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Alimentation Couche-Tard Inc. (ATD:CA) Analyst/Investor Day Transcript

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Alimentation Couche-Tard hosted its 2026 Investor Day in Toronto on February 11, outlining its long-term growth strategy to analysts and investors via webcast and in-person sessions. CEO Alex Miller and VP Mathieu Brunet led a fireside chat, followed by executive presentations on operational optimization, digital transformation, and financial performance across North American and European markets. Key leaders, including CTO Edward Dzadovsky and CDO Erica Fortune, highlighted tech-driven initiatives like AI, data analytics, and customer experience upgrades to boost profitability and competitive positioning. The event featured Q&A sessions with analysts from Goldman Sachs, RBC, and other major firms, addressing strategic priorities, fuel retail trends, and global expansion plans. Executives emphasized sustainable growth, cost efficiency, and digital innovation as core pillars for Couche-Tard’s next phase, aiming to solidify its leadership in convenience retail.
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Alimentation Couche-Tard Inc. (ATD:CA) Analyst/Investor Day Transcript

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SA Transcripts158.43K FollowersFollow5ShareSaveComments Alimentation Couche-Tard Inc. (ATD:CA) Analyst/Investor Day February 11, 2026 8:00 AM EST Company Participants Mariusz ChojnackiMathieu Brunet - Vice President of Investor Relations & TreasuryAlexander Miller - President, CEO & DirectorLouise Warner - Executive Vice President of North American Operations & Global Commercial OptimizationHans-Olav Høidahl - Executive Vice President of Operations EuropeAaron Brooks - Senior Vice President of Real Estate & Fuel CustomerErica Fortune - Chief Digital OfficerEdward Dzadovsky - Executive VP & Chief Technology OfficerFilipe Da Silva - Executive VP & CFOAlex Miller Conference Call Participants Bonnie Herzog - Goldman Sachs Group, Inc., Research DivisionMartin Landry - Stifel Nicolaus Canada Inc., Research DivisionVishal Shreedhar - National Bank Financial, Inc., Research DivisionIrene Nattel - RBC Capital Markets, Research DivisionMichael Van Aelst - TD Cowen, Research DivisionChristopher Li - Desjardins Securities Inc., Research DivisionLuke Hannan - Canaccord Genuity Corp., Research DivisionJohn Zamparo - Scotiabank Global Banking and Markets, Research DivisionRobert Griffin - Raymond James & Associates, Inc., Research DivisionMark Petrie - CIBC Capital Markets, Research DivisionCorey Tarlowe - Jefferies LLC, Research Division Presentation Mariusz Chojnacki [Presentation] On behalf of Alimentation Couche-Tard, Welcome to our Strategic Update 2026. Thank you for being with us today, whether its in person here in Toronto or through the webcast. Now I will continue in English. Welcome to our 2026 business strategy update. Thank you for those joining us in person here in Toronto and to everyone connected via webcast. I'm Mariusz Chojnacki, Director of Investor Relations. Today, our leadership team will share how we're positioning Couche-Tard for the next phase of profitable growth and long-term value creation. We will begin the event with a fireside chat featuring our President and CEO, Alex Miller; and Mathieu Brunet, Vice President, Investor Relations and Treasury. This will be followed by presentations and a Q&A session. We'll wrap up before noon with some

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Source: Seeking Alpha