Update shared on13 Sep 2025
Fair value Increased 2.16%Analysts have raised their price target for Alimentation Couche-Tard to CA$84.32, citing confidence in the company’s strengthened foodservice offering, enhanced global loyalty program, and a shareholder-friendly buyback, despite the withdrawn acquisition bid.
Analyst Commentary
- The withdrawal of the proposed acquisition of Seven & i Holdings removed a catalyst for transformative growth, but the company is still anticipated to deliver strong top- and bottom-line results.
- Bullish analysts cite the company’s significantly expanded presence in foodservice as a key driver of future growth.
- Recent expansion and strengthening of the global loyalty program is viewed positively and expected to support customer engagement and revenue.
- The re-initiated share repurchase program is seen as a shareholder-friendly move, likely to enhance EPS and signal management’s confidence in ongoing cash flows.
- Overall price target adjustments reflect continued positive sentiment on organic growth, operational execution, and margin sustainability, with only minor price target reductions from some bearish analysts after the withdrawn acquisition.
What's in the News
- The board authorized a new buyback plan.
- Announced a normal course issuer bid to repurchase up to 77,115,921 common shares (8.13% of share capital), with all repurchased shares to be cancelled.
- Completed repurchase of 8,695,652 shares (0.91% of share capital) for $518.9 million under the prior buyback program.
Valuation Changes
Summary of Valuation Changes for Alimentation Couche-Tard
- The Consensus Analyst Price Target has risen slightly from CA$82.54 to CA$84.32.
- The Future P/E for Alimentation Couche-Tard has significantly risen from 22.36x to 30.30x.
- The Consensus Revenue Growth forecasts for Alimentation Couche-Tard has significantly fallen from 2.3% per annum to 2.1% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.