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Program Performance Circle K × Lula
Total GMV
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Pre-tax completed orders, since Jan 2025
Completed Orders
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Excluding canceled & denied
Active Stores
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Offboarded stores excluded
Avg Basket Size
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Pre-tax, per completed order
Same-Store YoY
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Jan–May, same stores
01 — Network Growth

The network grew every quarter.

Total pre-tax GMV across all active Circle K stores, Jan 2025 to present. Active store count on the right axis shows how network expansion tracks alongside revenue.

02 — Year-over-Year

Same stores, more revenue.

Jan–May 2025 vs Jan–May 2026 for stores active in both periods. One percentage from two totals — not an average of per-store rates.

03 — Trajectory

Stores that stay, grow.

Each bar = current 3-month rolling GMV in dollars. Color shows direction vs first-3-month baseline. Stores with fewer than 6 months of history excluded.

Improving (>10% above baseline)
Stable (±10%)
Declining (>10% below baseline)
04 — Franchise Groups

Franchise groups over time.

Median pre-tax GMV per store per month, by franchise operator. Median is used — a single high-volume store can distort a group mean. Dotted lines indicate groups with fewer than 5 stores.

05 — Store Spotlight

Any store, any month.

Monthly pre-tax GMV, 3-month rolling average, and first-3-month launch baseline for any store in the program.

06 — Operations

More orders, bigger baskets.

Monthly completed order count (bars, left axis) and average pre-tax basket size per order (line, right axis).

Appendix

What Circle K customers order.

Top 20 items by units sold across all completed CK × Lula orders since Jan 2025. Source: six 3-month query windows over public."OrderItems". For ops reference, not board headline.