ALIMENTATION COUCHE-TARD PRESENTS ITS 2026 BUSINESS STRATEGY UPDATE AND NEW LONG-TERM GUIDANCE

Core Strategy - Alimentation Couche-Tard Inc. introduced its "Core + More" strategy, which aims to strengthen core platforms while pursuing targeted investment opportunities for long-term profitable growth [1][2] - The strategy is designed to leverage the company's scale, network, and technology to enhance customer value and drive shareholder returns [2] Long-term Guidance - The company aims for a compound annual growth rate (CAGR) of 10% or more for adjusted diluted net earnings per share from the end of fiscal 2026 to fiscal 2030 [3] - Free cash flow for fiscal 2026 is expected to exceed US$2.5 billion [4] Financial Performance Metrics - The company projects a year-over-year growth rate of consolidated same-store merchandise revenues of 2% to 3% and total merchandise and service revenues growth of 4% to 5% [7] - Adjusted EBITDA is expected to grow by 6% to 8% [7] Recent Financial Results - For fiscal 2025, consolidated same-store merchandise revenues decreased by 0.4%, while total merchandise and service revenues were US$18.4 billion [8] - The total road transportation fuel gross profit for fiscal 2025 was US$6.4 billion, with total road transportation fuel revenues of US$53.9 billion [8] Operational Insights - The company employs approximately 149,500 people across its network of nearly 17,300 stores in 29 countries and territories [11] - Couche-Tard is recognized as a leader in the convenience store industry and road transportation fuel retail in various regions, including Canada and the United States [11]