Alimentation Couche-Tard Inc T.ATD

ATD's performance

[Bookends]

Personally, 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.

[BlueJay2020]

Well, here's something else to think about.  Do you seriously think in 10 years time that it will take anywhere near as long to charge an electric car battery?  It's easy to imagine supercharging stations that are out of the price range of the average person, that can charge a battery in minutes not hours - this would be why gas (electric) stations still have a future.  On

[bingostar]

I agree , its a matter of time before every station has a refill section for EV , they will start by changing the super gazoline by an EV battery charge, The experience with their stores in Norway with EV is positive , they could even explore that with north american partners and european like carrefour to combine their purchases. 

[naissance]

I agree with you. Couche-Tard did very , selling less gas but more food...people go to convenience store for bread, milk, beer instead of the big groceries in this pandemic time

[BearBullBrian]

Well done, BlueJay. You raise a very good point with regard to current street parkers. What's more, hardly anything evolves as fast as the prognosticators think they will. Just look at the history of predictions about where we will be in, say, 50 years. ATD has a long time to think about the future of EV, or is it possible the power source for future cars will be something else. Hydrogen, for

[KnottyOyster]

Yes, most of europe is that way, not many people have garages, same with a lot of high density condos, etc. Just look at what the pandemic has done to vehicle sales... People will be taking more road trips instead of flying, which means charging up on the road rather than at home. I think europe is the place to position yourself at the forefront of that change. I feel with the shorter trips and

[Bookends]

There are a lot of things to consider here. I mean, there are a tons of unknown and it seems that unanimously you guys are making the assumption that all will be well.  Who knows what the customers habits will be for charging their cars and what the options would be. Say I, personally, had the options to charge at a convience store for 15-30 mines or I could charge at my house, you best