Alimentation Couche-Tard Investor Presentation
INVESTMENT HIGHLIGHTS
.
Size and Scale
Strong Culture
Attractive Channel
Organic Growth
•
M&A Expertise
•
Capital Allocation
•
•
Global rebrand initiative permits better leverage of broad scale.
More flexibility to compete compared to small-size operators.
Decentralized model drives accountability and entrepreneurship.
Cost discipline and lean operations are a major part of our DNA.
We sell time and convenience (80% of in-store merchandise is consumed within one hour of purchase¹) and have proximity to customers.
Solid pipeline of current initiatives, with many opportunities around customer journey, innovation, and deployment of retail capabilities.
Long track record of successful integrations and synergy capture.
Significant runway remains globally, with a focus on U.S. and Asia.
Strong cash flow generation supports capex and growth plans.
Dividend increased more than 10-fold since 2013 (~27% CAGR²).
1 Per National Association of Convenience Stores (NACS) Convenience Tracking Program data
2 Please refer to page 57 for more information on dividends.
Alimentation Couche-Tard | Investor Presentation
5
3
CIRCLE K
ingoView entire presentation