The earnings call highlighted strong international growth, technological advancements, and successful loyalty and food programs, offset by challenges in U.S. merchandise and fuel volumes, and decreased net earnings. While international markets showed resilience, the U.S. faced economic headwinds impacting revenue and volume growth.

Company Guidance

In the call discussing Alimentation Couche-Tard's fourth-quarter financial results for fiscal year 2025, several key metrics and initiatives were highlighted. The company maintained same-store sales in the U.S., with strong growth in Canada and Europe, where same-store merchandise revenues increased by 3.4% and 3.5%, respectively. Meal deals in North America displayed significant growth, with sales reaching nearly 800,000 per week. The U.S. saw a modest improvement in same-store sales by the end of the quarter. The company pursued notable M&A activities, including efforts to acquire Seven & i Holdings and nearing the closure of the GetGo acquisition. Fuel business performance showed resilience with positive volumes in Canada, while U.S. fuel margins remained aligned with recent quarters. In terms of financials, adjusted EBITDA for the quarter increased by 6%, driven by improved fuel margins. The company also focused on operational efficiency, noting a 6.1% increase in adjusted EBITDA for the fiscal year and maintaining a leverage ratio of 1.96. Furthermore, Couche-Tard made significant progress in deploying technology and AI to streamline operations and enhance customer engagement, while continuing its commitment to cost control and strategic investments.

Strong International Performance

Positive same-store sales in Canada (3.5%) and Europe (3.4%), driven by strong alcohol sales in Canada and favorable legislation in Europe.

Fuel Business Growth

Increased fuel volumes in Canada by 3.7%, and maintained market share in the U.S. with aligned margins.

Expansion and M&A Activity

45 new stores opened this quarter; ongoing discussions for acquiring Seven & i Holdings with a clear path to U.S. regulatory approval.

Technological Advancements

Awarded the 2025 NACS Convenience Retail Technology Award Europe for AI-driven digital people platform; plans to pilot RELEX for inventory management.

Successful Loyalty and Food Programs

Loyalty membership growth in the U.S. to 10.5 million; food bundle sales in North America up 35% from Q3, totaling nearly 800,000 meal deals weekly.

Alimentation Couche-Tard Inc (TSE:ATD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TSE:ATD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 02, 2025	2026 (Q1)	1.04 / -	1.141	―	―	―
Jun 27, 2025	2025 (Q4)	0.65 / 0.63	0.66	-4.17% (-0.03)	―	―
Mar 18, 2025	2025 (Q3)	0.91 / 0.94	0.894	4.62% (+0.04)	―	―
Nov 25, 2024	2025 (Q2)	1.05 / 1.02	1.128	-9.76% (-0.11)	―	―
Sep 04, 2024	2025 (Q1)	1.16 / 1.14	1.183	-3.49% (-0.04)	―	―
Jun 25, 2024	2024 (Q4)	0.70 / 0.66	0.976	-32.39% (-0.32)	―	―
Mar 20, 2024	2024 (Q3)	1.16 / 0.89	1.018	-12.16% (-0.12)	―	―
Nov 28, 2023	2024 (Q2)	1.08 / 1.13	1.128	0.00% (0.00)	―	―
Sep 06, 2023	2024 (Q1)	1.08 / 1.18	1.169	1.18% (+0.01)	―	―
Jun 27, 2023	2023 (Q4)	0.67 / 0.98	0.756	29.09% (+0.22)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TSE:ATD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 27, 2025	C$67.45	C$67.50	+0.07%
Mar 18, 2025	C$66.16	C$70.34	+6.32%
Nov 25, 2024	C$77.20	C$78.46	+1.63%
Sep 04, 2024	C$73.67	C$74.64	+1.32%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Alimentation Couche-Tard Inc (TSE:ATD) report earnings?

Alimentation Couche-Tard Inc (TSE:ATD) is schdueled to report earning on Sep 02, 2025, After Close (Confirmed).

What is Alimentation Couche-Tard Inc (TSE:ATD) earnings time?

Alimentation Couche-Tard Inc (TSE:ATD) earnings time is at Sep 02, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TSE:ATD EPS forecast?

TSE:ATD EPS forecast for the fiscal quarter 2026 (Q1) is 1.04.

Alimentation Couche-Tard Inc (TSE:ATD) Earnings News

Alimentation Couche-Tard (TSE:ATD) Easily Beats Q4 Earnings Estimates; Analysts are Bullish

Premium

Market News

Alimentation Couche-Tard (TSE:ATD) Easily Beats Q4 Earnings Estimates; Analysts are Bullish

2y ago

Alimentation Couche-Tard (TSE:ATD) Announces Fiscal Q2 Results, Large Dividend Increase

Premium

Market News

Alimentation Couche-Tard (TSE:ATD) Announces Fiscal Q2 Results, Large Dividend Increase

3y ago

Higher Fuel Prices Help Alimentation Couche-Tard (TSE:ATD) Post Solid Q1 Results

Premium

Market News

Higher Fuel Prices Help Alimentation Couche-Tard (TSE:ATD) Post Solid Q1 Results

3y ago

See More TSE:ATD News >

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing