Jan. 26 at 1:10 PM
$AAPL I just published a new CEO Series on Alain Bouchard and Circle K / Couche-Tard ( ATD. TO ).
Convenience is a repetition business. The stop has to work the same way, every day: fast, clean, reliable. When the basics hold, repeat visits stack. When they slip, people reroute quietly.
The file also walks through his attempt to acquire 7-Eleve,not as news, but as a signal of how the machine is built and how the operator thinks at scale.
Read it:https://cundilldeepvalue.substack.com/p/ceo-series-alain-bouchard-circle-a2a
$KR $DG $DLTR $MCD