term. A headwind would be a slowing economy in North America or Europe. But if rate cuts happen this year, we'll be fine; the consumer will be fine. But if cuts don't come, the consumer will not be fine.

food stores
BUY

Owns shares in company in portfolio. Highly ranked from technical perspective. Higher trends good for investors. 

food stores
DON'T BUY
Disappointing earnings -- aberration or pattern?

Fuel margins less than expected, temporary. More concerning was same-store sales were weak across all geographies. Might just speak to general weakness in consumer spending, and those convenience store items are priced at a premium. Hard to call a trend after 1 quarter.

Grows through acquisition, which is harder now that they're so big. She prefers other growth opportunities.

food stores
BUY

A good steady Eddy. He's owned this in the past. He had concerns on their dependence on gas. They are a play on convenience stores. Good for the long term. Consistent.

food stores
BUY

Brilliant Canadian company. Excellent job growing, which will continue. Great acquisitions and expansion. Lots of room to grow. Experimenting with incorporating the new EV world, especially in Europe. Run up, but still a Buy.

food stores
TOP PICK

Close to record highs. High quality. Long-term hold. Global leader. Geographically well diversified, over 14K stores in 24 countries. One of largest companies in Canada by revenue. Buys and integrates assets like a well-oiled machine, still lots of money on balance sheet for more. High profitability. Yield is 0.8%.

(Analysts’ price target is $86.20)
food stores
BUY

6th largest holding in portfolio. Excellent company with good long term prospects. High growth rate. 2nd largest convenience store operator in the world. Very strong at execution and operation. Founders still active in the business. Still room for further acquisition in sector. Excellent history of return on capital (~20% average for twenty years). 20% compounding over 20-30 years is incredible achievement. 

food stores
DON'T BUY

There hasn't been a major catalyst, but it's a defensive business and is considered a safety trade. But its valuation is rich around 23x now vs. historical around 15-16x, too high. Shares have been on a tear, so it's taking a breather and will stay that way for a while.

food stores
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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

PAST TOP PICK
(A Top Pick Sep 21/23, Up 24.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ATD has achieved its target at $82.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $70) to $74.  

food stores
COMMENT

A high quality large cap stock. The only uncertainty is how their gas stations will switch to charging stations and the demand needs for this chnage.

food stores
WEAK BUY

Are excellent in buying companies, particularly in the U.S. But the PE now is high. If you're long-term, buy this.

food stores
BUY ON WEAKNESS

You can't go wrong owning this. Is a long-time compounder. They continue to find opportunities inside and outside Canada, and those acquisitions expand margins.

food stores
Showing 1 to 15 of 67 entries

Alimentation Couche-Tard(ATD-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 30

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 36

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, 36 stock analysts published opinions about ATD-T. 30 analysts recommended to BUY the stock. 4 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?

36 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 2024-04-16, Alimentation Couche-Tard (ATD-T) stock closed at a price of $75.1.