Added to YB: 2025-08-28
Pitch date: 2025-08-26
TSCO [neutral]
Tractor Supply Company
-15.61%
current return
Author Info
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Company Info
Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; companion animal products, such as food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.
Market Cap
$28.6B
Pitch Price
$61.58
Price Target
64.00 (+23%)
Dividend
1.70%
EV/EBITDA
13.01
P/E
26.14
EV/Sales
2.22
Sector
Specialty Retail
Category
value
Tractor Supply Company - $TSCO
TSCO (earnings update): Q2 rev +4.5% to $4.44B, same-store sales only +1.5% (concerning vs historical 2-5%). Faces tariff pressure on imports & competition from Amazon/Walmart in rural markets. Final Mile delivery initiative shows promise ($400 avg order, 10x lower returns). DCF fair value $55-64 vs $61 current. Est 7-9% annual returns too low.
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