Couche-Tard plans to disrupt the convenience store market, with a very interesting strategy based on personalizing stores to local markets - which is often where the highest margin goods are sold to the most price-insensitive consumers. Essentially, this is ultra-differentiation.
Will it work? I wish it would. But I think the American consumer's preferences have become too homogenized, by years of oligopoly and brainwashing-as-advertising, for this strategy to really fit.
I could be completely wrong - so, a very interesting strategy to watch unfold.