Podcasts about alimentation couche tard

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are talking about why some companies are labelled in different sectors depending on the financial website. We will look at Alimentation Couche-Tard and Dollarama in consumer staples and consumer discretionary.  Don't know why a stock is or Up or Down? Avoid price confusion! A simple framework to judge if you should sell, hold or buy! Register my free webinar to get rid of paralysis by analysis: https://moosemarkets.com/webinar It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars *This show is for information & entertainment purposes only. I'm not your financial advisor or investment broker. I don't provide financial advice or buy/sell recommendations. It's not because I like a stock that you should buy it (far from it!). Please do your due diligence and seek professional advice before making any financial decisions. 

GESTIONNAIRES EN ACTION. Alimentation Couche Tard (ATD, 74,11$) a dévoilé le 2 septembre des résultats financiers légèrement supérieurs aux prévisions pour le premier trimestre de son exercice 2026. «Ce que je retiens avant tout, c'est la fin d'un cycle de recul aux États-Unis. On parle d'une progression de 0,4 % des ventes de magasins comparables (ouverts depuis plus d’un an). C'est modeste, oui, mais c'est surtout symbolique. On assiste à un point d'inflexion après sept trimestres consécutifs de baisse», résume Luc Girard, gestionnaire de portefeuille à Noël Girard Lehoux, Valeurs mobilières Desjardins. Il ajoute que le chiffre d'affaires est en léger recul à 17,3 milliards de dollars américains (G$US), tout en étant aussi supérieur aux prévisions des analystes, tout comme le bénéfice par action de 0,78$US. «Ce n'est pas un trimestre spectaculaire, bien évidemment, mais c'est rassurant. Ce qu'on voit ici, c'est une entreprise qui continue d'exécuter, même dans un environnement macroéconomique complexe. Pour les investisseurs, c'est un signal clair de résilience», juge-t-il. La seule ombre au tableau se situe du côté des marges bénéficiaires sur les ventes de carburant aux États-Unis. «C'est vraiment l'élément central du trimestre. Les marges sur le carburant ont reculé d'environ 10%. Elles sont passées de 41,5 cents à 37 cents le gallon. Forcément, le recul a un effet direct sur le bénéfice de l’entreprise. Mais attention, il faut remettre tout ça en perspective. On sort d'une période où les marges étaient exceptionnellement élevées, qui étaient dopées par l'inflation énergétique et aussi les tensions sur l'offre», explique-t-il. Les résultats de Couche-Tard étaient aussi les premiers à être dévoilés depuis l’abandon de l’acquisition de Seven & i Holdings, qui possède entre autres la bannière 7-Eleven. «Cette décision montre beaucoup de maturité stratégique. On parlait quand même d'une transaction de 46G$US, qui aurait quand même alourdi le bilan de façon significative. Dans le contexte actuel, où vous avez un coût de financement qui demeure élevé, où l'inflation maintient une pression sur les coûts opérationnels et où les marchés sont de plus en plus exigeants, on pense vraiment que c'était la bonne décision à prendre», analyse Luc Girard. Il souligne aussi que la direction de Couche-Tard a recommencé à racheter massivement de ses actions après la fin du premier trimestre. «On parle de près de 1G$US en rachats d'actions depuis la fin juillet. C'est un message qui est très clair. La direction estime que le titre est sous-évalué et elle agit donc en conséquence», affirme-t-il. L’oeil sur des actifs d’EG Group? Au mois d'août, divers médias ont parlé de la possibilité que la britannique EG Group puisse céder ses activités américaines de dépanneurs et de stations-services. Une telle acquisition serait, selon le gestionnaire de portefeuille, à la portée de Couche-Tard. «EG Group, effectivement, possède environ 1700 sites aux États-Unis et Couche-Tard a la capacité pour absorber ce type d'actifs sans fragiliser son bilan. La discipline est toutefois la clé. La société ne fera pas une acquisition à n'importe quel prix, surtout dans un contexte où les marchés sont plus volatils et que les investisseurs sont beaucoup plus attentifs à la qualité des actifs», raconte Luc Girard. Selon lui, Couche-Tard reste une entreprise résiliente, bien gérée et possède une capacité d'adaptation remarquable dans un environnement où l'inflation est modérée mais persistante et où les taux d'intérêt restent restrictifs. *Le balado «Gestionnaires en action» a reçu un honneur, étant reconnu en juin dernier dans le Top 100 des meilleurs balados sur les marchés financiers en ligne par la société américaine Million Podcasts.Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

In this episode of the Canadian Investor podcast, Simon (fresh off vacation) and Dan Kent dig into a jam-packed news and earnings episode. We start with the U.S. antitrust ruling on Google. Then we break down Alimentation Couche-Tard’s quarter which was mostly positive. We finish with earnings from TD and Royal Bank as well as our takeaways from Banks earnings this season. Tickers of stocks discussed: TD.TO, RY.TO, GOOG, ATD.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Eight years after rolling a $108K pension into a DIY portfolio, Mike walks through a quarterly review that's up ~200% since inception—but not without bruises. He dissects three laggards (Apple, Alimentation Couche-Tard, Starbucks), explains when he holds vs. trims, and shows the exact process he uses to separate price noise from business news. You'll also hear which names quietly powered returns this quarter and what he plans to change next. Avoid Price Confusion: Save Your Spot for the Upcoming Webinar Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Dollar Tree saw double digit gains in second-quarter sales and profit, Alimentation Couche-Tard also sees some growth during its first quarter, and Kroger is planning growth in the Dallas-Fort Worth area

过去几年，日本和北美市场间有两桩非常值得关注的大型跨国并购案：其一是日本制铁对美国钢铁的收购，其二就是加拿大便利店连锁集团Alimentation Couche-Tard针对7-ELEVEn母公司柒和伊控股的收购要约。前者在特朗普的介入下兑现，后者则是在一整年的纠结后无疾而终。7-ELEVEn是便利店行业的标杆企业，甚至可以说它基本上塑造了现在很多人对“便利店”，以及日本精细化零售管理的基本概念。但在7-ELEVEn的发源地美国，它正面临宏观因素的多重挑战，所以打算进一步学习日本经验。而在7-ELEVEn之上，柒和伊控股的体内原本包含很多更老的零售基因片段，比如百货、超市、家庭快餐店和专业零售。它们与便利店主业越来越难以形成合力，以至于拖累了公司的股价。趁着这次ACT的冲击，柒和伊控股卸下了不少业务包袱——但更难卸掉的，是复杂、僵化的治理体系包袱。| 主播 |肖文杰、约小亚| 时间轴 |02:01 7-ELEVEn的保卫战始末06:39 ACT为何对柒和伊控股不满？08:47 两种便利店，两种7-ELEVEn18:43 美国7-ELEVEn想从日本学什么27:49 柒和伊控股，多元庞杂的企业集团33:23 股东视角和非股东视角的差异| 延伸资料 |Alimentation Couche-Tard在收购失败后发布的声明柒和伊控股针对便利店业务的转型方案Transformation of 7-Eleven柒和伊控股2024财年报告Bloomberg-Billionaire 7-Eleven Heirs' Buyout Bid Came After Hasty U-TurnFinancial Times-The US CEO thrust into Japan's biggest takeover battleHarvard Business School-Tanpin Kanri: Retail Practice at Seven-Eleven JapanBain Capital Agrees to Acquire Supermarket & Specialty Stores Businesses from Seven & i Holdings第一财经周刊-《加入7-ELEVEn》（原文发布于2012年8月）| 后期制作 |潘鑫| 声音设计 |刘三菜| 收听方式 |你可以通过小宇宙、苹果播客、Spotify、喜马拉雅、网易云音乐、QQ 音乐、荔枝、豆瓣等平台收听节目。| 认识我们 |微信公众号：第一财经 YiMagazine联系我们：thatisbiz@yicai.com

In this episode of “At Your Convenience,” CSP Editor Diane Adam talks with Mike Maraldo, who leads the business unit of GetGo Cafe + Market as vice president of operations. Laval, Quebec-based Circle K owner Alimentation Couche-Tard acquired GetGo Cafe + Market in June. On this podcast, Maraldo explains why Couche-Tard a great fit for GetGo, what makes GetGo's food and loyalty program so successful and more.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das endgültige Aus von Intel in Deutschland, einen neuen Rekord bei Nvidia und eine Dauerläufer-Aktie, die Tech und Tradition verbindet. Außerdem geht es um IBM, Tesla, Chipotle Mexican Grill, Alphabet (Google), LVMH, Deutsche Bank, Atoss Software, Constellation Software, Brown & Brown, Vitec Software, Alimentation Couche-Tard, DSV, Deere & Co., CNH Industrial und Kubota. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this week's podcast, Barry and Ernest react to Alimentation Couche-Tard announcing it will drop their bid for Seven and i, before discussing TSMC's quarterly earnings. 

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. ABB & TSMC feiern KI. Lucid feiert Einstieg von Uber. Jungheinrich feiert gar nix. Pepsi feiert 1% Wachstum. Ingredion und Archer Daniels Midland leiden unter Trumps Coca-Cola-Move. Alimentation Couche-Tard wird Seven & i nicht kaufen. GrabAGun-IPO. Die Börse sagt: Netflix (WKN: 552484) gewinnt den Kampf der Streaming-Giganten. Nielsen ist sich da nicht so sicher. Was sagen die Zahlen? Ein milliardenschwerer Medizintechnikkonzern, den keiner kennt, obwohl er deutsche Wurzeln hat? Das ist Bruker (WKN: 813534). Diesen Podcast vom 18.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

It was poised to be Japan’s biggest foreign takeover—Alimentation Couche-Tard’s $46 billion bid for 7-Eleven owner Seven & i Holdings. After nearly a year of back-and-forth, the deal collapsed. Why did it fall through? What does it mean for the future of Seven & i—and for foreign investors eyeing Japan Join Dan Koh and Ryan Huang as they break down the anatomy of this historic non-deal, what it means for Seven & i going forward, how investors are reacting, and what the fallout reveals about Japan’s evolving corporate governance landscape.See omnystudio.com/listener for privacy information.

A.M. Edition for July 17. The dollar rises on President Trump's latest tariff threat to notify as many as 150 nations about unilateral levies. Plus, Canadian convenience store giant Alimentation Couche-Tard abandons a $47 billion bid to buy Japanese 7-Eleven operator Seven & i. And WSJ's Eliot Brown says some Trump administration officials are holding up a landmark deal that would allow the United Arab Emirates to buy billions of dollars in Nvidia's cutting-edge artificial-intelligence chips over national-security concerns. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Canada's Alimentation Couche-Tard has abandoned its $47 billion bid to buy Japanese 7-Eleven operator Seven & i. And United Airlines says it's expecting a travel rebound in the second half of 2025 as it resets its profit guidance. Azhar Sukri hosts.  Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

A fire at a newly opened shopping centre in Iraq has killed dozens of people. The blaze in the eastern city of Kut broke out at the Hyper Mall and rapidly engulfed its walls. After a year of prolonged negotiations marked by dramatic twists and turns, the Canadian retailer Alimentation Couche-Tard said it was abandoning its multibillion-dollar bid to acquire the owner of 7-Eleven convenience stores. Plus, we look at the CEO of Nvidia, Jensen Huang's visit to China amidst the resumption of selling H20 chip to China.

The Seven & I, Alimentation Couche-Tard deal falls apart, Dollar General Executive Vice President and CFO Kelly Dilts steps down, and Hop Shop Convenience Stores revamps its loyalty program.

We explore what it really means to craft an investment thesis—and why it's the missing link for many investors. Let's break down the essential steps to writing one, how to use it in buy/sell decisions, and walk through two real-world examples: Alimentation Couche-Tard and BCE. Whether you're a beginner or a seasoned investor, this is your guide to investing with clarity and confidence. Download the Investment Roadmap. Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are talking about Alimentation Couche-Tard (ATD.TO) latest quarterly earnings. It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars

Barry and Ernest break down their views on investing in gold and “alternatives” and then discuss Alimentation Couche-Tard's earnings.0:00 – Introduction1:40 – The Outsiders + capital allocation5:33 – Why we don't own gold15:47 – The issue with “alternatives”23:49 – Evaluating AI within non-tech businesses31:13 – Alimentation Couche-Tard earnings

Majors Management will rebrand the 35 stores it acquired from Alimentation Couche-Tard to MAPCO. New details emerge on a cyberattack on Ahold Delhaize USA. And the National Association of Truck Stop Operators has a new CEO.

This week, Barry and Ernest discuss their preference forcompounders over dividend-paying stocks before providing an update on Alimentation Couche-Tard, Canadian Natural Resources, and Tourmaline Oil. 0:00 – Introduction3:43 – Our view on a potential recession14:43 – Why we prefer capital allocators over dividend payers33:10 – Update on Alimentation Couche-Tard40:51 – Update on CNQ, Tourmaline, and M&A in the O&Gspace 

In this episode of “At Your Convenience,” CSP Editor Diane Adam talks with Taylor Bromley (pictured third from right), senior manager third party implementation at Altria, and Christine Loukota, director of emerging technologies at Alimentation Couche-Tard/Circle K, regarding the annual 2025 Women's Leadership Summit. Navigating the evolving landscape of leadership in today's business climate was the topic of discussion Feb. 28 at the annual 2025 Women's Leadership Summit hosted by Richmond, Virginia-based tobacco company Altria and the Trulaske Business School's Career Services Department at the University of Missouri, Columbia, Missouri.Bromley and Loukota discussed the challenges of navigating the evolving landscape of leadership in today's business climate, the strengths of Gen Z and finding the right work method that aligns with individual preferences and career goals.

Schnucks is rolling out more Instacart Caper Carts in its Missouri stores. Alimentation Couche-Tard has signed a nondisclosure agreement with Seven & i Holdings. And Casey's is calling for applications to its 2025 Innovation Summit.

SNAP continues to be in the crosshairs of state and federal lawmakers. Alimentation Couche-Tard has acquired Dusterhoft Family Stores. And Bob Espey is stepping down as president and CEO of Parkland.

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. 5 easy steps to clean your portfolio: https://moosemarkets.com/webinar Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income

Alimentation Couche-Tard's CEO denies reports that the company signed a nondisclosure agreement with Seven & i Holdings. Walmart has developed a generative AI tool for its category merchants. And Kwik Trip's CEO responds after an employee was fatally stabbed at a store.

Dollar General reaches a $40 billion milestone. Canadian consumers get behind the Made In Canada movement. And the plot thickens with Alimentation Couche-Tard's attempted purchase of Seven & i holdings.

United Natural Foods Inc. workers in Atlanta hold a practice picket as they await their first contract. Alimentation Couche-Tard Inc. explores divesting U.S. c-stores to secure regulatory approval for the potential acquisition of Seven & i Holdings. And Sycamore Partners is acquiring Walgreens Boots Alliance for $10 billion.

In this episode of “At Your Convenience,” CSP editors Hannah Hammond, Heather Lalley, Rachel Gignac, Diane Adam and Chuck Ulie share highlights from CSP's Convenience Retailing University (CRU) conference.The event took place Feb. 24-26 in Nashville, Tennessee, and was filled with educational content in all convenience-store categories, from tobacco to center store to packaged beverages and more. Also, Hammond interviews five of the 2025 Category Manager of the Year winners: Foodservice, large chain, winner Kevin Dixon of Circle K and small-chain winner Jamie Kennedy of Weigel'sAlcohol, large chain, winner Jackie Pfeiffer of Circle K and small-chain winner Nick Triantafellou of Weigel'sLoyalty + Tech/Operations, small chain, winner Jessica Starnes of Weigel'sThey talked about what they love about their categories, what challenges they face and more. Circle K owner Alimentation Couche-Tard is No. 2 on CSP's 2024 Top 202 ranking of U.S. c-store chains by store count. Weigel's Stores Inc. is No. 79.

0:00 – Introduction1:35 – Importance of investing for the long-term3:41 – Warren Buffett's annual letter and succession planning at Berkshire19:15 – Update on ATD's acquisition of 7-Eleven 27:04 – Exor selling Ferrari shares 30:03 – National Bank earnings35:14 – Domino's Pizza earningsThis week, Barry and Ernest discuss Warren Buffett's annual letter, then provide updates on Alimentation Couche-Tard's acquisition of 7-Eleven as well as earnings for National Bank and Domino's Pizza.

Loblaw's reaches a new-store milestone.  Alimentation Couche-Tard plans three new Circle K distribution centers. And raw milk gets recalled due to possible bird flu contamination.

Ahold Delhaize has spent most of the last two weeks responding to a cyberattack. Alimentation Couche-Tard is not considering a hostile takeover bid for Seven & i Holdings. And 7-Eleven has redesigned packaging on its 7-Select Replenish line of hydration beverages.

Earlier this year, Canadian convenience store company Alimentation Couche-Tard put in a bid to acquire 7-Eleven. Then, management from inside 7-Eleven's parent company, Seven & i, proposed a record-breaking buyout to counter. WSJ's Jinjoo Lee on the drama around who will own the world's largest convenience store chain.  Further Listening: -The Fight Over U.S. Steel and the Community Caught in the Middle  -Why the FTC is Challenging a $25 Billion Supermarket Merger  Further Reading: -The Fight for 7-Eleven Isn't Just About Money  -Talk of a 7-Eleven Takeover Has Japan Worried About the Rice Balls  Learn more about your ad choices. Visit megaphone.fm/adchoices

Alimentation Couche-Tard's attempt to buy 7-Eleven parent company Seven & i Holdings faces a new challenge. Discount grocer Aldi announces its new store count plans for 2025. And the FDA announces an investigation into E. Coli in carrots.

Wonder buys Grubhub for $650 million. Online grocery sales spike. And Seven & i Holdings is considering going private to block an acquisition from Alimentation Couche-Tard.

Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!   In this episode, I chat with Nelson, the founder of the Canadian Dividend Investing Newsletter, and one of my favourite people in the FinTwit space! We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on October 16th. As a result, any references to  specific future dates/events in the episode may refer to a time that has already passed. Connect: Newcomer Investor on X: ⁠https://twitter.com/NewcomerInvest⁠ Newcomer Investor Email: ⁠iamthenewcomerinvestor@gmail.com⁠ Nelson on X: https://x.com/CDInewsletter Subscribe to the Canadian Dividend Investing Newsletter: https://canadiandividendinvesting.beehiiv.com/ Episode Highlights: (0:00) - Intro (1:00) - Who is Nelson?  (4:30) - Nelson's investing style (6:22) - TD's $3B fine and asset cap (13:20) - Canadian Big 6 Banks (17:50) - EQB (26:05) - American banks (28:25) - A&W (38:50) - Restaurant Brands International (Tim Hortons, Burger King, Popeyes, Firehouse Subs) (46:30) - McDonald's (51:30) - Yum Brands (54:20) - Alimentation Couche-Tard (1:00:00) - Parkland Fuels (1:06:50) - How will EVs affect the convenience industry??? (1:09:00) - Nutrien (1:14:00) - Dollarama (1:20:00) - Rogers Sugar (1:23:00) - Grupo Aeroportuario (1:26:00) - Polaris Infrastructure (1:31:00) - Why no Asia/Europe stocks? Why so many holdings? Why no ETFs? Favourite/best stock ever?

In this wide spanning interview episode we talk with Biz Almanac's Andy on investment philosophy, the differences of Founder-led businesses, as well as many different companies he's written up on his Substack, including TerraVest, Alimentation Couche Tard, Burford, Progressive, TFI, Old Dominion, Spotify, Mercardo Libre, and  more!  Find out more about Biz Almanac's research and writings here and follow him on Twitter @BizAlmanac. -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (0:59) What is your Investment Philosophy? Why focus on Owner Operated Businesses?  (13:47) — How do you pick companies to vette? (19:51) — When to Sell and we discuss a Controversial Study's Conclusions   (34:30) — TerraVest (45:54) — Alimentation Couche Tard (58:09) — Alternative Asset Managers, Apollo Group  (1:04:09) — Burford, Niche Area of Littigation Finance  (1:13:02) — Progressive Insurance  (1:15:26) — What is LTL? TFI and Old Dominion  (1:23:29) — Spotify, Daniel Ek as a Founder  (1:30:02) — Mercado Libre, Developed Markets  vs Developing Markets (1:41:00) — Take Aways and Closing Comments  -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Companies in Japan have long avoided foreign acquisitions. But Canada-based Alimentation Couche-Tard's recent unsolicited bid for the owner of the 7-Eleven convenience store chain is testing that premise. The FT's Tokyo bureau chief Leo Lewis examines how these events could shape corporate Japan's future. - - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:The takeover fight that could reshape Japan After 7-Eleven, Japan's M&A scene may never be the same again7-Eleven bid is the next stage in revitalising corporate Japan - - - - - - - - - - - - - - - - - - - - - - - - - - On X, follow Leo Lewis (@urbandirt) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download The Canadian Rock Stars List, a selection of the safest dividend stocks in Canada: https://moosemarkets.com/rockstars Webinar Withdrawing Money at Retirement: https://moosemarkets.com/webinar Webinar Replay: Dividend Income For Life : https://www.dividendstocksrock.com/dividend-income

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download The Canadian Rock Stars List, a selection of the safest dividend stocks in Canada: https://moosemarkets.com/rockstars Webinar: Invest with conviction: https://moosemarkets.com/webinar Webinar Replay: Dividend Income For Life : https://www.dividendstocksrock.com/dividend-income

From the BBC World Service: It’s the world’s largest convenience chain, with 85,000 stores — and Seven & i Holdings said the $40 billion takeover bid for 7-Eleven from rival Alimentation Couche-Tard “grossly undervalues” the business. We’ll hear the latest on why the deal seems to be falling apart. Also on this morning’s show: How do you put a value on Banksy’s street art to local neighborhoods?

From the BBC World Service: It’s the world’s largest convenience chain, with 85,000 stores — and Seven & i Holdings said the $40 billion takeover bid for 7-Eleven from rival Alimentation Couche-Tard “grossly undervalues” the business. We’ll hear the latest on why the deal seems to be falling apart. Also on this morning’s show: How do you put a value on Banksy’s street art to local neighborhoods?

Nvidia continues its streak of triple-digit growth, but we shouldn't be so surprised.  (1:08) Jason Moser and Bill Mann discuss: - Nvidia's killer quarter, and why the market yawned over the results.  - The global IT outage's impact on Crowdstrike's past quarter and outlook for the rest of the year.  - Chewy's continued turnaround, Dollar General's merchandising woes, and the new-look mature Salesforce. (28:21) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks' leadership teams.  (48:44) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard. Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Nell Minow Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

The Japanese operator of 7-Eleven is discussing ways to defend itself against a takeover bid by Canada's Alimentation Couche-Tard, Chinese export controls on crucial semiconductor materials are starting to hit supply chains, and the fintech company Klarna plans to axe almost half of its staff in favour of artificial intelligence. Plus, Nasa is turning to Elon Musk's SpaceX after Boeing's Starliner, which was meant to bring two US astronauts home, suffered technical problems.Mentioned in this podcast:7-Eleven's Japanese owner explores protected status to thwart foreign bidChina's export curbs on semiconductor materials stoke chip output fearsKlarna aims to halve workforce with AI-driven gainsHow will Nasa return two US astronauts stranded in space?The FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

What does the potential Circle K-7-Eleven deal mean for restaurants? This week's episode of the Restaurant Business podcast A Deeper Dive features Hannah Hammond, a senior editor with RB sister publication CSP Daily News. CSP covers convenience stores, and I wanted to talk with Hammond about the big news of the week—maybe the year—in the convenience-store industry: The proposed acquisition of Seven & i holdings by Alimentation Couche-Tard. Seven & i is the Japanese owner of 7-Eleven and Alimentation Coche-Tard, or ACT, is the owner of Circle K. 7-Eleven is the country and world's biggest convenience store chain. Circle K is No. 2 in the U.S. This was the equivalent of Starbucks proposing to buy McDonald's. Hammond talks about the deal and what it means for the companies themselves and the c-store business and whether it could get through the FTC. We also talk about what this means for the respective chains' growing competition with quick-service restaurants. And we talk about all kinds of other c-store stuff, including Wawa and Buccee's and why convenience stores can't spell the word Quick. We're talking c-stores on A Deeper Dive, so please check it out.

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From the BBC World Service: The owner of convenience store giant 7-Eleven has received a takeover offer from Canadian rival Alimentation Couche-Tard, which runs the Circle K chain. Then, long COVID has cost Australia’s economy over an estimated $6 billion, with 100 million working hours lost in 2022 alone. Then, Indonesia has inaugurated its new — and partially built — capital city of Nusantara, as part of an ambitious $30 billion plan.

From the BBC World Service: The owner of convenience store giant 7-Eleven has received a takeover offer from Canadian rival Alimentation Couche-Tard, which runs the Circle K chain. Then, long COVID has cost Australia’s economy over an estimated $6 billion, with 100 million working hours lost in 2022 alone. Then, Indonesia has inaugurated its new — and partially built — capital city of Nusantara, as part of an ambitious $30 billion plan.

Plus: Streaming platform Fubo stock jumps after a judge blocks Warner Brothers Discovery, Fox Corp. and Disney from launching a rival service. And, Shares in 7-Eleven's parent soar in Tokyo after a takeover bid from Canada's Alimentation Couche-Tard. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Canadian Investor Podcast, we go over General Mills' Q4 results. Despite being a consumer staple company with brands like Cheerios, Betty Crocker, and Häagen-Dazs, the company is facing some challenges due to consumers opting for cheaper alternatives. Next, we turn our attention to Alimentation Couche-Tard. Reporting its second consecutive quarter of soft earnings, Couche-Tard saw revenue beat expectations but profits were below what bay street was expecting. We'll explore the factors contributing to their 32% year-over-year decline in earnings, including challenges in fuel margins and consumer behavior shifts in Canada. We also answer some listeners' questions about investing when markets are at all time highs, the best methods for currency conversion, and alternative fixed income investments.  Tickers of Stocks & ETF discussed: ATD.TO, GIS, XAW.TO, ITOT, DLR.TO, DLR-U.TO, HSAV.TO, CASH.TO, ZMMK.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.