Alimentation Couche-Tard Calls Żabka Deal Its Largest, Most Transformational Acquisition

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Fri, July 31, 2026 astatine 12:04 PM CDT 6 min read

Key Points

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Alimentation Couche-Tard called its statement to get a controlling involvement successful Poland's Żabka Group the largest and astir transformational woody successful its history, adding astir 13,000 stores and 4.3 cardinal regular transactions to its convenience retail platform.
Żabka contributes a fast-growing franchise network, beardown nutrient and integer businesses, and an integrated proviso chain. Couche-Tard expects much than $250 cardinal successful yearly synergies by the 3rd twelvemonth aft closing.
The all-debt transaction is expected to rise leverage to astir 3 times nett indebtedness to EBITDA, dilute net successful the archetypal year, and go accretive successful the 2nd year. Couche-Tard anticipates closing successful December, taxable to its tender connection and ownership outcome.

Alimentation Couche-Tard (TSE:ATD) said its statement to get a controlling involvement successful Poland's Żabka Group represents the largest acquisition successful the company's past and a large measurement successful its "Core Plus More" maturation strategy.

President and Chief Executive Officer Alex Miller described the transaction arsenic a "transformational investment" that combines 2 convenience retail businesses with complementary strengths successful food, integer engagement, proviso chain, loyalty programs and innovation. Żabka operates astir 13,000 stores and processes astir 4.3 cardinal transactions daily, according to Couche-Tard.

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"We are not simply acquiring a store network," Miller said. "We are adding a differentiated level with strengths that straight complement and beforehand Core Plus More."

Żabka's Growth Platform

Żabka is Poland's starring convenience retailer and generates astir $7.4 cardinal successful revenue, $1.1 cardinal successful adjusted EBITDA and $300 cardinal successful nett profit, Couche-Tard Chief Financial Officer Filipe da Silva said. The company's franchise exemplary supports what Couche-Tard characterized arsenic charismatic portion economics, currency procreation and scalability.

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The Polish retailer has expanded its nutrient and integer offerings substantially. More than 10 cardinal customers prosecute with its integer ecosystem annually, and astir 1 successful 5 transactions includes a Quick Meal Solutions product, according to Miller. Żabka sells much than 16 cardinal pizzas annually and has developed proprietary nutrient offerings alongside its accepted convenience assortment.

The institution besides runs an integrated logistics network, managing astir 99% of store organisation done its ain system. Its proviso concatenation includes 8 organisation centers and 19 cross-docking facilities, with much than 90% of replenishment automated.

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