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Posted by
Two Blokes Jul 1 -
Filed in
Stock
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4 views
I rate Alimentation Couche-Tard as Hold due to macro headwinds in the US and rising costs outweighing operational successes. Food and beverage initiatives and loyalty programs are gaining traction, driving higher customer engagement and meal deal sales, especially in North America. Key concerns include persistent US consumer weakness, declining fuel volumes, and increasing operating expenses, all pressuring near-term earnings growth.