Revenue distribution by sectors:

• Retail (Convenience Stores): approx. 70%
• Fuel sales: approx. 30%

TOP 3 markets and their percentage share of total revenue:

• USA: approx. 45%
• Canada: approx. 30%
• Europe: approx. 15%

Alimentation Couche-Tard Inc. generates the majority of its revenue from operating convenience stores that sell both retail products and fuels. The U.S. market is the largest revenue contributor, followed by Canada and Europe. The company's strong presence in these markets enables it to benefit from a broad customer base and stable revenue streams.

Production sites: No specific production facilities, as primarily a retail operation

Alimentation Couche-Tard Inc. is mainly engaged in retail and operates a network of convenience stores and gas stations. The company does not directly produce products, but distributes goods from various manufacturers in its stores.

Couche-Tard's main activities focus on operating retail locations distributed in North America, Europe, and Asia. The products sold in these stores come from a variety of suppliers and manufacturers worldwide.

Revenue Growth: Estimate 5-7% annually (2025-2027)

Expansion Strategy: Focus on acquisitions and organic growth

Alimentation Couche-Tard Inc. is pursuing a dual growth strategy that includes both organic growth and strategic acquisitions. The company plans to strengthen its presence in existing markets while simultaneously entering new markets. This is achieved through expanding the store network and optimizing existing locations.

Another focus is on digitization and improving the customer experience. Couche-Tard is investing in technologies to make shopping easier and more efficient for customers. This includes mobile payment solutions and personalized offers.

Additionally, the company is pursuing a sustainability strategy aimed at reducing its ecological footprint. This includes initiatives for energy conservation and waste reduction in its stores.

Main raw materials: Fuels, food, beverages, tobacco products

Countries of origin: USA, Canada, Mexico, European countries

Alimentation Couche-Tard Inc. is a leading retail company, known primarily for its gas stations and convenience stores. A significant portion of the imported raw materials consists of fuels, mainly sourced from the USA and Canada. These countries are significant producers of oil and gas, making them key suppliers.

In addition, the company imports food, beverages, and tobacco products from various countries to diversify the range in its stores. The USA and Mexico are important partners in this regard, especially for fresh and processed foods. European countries also contribute to the diversity of imported products, particularly in the premium and specialty products sector.

Market share in North America: 10% (estimated 2025)
Number of stores worldwide: Over 14,000 (2025)
Revenue growth: 8% (estimated 2025)

Alimentation Couche-Tard Inc. has a significant competitive advantage due to its extensive global presence with over 14,000 stores worldwide. This enables the company to benefit from economies of scale and maintain a strong negotiating position with suppliers.

Another advantage is the diversification of the business model. In addition to selling fuels, the company also offers a wide range of convenience products, contributing to a stable revenue growth of an estimated 8% in 2025.

The competitive advantage is further strengthened by continuous expansion and acquisitions, allowing the company to increase its market share in North America to about 10%. This strategy helps solidify market leadership in the industry and compete against rivals.

Institutional Investor Share: approx. 65% (estimated for 2025)

Insider Purchases/Sales: No significant changes reported (as of 2025)

The institutional investor share at Alimentation Couche-Tard Inc. remains stable at around 65%. This demonstrates the continued trust of major investment funds and institutional investors in the company.

Regarding insider activities, there have been no significant purchases or sales that would indicate a change in the management's confidence in the company's future development. This suggests a stable internal assessment of the company's situation.

Market share of Alimentation Couche-Tard Inc.: 12% (2025, estimated)

Main competitors and their market shares:

1. 7-Eleven (part of Seven & I Holdings Co.): 15%
2. Circle K (part of Alimentation Couche-Tard Inc.): 12%
3. Wawa Inc.: 8%
4. Casey's General Stores, Inc.: 6%
5. BP (Aral): 5%
6. Shell (Royal Dutch Shell): 4%
7. ExxonMobil (Esso): 3%
8. Chevron (Texaco): 3%
9. RaceTrac Petroleum, Inc.: 2%
10. Kum & Go: 2%

Moat of Alimentation Couche-Tard Inc.:

Alimentation Couche-Tard Inc. has a significant moat due to its global presence and strong brands like Circle K. Strategic expansion and acquisitions have helped the company solidify its market position. Operational efficiency and an extensive network of gas stations and convenience stores provide a competitive advantage.

Compared to competitors, 7-Eleven has a larger market share, attributed to strong brand awareness and a dense network of branches. Companies like Wawa and Casey's General Stores excel with strong regional presence and a loyal customer base.

Overall, Alimentation Couche-Tard Inc. has a solid moat, but they need to continuously invest in innovation and customer experience to keep pace with leading competitors like 7-Eleven and further expand their market share.

Revenue growth: 10.2% (2024) Profit growth: 8.5% (2024) Market share in North America: 20% (2024)

Alimentation Couche-Tard Inc. recorded solid revenue growth of 10.2% in 2024, attributed to the successful expansion and optimization of its stores. The company also achieved a profit growth of 8.5%, indicating efficient cost reduction measures and improved operational efficiency.

With a market share of 20% in North America, Couche-Tard remains a dominant player in the convenience store segment. The strategic expansion into new markets and the implementation of digital technologies to enhance the customer experience strengthen the company's competitive position.

Given these positive developments and strong market position, Alimentation Couche-Tard Inc.'s stock could present an attractive investment opportunity. However, investors should also consider the general economic conditions and potential risks in the industry.

Dividend yield: 0.8% (estimated for 2025)
Dividend history: Continuous distribution for several years

Alimentation Couche-Tard Inc. has regularly distributed dividends to its shareholders in the past. The dividend yield is currently around 0.8%, which is relatively low compared to other companies in the industry. This suggests that the company places a greater focus on growth and reinvestment.

The reliability of dividend payment is high, as the company has a solid financial base and stable earnings power. Alimentation Couche-Tard has a history of continuous dividend payments, indicating a responsible financial policy. Analysts believe that the company will also be able to pay dividends in the future, provided that there are no significant economic or company-specific challenges.