CLIENT
Alimentation Couche-Tard

CLIENT
Alimentation Couche-Tard

CLIENT
Couche-Tard

CLIENT
Canadian National Railway

CLIENT
Canadian National Railway

PROJECT
2026 Business Strategy Update
Investor Day 

PROJECT
2026 Business Strategy Update
Investor Day

PROJECT
2026 Business Strategy Update Investor Day

PROJECT
Sustainability Reporting Suite (English / French)

PROJECT
Sustainability Reporting Suite
English / French

SCOPE
PowerPoint Presentation
95 Slides

SCOPE
PowerPoint Presentation
95 Slides

SCOPE
PowerPoint Presentation
95 Slides

SCOPE
Sustainability Report / Data Supplement / CDP Response 

SCOPE
Sustainability Report /
Data Supplement GRI and SASB Index/
CDP Response with TCFD Index

Alimentation Couche-Tard (ACT) is a global leader in convenience and mobility, operating over 17,200 sites across 29 countries. For the company's 2026 Business Strategy Update, ACT introduced "Core + More"—a multi-year strategic framework that harnesses the company's scale, network, and people to drive traffic and profitable growth. The strategy balances the optimization of core platforms with targeted investment opportunities designed to deliver long-term value.

Capsule was engaged to design the 95-slide flagship presentation, distilling the new strategy and complex financial modelling into a cohesive narrative for the global analyst community. The presentation served as the primary vehicle for the executive team to articulate their 'Recipe for Profitable Growth' during Investor Day.

Alimentation Couche-Tard (ACT) is a global leader in convenience and mobility, operating over 17,200 sites across 29 countries. For the company's 2026 Business Strategy Update, ACT introduced "Core + More"—a multi-year strategic framework that harnesses the company's scale, network, and people to drive traffic and profitable growth. The strategy balances optimizing core platforms with targeted investment opportunities to deliver long-term value.

Capsule was engaged to design the 95-slide flagship presentation, distilling the new strategy and complex financial modelling into a cohesive narrative for the global analyst community. The presentation served as the primary vehicle for the executive team to articulate their 'Recipe for Profitable Growth' during Investor Day.

Alimentation Couche-Tard (ACT) is a global leader in convenience and mobility, operating over 17,200 sites across 29 countries. For the company's 2026 Business Strategy Update, ACT introduced "Core + More"—a multi-year strategic framework that harnesses the company's scale, network, and people to drive traffic and profitable growth. The strategy balances optimizing core platforms with targeted investment opportunities to deliver long-term value.

Capsule was engaged to design the 95-slide flagship presentation, distilling the new strategy and complex financial modelling into a cohesive narrative for the global analyst community. The presentation served as the primary vehicle for the executive team to articulate their 'Recipe for Profitable Growth' during Investor Day.

CN sets the standard for leadership in sustainability reporting. Their suite of disclosures—ranging from biennial Sustainability Report to annual CDP responses and Data Supplements—is anchored in transparency, resilience, and long-term value. For over a decade, Capsule has partnered with CN to enhance and evolve this reporting suite, ensuring that best-practice disclosures are paired with an engaging, accessible stakeholder experience. 

In 2025, CN was awarded IR Magazine’s Best ESG Reporting (Large Cap), a testament to how effectively the company communicates its management of sustainability risks and opportunities. This work goes beyond mere compliance, providing the substance, detail, and performance data that investors demand.

CN sets the standard for leadership in sustainability reporting. Their suite of disclosures—ranging from biennial Sustainability Report to annual CDP responses and Data Supplements—is anchored in transparency, resilience, and long-term value. For over a decade, Capsule has partnered with CN to enhance and evolve this reporting suite, ensuring that best-practice disclosures are paired with an engaging, accessible stakeholder experience. 

In 2025, CN was awarded IR Magazine’s Best ESG Reporting (Large Cap), a testament to how effectively the company communicates its management of sustainability risks and opportunities. This work goes beyond mere compliance, providing the substance, detail, and performance data that investors demand.

Designing the "Core + More" Narrative

The challenge was to visually anchor the strategic shift. We developed a sophisticated visual hierarchy to differentiate between the two parts of the growth engine: Amplify the Core (Fuel, Nicotine, and Thirst), which accounts for 90% of revenues and 75% of gross profit, and, Invest in More (Food, Private Brands, Network, and e-Mobility), which represents opportunities that will facilitate additional future growth. This narrative was supported by a dedicated focus on the Enablers—the technology, data, and supply chain capabilities that ground the strategy in operational reality.

Designing the "Core + More" Narrative

The challenge was to visually anchor the strategic shift. We developed a sophisticated visual hierarchy to differentiate between the two parts of the growth engine: Amplify the Core (Fuel, Nicotine, and Thirst), which accounts for 90% of revenues and 75% of gross profit, and, Invest in More (Food, Private Brands, Network, and e-Mobility), which represents opportunities that will facilitate additional future growth. This narrative was supported by a dedicated focus on the Enablers—the technology, data, and supply chain capabilities that ground the strategy in operational reality.

Designing the "Core + More" Narrative

The challenge was to visually anchor the strategic shift. We developed a sophisticated visual hierarchy to differentiate between the two parts of the growth engine: Amplify the Core (Fuel, Nicotine, and Thirst), which accounts for 90% of revenues and 75% of gross profit, and, Invest in More (Food, Private Brands, Network, and e-Mobility), which represents opportunities that will facilitate additional future growth. This narrative was supported by a dedicated focus on the Enablers—the technology, data, and supply chain capabilities that ground the strategy in operational reality.

Sustainability Report

CN’s key report, 'Delivering Responsibly', underscores a deep commitment to accountability across its priority sustainability topics. To showcase this performance, we incorporated a mix of visual elements, including callouts, case studies, photographs, diagrams, and graphs. The report's architecture is driven by priority topics, allowing readers to navigate directly to the information most relevant to them, while intuitive colour-coding connects each topic to its corresponding strategic pillar. By replacing linear scrolling with interactive controls and embedded links, we transformed complex sustainability data into an effortless digital experience that is easy to explore, reference, and interpret.

Sustainability Report

CN’s key report, 'Delivering Responsibly', underscores a deep commitment to accountability across its priority sustainability topics. To showcase this performance, we incorporated a mix of visual elements, including callouts, case studies, photographs, diagrams, and graphs. The report's architecture is driven by priority topics, allowing readers to navigate directly to the information most relevant to them, while intuitive colour-coding connects each topic to its corresponding strategic pillar. By replacing linear scrolling with interactive controls and embedded links, we transformed complex sustainability data into an effortless digital experience that is easy to explore, reference, and interpret.

Amplifying the Core

To drive immediate value, we developed a high-impact visual framework showing how ACT continues to "Beat the Market" in its foundational "Core" categories. By utilizing clean, comparative data structures, we highlighted competitive advantages across Fuel, Nicotine, and Thirst. Our design translated global procurement scale, the Circle K brand advantage, and the strategic transition to Other Nicotine Products (ONP) into a clear narrative of market leadership. These quantitative proof points moved beyond high-level strategy to demonstrate ACT’s performance and future category strength.

Amplifying the Core

To drive immediate value, we developed a high-impact visual framework showing how ACT continues to "Beat the Market" in its foundational "Core" categories. By utilizing clean, comparative data structures, we highlighted competitive advantages across Fuel, Nicotine, and Thirst. Our design translated global procurement scale, the Circle K brand advantage, and the strategic transition to Other Nicotine Products (ONP) into a clear narrative of market leadership. These quantitative proof points moved beyond high-level strategy to demonstrate ACT’s performance and future category strength.

Amplifying the Core

To drive immediate value, we developed a high-impact visual framework showing how ACT continues to "Beat the Market" in its foundational "Core" categories. By utilizing clean, comparative data structures, we highlighted competitive advantages across Fuel, Nicotine, and Thirst. Our design translated global procurement scale, the Circle K brand advantage, and the strategic transition to Other Nicotine Products (ONP) into a clear narrative of market leadership. These quantitative proof points moved beyond high-level strategy to demonstrate ACT’s performance and future category strength.

Sustainability Report

CN’s key report, 'Delivering Responsibly', underscores a deep commitment to accountability across its priority sustainability topics. To showcase this performance, we incorporated a mix of visual elements, including callouts, case studies, photographs, diagrams, and graphs. The report's architecture is driven by priority topics, allowing readers to navigate directly to the information most relevant to them, while intuitive colour-coding connects each topic to its corresponding strategic pillar. By replacing linear scrolling with interactive controls and embedded links, we transformed complex sustainability data into an effortless digital experience that is easy to explore, reference, and interpret.

Sustainability Report

CN’s key report, 'Delivering Responsibly', underscores a deep commitment to accountability across its priority sustainability topics. To showcase this performance, we incorporated a mix of visual elements, including callouts, case studies, photographs, diagrams, and graphs. The report's architecture is driven by priority topics, allowing readers to navigate directly to the information most relevant to them, while intuitive colour-coding connects each topic to its corresponding strategic pillar. By replacing linear scrolling with interactive controls and embedded links, we transformed complex sustainability data into an effortless digital experience that is easy to explore, reference, and interpret.

Investing in More

To unlock the next era of growth, we designed a visual journey for the "More" categories—Food, Private Brands, and e-Mobility. We ensured that the shift from a traditional convenience stop to a full-service mobility destination was clear and compelling. Key features included a dedicated framework for the "4 Growth Pillars of Food," expected to grow at 4x the rate of merchandise, and data-heavy maps illustrating ACT’s leadership in European EV infrastructure. We concluded each pillar with a "What Success Looks Like" scorecard, transforming abstract long-term goals into measurable operational wins.

Investing in More

To unlock the next era of growth, we designed a visual journey for the "More" categories—Food, Private Brands, and e-Mobility. We ensured that the shift from a traditional convenience stop to a full-service mobility destination was clear and compelling. Key features included a dedicated framework for the "4 Growth Pillars of Food," expected to grow at 4x the rate of merchandise, and data-heavy maps illustrating ACT’s leadership in European EV infrastructure. We concluded each pillar with a "What Success Looks Like" scorecard, transforming abstract long-term goals into measurable operational wins.

Investing in More

To unlock the next era of growth, we designed a visual journey for the "More" categories—Food, Private Brands, and e-Mobility. We ensured that the shift from a traditional convenience stop to a full-service mobility destination was clear and compelling. Key features included a dedicated framework for the "4 Growth Pillars of Food," expected to grow at 4x the rate of merchandise, and data-heavy maps illustrating ACT’s leadership in European EV infrastructure. We concluded each pillar with a "What Success Looks Like" scorecard, transforming abstract long-term goals into measurable operational wins.

Sustainability Report

CN’s key report, 'Delivering Responsibly', underscores a deep commitment to accountability across its priority sustainability topics. To showcase this performance, we incorporated a mix of visual elements, including callouts, case studies, photographs, diagrams, and graphs. The report's architecture is driven by priority topics, allowing readers to navigate directly to the information most relevant to them, while intuitive colour-coding connects each topic to its corresponding strategic pillar. By replacing linear scrolling with interactive controls and embedded links, we transformed complex sustainability data into an effortless digital experience that is easy to explore, reference, and interpret.

Sustainability Report

CN’s key report, 'Delivering Responsibly', underscores a deep commitment to accountability across its priority sustainability topics. To showcase this performance, we incorporated a mix of visual elements, including callouts, case studies, photographs, diagrams, and graphs. The report's architecture is driven by priority topics, allowing readers to navigate directly to the information most relevant to them, while intuitive colour-coding connects each topic to its corresponding strategic pillar. By replacing linear scrolling with interactive controls and embedded links, we transformed complex sustainability data into an effortless digital experience that is easy to explore, reference, and interpret.

Enabling Through Digital, Data, and Technology

Strategy is only as effective as the systems that power it. We created a cohesive visual identity for the "Enablers" section, illustrating how ACT’s digital and physical assets work in tandem. Through sophisticated system diagrams and architectural graphics, we showcased the $100M+ Retail Media opportunity and the data-driven supply chain that supports every site. By simplifying complex technical infrastructure into intuitive visuals, we demonstrated how ACT’s scale creates a low-cost model advantage that is both sustainable and difficult for competitors to replicate, forming the foundation for the entire ecosystem.

Enabling Through Digital, Data, and Technology

Strategy is only as effective as the systems that power it. We created a cohesive visual identity for the "Enablers" section, illustrating how ACT’s digital and physical assets work in tandem. Through sophisticated system diagrams and architectural graphics, we showcased the $100M+ Retail Media opportunity and the data-driven supply chain that supports every site. By simplifying complex technical infrastructure into intuitive visuals, we demonstrated how ACT’s scale creates a low-cost model advantage that is both sustainable and difficult for competitors to replicate, forming the foundation for the entire ecosystem.

Enabling Through Digital, Data, and Technology

Strategy is only as effective as the systems that power it. We created a cohesive visual identity for the "Enablers" section, illustrating how ACT’s digital and physical assets work in tandem. Through sophisticated system diagrams and architectural graphics, we showcased the $100M+ Retail Media opportunity and the data-driven supply chain that supports every site. By simplifying complex technical infrastructure into intuitive visuals, we demonstrated how ACT’s scale creates a low-cost model advantage that is both sustainable and difficult for competitors to replicate, forming the foundation for the entire ecosystem.

CDP Climate Change Response

For sixteen consecutive years, CN has demonstrated its environmental leadership through the CDP Climate Change Questionnaire. In 2025, Capsule redesigned the CDP output to maximize clarity without compromising technical detail. We transformed dense, form-based layouts into clean, consistent page structures governed by a rigorous visual hierarchy. We used diagrams, scenario summaries, and bespoke graphics to simplify complex data, ensuring the document remains technically accurate yet easy to comprehend. This is supported by an intuitive digital experience featuring live navigation, allowing users to move seamlessly between sections and sub-sections.

CDP Climate Change Response

For sixteen consecutive years, CN has demonstrated its environmental leadership through the CDP Climate Change Questionnaire. In 2025, Capsule redesigned the CDP output to maximize clarity without compromising technical detail. We transformed dense, form-based layouts into clean, consistent page structures governed by a rigorous visual hierarchy. We used diagrams, scenario summaries, and bespoke graphics to simplify complex data, ensuring the document remains technically accurate yet easy to comprehend. This is supported by an intuitive digital experience featuring live navigation, allowing users to move seamlessly between sections and sub-sections.

Delivering Profitable Growth

The presentation concluded with a definitive roadmap for long-term value creation. By balancing rigorous financial modelling with elevated design, we helped the executive team articulate a "Recipe for Profitable Growth" that was both technically accurate and visually undeniable. We transformed technical outlooks into an intuitive "Growth Algorithm," mapping the specific path to achieving >10% Adjusted Diluted EPS growth and 6-8% Adjusted EBITDA CAGR through 2030. Every strategic claim was anchored by data visualizations that showed performance against future targets, ensuring the vision was calibrated, measurable, and understood.

Delivering Profitable Growth

The presentation concluded with a definitive roadmap for long-term value creation. By balancing rigorous financial modelling with elevated design, we helped the executive team articulate a "Recipe for Profitable Growth" that was both technically accurate and visually undeniable. We transformed technical outlooks into an intuitive "Growth Algorithm," mapping the specific path to achieving >10% Adjusted Diluted EPS growth and 6-8% Adjusted EBITDA CAGR through 2030. Every strategic claim was anchored by data visualizations that showed performance against future targets, ensuring the vision was calibrated, measurable, and understood.

Delivering Profitable Growth

The presentation concluded with a definitive roadmap for long-term value creation. By balancing rigorous financial modelling with elevated design, we helped the executive team articulate a "Recipe for Profitable Growth" that was both technically accurate and visually undeniable. We transformed technical outlooks into an intuitive "Growth Algorithm," mapping the specific path to achieving >10% Adjusted Diluted EPS growth and 6-8% Adjusted EBITDA CAGR through 2030. Every strategic claim was anchored by data visualizations that showed performance against future targets, ensuring the vision was calibrated, measurable, and understood.

CDP Climate Change Response

For sixteen consecutive years, CN has demonstrated its environmental leadership through the CDP Climate Change Questionnaire. In 2025, Capsule redesigned the CDP output to maximize clarity without compromising technical detail. We transformed dense, form-based layouts into clean, consistent page structures governed by a rigorous visual hierarchy. We used diagrams, scenario summaries, and bespoke graphics to simplify complex data, ensuring the document remains technically accurate yet easy to comprehend. This is supported by an intuitive digital experience featuring live navigation, allowing users to move seamlessly between sections and sub-sections.

CDP Climate Change Response

For sixteen consecutive years, CN has demonstrated its environmental leadership through the CDP Climate Change Questionnaire. In 2025, Capsule redesigned the CDP output to maximize clarity without compromising technical detail. We transformed dense, form-based layouts into clean, consistent page structures governed by a rigorous visual hierarchy. We used diagrams, scenario summaries, and bespoke graphics to simplify complex data, ensuring the document remains technically accurate yet easy to comprehend. This is supported by an intuitive digital experience featuring live navigation, allowing users to move seamlessly between sections and sub-sections.