financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Keeps Hold Opinion On Shares Of Alimentation Couche-tard Inc.
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Keeps Hold Opinion On Shares Of Alimentation Couche-tard Inc.
Sep 3, 2025 12:20 PM

02:45 PM EDT, 09/03/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We maintain our 12-month target at CAD81, 21x our FY 26 (Apr.) EPS of USD2.80 (CAD3.86), down slightly from USD2.82. We raise our FY 27 EPS to USD3.19 (CAD4.40) from USD2.98, reflecting accelerated share repurchases following the withdrawal of the Seven & i Holdings acquisition offer. FQ1 results were solid, highlighted by a return to U.S. same-store merchandise growth, which we attribute to traction in value meal and bundle offerings, helping boost food and beverage sales. That said, the U.S. macroeconomic backdrop remains soft, as same-store fuel volumes declined again and have not grown Y/Y in nearly two years. The balance sheet remains healthy, with leverage at 2.2x and liquidity of USD4.4B (including USD2.2B in cash). We maintain our Hold rating, as ongoing macroeconomic headwinds temper the otherwise strong execution (e.g., normalized operating expenses up just 2.4% in FQ1 vs. +3.8% in the prior-year quarter). We expect the company to lean toward share buybacks for shareholder value.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Keeps Hold Opinion On Shares Of Bhp Group
Research Alert: CFRA Keeps Hold Opinion On Shares Of Bhp Group
Jul 20, 2025
12:15 AM EDT, 07/21/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We adjust our 12-month target price to USD52 (from USD51), valuing BHP at 2.43x FY 26 (Jun.) P/BV, a 16% discount to its five-year mean (2.90x), reflecting commodity price headwinds...
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis To Sell From Hold
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis To Sell From Hold
Jul 21, 2025
08:05 AM EDT, 07/21/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We cut our target to USD7.40 (from USD9.40), based on a rolled-forward 2026 P/E of 4.1x, which reflects the four-year average. STLA's preliminary H1 2025 numbers reveal a surprising net...
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis To Sell From Hold
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis To Sell From Hold
Jul 21, 2025
07:25 AM EDT, 07/21/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We cut our target price to USD7.40 (from USD9.40), based on a rolled-forward 2026 P/E of 4.1x, which reflects the four-year average. STLA's preliminary H1 2025 numbers reveal a surprising...
Research Alert: CFRA Keeps Hold Opinion On Adss Of Tencent Music Entertainment
Research Alert: CFRA Keeps Hold Opinion On Adss Of Tencent Music Entertainment
Jul 21, 2025
04:35 AM EDT, 07/21/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We raise our 12-month target price to USD24 (from USD18), as we price in recent strong earnings performance, improving earnings visibility, and continued strength in demand for online music services....
Copyright 2023-2026 - www.financetom.com All Rights Reserved