The call highlighted significant positive developments such as the acquisition of GetGo stores, positive same-store sales in the U.S., and robust growth in food services. However, challenges remain, particularly in southern U.S. states and with regard to fuel margins. The sentiment is mixed but leans towards positive due to the outweighing highlights.

Company Guidance

During the first quarter of fiscal year 2026, Alimentation Couche-Tard reported positive same-store sales across its network, with a notable 0.4% increase in the United States, 3.8% in Europe and other regions, and 4.1% in Canada. The company also saw a 40% increase in meal deal sales in North America, with 8.6 million food bundles sold, contributing to a significant improvement in food gross margins by approximately 500 basis points. In the fuel segment, same-store road transportation fuel volumes decreased by 0.9% in the U.S. and 1.3% in Europe, while increasing by 2.2% in Canada. European fuel margins improved, averaging USD 0.1141 per liter, partly due to better fuel market conditions. Additionally, the company's Inner Circle loyalty program in the U.S. reached nearly 11.5 million members, and its European EV charging network expanded to nearly 3,660 charge points, marking a 50% increase in charging transactions compared to the previous year. Overall, the first quarter highlighted strong execution in food service, strategic expansion in fuel and EV infrastructure, and effective cost management, despite a slight decrease in adjusted net earnings to $757 million.

Positive Same-Store Sales in the U.S.

The U.S. market reported positive same-store sales for the first time in several quarters, indicating a positive trend and successful strategies in place.

Acquisition of GetGo Stores

Couche-Tard closed the acquisition of nearly 270 GetGo stores, enhancing growth opportunities and expanding the brand's footprint.

Strong Performance in Canada

Same-store merchandise revenues increased by 4.1% in Canada, driven by strong growth in the alcohol category.

Expansion in Europe

Continued expansion of Circle K branding in Europe with 65 sites branded and over 30 car wash and EV charging sites established.

Robust U.S. Food Program

The North American meal deals saw a 40% increase, showcasing strong food service growth and significant margin improvement.

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
Dec 02, 2025	2026 (Q2)	1.02 / -	1.021	―	―	―
Sep 02, 2025	2026 (Q1)	1.08 / 1.08	1.146	-6.02% (-0.07)	―	―
Jun 27, 2025	2025 (Q4)	0.65 / 0.63	0.663	-4.17% (-0.03)	―	―
Mar 18, 2025	2025 (Q3)	0.91 / 0.94	0.897	4.62% (+0.04)	―	―
Nov 25, 2024	2025 (Q2)	1.05 / 1.02	1.132	-9.76% (-0.11)	―	―
Sep 04, 2024	2025 (Q1)	1.16 / 1.15	1.187	-3.49% (-0.04)	―	―
Jun 25, 2024	2024 (Q4)	0.70 / 0.66	0.98	-32.39% (-0.32)	―	―
Mar 20, 2024	2024 (Q3)	1.16 / 0.90	1.021	-12.16% (-0.12)	―	―
Nov 28, 2023	2024 (Q2)	1.09 / 1.13	1.132	0.00% (0.00)	―	―
Sep 06, 2023	2024 (Q1)	1.08 / 1.19	1.173	1.18% (+0.01)	―	―

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
Sep 02, 2025	C$69.06	C$73.39	+6.27%
Jun 27, 2025	C$67.27	C$67.32	+0.07%
Mar 18, 2025	C$65.99	C$70.16	+6.32%
Nov 25, 2024	C$77.00	C$78.25	+1.62%

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 (Cl. A) (TSE:ATD) report earnings?

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

What is Alimentation Couche-Tard (Cl. A) (TSE:ATD) earnings time?

Alimentation Couche-Tard (Cl. A) (TSE:ATD) earnings time is at Dec 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 (Q2) is 1.02.

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

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

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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

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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

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Market News

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

3y ago

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