Convenience store operator Alimentation Couche-Tard Q2 adjusted EPS beats estimates

Alimentation Couche-Tard

24/11/2025 22:16

Overview

Couche-Tard fiscal Q2 revenue slightly misses analyst expectations

Adjusted EPS for fiscal Q2 beats analyst expectations

Company repurchased nearly $900 mln of shares, during Q2, indicating strategic capital allocation

Outlook

Company committed to delivering earnings growth over the course of the year

Company focuses on operational excellence and supply chain optimization

Company advancing multi-year investment to strengthen network

Result Drivers

SAME-STORE SALES GROWTH - Couche-Tard reported growth in same-store sales across all geographies, contributing to increased merchandise and service revenues

ACQUISITIONS AND INVESTMENTS - The acquisition of GetGo and strategic investments expanded food and convenience offerings in the U.S.

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Slight Miss*
$17.9 bln
$17.94 bln (10 Analysts)
Q2 Adjusted EPS
Beat
$0.78
$0.73 (14 Analysts)
Q2 Adjusted Net Income
Beat
$734 mln
$699.80 mln (6 Analysts)
Q2 Net Income
$740.6 mln
Q2 Merchandise & Service Revenue
$4.7 bln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the oil & gas refining and marketing peer group is "buy"

Wall Street's median 12-month price target for Alimentation Couche-Tard Inc is C$85.00, about 15.3% above its November 21 closing price of C$72.02

Press Release: ID:nPn1V8QMva

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)