This story was originally published on C-Store Dive. To receive daily news and insights, subscribe to our free daily C-Store Dive newsletter. Dive Brief: Arko Corp., parent company of GPM Investments, has named Galagher Jeff executive vice president and chief financial officer, effective Dec. 1, according to a Monday announcement from the company. Jeff resigned as CFO of convenience retailer Murphy USA in October. While he left after a financially turbulent year for Murphy, the company noted the split ...

Core Insights - Alimentation Couche-Tard Inc. is a leading player in the convenience store industry, operating under various banners like Circle K, with a significant presence in North America and Europe [1] - BMO Capital has maintained a "Market Perform" rating for Couche-Tard, advising investors to hold their positions, while raising the price target to C$79 from C$78 [2][6] Financial Performance - In Q2 2026, Couche-Tard reported adjusted earnings of 78 cents per share, exceeding analyst estimates of 75 cents per share, indicating a return to earnings growth for the second time in two years [3][6] - The company's revenue for the quarter was $17.9 billion, slightly missing forecasts, but the earnings growth has positively influenced investor expectations [3] Stock Performance - The stock price of Couche-Tard is currently at $54.15, reflecting an increase of approximately 2.99% or $1.57, with a trading volume of 850 shares [5] - Over the past year, the stock has fluctuated between a high of $59.44 and a low of $45.61, indicating volatility in its trading performance [5] Strategic Initiatives - Couche-Tard's strategic initiatives, including meal deals and exclusive vendor partnerships, have led to an increase in same-store sales and higher customer traffic [4] - The company is exploring potential global expansion through mergers and acquisitions, as hinted by CEO Alex Miller [3][6]

Core Insights - Alimentation Couche-Tard Inc. (ANCTF) is a significant player in the convenience store industry, focusing on customer experience and strategic growth initiatives [1] Financial Performance - On November 24, 2025, ANCTF reported earnings per share of $0.78, exceeding the estimated $0.74, indicating effective growth strategies [2][6] - The company generated revenue of approximately $17.87 billion, slightly below the estimated $17.92 billion, yet continues to demonstrate strong performance [2] - The growth in same-store sales across all geographical locations for the second consecutive quarter highlights successful initiatives [3] Operational Metrics - The rise in fuel volume sales and strong profit margins contribute positively to the company's financial health [3] - ANCTF's price-to-earnings (P/E) ratio is approximately 18.55, suggesting favorable market valuation of its earnings [4] - The price-to-sales ratio of about 0.66 indicates the stock is valued at 66 cents for every dollar of sales, reflecting reasonable valuation [4] Valuation Ratios - The enterprise value to sales ratio is around 0.84, and the enterprise value to operating cash flow ratio is approximately 11.42, indicating total valuation relative to sales and cash flow [5] - An earnings yield of about 5.39% provides insight into earnings generated from each dollar invested [5] - The debt-to-equity ratio of approximately 0.97 and current ratio of around 0.82 reflect the company's leverage and ability to cover short-term liabilities [5]

Core Points - A new convenience store named Yushun Convenience Store has been established in Wuhua County, Shuzhai Town, with a registered capital of 100,000 RMB [1] - The legal representative of the store is Yan Guigen, and its business scope includes food sales, alcoholic beverages, and tobacco products retail [1] - The store is also authorized to engage in various general projects such as agricultural and sideline products sales, daily necessities sales, and fresh fruit retail [1]

Core Insights - The company is enhancing customer traffic through meal deals, exclusive vendor partnerships, and seasonal events known as Fuel Day [1] Group 1 - The company is implementing meal deals to attract more customers [1] - Exclusive partnerships with vendors are part of the strategy to drive traffic [1] - Seasonal events, specifically Fuel Day, are being utilized to increase customer engagement [1]

Core Insights - Alimentation Couche-Tard Inc. reported strong financial results for the second quarter of fiscal 2026, with net earnings attributable to shareholders increasing to $740.6 million, up from $708.8 million in the same quarter of fiscal 2025, representing a 4.5% increase [6][7][22] - The company achieved same-store sales growth across all geographies for the second consecutive quarter, driven by successful promotions and strategic investments [2][6] - Total merchandise and service revenues reached $4.7 billion, marking a 6.6% increase compared to the previous year, with same-store merchandise revenues growing by 1.2% in the United States, 0.5% in Europe and other regions, and 5.4% in Canada [6][24] Financial Performance - Adjusted net earnings attributable to shareholders were approximately $734.0 million, reflecting a 4.1% increase from $705.0 million in the prior year [6][7] - Earnings per diluted share rose to $0.79, up from $0.75, while adjusted diluted net earnings per share increased by 5.4% to $0.78 [6][7] - Gross profit for the quarter was $3.4 billion, an increase of 8.1% compared to the same quarter last year, driven by acquisitions and improved margins [33][34] Revenue Breakdown - Total revenues for the second quarter were $17.9 billion, a 2.6% increase year-over-year, primarily due to acquisitions and organic growth, despite lower average road transportation fuel selling prices [22][23] - Road transportation fuel revenues totaled $13.0 billion, up by 1.3% from the previous year, with same-store fuel volumes decreasing by 0.6% in the United States and 1.8% in Europe and other regions, while increasing by 1.1% in Canada [27][28][29] Operational Highlights - The company repurchased nearly $900 million of its shares during the quarter, reinforcing its balanced approach to capital allocation [2][6] - The second quarter marked the first full quarter of operations from GetGo, enhancing the company's food and convenience offerings in the U.S. [2][6] - The company continued to invest in capital expenditures, amounting to close to $900 million in the first half of the year, aimed at unlocking new capabilities and enhancing customer value [2][6] Store Network Changes - The company operated a total of 14,637 sites at the end of the quarter, with 14 acquisitions and 33 new openings, while 74 sites were closed [11][13] - The network included 2,633 Circle K branded sites under licensing agreements, contributing to a total network of 17,270 sites [13]

Core Insights - Barclays has lowered the price target for Fomento Económico Mexicano, S.A.B. de C.V. (FEMSA) from $107 to $105 while maintaining an Equal Weight rating [1][2] Financial Performance - FEMSA reported Q3 2025 results on October 28, with earnings per share (EPS) of 7 Mexican pesos, missing the analyst consensus estimate by 15.34% [2] - Revenue for the quarter was 214.64 billion Mexican pesos, exceeding the consensus forecast of 211.54 billion Mexican pesos, representing a 9.1% increase compared to Q3 2024 [2] - Net consolidated income fell by 36.8% year-over-year to 5.8 billion Mexican pesos, primarily due to a non-cash foreign exchange loss of 1.3 billion Mexican pesos related to the company's US dollar-denominated cash position [3] - The previous year, FEMSA recorded a foreign exchange gain of 4.3 billion Mexican pesos [3] - The company distributed dividends totaling 11.8 billion Mexican pesos for the quarter [3] Company Overview - FEMSA is a multinational Mexican conglomerate and operates the largest independent Coca-Cola bottling group globally [4] - The company also owns OXXO, which is Mexico's largest convenience store chain [4]

SEATTLE--(BUSINESS WIRE)--Swiftly, a leading retail technology platform, today announced a major new collaboration with 7-Eleven, Inc., marking another milestone in its rapid expansion and cementing its dominance in the alcohol cashback market. The program has officially launched nationwide and is now available across participating 7-Eleven® and Speedway® stores nationwide, bringing Swiftly's innovative Alcohol Cashback solution to over 10,500+ convenience retail locations and millions of shopp. ...

This story was originally published on C-Store Dive. To receive daily news and insights, subscribe to our free daily C-Store Dive newsletter. Dive Brief: Alimentation Couche-Tard has opened a new distribution center in Otsego, Minnesota, according to a Wednesday announcement. This 266,000-square-foot facility, which will be operated by McLane, is the first of three expected to open in the coming months, according to the announcement. It will serve around 500 Circle K and Holiday c-stores in the upper ...

Core Insights - Alimentation Couche-Tard Inc. has opened a new distribution center in Otsego, Minnesota, as part of its strategy to enhance supply chain efficiency and support its retail locations [1][2] - The Otsego distribution center spans 266,000 square feet and will serve nearly 500 Holiday Station and Circle K stores in the Twin Cities and Upper Midwest [2][5] - The company plans to open two additional distribution centers in Hazelwood, Missouri, and Lockbourne, Ohio, which will collectively support approximately 1,600 stores across 14 states [5] Company Operations - The Otsego DC is operated by McLane Company, Inc., a key logistics partner, and employs around 150 staff members [2][3] - The facility will provide a range of products including national and private-brand snacks, beverages, tobacco, and prepared food items as part of the "Fresh Food Fast" program [4] - With the addition of the new distribution centers, Couche-Tard will support about 3,200 stores in North America through self-distribution [5] Strategic Goals - The opening of the Otsego DC is a significant milestone in Couche-Tard's multi-year initiative to create a more agile and efficient supply chain [2][4] - The company aims to improve speed, accuracy, and product availability while enhancing the overall customer experience [4] - Couche-Tard operates nearly 17,300 stores globally, with a strong presence in the convenience store sector across various regions [6]