I think we're hearing some concerns around travel tourism, particularly international tourism around theme parks and whatnot being down pretty materially. And then just as snowbird season has gotten underway, any risk that Canadians are avoiding the market this year?

Feb 4, 2026 / receipt, needs a key / Karen Holthaus, analyst | earnings call 2026-02-04 | transcript 90eac7c2-42bd-4781-b3f7-8f21b890dcd8 | chars 47300-47567 | segment 49

You know, we had called out on prior earnings calls that we saw some slowness in the Midwest, and we'd also called out areas where we had, you know, fringe travel from Canada. But as I think back to, you know, last quarter, the start of this quarter, you know, particularly the start of this quarter, you know, January, which, you know, January isn't the bellwether month because it's a smaller month, but really saw pretty consistent performance across the map.

Feb 4, 2026 / receipt, needs a key / Scott, CFO | earnings call 2026-02-04 | transcript 90eac7c2-42bd-4781-b3f7-8f21b890dcd8 | chars 48663-49125 | segment 50

In mid-September, Cormark began shipping to hundreds of additional LOVES travel centers, and in December will begin delivering to racetrack locations nationwide.

Nov 5, 2025 / receipt, needs a key / Scott McPherson, COO | earnings call 2025-11-05 | transcript bb8deffa-c49b-4d96-9984-a77fcf052808 | chars 7547-7708 | segment 7

Also, during the final weeks of the quarter, Cormark began shipping deluxe travel stops, the first of two large new account wins that we are onboarding in the convenience space during the fiscal year.

Nov 5, 2025 / receipt, needs a key / George Holm, CEO | earnings call 2025-11-05 | transcript bb8deffa-c49b-4d96-9984-a77fcf052808 | chars 2857-3057 | segment 2

Deliver Operational Efficiency by Leveraging Technology

ir_statement / Sep 15, 2026 / receipt

Margin expansion

ir_statement / Sep 15, 2026 / receipt

Employs ~530 employees, all based in Puerto Rico

ir_statement / Sep 15, 2026 / receipt

Unlocks New Geography to Expand into New Markets

ir_statement / Sep 15, 2026 / receipt

Continuous Investment in Sales Organization

ir_statement / Sep 15, 2026 / receipt

Acceleration of technology levers across our sales & operations teams

ir_statement / Sep 15, 2026 / receipt

Leverage National Platform to Expand into New Customer Channels

ir_statement / Sep 15, 2026 / receipt

Return to Office Positively Impacting Numerous Channels

ir_statement / Sep 15, 2026 / receipt

Operational technology provides strong foundation for efficient supply chain

ir_statement / Sep 15, 2026 / receipt

Supplier solutions to expand their consumer touchpoints

ir_statement / Sep 15, 2026 / receipt

Growth focused sales organization dedicated to share growth and customer value

ir_statement / Sep 15, 2026 / receipt

Leverage technology to provide better outcomes for customers and employees

ir_statement / Sep 15, 2026 / receipt