Alimentation Couche-Tard Inc. (ATD:CA) M&A Call Transcript

Alimentation Couche-Tard Inc. ( ATD:CA ) M&A Call July 31, 2026 8:00 AM EDT Company Participants Mathieu Brunet - Vice President of Investor Relations & Treasury Alexander Miller - President, CEO & Director Filipe Da Silva - Executive VP & CFO Tomasz Blicharski - Group Chief Strategy & Development Officer Conference Call Participants Irene Nattel - RBC Capital Markets, Research Division Christopher Li - Desjardins Securities Inc., Research Division Derek Lessard - TD Cowen, Research Division Luke Hannan - Canaccord Genuity Corp., Research Division Martin Landry - Stifel Nicolaus Canada Inc., Research Division John Zamparo - Scotiabank Global Banking and Markets, Research Division Vishal Shreedhar - National Bank Financial, Inc., Research Division Jacob Aiken-Phillips - Melius Research LLC Presentation Operator Good morning. My name is Joelle, and I will be your conference operator today. [Foreign Language] I will now introduce Mr. Mathieu Brunet, Vice President, Investor Relations and Treasury at Alimentation Couche-Tard. [Foreign Language] Mathieu Brunet Vice President of Investor Relations & Treasury [Interpreted] Good morning. I would like to welcome everyone to this web conference presenting Alimentation Couche-Tard's agreement to acquire a controlling stake in Zabka Group. [Operator Instructions] This webcast presentation will be available on our website for a 30-day period. Also, please remember that some of the issues discussed during this webcast may be forward-looking statements which are provided by the corporation with its usual caveats. These risks and uncertainties are outlined in our financial reporting and in our press release of July 31, 2026, announcing the transaction and in the presentation materials made available today. Such documents also contain important information relating to historical and pro forma financial details being shared today in respect to Zabka Group and the corporation. Our speakers today are Mr. Alex Miller, President and Chief Executive Officer; Mr. Filipe Da Silva, Chief Financial Officer; and Mr. Tomasz Blicharski, Group Chief Strategy and Development Officer and incoming Chief Executive Officer of