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Alimentation Couche-Tard Inc T.ATD

Alternate Symbol(s):  ANCTF

Alimentation Couche-Tard Inc. is engaged in convenience and mobility, operating in about 29 countries and territories, with more than 16,700 stores, of which almost 13,100 offer road transportation fuel. With its Couche-Tard and Circle K banners, the Company is an independent convenience store operator in the United States, and it is engaged in the convenience store industry and road transportation fuel retail in Canada, Scandinavia, the Baltics, as well as in Ireland. It also has a presence in Poland, Hong Kong Special Administrative Region of the People's Republic of China, Belgium, Germany, Luxembourg, and the Netherlands. Its North American network consists of about 17 business units, including 14 in the United States covering 47 states and three in Canada covering all 10 provinces. In Europe, it operates a broad retail network across Scandinavia, Ireland, Poland, and the Baltics through seven business units. Its operating brands include Circle K, Couche-Tard, and Ingo.


TSX:ATD - Post by User

Post by KBizz1on Jan 15, 2021 8:44am
248 Views
Post# 32304508

Watch Underperforming Elephants

Watch Underperforming Elephants

First, the Carrefour deal has low probability of going through but I've seen lots of ppl scratching their heads about why Couche would go after CF. After all, it's an elephant of a grocery chain and not really that profitable. 

My family has been privately buying auto body shops and dealerships for years (they own around 20 or so). I asked my father what the strategy is for a takeover, to which he replied, "find the worst performer in the business that you are a leader in. Buy for what it is currently worth. Apply your proven recipe for success. The poorest performer has the farthest to run". This is likely what Couche was/is doing. They have a proven track record and recipe for success (globally) and tons of cash in the bank. If not Carrefour, watch out for some other underperforming elephant! 

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