INVESTOR PRESENTATIONS

Unveiling Couche-Tard's Strategic Update

INVESTOR PRESENTATIONS

Unveiling Couche-Tard's Strategic Update

INVESTOR PRESENTATIONS

Unveiling Couche-Tard's
Strategic Update

INVESTOR PRESENTATIONS

Unveiling Couche-Tard's Strategic Update

INVESTOR PRESENTATIONS

Unveiling Couche-Tard's Strategic Update: 

CLIENT
Alimentation Couche-Tard

CLIENT
Alimentation Couche-Tard

CLIENT
Couche-Tard

CLIENT
Alimentation Couche-Tard

CLIENT
Alimentation Couche-Tard

PROJECT
2026 Business Strategy Update
Investor Day 

PROJECT
2026 Business Strategy Update
Investor Day

PROJECT
2026 Business Strategy Update Investor Day

PROJECT
2026 Business Strategy Update Investor Day

PROJECT
2026 Business Strategy Update Investor Day

SCOPE
PowerPoint Presentation

SCOPE
PowerPoint Presentation

SCOPE
PowerPoint Presentation

SCOPE
PowerPoint Presentation 

SCOPE
PowerPoint Presentation

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 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 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 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 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 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.

ACT Thumb 6

Presenting the "Core + More" Narrative

In collaboration with ACT's investor relations and strategy teams, we developed a visual hierarchy to distinguish between two components of the growth engine: "Amplify the Core" (which includes Fuel, Nicotine, and Thirst) and "Invest in More" (encompassing Food, Private Brands, Network, and e-Mobility). The first component accounts for a substantial share of revenue, while the second represents opportunities for future growth. This narrative was reinforced by a dedicated focus on the "Enablers" —the technology, data, and supply chain capabilities that ground the strategy in operational reality.

Presenting the "Core + More" Narrative

In collaboration with ACT's investor relations and strategy teams, we developed a visual hierarchy to distinguish between two components of the growth engine: "Amplify the Core" (which includes Fuel, Nicotine, and Thirst) and "Invest in More" (encompassing Food, Private Brands, Network, and e-Mobility). The first component accounts for a substantial share of revenue, while the second represents opportunities for future growth. This narrative was reinforced by a dedicated focus on the "Enablers" —the technology, data, and supply chain capabilities that ground the strategy in operational reality.

Presenting the "Core + More" Narrative

In collaboration with ACT's investor relations and strategy teams, we developed a visual hierarchy to distinguish between two components of the growth engine: "Amplify the Core" (which includes Fuel, Nicotine, and Thirst) and "Invest in More" (encompassing Food, Private Brands, Network, and e-Mobility). The first component accounts for a substantial share of revenue, while the second represents opportunities for future growth. This narrative was reinforced by a dedicated focus on the "Enablers" —the technology, data, and supply chain capabilities that ground the strategy in operational reality.

Presenting the "Core + More" Narrative

In collaboration with ACT's investor relations and strategy teams, we developed a visual hierarchy to distinguish between two components of the growth engine: "Amplify the Core" (which includes Fuel, Nicotine, and Thirst) and "Invest in More" (encompassing Food, Private Brands, Network, and e-Mobility). The first component accounts for a substantial share of revenue, while the second represents opportunities for future growth. This narrative was reinforced by a dedicated focus on the "Enablers" —the technology, data, and supply chain capabilities that ground the strategy in operational reality.

Presenting the
"Core + More" Narrative

In collaboration with ACT's investor relations and strategy teams, we developed a visual hierarchy to distinguish between two components of the growth engine: "Amplify the Core" (which includes Fuel, Nicotine, and Thirst) and "Invest in More" (encompassing Food, Private Brands, Network, and e-Mobility). The first component accounts for a substantial share of revenue, while the second represents opportunities for future growth. This narrative was reinforced by a dedicated focus on the "Enablers" —the technology, data, and supply chain capabilities that ground the strategy in operational reality.

ACT Trio 1

Amplifying the Core

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

Amplifying the Core

To deliver immediate value, we developed a high-impact visual framework showing how ACT continues to "Beat the Market" in its foundational "Core" categories. By employing straightforward data comparisons, 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 into a clear narrative of market leadership. These proof points moved beyond high-level strategy to demonstrate ACT’s performance and future category strength.

Amplifying the Core

To deliver immediate value, we developed a high-impact visual framework showing how ACT continues to "Beat the Market" in its foundational "Core" categories. By employing straightforward data comparisons, 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 into a clear narrative of market leadership. These proof points moved beyond high-level strategy to demonstrate ACT’s performance and future category strength.

Amplifying the Core

To deliver immediate value, we developed a high-impact visual framework showing how ACT continues to "Beat the Market" in its foundational "Core" categories. By employing straightforward data comparisons, 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 into a clear narrative of market leadership. These proof points moved beyond high-level strategy to demonstrate ACT’s performance and future category strength.

Amplifying the Core

To deliver immediate value, we developed a high-impact visual framework showing how ACT continues to "Beat the Market" in its foundational "Core" categories. By employing straightforward data comparisons, 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 into a clear narrative of market leadership. These proof points moved beyond high-level strategy to demonstrate ACT’s performance and future category strength.

ACT Slide Multiples 1
ACT Intro MORE 2

Investing in More

To highlight the next phase of growth, we created a visual journey for the "More" categories: Food, Private Brands, e-Mobility, and Network Development. We ensured that the full-service mobility destination was clear and compelling. Key features included a dedicated framework for the "4 Growth Pillars of Food", the evolution of the private brand offer, and ACT's leadership in the European EV sector. We concluded each pillar with a "What Success Looks Like" scorecard that transformed long-term goals into measurable operational wins.

Investing in More

To highlight the next phase of growth, we created a visual journey for the "More" categories: Food, Private Brands, e-Mobility, and Network Development. 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", the evolution of the private brand offer, and ACT's leadership in the European EV sector. We concluded each pillar with a "What Success Looks Like" scorecard that transformed long-term goals into measurable operational wins.

Investing in More

To highlight the next phase of growth, we created a visual journey for the "More" categories: Food, Private Brands, e-Mobility, and Network Development. 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", the evolution of the private brand offer, and ACT's leadership in the European EV sector. We concluded each pillar with a "What Success Looks Like" scorecard that transformed long-term goals into measurable operational wins.

Investing in More

To highlight the next phase of growth, we created a visual journey for the "More" categories: Food, Private Brands, e-Mobility, and Network Development. 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", the evolution of the private brand offer, and ACT's leadership in the European EV sector. We concluded each pillar with a "What Success Looks Like" scorecard that transformed long-term goals into measurable operational wins.

Investing in More

To highlight the next phase of growth, we created a visual journey for the "More" categories: Food, Private Brands, e-Mobility, and Network Development. 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", the evolution of the private brand offer, and ACT's leadership in the European EV sector. We concluded each pillar with a "What Success Looks Like" scorecard that transformed long-term goals into measurable operational wins.

ACT Slide Multiples MORE
ACT Intro ENABLERS

Enabling Through Digital, Data, and Technology

Strategy is only as effective as the systems that power it. We created a clear and cohesive "Enablers" section that illustrates how ACT’s digital and physical assets work in tandem. Through sophisticated system diagrams and graphics, we showcased the opportunity and data-driven supply chain that supports every site. By simplifying complex technical infrastructure into intuitive visuals, we demonstrated how ACT’s Digital, Data, and Technology form an ecosystem that enables Core + More.

Enabling Through Digital, Data, and Technology

Strategy is only as effective as the systems that power it. We created a clear and cohesive "Enablers" section that illustrates how ACT’s digital and physical assets work in tandem. Through sophisticated system diagrams and graphics, we showcased the opportunity and data-driven supply chain that supports every site. By simplifying complex technical infrastructure into intuitive visuals, we demonstrated how ACT’s Digital, Data, and Technology form an ecosystem that enables Core + More.

Enabling Through Digital, Data, and Technology

Strategy is only as effective as the systems that power it. We created a clear and cohesive "Enablers" section that illustrates how ACT’s digital and physical assets work in tandem. Through sophisticated system diagrams and graphics, we showcased the opportunity and data-driven supply chain that supports every site. By simplifying complex technical infrastructure into intuitive visuals, we demonstrated how ACT’s Digital, Data, and Technology form an ecosystem that enables Core + More.

Enabling Digital, Data, and Technology

Strategy is only as effective as the systems that power it. We created a clear and cohesive "Enablers" section that illustrates how ACT’s digital and physical assets work in tandem. Through sophisticated system diagrams and graphics, we showcased the opportunity and data-driven supply chain that supports every site. By simplifying complex technical infrastructure into intuitive visuals, we demonstrated how ACT’s Digital, Data, and Technology form an ecosystem that enables Core + More.

Enabling Digital, Data,
and Technology

Strategy is only as effective as the systems that power it. We created a clear and cohesive "Enablers" section that illustrates how ACT’s digital and physical assets work in tandem. Through sophisticated system diagrams and graphics, we showcased the opportunity and data-driven supply chain that supports every site. By simplifying complex technical infrastructure into intuitive visuals, we demonstrated how ACT’s Digital, Data, and Technology form an ecosystem that enables Core + More.

ACT Slide Multiples ENABLERS

Delivering Profitable Growth

The presentation concluded with a clear roadmap for creating long-term value. By combining rigorous financial modelling with elevated design, we helped the executive team articulate a "Recipe for Profitable Growth" that was both technically accurate and visually compelling. We visually transformed financial forecasts into a growth algorithm that clearly outlines the path to achieving the company's financial targets. Each target was supported by data visuals that illustrated performance, ensuring the vision was calibrated, measurable, and understood.

Delivering Profitable Growth

The presentation concluded with a clear roadmap for creating long-term value. By combining rigorous financial modelling with elevated design, we helped the executive team articulate a "Recipe for Profitable Growth" that was both technically accurate and visually compelling. We visually transformed financial forecasts into a growth algorithm that clearly outlines the path to achieving the company's financial targets. Each target was supported by data visuals that illustrated performance, ensuring the vision was calibrated, measurable, and understood.

Delivering Profitable Growth

The presentation concluded with a clear roadmap for creating long-term value. By combining rigorous financial modelling with elevated design, we helped the executive team articulate a "Recipe for Profitable Growth" that was both technically accurate and visually compelling. We visually transformed financial forecasts into a growth algorithm that clearly outlines the path to achieving the company's financial targets. Each target was supported by data visuals that illustrated performance, ensuring the vision was calibrated, measurable, and understood.

Delivering Profitable Growth

The presentation concluded with a clear roadmap for creating long-term value. By combining rigorous financial modelling with elevated design, we helped the executive team articulate a "Recipe for Profitable Growth" that was both technically accurate and visually compelling. We visually transformed financial forecasts into a growth algorithm that clearly outlines the path to achieving the company's financial targets. Each target was supported by data visuals that illustrated performance, ensuring the vision was calibrated, measurable, and understood.

Delivering Profitable Growth

The presentation concluded with a clear roadmap for creating long-term value. By combining rigorous financial modelling with elevated design, we helped the executive team articulate a "Recipe for Profitable Growth" that was both technically accurate and visually compelling. We visually transformed financial forecasts into a growth algorithm that clearly outlines the path to achieving the company's financial targets. Each target was supported by data visuals that illustrated performance, ensuring the vision was calibrated, measurable, and understood.

ACT Thank you

 

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