Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:ATD

Alimentation Couche-Tard (ATD.TO)

82.37
-0.07 (0.08%)
as of Jun 19, 2026, 8:00:01 pm Market Open.
0 watching
0
premiumPremium content

It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Despite inflation, ATD enjoyed a 14% increase in net earnings in that quarter, Q1. Shares have since popped $3 to close $59.46 before Labour Day in heavy volumes. It was the third earnings beat in a row at $1.12 actual vs. $0.95 estimated. Shares are close to 52-week lows, but there's little more gas in the tank, so to speak.

HOLD
Good long-term hold. Geographic distribution for EVs. Transition to EVs will take longer than people think. Valuation has gone up a bit this year. Benefiting from higher fuel margins. C-stores have been relatively resilient. Possibly more M&A.
BUY ON WEAKNESS
Above his target price, so not a buy right now. Well run with great growth profile. Buy on pullback. Global platform, huge cashflow allows for opportunistic acquisitions during choppy economic times.
STRONG BUY
Executed incredibly well. Predictable, great acquisitions. Market's waiting for the possibility of a larger deal, perhaps SU assets. Good company, good margins. He'd buy it today.
BUY
Great grower and compounder. Behind 7-Eleven, second-largest convenience store owner in the world. Great operators and acquirers in a fragmented industry. Juicy margins on store items. Scale lets them sell fuel for less. Under-leveraged. Grows organically and inorganically. Petro-Can purchase would be great. He's buying.
PAST TOP PICK
(A Top Pick Jun 03/21, Up 18%) Fits well with needs vs. wants in this environment. The CEO says they "sell people time". Procurement clout lets them price competitively on fuel, which is so important now. Same store sales on merchandise may check back. Modest organic growth bolstered by great acquisition capabilities.
PAST TOP PICK
(A Top Pick Aug 17/21, Up 5%) Still a buy today. Really good management with a global platform. Economies of scale. Exceptionally strong balance sheet and defensive, so it's held up well. Earnings likely to remain strong.
STRONG BUY
A long-term grower and compounder. More upside. Exposure is timely. Pretty defensive if economic slowdown. Great operators. Scale applies procurement clout to drive margin advantages. Getting better at merchandising. Navigating inflation well. Underleverged. Great consolidators. Very much a buy.
Unspecified
It is well run with very strong cash flows. Also aggressively buying back stock. Very successful in acquiring, integrating and growing its business. Growth profile is a little slower but management is disciplined and doing the right thing. Trading at a good valuation with good price protection. Buy 12, Hold 3, Sell 0
WAIT
It had good earnings results and has been in a bit of a trading range lately. It is well run and has done well in recession. As far as growth is concerned it is making fewer acquisitions - from 70% down to 30%. The headwind is inflation and sky rocketing gas prices causing people to drive less. Wait to buy.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The quarter results were solid. EPS beat estimates at 70 cents. Revenues also beat at $18.6B. Same store growth was 3.7% in the US and 7.2% in Europe, although it fell in Canada by 0.8%. It has bought back stock to the tune of $500M. Unlock Premium - Try 5i Free

Showing 46 to 56 of 56 entries