Alimentation Couche-Tard Investor Presentation slide image

Alimentation Couche-Tard Investor Presentation

Source: NACS State of the Industry Report of 2022 Data. 2006 145,119 total stores 175000 150000 125000 100000 75000 50000 25000 0 Alimentation Couche-Tard | Investor Presentation 89,957 55,162 ■Single Stores SNAPSHOT OF U.S. FUEL & CONVENIENCE INDUSTRY Population of U.S. Convenience Stores Store Type 90,683 55,611 89,567 55,308 90,049 54,492 91,815 54,526 93,209 54,917 93,819 55,401 95,056 56,226 96,318 56,476 97,359 56,836 97,504 57,031 97,643 57,315 Chain Stores 95,445 57,792 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 95,108 57,612 92,196 58,078 89,336 58,690 Couche-Tard's market share at ~5% in the U.S.; high fragmentation leaves ample room for consolidation. 16 90,423 3 2-10 3% 59,751 101-500 7% 2022 150,174 total Non-Fuel stores 21% 500+ 21% Single 11-100 9% 60% CIRCLE K ingo Chain Size Fuel 79%
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