Alimentation Couche-tard Inc. · TSX:ATD
Alimentation Couche-tard — Q1 2026 Earnings Presentation
13 slides from Alimentation Couche-tard's earnings presentation, Sep 3, 2025
Slide 1: Q1-FY26 Analyst Presentation
Q1-FY26 Analyst Presentation
Slide 2: Forward-Looking Statements
Forward-Looking Statements Certain statements in this presentation may constitute “forward-looking information” or “forward-looking statements” (collectively, “forward-looking statements”) within the meaning of the securities laws of Canada. Any statement in this presentation that is not a statement
Slide 3: Presenters
Presenters Alex Miller Filipe Da Silva President and Chief Financial Officer Chief Executive Officer Q1-26 ACT Analyst Presentation
Slide 4: Alex Miller
Alex Miller President and Chief Executive Officer Q1-26 ACT Analyst Presentation
Slide 5: Growth across our diversified global network
Q1-2026 Growth across our diversified global network • Positive momentum in merchandise same-store sales1 across all regions led by strong results in Canada and Europe. • Outperforming peers with a rapidly expanding B2B offer, driving consistent gains in both volumes and market share. • Meals deals
Slide 6: Filipe Da Silva
Filipe Da Silva Chief Financial Officer Q1-26 ACT Analyst Presentation
Slide 7: Maintaining disciplined cost control and margin expansion
Q1-2026 Maintaining disciplined cost control and margin expansion • Healthy fuel margins supported by continued supply chain optimization and organic initiatives. • Normalized growth expenses1 kept below inflation through strategic efforts. • Strong food execution lifted U.S. gross margin, with shri
Slide 8: Advancing our long-term operational priorities
Advancing our long-term operational priorities Q1-26 ACT Analyst Presentation
Slide 9: Q&A
Q&A Q1-26 ACT Analyst Presentation
Slide 10: Non-IFRS Accounting Standards Measures
Non-IFRS Accounting Standards Measures Q1-26 ACT Analyst Presentation
Slide 11: Non-IFRS Accounting Standards Measures
Non-IFRS Accounting Standards Measures Q1-26 ACT Analyst Presentation
Slide 12: Non-IFRS Accounting Standards Measures
Non-IFRS Accounting Standards Measures Q1-26 ACT Analyst Presentation
Slide 13: Non-IFRS Accounting Standards Measures
Non-IFRS Accounting Standards Measures Q1-26 ACT Analyst Presentation
Alimentation Couche-Tard — Q1 2026 Earnings Presentation on 6ix