Alimentation Couche-Tard Investor Presentation slide image

Alimentation Couche-Tard Investor Presentation

NON-IFRS MEASURES Return on capital employed. This measure is used to measure the relation between our profitability and capital efficiency. Earnings before interest and taxes ("EBIT") represents net earnings plus income taxes and net financial expenses. Capital employed represents total assets less short-term liabilities not bearing interest, which excludes the current portion of long-term debt and current portion of lease liabilities. Average capital employed is calculated by taking the average of the beginning and ending balance of capital employed for the 53 and 52-week periods. The table below reconciles net earnings, as per IFRS, to EBIT with the ratio of return on capital employed: (in millions of US dollars, unless otherwise noted) Net earnings Add: EBIT Income taxes. Net financial expenses Capital employed - Opening balance") Capital employed - Ending balance(1) Average capital employed Return on capital employed (1) The table below reconciles balance sheet line items, as per IFRS, to capital employed: (in millions of US dollars) Total Assets Less: Current liabilities Add: Current portion of long-term debt Add: Current portion of lease liabilities Capital employed 52-week period 53-week period ended April 30, 2023 3,090.9 ended April 24, 2022 2,683.3 Normalized growth of operating, selling, general and administrative expenses ("normalized growth of expenses'). Normalized growth of expenses consists of the growth of Operating, selling, general and administrative expenses adjusted for the impact of the changes in our network, the impact from changes in accounting policies and adoption of accounting standards, the impact of more volatile items over which we have limited control including, but not limited to, the net impact of foreign exchange translation, electronic payment fees excluding acquisitions, and acquisition costs, as well as other specific items for which the impact on consolidated results is not deemed indicative of future trends. Please note that the description of this measure was modified to clarify its composition. This measure is considered useful for evaluating our ability to control our expenses on a comparable basis. The table below reconciles growth of Operating, selling, general and administrative expenses to normalized growth of expenses: 52-week periods ended April 25, 2021 53-week period 838.2 306.7 734.3 ended 4,235.8 24.001.0 24,323.4 281.0 3.698.6 23,971.5 (in millions of US dollars, unless otherwise noted) Operating, selling, general and administrative expenses, as published Adjusted for: April 30, 2023 52-week period ended April 24, 2022 Variation 52-week periods ended April 24, 2022 6,361.8 5.884.5 8.1% 5.884.5 Variation 5,148.6 14.3% 24,162.2 17.5% 24,001.0 23,986.3 Decrease (increase) from the net impact of foreign exchange translation 159.6 2.7% (17.4) (0.3%) 15.4% Increase from higher electronic payment fees, excluding acquisitions (98.6) (1.7%) (135.6) (2.6%) Increase from incremental expenses related to acquisitions (59.3) (1.0%) (90.8) (1.8%) Prior year cloud computing transition adjustment 15.1 0.3% (15.1) (0.3%) As at April 30, 2023 29,049.6 5,165.0 0.7 438.1 24,323.4 As at April 24, 2022 29.591.6 6,017.4 1.4 425.4 As at April 25, 2021 28,394.5 5,949.7 (Increase) decrease from changes in acquisition costs recognized to earnings Normalized growth of expenses (7.0) (0.1%) 5.1 0.1% 6.371.6 5.884.5 8.3% 5.630.7 5.148.6 9.4% 1,107.3 419.4 24,001.0 23,971.5 Alimentation Couche-Tard | Investor Presentation 65 59 3 CIRCLE K ingo
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