Alimentation Couche-Tard（CJA1）株式概要Alimentation Couche-Tard Inc.は北米、ヨーロッパ、アジアでコンビニエンスストアの運営とライセンス供与を行っている。 詳細CJA1 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績4/6財務の健全性3/6配当金3/6報酬当社が推定した公正価値より41.8%で取引されている 収益は年間4.16%増加すると予測されています 過去1年間で収益は21.8%増加しました リスク分析多額の負債を抱えている すべてのリスクチェックを見るCJA1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,274 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG487,274 investors already sharing narrativesYour Fair Value€Current Price€57.465.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture086b2016201920222025202620282031Revenue US$86.2bEarnings US$3.5bAdvancedSet Fair ValueView all narrativesAlimentation Couche-Tard Inc. 競合他社Hawesko HoldingSymbol: XTRA:HAWMarket cap: €162.6mLoblaw CompaniesSymbol: TSX:LMarket cap: CA$74.1bTescoSymbol: LSE:TSCOMarket cap: UK£29.4bKoninklijke Ahold DelhaizeSymbol: ENXTAM:ADMarket cap: €31.5b価格と性能株価の高値、安値、推移の概要Alimentation Couche-Tard過去の株価現在の株価CA$57.4652週高値CA$58.4452週安値CA$42.14ベータ0.731ヶ月の変化13.38%3ヶ月変化19.38%1年変化33.50%3年間の変化28.92%5年間の変化75.18%IPOからの変化122.93%最新ニュースDeclared Dividend • Jul 01Fourth quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 9th July 2026 Payment date: 23rd July 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 25Full year 2026 earnings released: EPS: US$3.37 (vs US$2.72 in FY 2025)Full year 2026 results: EPS: US$3.37 (up from US$2.72 in FY 2025). Revenue: US$76.5b (up 5.0% from FY 2025). Net income: US$3.14b (up 22% from FY 2025). Profit margin: 4.1% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Jun 09Alimentation Couche-Tard Inc., Annual General Meeting, Sep 02, 2026Alimentation Couche-Tard Inc., Annual General Meeting, Sep 02, 2026.お知らせ • May 26Alimentation Couche-Tard Inc. to Report Q4, 2026 Results on Jun 22, 2026Alimentation Couche-Tard Inc. announced that they will report Q4, 2026 results After-Market on Jun 22, 2026お知らせ • Nov 25Alimentation Couche-Tard Inc. Declares Dividend for the Second Quarter of Fiscal 2026, Payable on December 17, 2025Alimentation Couche-Tard Inc. announced that during its November 24, 2025 meeting, the Board of Directors approved an increase in the quarterly dividend of 2.0 Canadian cents per share, bringing it to 21.5 Canadian cents per share, an increase of 10.3%. During the same meeting, the Board of Directors declared a quarterly dividend of 21.5 Canadian cents per share for the second quarter of fiscal 2026 to shareholders on record as at December 3, 2025, and approved its payment effective December 17, 2025. This is an eligible dividend within the meaning of the Income Tax Act (Canada).お知らせ • Nov 05Alimentation Couche-Tard Inc. to Report Q2, 2026 Results on Nov 24, 2025Alimentation Couche-Tard Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 24, 2025最新情報をもっと見るRecent updatesDeclared Dividend • Jul 01Fourth quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 9th July 2026 Payment date: 23rd July 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 25Full year 2026 earnings released: EPS: US$3.37 (vs US$2.72 in FY 2025)Full year 2026 results: EPS: US$3.37 (up from US$2.72 in FY 2025). Revenue: US$76.5b (up 5.0% from FY 2025). Net income: US$3.14b (up 22% from FY 2025). Profit margin: 4.1% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Jun 09Alimentation Couche-Tard Inc., Annual General Meeting, Sep 02, 2026Alimentation Couche-Tard Inc., Annual General Meeting, Sep 02, 2026.お知らせ • May 26Alimentation Couche-Tard Inc. to Report Q4, 2026 Results on Jun 22, 2026Alimentation Couche-Tard Inc. announced that they will report Q4, 2026 results After-Market on Jun 22, 2026お知らせ • Nov 25Alimentation Couche-Tard Inc. Declares Dividend for the Second Quarter of Fiscal 2026, Payable on December 17, 2025Alimentation Couche-Tard Inc. announced that during its November 24, 2025 meeting, the Board of Directors approved an increase in the quarterly dividend of 2.0 Canadian cents per share, bringing it to 21.5 Canadian cents per share, an increase of 10.3%. During the same meeting, the Board of Directors declared a quarterly dividend of 21.5 Canadian cents per share for the second quarter of fiscal 2026 to shareholders on record as at December 3, 2025, and approved its payment effective December 17, 2025. This is an eligible dividend within the meaning of the Income Tax Act (Canada).お知らせ • Nov 05Alimentation Couche-Tard Inc. to Report Q2, 2026 Results on Nov 24, 2025Alimentation Couche-Tard Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 24, 2025お知らせ • Sep 04Alimentation Couche-Tard Inc. announces Quarterly dividend, payable on September 25, 2025Alimentation Couche-Tard Inc. announced Quarterly dividend of CAD 0.1950 per share payable on September 25, 2025, ex-date on September 11, 2025 and record date on September 11, 2025.お知らせ • Aug 12Alimentation Couche-Tard Inc. to Report Q1, 2026 Results on Sep 02, 2025Alimentation Couche-Tard Inc. announced that they will report Q1, 2026 results After-Market on Sep 02, 2025お知らせ • Jun 27Alimentation Couche-Tard Inc. announces Quarterly dividend, payable on July 21, 2025Alimentation Couche-Tard Inc. announced Quarterly dividend of CAD 0.1950 per share payable on July 21, 2025, ex-date on July 07, 2025 and record date on July 07, 2025.お知らせ • Jun 10Alimentation Couche-Tard Inc., Annual General Meeting, Sep 03, 2025Alimentation Couche-Tard Inc., Annual General Meeting, Sep 03, 2025.お知らせ • May 29Alimentation Couche-Tard Inc. to Report Q4, 2025 Results on Jun 25, 2025Alimentation Couche-Tard Inc. announced that they will report Q4, 2025 results After-Market on Jun 25, 2025お知らせ • Mar 20Alimentation Couche-Tard Inc. announces Quarterly dividend, payable on April 10, 2025Alimentation Couche-Tard Inc. announced Quarterly dividend of CAD 0.1950 per share payable on April 10, 2025, ex-date on March 27, 2025 and record date on March 27, 2025.お知らせ • Mar 13Couche-Tard Disappoints with Seven & i Takeover TalksAlimentation Couche-Tard Inc. (TSX:ATD) on 10 March 2025 expressed its dissatisfaction as Seven & i Holdings Co., Ltd. (TSE:3382) is prioritizing avoiding possible U.S. antitrust law breaches over the major Canadian convenience store chain's proposal to buy the Japanese retailer. Alimentation Couche-Tard said in a statement that it is "disappointed" that the negotiations over the proposed takeover deal are "focused only on the path to U.S. regulatory approval." "We look forward to fulsome engagement with Seven & i so that we can reach definitive terms and move forward with a transaction that is in the best interest of all stakeholders," the statement said. Seven & i is concerned that the integration of the company, which has the largest share in the U.S. convenience store market, and Alimentation Couche-Tard, which has the second-largest share, may violate the antimonopoly law. The companies had agreed to engage in preliminary talks to sell off Alimentation Couche-Tard's U.S. outlets in a bid to address the concerns. In the statement, Alimentation Couche-Tard said it was dissatisfied with Seven & i's proposal to sell its stores in the United States and that "an unusual process request" would add incremental time to the discussions between the two companies. Still, Alimentation Couche-Tard said, "We firmly believe there is a clear path to regulatory approval" in the United States.お知らせ • Feb 21Alimentation Couche-Tard Inc. to Report Q3, 2025 Results on Mar 18, 2025Alimentation Couche-Tard Inc. announced that they will report Q3, 2025 results After-Market on Mar 18, 2025お知らせ • Nov 27Alimentation Couche-Tard Inc. (TSX:ATD) entered into a binding agreement to acquire 20 Convenience Retail and Fuel Sites under Hutch's Brand and 1 land bank, Oklahoma and Kansas from Hutchinson Oil Company LLC.Alimentation Couche-Tard Inc. (TSX:ATD) entered into a binding agreement to acquire 20 Convenience Retail and Fuel Sites under Hutch's Brand and 1 land bank, Oklahoma and Kansas from Hutchinson Oil Company LLC on November 25, 2024. The transaction, which would be financed using available cash and/or existing credit facilities, including United States commercial paper program. The transaction is subject to approval by regulatory board / committee and customary closing conditions. The expected completion of the transaction is in first quarter of calendar year 2025.お知らせ • Nov 06Alimentation Couche-Tard Inc. to Report Q2, 2025 Results on Nov 25, 2024Alimentation Couche-Tard Inc. announced that they will report Q2, 2025 results After-Market on Nov 25, 2024お知らせ • Sep 12Couche-Tard Reportedly Discusses Higher Price for 7-Eleven OwnerAlimentation Couche-Tard Inc. (TSX:ATD) is discussing improving its takeover proposal for Seven & i Holdings Co., Ltd. (TSE:3382) with the goal of convincing the Japanese convenience store operator to start engaging in talks, people with knowledge of the matter said. Couche-Tard has been weighing how much it would be able to increase the potential offer, the people said, asking not to be identified because the information is private. A bid would need to be significantly higher than the initial proposal of $14.86 per share in order to get Seven & i enter negotiations, according to the people. When Seven & i rejected Couche-Tard’s $39 billion buyout approach last week, the Japanese company said in a letter that it would be willing to engage in “sincere discussions” with a proposal that recognizes its value and addresses anti-competition concerns that would need to be resolved for any potential deal to go forward. A representative for Couche-Tard reiterated the retailer’s previous statement that they are highly confident that collaborative discussions could lead to ways to increase value for Seven & i shareholders, declining to comment further. The Canadian suitor faces an uphill battle, however. The current price gap between the two sides may be so wide that the chances of a deal being reached are significantly diminished, according to the people. Couche-Tard is still debating its next steps and there’s no certainty it will decide to submit another proposal to Seven & i, the people said. Couche-Tard said this week it wants to work together with the 7-Eleven operator to agree on a friendly takeover. Seth Fischer, chief investment officer at Seven & i shareholder Oasis Management, said on Bloomberg Television that he’s “disappointed” that the Japanese retailer rejected Couche-Tard’s acquisition proposal. “Couche-Tard has put forward a very serious proposal to the company and I am a little bit disappointed with the company’s reaction,” Fischer said.お知らせ • Sep 11Alimentation Couche-Tard to Make Another Buyout Offer for Seven & iCanadian convenience store operator Alimentation Couche-Tard Inc. (TSX:ATD) on September 8, 2024, signaled its intention to submit another proposal to acquire Japanese retail giant Seven & i Holdings Co. Ltd. (TSE:3382). Alimentation Couche-Tard, whose initial buyout offer was rebuffed by the Japanese firm, said that the two sides would jointly consider possible divestitures of operations if such a move is necessary to secure regulatory approvals on the acquisition. "We stand by prepared to enter into collaborative and friendly discussions", the Canadian company said in a statement. It argued that the proposed buyout deal can overcome obstacles regarding U.S. antitrust regulations, after Seven & i expressed worries about the matter as both firms operate convenience stores in the U.S. market. Seven & i has sent a letter to Alimentation Couche-Tard stating that the initial acquisition proposal, valued at about JPY 6 trillion, significantly underestimates its corporate value.Declared Dividend • Sep 09First quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 13th September 2024 Payment date: 27th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 06First quarter 2025 earnings released: EPS: US$0.83 (vs US$0.85 in 1Q 2024)First quarter 2025 results: EPS: US$0.83 (down from US$0.85 in 1Q 2024). Revenue: US$18.3b (up 17% from 1Q 2024). Net income: US$790.8m (down 5.2% from 1Q 2024). Profit margin: 4.3% (down from 5.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 05Alimentation Couche-Tard Inc. Declares a Quarterly Dividend, Payable on September 27, 2024During its September 4, 2024 meeting, the Board of Directors of Alimentation Couche-Tard Inc. declared a quarterly dividend of CAD 17.5 cents per share for the first quarter of fiscal 2025 to shareholders on record as at September 13, 2024, and approved its payment effective September 27, 2024.お知らせ • Aug 19Alimentation Couche-Tard Inc. (TSX:ATD) proposed to acquire Seven & i Holdings Co., Ltd. (TSE:3382).Alimentation Couche-Tard Inc. (TSX:ATD) proposed to acquire Seven & i Holdings Co., Ltd. (TSE:3382) on August 19, 2024. A cash consideration will be paid by Alimentation Couche-Tard Inc. As part of consideration, an undisclosed value is paid towards None of Seven & i Holdings Co., Ltd. The Board of Directors of Seven & i Holdings Co., Ltd. formed a special committee for the transaction.お知らせ • Aug 15Alimentation Couche-Tard Inc. to Report Q1, 2025 Results on Sep 04, 2024Alimentation Couche-Tard Inc. announced that they will report Q1, 2025 results After-Market on Sep 04, 2024Declared Dividend • Jul 01Fourth quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 5th July 2024 Payment date: 19th July 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 26Alimentation Couche-Tard Inc. Announces Executive ChangesAlimentation Couche-Tard Inc. announced the appointment of Alex Miller as President and Chief Executive Officer effective September 6, 2024. Mr. Miller is presently the Chief Operating Officer for the Corporation. Brian Hannasch, the Corporation's current President and Chief Executive Officer will retire from that position and the Board and continue as a Special Advisor to both the new President and CEO and to Mr. Alain Bouchard, Founder and Executive Chairman of the Board.Reported Earnings • Jun 26Full year 2024 earnings released: EPS: US$2.82 (vs US$3.07 in FY 2023)Full year 2024 results: EPS: US$2.82 (down from US$3.07 in FY 2023). Revenue: US$69.3b (down 3.6% from FY 2023). Net income: US$2.73b (down 12% from FY 2023). Profit margin: 3.9% (down from 4.3% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 08Alimentation Couche-Tard Inc., Annual General Meeting, Sep 05, 2024Alimentation Couche-Tard Inc., Annual General Meeting, Sep 05, 2024.お知らせ • May 25Alimentation Couche-Tard Inc. to Report Q4, 2024 Results on Jun 25, 2024Alimentation Couche-Tard Inc. announced that they will report Q4, 2024 results After-Market on Jun 25, 2024Recent Insider Transactions • Apr 28Co-Founder & Corporate Director recently sold €8.0m worth of stockOn the 24th of April, Richard Fortin sold around 150k shares on-market at roughly €53.26 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Richard has been a net seller over the last 12 months, reducing personal holdings by €18m.Declared Dividend • Mar 25Third quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 28th March 2024 Payment date: 15th April 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 23Alimentation Couche-Tard Inc. Declares Dividend for the Third Quarter of Fiscal 2024, Payable on April 15, 2024Alimentation Couche-Tard Inc. declared a quarterly dividend of CAD 17.5 per share for the third quarter of fiscal 2024 to shareholders on record as at April 1, 2024, and approved its payment effective April 15, 2024.お知らせ • Mar 22Alimentation Couche-Tard Inc. Appoints Stephen J. Harper as Member of Board of DirectorsAlimentation Couche-Tard Inc. announced that The Right Honourable Stephen J. Harper has been appointed by the Board of Directors as a new member, effective immediately. Mr. Harper was elected the twenty-second Prime Minister of Canada in 2006 and served in such role until 2015, making him the longest serving Conservative Prime Minister since Sir John A. Macdonald, Canada's first Prime Minister. Mr. Harper is Chairman and CEO of Harper &Associates Consulting, which acts as a strategic consultant to clients around the world, providing advice on matters relating to market access, the management of global geopolitical and economic risk, and the maximization of value in global markets. He sits on the board of directors of Colliers International Group Inc., a Canada-based diversified professional services and investment management company, where he also sits on the Governance Committee. Mr. Harper is a founding partner and Chairman of Vision One Management, a fundamental value-oriented equity fund that applies a private equity investment approach to public markets. Mr. Harper also serves as the Chair of the International Democracy Union and international Friends of Israel Initiative. Mr. Harper has received a bachelor's and master's degree in economics from the University of Calgary, was awarded an honorary doctorate of philosophy from Tel Aviv University in 2014 and received an honorary degree from the Jerusalem College of Technology. In recognition of his government service, Mr. Harper has been awarded the Ukrainian Order of Liberty, the Woodrow Wilson Award for Public Service, the B'nai B'rith International Presidential Gold Medallion for Humanitarianism and was named as the World Statesman of the Year in 2012 by the Appeal of Conscience Foundation. Mr. Harper lives in Bragg Creek, Alberta, Canada.Reported Earnings • Mar 22Third quarter 2024 earnings released: EPS: US$0.65 (vs US$0.73 in 3Q 2023)Third quarter 2024 results: EPS: US$0.65 (down from US$0.73 in 3Q 2023). Revenue: US$19.6b (down 2.2% from 3Q 2023). Net income: US$623.4m (down 16% from 3Q 2023). Profit margin: 3.2% (down from 3.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 29Alimentation Couche-Tard Inc. to Report Q3, 2024 Results on Mar 20, 2024Alimentation Couche-Tard Inc. announced that they will report Q3, 2024 results After-Market on Mar 20, 2024Recent Insider Transactions • Jan 31President recently sold €53m worth of stockOn the 22nd of January, Brian Hannasch sold around 955k shares on-market at roughly €55.24 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by €63m.お知らせ • Jan 23Alimentation Couche-Tard Inc. announced that it expects to receive CAD 500 million in fundingAlimentation Couche-Tard Inc. announced a private placement of 4.603% Series 8 senior unsecured non-convertible notes due January 25, 2029 in an aggregate principal amount of CAD 500,000,000 on January 22, 2024. The Offering is expected to close on or about January 25, 2024, subject to customary closing conditions. The notes will be direct unsecured obligations of the company and will rank pari passu with all other current and future senior unsecured and unsubordinated indebtedness of company and will be guaranteed on a senior unsecured basis by certain of company's wholly owned subsidiaries who are guarantors under company's senior credit facilities.Recent Insider Transactions • Dec 18President recently sold €11m worth of stockOn the 13th of December, Brian Hannasch sold around 200k shares on-market at roughly €52.81 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Brian's only on-market trade for the last 12 months.Reported Earnings • Nov 29Second quarter 2024 earnings released: EPS: US$0.85 (vs US$0.79 in 2Q 2023)Second quarter 2024 results: EPS: US$0.85 (up from US$0.79 in 2Q 2023). Revenue: US$16.4b (down 2.7% from 2Q 2023). Net income: US$819.2m (up 1.1% from 2Q 2023). Profit margin: 5.0% (up from 4.8% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe.お知らせ • Nov 08Alimentation Couche-Tard Inc. to Report Q2, 2024 Results on Nov 28, 2023Alimentation Couche-Tard Inc. announced that they will report Q2, 2024 results After-Market on Nov 28, 2023お知らせ • Nov 03Alimentation Couche-Tard Inc. (TSX:ATD) completed the acquisition of 112 fuel and convenience retail sites of MAPCO Express Inc.Alimentation Couche-Tard Inc. (TSX:ATD) entered into an agreement to acquire 112 fuel and convenience retail sites of MAPCO Express Inc. for approximately $460 million on April 26, 2023. The purchase price is subject to post-closing adjustments. The transaction will be financed using the Corporation's available cash and/or existing credit facilities, including its U.S. Commercial Paper Program. The transaction subject to standard regulatory approvals and closing conditions. The acquisition is contingent on a separate transaction whereby MAPCO and its remaining locations are sold to a third party. The transaction is expected to close in the second half of calendar year 2023. As per filing on September 6, 2023, Alimentation Couche-Tard expects the transaction to close before the end of calendar year 2023 and it remains subject to customary closing conditions Alimentation Couche-Tard Inc. (TSX:ATD) completed the acquisition of 112 fuel and convenience retail sites of MAPCO Express Inc. on November 1, 2023. This transaction includes 112 company-operated fuel and convenience retail sites from MAPCO Express as well as surplus property and a logistics fleet. Most of the real estate is also owned.Recent Insider Transactions • Oct 15Co-Founder & Corporate Director recently sold €10m worth of stockOn the 12th of October, Real Plourde sold around 200k shares on-market at roughly €51.17 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Real's only on-market trade for the last 12 months.お知らせ • Sep 23Alimentation Couche-Tard Inc. announced that it expects to receive CAD 800 million in fundingAlimentation Couche-Tard Inc. announced a private placement of series 7 senior unsecured notes for gross proceeds of CAD 800,000,000 on September 21, 2023. The notes carry an interest rate of 5.592% and our due on September 25, 2030. The transaction is expected to close on September 25, 2023.Recent Insider Transactions • Sep 21Co-Founder & Corporate Director recently sold €10.0m worth of stockOn the 13th of September, Richard Fortin sold around 200k shares on-market at roughly €49.83 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.お知らせ • Sep 08Alimentation Couche-Tard Inc. Declares Quarterly Dividend for the First Quarter of Fiscal 2024, Payable on September 29, 2023During its September 6, 2023 meeting, the board of directors of Alimentation Couche-Tard Inc. declared a quarterly dividend of 14.0 Canadian cents per share for the first quarter of fiscal 2024 to shareholders on record as at September 15, 2023, and approved its payment effective September 29, 2023. This is an eligible dividend within the meaning of the Income Tax Act (Canada).Reported Earnings • Sep 07First quarter 2024 earnings released: EPS: US$0.85 (vs US$0.85 in 1Q 2023)First quarter 2024 results: EPS: US$0.85. Revenue: US$15.6b (down 16% from 1Q 2023). Net income: US$834.1m (down 4.4% from 1Q 2023). Profit margin: 5.3% (up from 4.7% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.お知らせ • Aug 18Alimentation Couche-Tard Inc. to Report Q1, 2024 Results on Sep 06, 2023Alimentation Couche-Tard Inc. announced that they will report Q1, 2024 results After-Market on Sep 06, 2023株主還元CJA1DE Consumer RetailingDE 市場7D3.0%-2.1%-0.5%1Y33.5%-11.3%-2.1%株主還元を見る業界別リターン: CJA1過去 1 年間で-11.3 % の収益を上げたGerman Consumer Retailing業界を上回りました。リターン対市場: CJA1過去 1 年間で-2.1 % の収益を上げたGerman市場を上回りました。価格変動Is CJA1's price volatile compared to industry and market?CJA1 volatilityCJA1 Average Weekly Movement4.8%Consumer Retailing Industry Average Movement6.0%Market Average Movement5.5%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.8%安定した株価: CJA1 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: CJA1の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1980145,000Alex Millercorporate.couche-tard.comアリメント・クーシュ・タール社は、北米、欧州、アジアでコンビニエンスストアの運営とライセンス供与を行っている。たばこ製品、ニコチン製品、食料品、キャンディー、スナック、ビール、ワイン、飲料、生鮮食品、道路輸送用燃料、電気自動車充電ソリューション、航空燃料、定置エンジン用エネルギーを提供している。同社は、サークルK、クシェタール、ホリデー、インゴ、マックのブランドでコンビニエンス・ストア・チェーンを展開している。また、宝くじ、テレホンカード、ギフトカード、郵便切手、バスチケットの販売、現金自動預け払い機や洗車サービスの提供も行っている。さらに、カンボジア、エジプト、グアム、グアテマラ、ホンジュラス、インドネシア、ジャマイカ、マカオ、メキシコ、ニュージーランド、サウジアラビア、南アフリカ、タンザニア、アラブ首長国連邦、ベトナムでサークルKの旗の下に運営される店舗の運営とライセンス供与を行っている。前身はアクティデブ社で、1994年12月にアリメント・クーシュ・タール社に社名変更。は1980年に設立され、カナダのラバルに本社を置いている。もっと見るAlimentation Couche-Tard Inc. 基礎のまとめAlimentation Couche-Tard の収益と売上を時価総額と比較するとどうか。CJA1 基礎統計学時価総額€52.82b収益（TTM）€2.75b売上高(TTM)€66.95b18.7xPER（株価収益率0.8xP/SレシオCJA1 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CJA1 損益計算書（TTM）収益US$76.51b売上原価US$62.05b売上総利益US$14.46bその他の費用US$11.32b収益US$3.14b直近の収益報告Apr 26, 2026次回決算日該当なし一株当たり利益（EPS）3.42グロス・マージン18.90%純利益率4.11%有利子負債／自己資本比率69.8%CJA1 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.9%現在の配当利回り18%配当性向CJA1 配当は確実ですか？CJA1 配当履歴とベンチマークを見るCJA1 、いつまでに購入すれば配当金を受け取れますか？Alimentation Couche-Tard 配当日配当落ち日Jul 09 2026配当支払日Jul 23 2026配当落ちまでの日数1 day配当支払日までの日数13 daysCJA1 配当は確実ですか？CJA1 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/09 00:07終値2026/07/09 00:00収益2026/04/26年間収益2026/04/26データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Alimentation Couche-Tard Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関Jim MarroneAccountability Research Corporationnull nullArgus Research CompanyJames DurranBarclays24 その他のアナリストを表示
Declared Dividend • Jul 01Fourth quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 9th July 2026 Payment date: 23rd July 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 25Full year 2026 earnings released: EPS: US$3.37 (vs US$2.72 in FY 2025)Full year 2026 results: EPS: US$3.37 (up from US$2.72 in FY 2025). Revenue: US$76.5b (up 5.0% from FY 2025). Net income: US$3.14b (up 22% from FY 2025). Profit margin: 4.1% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Jun 09Alimentation Couche-Tard Inc., Annual General Meeting, Sep 02, 2026Alimentation Couche-Tard Inc., Annual General Meeting, Sep 02, 2026.
お知らせ • May 26Alimentation Couche-Tard Inc. to Report Q4, 2026 Results on Jun 22, 2026Alimentation Couche-Tard Inc. announced that they will report Q4, 2026 results After-Market on Jun 22, 2026
お知らせ • Nov 25Alimentation Couche-Tard Inc. Declares Dividend for the Second Quarter of Fiscal 2026, Payable on December 17, 2025Alimentation Couche-Tard Inc. announced that during its November 24, 2025 meeting, the Board of Directors approved an increase in the quarterly dividend of 2.0 Canadian cents per share, bringing it to 21.5 Canadian cents per share, an increase of 10.3%. During the same meeting, the Board of Directors declared a quarterly dividend of 21.5 Canadian cents per share for the second quarter of fiscal 2026 to shareholders on record as at December 3, 2025, and approved its payment effective December 17, 2025. This is an eligible dividend within the meaning of the Income Tax Act (Canada).
お知らせ • Nov 05Alimentation Couche-Tard Inc. to Report Q2, 2026 Results on Nov 24, 2025Alimentation Couche-Tard Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 24, 2025
Declared Dividend • Jul 01Fourth quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 9th July 2026 Payment date: 23rd July 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 25Full year 2026 earnings released: EPS: US$3.37 (vs US$2.72 in FY 2025)Full year 2026 results: EPS: US$3.37 (up from US$2.72 in FY 2025). Revenue: US$76.5b (up 5.0% from FY 2025). Net income: US$3.14b (up 22% from FY 2025). Profit margin: 4.1% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Jun 09Alimentation Couche-Tard Inc., Annual General Meeting, Sep 02, 2026Alimentation Couche-Tard Inc., Annual General Meeting, Sep 02, 2026.
お知らせ • May 26Alimentation Couche-Tard Inc. to Report Q4, 2026 Results on Jun 22, 2026Alimentation Couche-Tard Inc. announced that they will report Q4, 2026 results After-Market on Jun 22, 2026
お知らせ • Nov 25Alimentation Couche-Tard Inc. Declares Dividend for the Second Quarter of Fiscal 2026, Payable on December 17, 2025Alimentation Couche-Tard Inc. announced that during its November 24, 2025 meeting, the Board of Directors approved an increase in the quarterly dividend of 2.0 Canadian cents per share, bringing it to 21.5 Canadian cents per share, an increase of 10.3%. During the same meeting, the Board of Directors declared a quarterly dividend of 21.5 Canadian cents per share for the second quarter of fiscal 2026 to shareholders on record as at December 3, 2025, and approved its payment effective December 17, 2025. This is an eligible dividend within the meaning of the Income Tax Act (Canada).
お知らせ • Nov 05Alimentation Couche-Tard Inc. to Report Q2, 2026 Results on Nov 24, 2025Alimentation Couche-Tard Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 24, 2025
お知らせ • Sep 04Alimentation Couche-Tard Inc. announces Quarterly dividend, payable on September 25, 2025Alimentation Couche-Tard Inc. announced Quarterly dividend of CAD 0.1950 per share payable on September 25, 2025, ex-date on September 11, 2025 and record date on September 11, 2025.
お知らせ • Aug 12Alimentation Couche-Tard Inc. to Report Q1, 2026 Results on Sep 02, 2025Alimentation Couche-Tard Inc. announced that they will report Q1, 2026 results After-Market on Sep 02, 2025
お知らせ • Jun 27Alimentation Couche-Tard Inc. announces Quarterly dividend, payable on July 21, 2025Alimentation Couche-Tard Inc. announced Quarterly dividend of CAD 0.1950 per share payable on July 21, 2025, ex-date on July 07, 2025 and record date on July 07, 2025.
お知らせ • Jun 10Alimentation Couche-Tard Inc., Annual General Meeting, Sep 03, 2025Alimentation Couche-Tard Inc., Annual General Meeting, Sep 03, 2025.
お知らせ • May 29Alimentation Couche-Tard Inc. to Report Q4, 2025 Results on Jun 25, 2025Alimentation Couche-Tard Inc. announced that they will report Q4, 2025 results After-Market on Jun 25, 2025
お知らせ • Mar 20Alimentation Couche-Tard Inc. announces Quarterly dividend, payable on April 10, 2025Alimentation Couche-Tard Inc. announced Quarterly dividend of CAD 0.1950 per share payable on April 10, 2025, ex-date on March 27, 2025 and record date on March 27, 2025.
お知らせ • Mar 13Couche-Tard Disappoints with Seven & i Takeover TalksAlimentation Couche-Tard Inc. (TSX:ATD) on 10 March 2025 expressed its dissatisfaction as Seven & i Holdings Co., Ltd. (TSE:3382) is prioritizing avoiding possible U.S. antitrust law breaches over the major Canadian convenience store chain's proposal to buy the Japanese retailer. Alimentation Couche-Tard said in a statement that it is "disappointed" that the negotiations over the proposed takeover deal are "focused only on the path to U.S. regulatory approval." "We look forward to fulsome engagement with Seven & i so that we can reach definitive terms and move forward with a transaction that is in the best interest of all stakeholders," the statement said. Seven & i is concerned that the integration of the company, which has the largest share in the U.S. convenience store market, and Alimentation Couche-Tard, which has the second-largest share, may violate the antimonopoly law. The companies had agreed to engage in preliminary talks to sell off Alimentation Couche-Tard's U.S. outlets in a bid to address the concerns. In the statement, Alimentation Couche-Tard said it was dissatisfied with Seven & i's proposal to sell its stores in the United States and that "an unusual process request" would add incremental time to the discussions between the two companies. Still, Alimentation Couche-Tard said, "We firmly believe there is a clear path to regulatory approval" in the United States.
お知らせ • Feb 21Alimentation Couche-Tard Inc. to Report Q3, 2025 Results on Mar 18, 2025Alimentation Couche-Tard Inc. announced that they will report Q3, 2025 results After-Market on Mar 18, 2025
お知らせ • Nov 27Alimentation Couche-Tard Inc. (TSX:ATD) entered into a binding agreement to acquire 20 Convenience Retail and Fuel Sites under Hutch's Brand and 1 land bank, Oklahoma and Kansas from Hutchinson Oil Company LLC.Alimentation Couche-Tard Inc. (TSX:ATD) entered into a binding agreement to acquire 20 Convenience Retail and Fuel Sites under Hutch's Brand and 1 land bank, Oklahoma and Kansas from Hutchinson Oil Company LLC on November 25, 2024. The transaction, which would be financed using available cash and/or existing credit facilities, including United States commercial paper program. The transaction is subject to approval by regulatory board / committee and customary closing conditions. The expected completion of the transaction is in first quarter of calendar year 2025.
お知らせ • Nov 06Alimentation Couche-Tard Inc. to Report Q2, 2025 Results on Nov 25, 2024Alimentation Couche-Tard Inc. announced that they will report Q2, 2025 results After-Market on Nov 25, 2024
お知らせ • Sep 12Couche-Tard Reportedly Discusses Higher Price for 7-Eleven OwnerAlimentation Couche-Tard Inc. (TSX:ATD) is discussing improving its takeover proposal for Seven & i Holdings Co., Ltd. (TSE:3382) with the goal of convincing the Japanese convenience store operator to start engaging in talks, people with knowledge of the matter said. Couche-Tard has been weighing how much it would be able to increase the potential offer, the people said, asking not to be identified because the information is private. A bid would need to be significantly higher than the initial proposal of $14.86 per share in order to get Seven & i enter negotiations, according to the people. When Seven & i rejected Couche-Tard’s $39 billion buyout approach last week, the Japanese company said in a letter that it would be willing to engage in “sincere discussions” with a proposal that recognizes its value and addresses anti-competition concerns that would need to be resolved for any potential deal to go forward. A representative for Couche-Tard reiterated the retailer’s previous statement that they are highly confident that collaborative discussions could lead to ways to increase value for Seven & i shareholders, declining to comment further. The Canadian suitor faces an uphill battle, however. The current price gap between the two sides may be so wide that the chances of a deal being reached are significantly diminished, according to the people. Couche-Tard is still debating its next steps and there’s no certainty it will decide to submit another proposal to Seven & i, the people said. Couche-Tard said this week it wants to work together with the 7-Eleven operator to agree on a friendly takeover. Seth Fischer, chief investment officer at Seven & i shareholder Oasis Management, said on Bloomberg Television that he’s “disappointed” that the Japanese retailer rejected Couche-Tard’s acquisition proposal. “Couche-Tard has put forward a very serious proposal to the company and I am a little bit disappointed with the company’s reaction,” Fischer said.
お知らせ • Sep 11Alimentation Couche-Tard to Make Another Buyout Offer for Seven & iCanadian convenience store operator Alimentation Couche-Tard Inc. (TSX:ATD) on September 8, 2024, signaled its intention to submit another proposal to acquire Japanese retail giant Seven & i Holdings Co. Ltd. (TSE:3382). Alimentation Couche-Tard, whose initial buyout offer was rebuffed by the Japanese firm, said that the two sides would jointly consider possible divestitures of operations if such a move is necessary to secure regulatory approvals on the acquisition. "We stand by prepared to enter into collaborative and friendly discussions", the Canadian company said in a statement. It argued that the proposed buyout deal can overcome obstacles regarding U.S. antitrust regulations, after Seven & i expressed worries about the matter as both firms operate convenience stores in the U.S. market. Seven & i has sent a letter to Alimentation Couche-Tard stating that the initial acquisition proposal, valued at about JPY 6 trillion, significantly underestimates its corporate value.
Declared Dividend • Sep 09First quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 13th September 2024 Payment date: 27th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 06First quarter 2025 earnings released: EPS: US$0.83 (vs US$0.85 in 1Q 2024)First quarter 2025 results: EPS: US$0.83 (down from US$0.85 in 1Q 2024). Revenue: US$18.3b (up 17% from 1Q 2024). Net income: US$790.8m (down 5.2% from 1Q 2024). Profit margin: 4.3% (down from 5.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 05Alimentation Couche-Tard Inc. Declares a Quarterly Dividend, Payable on September 27, 2024During its September 4, 2024 meeting, the Board of Directors of Alimentation Couche-Tard Inc. declared a quarterly dividend of CAD 17.5 cents per share for the first quarter of fiscal 2025 to shareholders on record as at September 13, 2024, and approved its payment effective September 27, 2024.
お知らせ • Aug 19Alimentation Couche-Tard Inc. (TSX:ATD) proposed to acquire Seven & i Holdings Co., Ltd. (TSE:3382).Alimentation Couche-Tard Inc. (TSX:ATD) proposed to acquire Seven & i Holdings Co., Ltd. (TSE:3382) on August 19, 2024. A cash consideration will be paid by Alimentation Couche-Tard Inc. As part of consideration, an undisclosed value is paid towards None of Seven & i Holdings Co., Ltd. The Board of Directors of Seven & i Holdings Co., Ltd. formed a special committee for the transaction.
お知らせ • Aug 15Alimentation Couche-Tard Inc. to Report Q1, 2025 Results on Sep 04, 2024Alimentation Couche-Tard Inc. announced that they will report Q1, 2025 results After-Market on Sep 04, 2024
Declared Dividend • Jul 01Fourth quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 5th July 2024 Payment date: 19th July 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 26Alimentation Couche-Tard Inc. Announces Executive ChangesAlimentation Couche-Tard Inc. announced the appointment of Alex Miller as President and Chief Executive Officer effective September 6, 2024. Mr. Miller is presently the Chief Operating Officer for the Corporation. Brian Hannasch, the Corporation's current President and Chief Executive Officer will retire from that position and the Board and continue as a Special Advisor to both the new President and CEO and to Mr. Alain Bouchard, Founder and Executive Chairman of the Board.
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: US$2.82 (vs US$3.07 in FY 2023)Full year 2024 results: EPS: US$2.82 (down from US$3.07 in FY 2023). Revenue: US$69.3b (down 3.6% from FY 2023). Net income: US$2.73b (down 12% from FY 2023). Profit margin: 3.9% (down from 4.3% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 08Alimentation Couche-Tard Inc., Annual General Meeting, Sep 05, 2024Alimentation Couche-Tard Inc., Annual General Meeting, Sep 05, 2024.
お知らせ • May 25Alimentation Couche-Tard Inc. to Report Q4, 2024 Results on Jun 25, 2024Alimentation Couche-Tard Inc. announced that they will report Q4, 2024 results After-Market on Jun 25, 2024
Recent Insider Transactions • Apr 28Co-Founder & Corporate Director recently sold €8.0m worth of stockOn the 24th of April, Richard Fortin sold around 150k shares on-market at roughly €53.26 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Richard has been a net seller over the last 12 months, reducing personal holdings by €18m.
Declared Dividend • Mar 25Third quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 28th March 2024 Payment date: 15th April 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 23Alimentation Couche-Tard Inc. Declares Dividend for the Third Quarter of Fiscal 2024, Payable on April 15, 2024Alimentation Couche-Tard Inc. declared a quarterly dividend of CAD 17.5 per share for the third quarter of fiscal 2024 to shareholders on record as at April 1, 2024, and approved its payment effective April 15, 2024.
お知らせ • Mar 22Alimentation Couche-Tard Inc. Appoints Stephen J. Harper as Member of Board of DirectorsAlimentation Couche-Tard Inc. announced that The Right Honourable Stephen J. Harper has been appointed by the Board of Directors as a new member, effective immediately. Mr. Harper was elected the twenty-second Prime Minister of Canada in 2006 and served in such role until 2015, making him the longest serving Conservative Prime Minister since Sir John A. Macdonald, Canada's first Prime Minister. Mr. Harper is Chairman and CEO of Harper &Associates Consulting, which acts as a strategic consultant to clients around the world, providing advice on matters relating to market access, the management of global geopolitical and economic risk, and the maximization of value in global markets. He sits on the board of directors of Colliers International Group Inc., a Canada-based diversified professional services and investment management company, where he also sits on the Governance Committee. Mr. Harper is a founding partner and Chairman of Vision One Management, a fundamental value-oriented equity fund that applies a private equity investment approach to public markets. Mr. Harper also serves as the Chair of the International Democracy Union and international Friends of Israel Initiative. Mr. Harper has received a bachelor's and master's degree in economics from the University of Calgary, was awarded an honorary doctorate of philosophy from Tel Aviv University in 2014 and received an honorary degree from the Jerusalem College of Technology. In recognition of his government service, Mr. Harper has been awarded the Ukrainian Order of Liberty, the Woodrow Wilson Award for Public Service, the B'nai B'rith International Presidential Gold Medallion for Humanitarianism and was named as the World Statesman of the Year in 2012 by the Appeal of Conscience Foundation. Mr. Harper lives in Bragg Creek, Alberta, Canada.
Reported Earnings • Mar 22Third quarter 2024 earnings released: EPS: US$0.65 (vs US$0.73 in 3Q 2023)Third quarter 2024 results: EPS: US$0.65 (down from US$0.73 in 3Q 2023). Revenue: US$19.6b (down 2.2% from 3Q 2023). Net income: US$623.4m (down 16% from 3Q 2023). Profit margin: 3.2% (down from 3.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 29Alimentation Couche-Tard Inc. to Report Q3, 2024 Results on Mar 20, 2024Alimentation Couche-Tard Inc. announced that they will report Q3, 2024 results After-Market on Mar 20, 2024
Recent Insider Transactions • Jan 31President recently sold €53m worth of stockOn the 22nd of January, Brian Hannasch sold around 955k shares on-market at roughly €55.24 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by €63m.
お知らせ • Jan 23Alimentation Couche-Tard Inc. announced that it expects to receive CAD 500 million in fundingAlimentation Couche-Tard Inc. announced a private placement of 4.603% Series 8 senior unsecured non-convertible notes due January 25, 2029 in an aggregate principal amount of CAD 500,000,000 on January 22, 2024. The Offering is expected to close on or about January 25, 2024, subject to customary closing conditions. The notes will be direct unsecured obligations of the company and will rank pari passu with all other current and future senior unsecured and unsubordinated indebtedness of company and will be guaranteed on a senior unsecured basis by certain of company's wholly owned subsidiaries who are guarantors under company's senior credit facilities.
Recent Insider Transactions • Dec 18President recently sold €11m worth of stockOn the 13th of December, Brian Hannasch sold around 200k shares on-market at roughly €52.81 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Brian's only on-market trade for the last 12 months.
Reported Earnings • Nov 29Second quarter 2024 earnings released: EPS: US$0.85 (vs US$0.79 in 2Q 2023)Second quarter 2024 results: EPS: US$0.85 (up from US$0.79 in 2Q 2023). Revenue: US$16.4b (down 2.7% from 2Q 2023). Net income: US$819.2m (up 1.1% from 2Q 2023). Profit margin: 5.0% (up from 4.8% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe.
お知らせ • Nov 08Alimentation Couche-Tard Inc. to Report Q2, 2024 Results on Nov 28, 2023Alimentation Couche-Tard Inc. announced that they will report Q2, 2024 results After-Market on Nov 28, 2023
お知らせ • Nov 03Alimentation Couche-Tard Inc. (TSX:ATD) completed the acquisition of 112 fuel and convenience retail sites of MAPCO Express Inc.Alimentation Couche-Tard Inc. (TSX:ATD) entered into an agreement to acquire 112 fuel and convenience retail sites of MAPCO Express Inc. for approximately $460 million on April 26, 2023. The purchase price is subject to post-closing adjustments. The transaction will be financed using the Corporation's available cash and/or existing credit facilities, including its U.S. Commercial Paper Program. The transaction subject to standard regulatory approvals and closing conditions. The acquisition is contingent on a separate transaction whereby MAPCO and its remaining locations are sold to a third party. The transaction is expected to close in the second half of calendar year 2023. As per filing on September 6, 2023, Alimentation Couche-Tard expects the transaction to close before the end of calendar year 2023 and it remains subject to customary closing conditions Alimentation Couche-Tard Inc. (TSX:ATD) completed the acquisition of 112 fuel and convenience retail sites of MAPCO Express Inc. on November 1, 2023. This transaction includes 112 company-operated fuel and convenience retail sites from MAPCO Express as well as surplus property and a logistics fleet. Most of the real estate is also owned.
Recent Insider Transactions • Oct 15Co-Founder & Corporate Director recently sold €10m worth of stockOn the 12th of October, Real Plourde sold around 200k shares on-market at roughly €51.17 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Real's only on-market trade for the last 12 months.
お知らせ • Sep 23Alimentation Couche-Tard Inc. announced that it expects to receive CAD 800 million in fundingAlimentation Couche-Tard Inc. announced a private placement of series 7 senior unsecured notes for gross proceeds of CAD 800,000,000 on September 21, 2023. The notes carry an interest rate of 5.592% and our due on September 25, 2030. The transaction is expected to close on September 25, 2023.
Recent Insider Transactions • Sep 21Co-Founder & Corporate Director recently sold €10.0m worth of stockOn the 13th of September, Richard Fortin sold around 200k shares on-market at roughly €49.83 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.
お知らせ • Sep 08Alimentation Couche-Tard Inc. Declares Quarterly Dividend for the First Quarter of Fiscal 2024, Payable on September 29, 2023During its September 6, 2023 meeting, the board of directors of Alimentation Couche-Tard Inc. declared a quarterly dividend of 14.0 Canadian cents per share for the first quarter of fiscal 2024 to shareholders on record as at September 15, 2023, and approved its payment effective September 29, 2023. This is an eligible dividend within the meaning of the Income Tax Act (Canada).
Reported Earnings • Sep 07First quarter 2024 earnings released: EPS: US$0.85 (vs US$0.85 in 1Q 2023)First quarter 2024 results: EPS: US$0.85. Revenue: US$15.6b (down 16% from 1Q 2023). Net income: US$834.1m (down 4.4% from 1Q 2023). Profit margin: 5.3% (up from 4.7% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.
お知らせ • Aug 18Alimentation Couche-Tard Inc. to Report Q1, 2024 Results on Sep 06, 2023Alimentation Couche-Tard Inc. announced that they will report Q1, 2024 results After-Market on Sep 06, 2023
