Alimentation Couche-Tard

Alimentation Couche-Tard agreed to buy Żabka Group, Poland’s largest convenience retailer, for about $8.8 billion, securing control backed by shareholders holding roughly 57% of Żabka. Żabka operates ~13,300 stores in Poland and Romania and is built on a sophisticated franchise model, a strong digital ecosystem, rapid delivery, autonomous stores and a high-margin food-to-go business. The acquisition provides Couche-Tard with a dense, scalable Central and Eastern European platform and a proven playbook for rapid expansion beyond Poland. » Altro su forbes.com

Alimentation Couche-Tard reported adjusted net income of $827 million, or $0.90 per share, a 15.4% increase year-on-year. Adjusted EBITDA rose 10.5%, supported by higher fuel margins, acquisitions and growth in the food and loyalty program businesses; merchandise and services sales grew 4%. Management highlights the strategic importance of the planned acquisition of Żabka to bolster food, digital and supply-chain capabilities and reaffirms targets of +10% adjusted EBITDA, +15% adjusted earnings per share and 2–3% same-store sales growth. Balance sheet metrics show solid liquidity with around $3 billion in cash, a $3.5 billion available credit facility and a leverage ratio of 1.77. » Altro su de.investing.com

Alimentation Couche-Tard is expected to release results for the quarter ended July 31, 2026, on September 1, 2026. On average, 14 analysts forecast earnings of $0.928 per share (prior year 1.14 CAD) and 12 analysts expect revenue of $21.19 billion (prior year 23.84 billion CAD). For the fiscal year, consensus estimates are $3.30 earnings per share and $83.62 billion in revenue, significantly below last year’s figures in CAD. » Altro su finanzen.net