ALIMENTATION COUCHE-TARD TO RELEASE RESULTS FOR ITS THIRD QUARTER OF FISCAL YEAR 2026 ON MARCH 17, 2026 [Accessibility Statement] Skip NavigationLAVAL, QC, Feb. 27, 2026 /PRNewswire/ - Alimentation Couche-Tard Inc. ("Couche-Tard" or the "Corporation") (TSX: ATD) will release its financial results for its third quarter of fiscal year 2026 on Tuesday, March 17, 2026, after the close of the TSX. A conference call to discuss these results will be held on Wednesday, March 18, 2026, at 8:00 A.M. (EDT), featuring ...

RICHMOND, Va., Feb. 26, 2026 (GLOBE NEWSWIRE) -- ARKO Corp. (Nasdaq: ARKO), a Fortune 500 company and one of the largest convenience store operators in the United States, announces an expanded year‑long version of its popular Fueling America’s Future program in celebration of America’s 250th birthday. As part of this nationwide initiative, customers enrolled in ARKO’s free loyalty program, fas REWARDS®, can now save up to $2.50 per gallon, for up to 20 gallons, through stackable fuel discounts earned on qua ...

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: Monfort Companies, a Denver-based investment management firm that got into convenience retailing in 2013, has sold the last of its c-stores and its petroleum marketing business, according to an announcement from advisory firm Matrix Capital Markets, which coordinated the divestitures. Monfort, which at its peak operated 80 c-stores, has quietly been di ...

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: QuikTrip plans to open at least 80 new stores this year, the company announced last week. The stores will include both QuikTrip’s older Gen 3 design and the Gen 4 design that’s scheduled to debut this spring, a company spokesperson confirmed to C-Store Dive. The news came after the Tulsa, Oklahoma-based retailer opened its 1,200th location earlier ...

Core Insights - The company reported a 0.5% increase in like-for-like (LFL) net sales for 2025, with a similar growth rate in Q4 2025, despite a total decline of 2.5% due to calendar effects and changes in the convenience brand network [2][3] Group Performance - Consolidated net sales for 2025 reached €8,260 million, with a 0.5% increase LFL and a 2.5% decrease in total sales [2] - In Q4 2025, net sales were €2,180 million, reflecting a 0.5% increase LFL and a 1.6% decrease in total sales [2] Brand Performance - **Monoprix**: Achieved a 0.6% increase in LFL net sales for 2025, but saw a decline of 0.5% in Q4 due to reduced festive product sales [3][7] - **Franprix**: Experienced a 0.4% decline in LFL net sales for 2025, with a 1.4% decrease in Q4, despite a 3.8% increase in customer traffic [7] - **Casino/Spar/Vival**: Reported a 0.6% increase in LFL net sales for 2025, with Q4 showing a 0.3% growth, supported by seasonal stores and improved supply chain efficiency [8] - **Naturalia**: Recorded an impressive 8.3% growth in LFL net sales for 2025, including 8.4% in Q4, driven by strong food sales and customer traffic [9] - **Cdiscount**: Returned to growth in Q4 2025 with a 3.7% increase in net sales, marking the first growth in over four years, driven by strong performance during the holiday season [10][11] Strategic Initiatives - The company is focusing on expanding its store concepts, such as "Oxygène" at Franprix and "La Ferme" at Naturalia, with multiple new store openings planned [6][9] - E-commerce growth is a key focus, with Naturalia's online sales increasing by 25% in Q4 2025 [9] - Cdiscount's marketplace GMV grew by 8.1% in Q4, contributing significantly to overall sales growth [10][11] Store Network Changes - The company has been streamlining its store network, resulting in numerous closures and transfers to franchises, with a total of 186 store exits reported in Q4 2025 [8][9]

Arko (NasdaqCM:ARKO) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker6Greetings, and welcome to the ARKO Corp. fourth quarter 2025 earnings call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Jordan Mann, Senior Vice President of I ...

RICHMOND, Va., Feb. 25, 2026 (GLOBE NEWSWIRE) -- ARKO Corp. (Nasdaq: ARKO) (“ARKO” or the “Company”), a Fortune 500 company and one of the largest operators of convenience stores and wholesalers of fuel in the United States, today announced financial results for the fourth quarter and the full year ended December 31, 2025. Fourth Quarter and Full Year 2025 Key Highlights (vs. Year-Ago Period) 1,2 Net income for the quarter increased to $1.9 million compared to a net loss of $2.3 million. For the year, net i ...

Buc-ee's is suing yet another convenience store, this time in Ohio, for a cheerful mascot the travel stop giant claims is too similar to its own. Buc-ee's filed a lawsuit against Coles IP Holdings, LLC, which owns the Ohio convenience store and gas station chain Mickey Mart, in the United States District Court for the Northern District of Ohio on Feb. 18. Buc-ee's is suing for trademark infringement and unfair competition. Buc-ee's is also trying to cancel Coles IP Holdings' trademark registrations, a proc ...

Financial Data and Key Metrics Changes - Total revenues increased by 5.7% year-over-year in Q4 2025, reflecting improved trends in Proximity Americas and continued growth outside of Mexico, particularly in Coca-Cola FEMSA and Valora [26] - Operating income rose by 8.5%, driven by cost containment initiatives that offset gross margin pressure [26] - Net consolidated income for the quarter reached MXN 12.7 billion, a 33.6% increase compared to Q4 of the previous year, primarily due to an increase in income from operations and a significant reduction in non-operating expenses [27] Business Line Data and Key Metrics Changes - Proximity Americas saw total revenues increase by 5.3%, or 6.3% on a comparable basis, mainly due to same-store sales growth in Mexico and top-line growth in OXXO Colombia and Peru [28] - OXXO Mexico's same-store sales for Proximity Americas approached mid-single-digit growth at 4.4%, with traffic improving to a decline of only 0.6% [5] - OXXO Colombia generated positive EBITDA for the first time for the full year, with nearly break-even EBIT in Q4 [12] Market Data and Key Metrics Changes - The consumer environment in Mexico remained soft, with macro sentiment around investment and economic activity stabilizing but not improving significantly [8] - OXXO USA ended the year with 50 converted stores under the OXXO banner, focusing on expanding food service offerings [29] - Valora in Europe delivered revenue growth of 2.5% in pesos in Q4, with operating income increasing by 10.8% [30] Company Strategy and Development Direction - The company aims to regain OXXO Mexico's growth and relevance by focusing on recovering traffic and same-store sales through a sharper value proposition and improved customer experience [9] - A leaner organizational structure has been implemented to increase efficiency and effectiveness, consolidating leadership teams across divisions [22] - The company plans to increase its store base by more than one-third over the next decade, capturing a broader share of consumer spending [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery in traffic and same-store sales, emphasizing the importance of profitable growth and market share expansion [44] - The company acknowledged challenges in the Health Division, particularly in the Colombian institutional business, but is implementing initiatives focused on cash flow generation and returns [15] - Management highlighted the need for a disciplined approach to capital allocation, linking expansion decisions to traffic recovery and margin sustainability [38] Other Important Information - The company deployed over $1 billion in CapEx for organic growth in Mexico for the third consecutive year, despite a reduction at the consolidated level compared to 2024 [12] - The restructuring efforts are expected to generate a positive impact on the bottom line of approximately MXN 1 billion on an annualized basis, primarily at the corporate level [25] Q&A Session Summary Question: Balance between growth and profitability in OXXO Mexico - Management acknowledged the need for profitable traffic growth and emphasized ongoing initiatives to improve the value proposition and assortment in Mexico [42][44] Question: Magnitude of restructuring initiatives - Management indicated that efficiency opportunities are being explored, with a focus on reducing unnecessary expenses and optimizing operations [46][48] Question: Financial services strategy and remittances - Management highlighted the growth potential in financial services and remittances, emphasizing the integration of Spin within the OXXO ecosystem to enhance customer engagement [60][62] Question: Coca-Cola FEMSA's fit within the new structure - Management clarified that Coca-Cola FEMSA and Proximity are seen as core businesses, with no plans for separation, focusing instead on maximizing value within the current structure [78][80] Question: Security incidents affecting stores - Management recognized the heroic efforts of employees during recent security incidents, confirming that no customers were injured and only minor injuries were reported among employees [81]

Financial Data and Key Metrics Changes - Total revenues increased by 5.7% year-over-year in Q4 2025, reflecting improved trends in Proximity Americas and continued growth outside of Mexico, particularly in Coca-Cola FEMSA and Valora [26] - Operating income rose by 8.5%, driven by cost containment initiatives that offset gross margin pressure [26] - Net consolidated income for the quarter reached MXN 12.7 billion, a 33.6% increase compared to the same quarter last year, primarily due to an 8.5% increase in income from operations and a 62.7% reduction in non-operating expenses [27] Business Line Data and Key Metrics Changes - Proximity Americas saw total revenues increase by 5.3%, or 6.3% on a comparable basis, mainly due to same-store sales growth in Mexico and top-line growth in OXXO Colombia and Peru [28] - OXXO Mexico's same-store sales for Proximity Americas grew by 4.4%, while traffic was down 0.6%, showing improvement compared to earlier in the year [5] - OXXO Colombia generated positive EBITDA for the first time for the full year, with nearly break-even EBIT in Q4 [12] Market Data and Key Metrics Changes - OXXO USA ended the year with 50 converted stores under the OXXO banner, focusing on expanding food service offerings [30] - Valora in Europe delivered revenue growth of 2.5% in pesos in Q4, with operating income increasing by 10.8% [31] - The Health Division's revenues increased by 4.6%, driven by strong growth in Colombia and Ecuador, while Mexico remained under pressure due to a lower store base [32] Company Strategy and Development Direction - The company aims to regain OXXO Mexico's growth and relevance by focusing on recovering traffic and same-store sales through a sharper value proposition and improved customer experience [9] - A leaner organizational structure has been implemented to increase efficiency and effectiveness, consolidating leadership teams across divisions [22] - The company plans to increase its store base by more than one-third over the next decade, capturing a broader share of consumer spending [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery in traffic and same-store sales, emphasizing the importance of gaining market share in core consumer locations [45] - The company acknowledged challenges in the macroeconomic environment but noted that initiatives implemented in the second half of 2025 have begun to show results [5] - Management highlighted the need to adapt to changing consumer demands and the importance of integrating digital capabilities with physical stores [63] Other Important Information - The company deployed over $1 billion in CapEx for organic growth in Mexico for the third consecutive year, despite a reduction compared to 2024 [12] - The restructuring efforts are expected to generate approximately MXN 1 billion in annualized savings, with full benefits anticipated by 2027 [25] - The company recorded provisions related to restructuring, which will temporarily offset some savings before full benefits are realized [36] Q&A Session Summary Question: Balance between growth and profitability in OXXO Mexico - Management acknowledged the need for profitable traffic growth and emphasized ongoing initiatives to improve the value proposition and assortment in Mexico [43][45] Question: Magnitude of restructuring initiatives - Management indicated that efficiency opportunities are being explored, with a focus on reducing unnecessary expenses and optimizing operations [44][48] Question: Financial services strategy and remittances - Management highlighted the growth potential in financial services and remittances, emphasizing the integration of Spin within the OXXO ecosystem to enhance customer engagement [60][62] Question: Coca-Cola FEMSA's fit within the new structure - Management clarified that Coca-Cola FEMSA and Proximity are seen as distinct businesses, with no current plans for separation, focusing instead on their individual growth potential [79][81] Question: Security incidents affecting stores - Management addressed recent security incidents, commending employees for their bravery and confirming that no customers were harmed, although some stores had to close temporarily [82]