The earnings call presents a balanced view of the company's performance, with strong growth in Europe and Canada, significant progress in meal deals, and expansion in the EV charging network. However, there were challenges in the U.S. market with declines in same-store sales, net earnings, and softness in traffic and fuel demand. Strategic investments and legal reserves also impacted financial results.

Company Guidance -

Q1 2026

During the call, Alimentation Couche-Tard provided guidance for its fourth quarter of fiscal year 2025, highlighting several key metrics. The company reported same-store merchandise revenue changes, with a 0.4% decrease in the United States, a 3.4% increase in Europe and other regions, and a 3.5% increase in Canada. In the fuel segment, same-store road transportation fuel volumes decreased by 1.9% in the United States and 0.6% in Europe, while increasing by 3.7% in Canada. The adjusted EBITDA for the quarter saw a 6% increase compared to the previous year. The company also emphasized the growth of its meal deals in North America, with sales rising over 35% from Q3 to over 500,000 meal deals sold weekly by the end of Q4. Loyalty membership in the U.S. reached nearly 10.5 million members, contributing to incremental sales and traffic. Additionally, the company noted its progress in EV charging, with nearly 3,480 charge points in Europe, marking a 40% increase from the previous year. Looking forward, the company remains focused on cost control, aiming for expense growth below inflation, and continues to explore M&A opportunities, including a potential acquisition of Seven & i Holdings.

Strong Performance in Europe and Canada

Same-store sales increased by 3.4% in Europe and other regions and 3.5% in Canada. Europe's performance was supported by cigarette sales in the Netherlands, while Canada's growth was boosted by the alcohol category.

Record Progress in Organic Growth

Opened nearly 45 stores in the quarter and over 110 stores in North America during the fiscal year. Over 1,000 sites are in the real estate development pipeline.

Significant Growth in Meal Deals

In the U.S., meal deals sold over 500,000 each week by the end of Q4, up over 35% from Q3. In Canada, food bundle sales increased over 50% from the previous quarter.

Expansion in EV Charging Network

Nearly 3,480 charge points in Europe, up nearly 40% from the same quarter last year, with Circle K becoming the most preferred brand for charging in Sweden.

Recognition for Innovative Technology

Awarded the 2025 NACS Convenience Retail Technology Award Europe for an AI-driven digital people platform and advancing the deployment of RELEX in North America for inventory management.

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 03, 2025	2026 (Q1)	1.06 / -	1.141	―	―	―
Jun 27, 2025	2025 (Q4)	0.65 / 0.63	0.66	-4.17% (-0.03)	―	―
Mar 18, 2025	2025 (Q3)	0.91 / 0.93	0.893	4.62% (+0.04)	―	―
Nov 25, 2024	2025 (Q2)	1.05 / 1.02	1.127	-9.76% (-0.11)	―	―
Sep 04, 2024	2025 (Q1)	1.16 / 1.14	1.182	-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	1.017	-12.16% (-0.12)	―	―
Nov 28, 2023	2024 (Q2)	1.08 / 1.13	1.127	0.00% (0.00)	―	―
Sep 06, 2023	2024 (Q1)	1.08 / 1.18	1.168	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 (Cl. A) (TSE:ATD) report earnings?

Alimentation Couche-Tard (Cl. A) (TSE:ATD) is schdueled to report earning on Sep 03, 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 Sep 03, 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 1.06.

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

3y ago

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