Alimentation Couche-Tard: 7-Eleven Bid Looks To Have Failed

Summary

• The 7-Eleven acquisition by Alimentation Couche-Tard is unlikely, allowing investors to focus on the company's strong operating performance and financial stability.
• Q2 2025 results were in line with expectations, with positive same-store sales growth and projected earnings of $2.83 for the fiscal year.
• Major risks for 2025 include consumer weakness due to inflation and interest rates, and potential large-scale acquisitions deviating from their successful small acquisition strategy.
• Valuation for 2025 is $88-90 per share, with expected earnings growth of 12-15% annually and a projected $6.3 billion EBITDA for Fiscal 2026.

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Alimentation Couche-Tard (TSX:ATD:CA) (OTCPK:ANCTF) is a gas station and convenience store behemoth with almost 17,000 stores. Over the last 25 years, the stock has returned 15,778% not including dividends.

The company reported Q2 2025

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ATD:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.