ATD's performancePersonally, I'm asthonished to see how well this one has been performing while the Oil and Gas sectors have been completely demolished.
Why do investors of Couche-Tard ignore the obvious electrification trend and the impact on their revenue? I mean, the pumps are probably what drive 50% with bolt on purchases.
I can't see how people can still be pricing in such growth here when the long term trend will obviously be under pressure as customers who would pass by the pump stop passing by.
Definitely something to think about.