ATD.B
Alimentation Couche-Tard Inc.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 2
- Long / short
- 2 / 0
- Avg. return
- +84.4%
- Verdicts
- Worked 1 Inconclusive 1
position
Spring 2016
long
inconclusive
Newsletter
The c-store consolidation story resembles that of drugstores in the 90s, where chains began to dominate over smaller stores. Alimentation Couche-Tard currently has a market share similar to CVS in 199
pitch
Spring 2016
Thais Fernandes, CFA, Melody Li, Joanna Vu
long
+84.4%
worked
Newsletter
Alimentation Couche-Tard is positioned to outperform estimates due to recent acquisitions and favorable market conditions, including the need for over-levered US MLPs to sell assets and low oil prices